Research & Stock Picks

Morning Briefs

23 October 2024

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IHSG Berpotensi Sideways Hari Ini

Bursa AS ditutup mixed pada hari Selasa (22/10): Dow -0.02%, S&P 500 -0.05%, Nasdaq +0.18%. Bursa AS ditutup beragam di tengah kekhawatiran investor terkait potensi melambatnya siklus penurunan suku bunga (yang menekan saham-saham properti) dan menjelang rilis laporan keuangan dari sejumlah emiten besar seperti Tesla dan Coca Cola. Yield UST 10Y naik +0.33% (+0.014 bps) ke 4.210%, dan Indeks USD naik +0.06% ke 104.1.

 

Pasar komoditas cenderung menguat pada Selasa (22/10); Minyak WTI +2.19% ke USD 72.09/bbl, minyak Brent +2.36% ke USD 76.04/bbl, batu bara -0.62% ke USD 144.7/ton, CPO +1.99% ke MYR 4,387, dan emas +0.99% ke USD 2,748/toz.

 

Bursa Asia ditutup mixed pada Selasa (22/10): Kospi -1.42%, Hang Seng +0.10%, Nikkei -1.39% dan Shanghai +0.54%. IHSG naik +0.21% ke level 7,789,0, dengan net sell asing sebesar IDR 139.4 miliar; net sell IDR 286.1 miliar di pasar reguler, dan net buy IDR 146.7 miliar di pasar negosiasi. Net buy asing terbesar di pasar reguler dicatatkan oleh ASII (IDR 263.8 miliar), disusul GOTO (IDR 109.2 miliar), dan BBNI (IDR 92.4 miliar). Net sell asing terbesar di pasar reguler dicatatkan oleh BBRI (IDR 373.5 miliar), disusul BBCA (IDR 279.2 miliar), dan TLKM (IDR 77.8 miliar). Top leading movers adalah BREN, GOTO, dan ASII, sedangkan top lagging movers adalah BBRI, BBCA, dan AMMN.

 

Baik Kospi (+0.20%) maupun Nikkei (+0.04%) dibuka menguat pagi ini. Kami memperkirakan IHSG akan sideways hari ini, mengingat sentimen mixed dari pasar global dan regional.

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