Research & Stock Picks

Morning Briefs

02 May 2025

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IHSG Berpotensi Sideways Hari Ini

Bursa AS ditutup menguat pada Kamis (1/5): Dow +0.21%, S&P 500 +0.63%, Nasdaq +1.52%. Nasdaq memimpin penguatan pasar saham AS pada hari Kamis setelah laporan keuangan yang kuat dari Microsoft dan Meta meredakan kekhawatiran prospek perusahaan Big Tech di tengah gejolak tarif Presiden Trump. Yield UST 10Y naik +0.98% (+0.041 bps) ke 4.216%, sementara Indeks USD naik +0.73% ke 100.2.

 

Pasar komoditas ditutup mixed pada Kamis (1/5); minyak WTI -0.79% ke USD 58.8/bbl, minyak Brent +1.75% ke USD 62.1/bbl, batu bara +0% di USD 97,5/ton, dan CPO 0% di MYR 3,910. Sedangkan, emas turun -2.14% ke USD 3,237/oz.

 

Bursa saham Asia ditutup mixed pada Rabu (30/4): Kospi -0.34%, Hang Seng +0.51%, Nikkei +1.13%, dan Shanghai -0.23%. IHSG menguat +0.66% ke level 6,766.8 dengan investor asing hari ini mencatatkan keseluruhan net buy sebesar IDR 142.6 miliar. Di pasar reguler, investor asing mencatatkan net buy sebesar IDR 239.2 miliar, dan pada pasar negosiasi tercatat net sell asing sebesar IDR 96.6 miliar. Net buy asing tertinggi di pasar reguler dicatatkan oleh BBCA (IDR 440.3 miliar), TLKM (IDR 111.5 miliar), dan ANTM (IDR 104.3 miliar). Net sell asing tertinggi di pasar reguler dicetak oleh BMRI (IDR 271.5 miliar), BBRI (IDR 77.6 miliar), dan BRMS (IDR 47.1 miliar). Top leading movers emiten BBCA, TLKM, INDF, sementara top lagging movers emiten BMRI, DCII, ISAT.

 

Pagi ini Nikkei menguat (+0.60%), sedangkan Kospi melemah (-0.02%). Kami memperkirakan IHSG akan bergerak sideways hari ini, ditengah sentimen beragam dari pasar global dan regional.

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