Research & Stock Picks

Morning Briefs

04 December 2024

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IHSG Berpotensi Sideways Hari Ini

Bursa AS ditutup beragam pada Selasa (3/12): Dow -0.17%, S&P 500 +0.04%, Nasdaq +0.40%. Saham AS ditutup beragam pada hari Selasa karena investor mencerna data pekerjaan baru dan berita Fedspeak mengenai jalur ke depan untuk suku bunga. Yield UST 10Y naik +0.88% (+0.037 bps) ke 4.228%, dan Indeks USD turun -0.04% ke 106.3.

 

Pasar komoditas ditutup menguat pada Selasa (3/12); Minyak WTI +2.85% ke USD 69.94/bbl, minyak Brent +2.46% ke USD 73.72/bbl, batu bara -0.15% ke USD 134.8/ton, CPO +2.38% ke MYR 5,076, dan emas +0.16% ke USD 2,643/toz.

 

Bursa saham Asia ditutup menguat pada Selasa (3/12): Kospi +0.94%, Hang Seng +0.65%, Nikkei +0.80% dan Shanghai +1.13%. IHSG ditutup di level 7,047.0 (-0.95%), dengan net sell asing sebesar IDR 2080.1 miliar. Di pasar reguler, investor asing mencatatkan net buy sebesar IDR 797 miliar, dan pada pasar negosiasi tercatat net buy asing sebesar IDR 1283.1 miliar. Net buy asing tertinggi di pasar reguler dicatatkan oleh BBCA (IDR 346.2 miliar), BMRI (IDR 144 miliar), dan TLKM (IDR 117.3 miliar). Net sell asing tertinggi di pasar reguler dicetak oleh BBRI (IDR 188 miliar), BBNI (IDR 37.1 miliar), dan ICBP (IDR 18.4 miliar). Top leading movers emiten BBCA, BMRI, TLKM, sementara top lagging movers emiten TPIA, SMGR, PANI.

 

Nikkei dibuka menguat (+0.09%) dan Kospi dibuka melemah (-1.48%) pada pagi ini. Kami memperkirakan IHSG akan bergerak sideways hari ini, didukung oleh sentimen yang beragam dari regional.

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