Research & Stock Picks

Morning Briefs

03 October 2024

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IHSG Berpotensi Sideways Hari Ini

Pasar AS ditutup cenderung menguat pada Rabu (03/10): Dow +0.09%, S&P 500 0.01%, Nasdaq +0.08%. Pasar AS naik tipis di tengah kehati-hatian terhadap Timur Tengah, dengan saham Tesla turun setelah pengiriman tidak memenuhi target. Yield UST 10Y naik +0.054 (+1.45%) ke 3.786, dan USD Index naik +0.48% ke 101.8.

 

Pasar komoditas ditutup cenderung beragam pada Rabu (03/10): Minyak WTI -0.17% menjadi USD 70.8/bbl, batu bara -0.99% menjadi USD 140.3/ton, nikel +2.95% menjadi USD 18,220/ton, CPO +4.66% menjadi MYR 4,196, dan emas -0.04% menjadi USD 2,661/toz.

 

Bursa Asia sebagian besar melemah pada Rabu (03/10): Kospi -1.22%, Nikkei -2.18%, Hang Seng +6.20%, dan pasar Shanghai tutup dikarenakan libur nasional sementara IHSG ditutup melemah pada level 7,563 (-1.03%), dengan keseluruhan net sell sebesar IDR 662.4 miliar.Di pasar reguler, investor asing mencatatkan net sell sebesar IDR 683.6 miliar, dan pada pasar negosiasi tercatat net buy asing sebesar IDR 21.2 miliar. Net sell asing tertinggi di pasar reguler dicetak oleh BBRI (IDR 434.3 miliar), TLKM (IDR 126.3 miliar), dan BBCA (IDR 118.9 miliar). Net buy asing tertinggi di pasar reguler dicatatkan oleh MEDC (IDR 104.7 miliar), ANTM (IDR 103.1 miliar), dan BRMS (IDR 57.4 miliar). Top leading movers emiten BREN, BYAN, BRMS, sementara top lagging movers emiten BBRI, AMMN, TLKM.

Nikkei dibuka menguat +3.14% sedangkan Kospi lbur pada pagi ini. Kami memperkirakan IHSG akan sideways hari ini dikarenakan kondisi market global dan komoditas yang bergerak mixed.

 

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RSH-241003
RSH-241003 - English

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