Research & Stock Picks

Morning Briefs

24 July 2023

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IHSG Berpotensi Sideways

Pada penutupan Jumat lalu (21/7), pasar AS bergerak sideways. Dow Jones menguat +0.01%, S&P 500 menguat +0.03%, dan Nasdaq melemah -0.22%. Pasar AS bergerak sideways pada Jumat lalu, tetapi Dow mencatatkan kenaikan selama sepuluh hari berturut-turut, sejak Agustus 2017. Pasar Asia-Pasifik diprediksi akan dibuka sideways, menyusul serangkaian data ekonomi dari berbagai wilayah, termasuk data inflasi dari Malaysia dan Singapura. Yield UST 10Y melemah -0.36% (-0.014 bps) pada level 3.837%, dan USD index menguat +0.19% ke level 101.07.

 

Pasar komoditas terpantau sideways pada Jumat (21/7) kemarin; minyak WTI menguat +1.9%  ke level USD 77.07/bbl, Brent menguat +1.8 % ke level USD 81.1/bbl, harga batubara menguat +1.3% di level USD 141.75/ton, nikel melemah -2.36% ke level USD 20,830 dan CPO melemah -0.1% ke level MYR 4,043. Harga emas terpantau melemah -0.3% ke level USD 2,005/toz).

 

Bursa Asia bergerak sideways pada Jumat (21/7) kemarin. Kospi menguat +0.37%, Nikkei melemah -0.57%,  Hang Seng menguat +0.78%, dan Shanghai melemah -0.06%. IHSG ditutup menguat +0.24% ke level 6,880.8. Indeks Saham Syariah Indonesia (ISSI) juga ikut menguat +0.34% ke level 207.2. Investor asing pada Jumat kemarin mencatatkan keseluruhan net buy sebesar IDR 2.9 miliar. Pada pasar reguler, investor asing mencatatkan net sell sebesar IDR 181.1 miliar, dan pasar negosiasi mencatatkan net buy asing sebesar IDR 184 miliar. Net buy asing tertinggi di pasar reguler didominasi oleh BMRI (IDR 136 miliar), KLBF (IDR 23.7 miliar), dan CPIN (IDR 18.7 miliar). Net sell asing tertinggi di pasar reguler dicatat oleh ASII (IDR 69.9 miliar), BBCA (IDR 58.8 miliar), dan ADRO (IDR 57.6 miliar). Selain itu, top sector gainer adalah sektor IDXTRANS, sementara yang menjadi top sektor loser datang dari IDXTECH. Top leading movers emiten adalah AMRT, BMRI, SMGR, sementara top lagging movers emiten adalah ASII, GOTO, BUKA.

 

Pagi ini Nikkei menguat +0.95% dan KOSPI melemah -0.41%. Kami memperkirakan IHSG berpotensi sideways pada hari ini, seiring dengan sentimen beragam dari pergerakan bursa global dan bursa regional.

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