Research & Stock Picks

Morning Briefs

14 January 2025

By

IHSG Berpotensi Sideways Hari Ini

Pasar saham AS ditutup mixed pada Senin (13/1): Dow +0.86%, S&P 500 +0.16%, Nasdaq -0.38%. Nasdaq mendapat tekanan dari pelemahan sejumlah saham big tech di tengah berlanjutnya aksi jual saham teknologi oleh investor, yang didorong salah satunya oleh kenaikan imbal hasil obligasi Treasury AS. Yield UST 10Y menguat +0.59% (+0.028 bps) ke 4.790%, sementara USD Index turun -0.14% ke 109.5.

 

Pasar komoditas cenderung menguat pada Senin (13/1); harga minyak WTI +2.94% ke level USD 78.82/bbl, harga minyak Brent +1.57% ke level USD 80.97/bbl, harga batubara +0.43% di level USD 115.5/ton, dan CPO +2.48% ke level MYR 4,500. Harga emas terpantau melemah -0.99% ke level USD 2,663/toz.

 

Bursa Asia ditutup melemah Senin kemarin (13/1): Kospi +0.31%, Hang Seng -1.00% dan Shanghai -0.25%. IHSG ditutup melemah -1.02% ke level 7,016.9. Investor asing kemarin mencatatkan net sell sebesar IDR 383.4 miliar. Di pasar reguler, investor asing mencatatkan net sell sebesar IDR 407.7 miliar, dan pada pasar negosiasi tercatat net buy asing sebesar IDR 24.3 miliar. Net sell asing tertinggi di pasar reguler dicetak oleh BBRI (IDR 507.7 miliar), PTRO (IDR 155.7 miliar), dan BRMS (IDR 64.1 miliar). Net buy asing tertinggi di pasar reguler dicatatkan oleh TLKM (IDR 106.1 miliar), BRPT (IDR 48.1 miliar), dan EXCL (IDR 45.6 miliar). Top leading movers adalah TPIA, DSSA, MDKA, sementara top lagging movers adalah BBRI, BREN, ASII.

 

Pagi ini, Kospi tercatat menguat +0.35%, sementara Nikkei melemah -0.72%. Kami memperkirakan IHSG bergerak sideways, didorong sentimen yang bergerak beragam.

Share This:

Highlights

Download PDF

Download PDF

RSH-250114
RSH-250114 - English

Download PDF

RSH-250114
RSH-250114 - English

More Related

Economic Reports

Feb 17, 2025

Samuel Weekly Economic Insights 17 February 2025

Morning Briefs

Feb 17, 2025

IHSG Berpotensi Sideways Hari Ini

Technical Stock Analysis

Feb 17, 2025

Daily Stock Technical – Feb17, 2025

Tantangan Batu Bara di Akhir 2024

Company Reports

Feb 14, 2025

Coal Weekly (07 – 13 February 2025): Avg. USD 108.0/ton (-7.1% WoW)

pertumbuhan solid oil n gas

Company Reports

Feb 14, 2025

Oil Weekly (07 – 13 February 2025): Avg. USD 75.5/bbl (-0.02% WoW)

harga cpo naik

Company Reports

Feb 14, 2025

Palm Oil Weekly (7 – 13 February 2025): Avg. CPO MYR 4,671 (+4.3% WoW)

Morning Briefs

Feb 14, 2025

JCI is Expected to Move Up Today

Technical Stock Analysis

Feb 14, 2025

Daily Stock Technical – Feb14, 2025

Economic Reports

Feb 13, 2025

Samuel Daily Economic Insights 14 Februari 2025

Company Reports

Feb 13, 2025

SSI Surveillance: Raw Materials (5 February – 11 February 2025)

Company Reports

Feb 13, 2025

SSI Surveillance: Poultry Mid-Weekly (03 – 07 February 2025)

Company Reports

Feb 13, 2025

Indosat (ISAT): IDR 1,740 – BUY, SSI TP: IDR 2,000 (From: IDR 2,800); Cons. TP: IDR 2,977

Technical Stock Analysis

Feb 13, 2025

Daily Stock Technical – Feb13, 2025

Morning Briefs

Feb 13, 2025

IHSG Berpotensi Menguat Hari Ini

Economic Reports

Feb 12, 2025

Samuel Daily Economic Insights 12 February 2025

Morning Briefs

Feb 12, 2025

IHSG Berpotensi Melemah Hari Ini

Technical Stock Analysis

Feb 12, 2025

Daily Stock Technical – Feb12, 2025

Economic Reports

Feb 11, 2025

Samuel Daily Economic Insights 11 February 2025

Economic Reports

Feb 11, 2025

Indonesia Consumer Confidence Index: 11 February 2025

Technical Stock Analysis

Feb 11, 2025

Daily Stock Technical – Feb11, 2025

Economic Reports

Feb 11, 2025

Samuel Daily Economic Insights 11 February 2025

emas melesat

Company Reports

Feb 10, 2025

Gold Weekly (3 – 7 February 2025): Avg. USD 2,849/oz (+2.8% WoW)

harga nikel merosot

Company Reports

Feb 10, 2025

Nickel Weekly (3 – 7 February 2025): Avg. USD 15,215/ton (-0.2% WoW)

harga tembaga turun

Company Reports

Feb 10, 2025

Copper Weekly (3 – 7 January 2025): Avg. USD 9,068/ton (+1.3% WoW)

Economic Reports

Feb 10, 2025

Samuel Weekly Economic Insights 10 February 2025

Technical Stock Analysis

Feb 10, 2025

Daily Stock Technical – Feb10, 2025

Morning Briefs

Feb 10, 2025

IHSG Berpotensi Melemah Hari Ini

batu bara china

Company Reports

Feb 7, 2025

Coal Weekly (31 Jan – 06 Feb 2025): Avg. USD 116.2/ton (-0.2% WoW)

harga minyak

Company Reports

Feb 7, 2025

Oil Weekly (31 Jan – 06 Feb 2025): Avg. USD 75.6/bbl (-2.3% WoW)

Economic Reports

Feb 7, 2025

Indonesia Foreign Exchange Reserves: 7 February 2025

tren harga CPO

Company Reports

Feb 7, 2025

Palm Oil Weekly (31 January – 6 February 2025): Avg. CPO MYR 4,477 (-0.7% WoW)

Technical Stock Analysis

Feb 7, 2025

Daily Stock Technical – Feb07, 2025

Company Reports

Feb 7, 2025

XL Axiata (EXCL): IDR 2,290 – SELL, SSI TP: IDR 2,000; Cons. TP: IDR 2,944

Morning Briefs

Feb 7, 2025

IHSG Berpotensi Melemah Hari Ini

Economic Reports

Feb 6, 2025

Samuel Daily Economic Insights 6 February 2025

rekor harga tertinggi kakao dan kopi

Company Reports

Feb 6, 2025

SSI Surveillance: Raw Materials (29 January – 4 February 2025)

Technical Stock Analysis

Feb 6, 2025

Daily Stock Technical – 05 Feb, 2025

Morning Briefs

Feb 6, 2025

IHSG Berpotensi Menguat Hari Ini

Economic Reports

Feb 6, 2025

Samuel Daily Economic Insights 6 February 2024

Economic Reports

Feb 5, 2025

Gross Domestic Product 2024: 5 February 2025

Technical Stock Analysis

Feb 5, 2025

Daily Stock Technical – 05 Feb, 2025

Morning Briefs

Feb 5, 2025

IHSG Berpotensi Menguat Hari Ini

Economic Reports

Feb 5, 2025

Samuel Daily Economic Insights 5 February 2025

Technical Stock Analysis

Feb 4, 2025

Daily Stock Technical – 04 Feb, 2025

Economic Reports

Feb 4, 2025

Samuel Daily Economic Insights 4 February 2025

Economic Reports

Feb 3, 2025

Indonesia January Inflation: 3 January 2025

Economic Reports

Feb 3, 2025

Indonesia Manufacturing PMI: 3 February 2025

Economic Reports

Feb 3, 2025

Samuel Monthly Economic Insights 3 February 2025

Morning Briefs

Feb 3, 2025

IHSG Berpotensi Melemah Hari Ini

Technical Stock Analysis

Feb 3, 2025

Daily Stock Technical – 03 Feb, 2025

Company Reports

Jan 31, 2025

Aspirasi Hidup Indonesia (ACES): IDR 765 — BUY, SSI TP: IDR 850; Cons. TP: IDR 1,045

Economic Reports

Jan 31, 2025

Prabowo’s First 100 Days: Ambitious Reforms, Global Deals, and Economic Risks

kenaikan tembaga

Company Reports

Jan 31, 2025

Copper Weekly (20 – 30 January 2025): Avg. USD 9,034/ton (-0.3% WoW)

emas menguat

Company Reports

Jan 31, 2025

Gold Weekly (20 – 30 January 2025): Avg. USD 2,755/oz (+2.4% WoW)

Harga Batu Bara Melemah

Company Reports

Jan 31, 2025

Coal Weekly (24 – 30 January 2025): Avg. USD 116.4/ton (-4.1% WoW)

harga nikel merosot

Company Reports

Jan 31, 2025

Nickel Weekly (20 – 30 January 2025): Avg. USD 15,473/ton (-1.2% WoW)

harga minyak turun

Company Reports

Jan 31, 2025

Oil Weekly (24 – 30 January 2025): Avg. USD 77.3/bbl (-2.8% WoW)

harga cpo naik

Company Reports

Jan 31, 2025

Palm Oil Weekly (24 – 30 January 2025): Avg. CPO MYR 4,511 (+0.9% WoW)

Company Reports

Jan 31, 2025

SSI Surveillance: Raw Materials (22 – 28 January 2025)

Company Reports

Jan 31, 2025

SSI Surveillance: Poultry Mid-Weekly (20 – 24 January 2025)

Technical Stock Analysis

Jan 31, 2025

Daily Stock Technical – 31 Jan, 2025

Morning Briefs

Jan 31, 2025

IHSG Berpotensi Menguat Hari Ini

Economic Reports

Jan 30, 2025

Fed Rate Meeting 30 January 2025

Company Reports

Jan 30, 2025

SSI Surveillance: Poultry Mid-Weekly (13 – 17 January 2025)

Morning Briefs

Jan 30, 2025

IHSG Berpotensi Melemah Hari Ini

Technical Stock Analysis

Jan 30, 2025

Daily Stock Technical – 30 Jan, 2025

Company Reports

Jan 24, 2025

Retailers: Neutral with AMRT as Top-Pick

tren positif rumah sakit

Company Reports

Jan 24, 2025

Healthcare: Overweight with HEAL as Top-Pick

Company Reports

Jan 24, 2025

Poultry: Overweight with JPFA as Top-Pick

sektor media

Company Reports

Jan 24, 2025

Media: Neutral with FILM as Top-Pick

penurunan penjualan semen

Company Reports

Jan 24, 2025

Cement: Underweight with INTP as Top-Pick

Company Reports

Jan 24, 2025

Tech: Underweight with ASSA as Top-Pick

Company Reports

Jan 24, 2025

SSI Surveillance: Raw Materials (15 – 21 January 2025)

kinerja gemilang bca

Company Reports

Jan 24, 2025

BBCA: BUY (maintained) – TP at 12,000 – 4Q24 Results

pasar minyak tertekan

Company Reports

Jan 24, 2025

Oil Weekly (17 – 23 January 2025): Avg. USD 79.5/bbl (-1.6% WoW)

batu bara melonjak

Company Reports

Jan 24, 2025

Coal Weekly (17 – 23 January 2025): Avg. USD 121.4/ton (+5.1% WoW)

harga cpo naik

Company Reports

Jan 24, 2025

Palm Oil Weekly (17 – 23 January 2025): Avg. CPO MYR 4,470 (-1.9% WoW)

Company Reports

Jan 24, 2025

2025 Market Outlook Report

Company Reports

Jan 24, 2025

DOSS – BUY, TP: IDR 220 – Zooming Ahead

Morning Briefs

Jan 24, 2025

IHSG Berpotensi Menguat Hari Ini

Economic Reports

Jan 23, 2025

Samuel Daily Economic Insights 24 January 2025

Kinerja BBNI

Company Reports

Jan 23, 2025

BBNI: BUY (Maintain) – TP at 6,000 – 4Q24 Results

Morning Briefs

Jan 23, 2025

IHSG Berpotensi Sideways Hari Ini

Economic Reports

Jan 22, 2025

Samuel Daily Economic Insights 23 January 2025

Morning Briefs

Jan 22, 2025

IHSG Berpotensi Menguat Hari Ini

Economic Reports

Jan 21, 2025

Samuel Daily Economic Insights 22 January 2025

Company Reports

Jan 21, 2025

Shifting Sands

Economic Reports

Jan 20, 2025

Samuel Daily Economic Insights 21 January 2025

harga nikel naik

Company Reports

Jan 20, 2025

Nickel Weekly (13 – 17 January 2025): Avg. USD 15,659/ton (+3.1% WoW)

harga tembaga stabil

Company Reports

Jan 20, 2025

Copper Weekly (13 – 17 January 2025): Avg. USD 9,057/ton (+1.6% WoW)

emas menguat

Company Reports

Jan 20, 2025

Gold Weekly (13 – 17 January 2025): Avg. USD 2,691/oz (+1.1% WoW)

Morning Briefs

Jan 20, 2025

IHSG Berpotensi Menguat Hari Ini

Technical Stock Analysis

Jan 20, 2025

Daily Stock Technical – 20 Jan, 2025

Economic Reports

Jan 19, 2025

Samuel Economic Insights 3rd Week of January 2025

sawit

Company Reports

Jan 17, 2025

Palm Oil Weekly (10 – 16 January 2025): Avg. CPO MYR 4,555 (+1.4% WoW)

penurunan harga batu bara

Company Reports

Jan 17, 2025

Coal Weekly (10 – 16 January 2025): Avg. USD 116/ton (-3.4% WoW)

Company Reports

Jan 17, 2025

SSI Surveillance: Poultry Mid-Weekly (6 – 10 January 2025)

pasar minyak tertekan

Company Reports

Jan 17, 2025

Oil Weekly (10 – 16 January 2025): Avg. USD 80.8/bbl (+5.5% WoW)

Technical Stock Analysis

Jan 17, 2025

Daily Stock Technical – 17 Jan, 2025