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Morning Briefs

01 July 2024

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IHSG Berpotensi Menguat Hari Ini

Pada penutupan Jumat kemarin (6/28), pasar AS bergerak melemah: Dow Jones -0.12%, S&P 500 -0.41%, dan Nasdaq -0.71%.

Pasar saham AS melemah pada akhir kuartal yang solid, seiring investor mencerna data ekonomi terbaru yang menunjukan inflasi melambat dan consumer sentiment figures yang lebih baik dari perkirakan. Yield UST 10Y menguat +2.35% (+0.101 bps) pada level 4.392%, dan USD index melemah -0.04% ke level 105.87.

 

Pasar komoditas terpantau mayoritas menguat Jumat kemarin (6/28); harga minyak WTI -0.44% ke level USD 81.54/bbl, harga batubara +0.45% di level USD 133.2/ton, dan CPO +0.54% ke level MYR 3,916. Harga emas terpantau menguat +0.11% ke level USD 2,339.6/toz).

 

Bursa Asia bergerak menguat Jumat kemarin (6/28): Kospi +0.49%, Hang Seng +0.01%, Nikkei +0.61% dan Shanghai +0.73%. IHSG ditutup menguat +1.37% ke level 7,063.6. Investor asing kemarin mencatatkan keseluruhan net selll sebesar IDR 1,734.8 miliar. Di pasar reguler, investor asing mencatatkan net buy sebesar IDR 2,129.1 miliar, dan pada pasar negosiasi tercatat net sell asing sebesar IDR 3,863.9 miliar. Net sell asing tertinggi di pasar reguler didominasi oleh ASII (IDR 37.7 miliar), UNVR (IDR 34 miliar), dan BBNI (IDR 30.2 miliar). Net buy asing tertinggi di pasar reguler dicatat oleh BBCA (IDR 766.1 miliar), BBRI (IDR 558.4 miliar), dan BMRI (IDR 196.2 miliar). Adapun top sector gainer adalah sektor IDXTRANS, sementara yang menjadi top sector loser adalah sektor IDXHLTH. Top leading movers emiten BBRI, BMRI, TLKM, sementara top lagging movers emiten AMMN, MEGA, FREN.

 

Pagi ini, Kospi tercatat melemah -0.12% dan Nikkei menguat +0.57%. Kami memperkirakan IHSG diperkirakan bergerak menguat hari ini seiring dengan naiknya beberapa harga komoditas dan kembali berlanjutnya aksi beli investor asing.

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