Research & Stock Picks

Morning Briefs

01 August 2025

By

JCI is Expected to Decline Today

US stocks closed mostly lower on Thursday (31/7): Dow -0.74%, S&P 500 -0.37%, Nasdaq -0.03%. The markets slipped as investors eyed Trump’s tariff deadline and looked ahead to more tech earnings after robust results from Meta and Microsoft. The 10-year US Treasury yield rose +0.16% (+0.01 bps) to 4.380%, and the USD Index went up +0.15% to 100.0.

 

Commodity markets closed mixed on Thursday (31/7): WTI oil -1.06% to USD 69.26/bbl, Brent oil -0.97% to USD 72.5/bbl, coal +0.09% to USD 115.2/ton, CPO -1.12% to MYR 4,230, and gold +0.45% to USD 3,289.9/oz.

 

Asian markets closed mostly lower on Thursday (31/7): Kospi -0.28%, Hang Seng -1.60%, Nikkei +1.02%, and Shanghai -1.18%. The JCI fell -0.87% to 7,484.3, with net foreign sell of IDR 1,263.4 billion; IDR -1,508.2 billion in the regular market, and IDR 244.8 billion in the negotiated market. The largest foreign outflow in the regular market was recorded by BBCA (IDR 975.4 billion), followed by BMRI (IDR 356.5 billion), and ANTM (IDR 193.0 billion). The largest foreign inflow in the regular market was recorded by GOTO (IDR 145.8 billion), followed by TLKM (IDR 103.2 billion), and PANI (IDR 79.4 billion). Top leading movers were AMRT, AMMN, UNVR, while top lagging movers were BBRI, BMRI, BBCA.

 

This morning, both Kospi (-1.77%) and Nikkei (-0.83%) opened lower. We expect the JCI to decline today amid negative sentiment from regional markets.

Share This:

Highlights

RSH-250801 - English
RSH-250801

Download PDF

RSH-250801 - English
RSH-250801

More Related

laba bersih cinema

Company Reports

Jul 10, 2026

CNMA Earnings Preview: BUY- 110 TP (from 170); Hollywood Help

Morning Briefs

Jul 10, 2026

JCI is Expected to Move Up Today

Economic Reports

Jul 10, 2026

Samuel Daily Economic Insight 10 July 2026

Morning Briefs

Jul 9, 2026

JCI is Expected to Decline Today

Economic Reports

Jul 9, 2026

Samuel Daily Economic Insight 9 July 2026

Economic Reports

Jul 8, 2026

Samuel Economic Update: Indonesia Consumer Confidence Index 8 July 2026

Morning Briefs

Jul 8, 2026

JCI is Expected to Decline Today

Economic Reports

Jul 8, 2026

Samuel Daily Economic Insight 8 July 2026

Economic Reports

Jul 7, 2026

Samuel Economic Update: Indonesia Foreign Exchange Reserves 7 July 2026

Company Reports

Jul 7, 2026

Commodities: Shifting Government Policies: Re-Rating Catalysts

Morning Briefs

Jul 7, 2026

JCI is Expected to Move Sideways Today

Economic Reports

Jul 7, 2026

Samuel Daily Economic Insight 7 July 2026

Morning Briefs

Jul 6, 2026

JCI is Expected to Move Up Today

Economic Reports

Jul 6, 2026

Samuel Weekly Economic Insight 6 July 2026

Morning Briefs

Jul 3, 2026

JCI is Expected to Decline Today

Morning Briefs

Jul 2, 2026

JJCI is Expected to Decline Today

Economic Reports

Jul 2, 2026

Samuel Daily Economic Insight 2 July 2026

Economic Reports

Jul 1, 2026

Samuel Economic Update Indonesia Manufacturing PMI 1 July 2026

Economic Reports

Jul 1, 2026

Samuel Economic Update Indonesia Balance of Trade 1 July 2026

Economic Reports

Jul 1, 2026

Samuel Economic Update Indonesia June Inflation 1 July 2026

Morning Briefs

Jul 1, 2026

JCI is Expected to Move Sideways Today

Economic Reports

Jul 1, 2026

Samuel Daily Economic Insight 1 July 2026

Morning Briefs

Jun 30, 2026

JCI is Expected to Move Up Today

Economic Reports

Jun 30, 2026

Samuel Daily Economic Insight 30 June 2026

Morning Briefs

Jun 29, 2026

JCI is Expected to Decline Today

Economic Reports

Jun 29, 2026

Samuel Quarterly Economic Insight 29 June 2026

Company Reports

Jun 26, 2026

VKTR: Non-Rated – Electrifying

Morning Briefs

Jun 26, 2026

JCI is Expected to Decline Today

Economic Reports

Jun 26, 2026

Samuel Daily Economic Insight 26 June 2026

Morning Briefs

Jun 25, 2026

JCI is Expected to Move Up Today

Economic Reports

Jun 25, 2026

Samuel Daily Economic Insight 25 June 2026

Morning Briefs

Jun 24, 2026

JCI is Expected to Sideways Today

Economic Reports

Jun 24, 2026

Samuel Daily Economic Insight 24 June 2026

Morning Briefs

Jun 23, 2026

JCI is Expected to Sideways Today

Economic Reports

Jun 23, 2026

Samuel Daily Economic Insight 23 June 2026

Morning Briefs

Jun 22, 2026

JCI is Expected to Sideways Today

Economic Reports

Jun 22, 2026

Samuel Weekly Economic Insight 22 June 2026

Morning Briefs

Jun 19, 2026

JCI is Expected to Move Up Today

Economic Reports

Jun 19, 2026

Samuel Daily Economic Insight 19 June 2026

Economic Reports

Jun 18, 2026

Samuel Economic Update: BI’s 7-Day Repo Rate 18 June 2026

Company Reports

Jun 18, 2026

May 2026 Automotive Sales: Normalized

Economic Reports

Jun 18, 2026

Samuel Economic Update : Fed Rate Meeting 18 June 2026

Morning Briefs

Jun 18, 2026

JCI is Expected to Move Up Today

Economic Reports

Jun 18, 2026

Samuel Daily Economic Insight 18 June 2026

Morning Briefs

Jun 17, 2026

JCI is Expected to Move Up Today

Economic Reports

Jun 17, 2026

Samuel Daily Economic Insight 17 June 2026

Company Reports

Jun 15, 2026

WIFI: BUY (Maintained), TP at IDR 5,200 – Fast & Cheap

Morning Briefs

Jun 15, 2026

JCI is Expected to Move Up Today

Economic Reports

Jun 15, 2026

Samuel Weekly Economic Insight 15 June 2026

Company Reports

Jun 12, 2026

Equity Strategy: Worst is Over

Company Reports

Jun 12, 2026

Bad for Banks: IDR Weakness & Higher Rates

Morning Briefs

Jun 12, 2026

JCI is Expected to Move Up Today

Economic Reports

Jun 12, 2026

Samuel Daily Economic Insight 12 June 2026

Morning Briefs

Jun 11, 2026

JCI is Expected to Decline Today

Economic Reports

Jun 11, 2026

Samuel Daily Economic Insight 11 June 2026

Economic Reports

Jun 10, 2026

Samuel economic Update: Indonesia Consumer Confidence Index 10 June 2026

Morning Briefs

Jun 10, 2026

JCI is Expected to Move Up Today

Economic Reports

Jun 10, 2026

Samuel Daily Economic Insight 10 June 2026

Economic Reports

Jun 9, 2026

Samuel Economic Update : BI’s 7-Day Repo Rate 9 June 2026

Morning Briefs

Jun 9, 2026

JCI is Expected to Move Up Today

Economic Reports

Jun 9, 2026

Samuel Daily Economic Insight 9 June 2026

Economic Reports

Jun 8, 2026

Samuel Economic Update: Indonesia Foreign Exchange Reserves 8 June 2026

Morning Briefs

Jun 8, 2026

JCI is Expected to Move Up Today

Morning Briefs

Jun 5, 2026

JCI is Expected to Move Up Today

Economic Reports

Jun 5, 2026

Samuel Daily Economic Insight 5 June 2026

Morning Briefs

Jun 4, 2026

JCI is Expected to Move Down Today

Economic Reports

Jun 4, 2026

Samuel Daily Economic Insight 4 June 2026

Morning Briefs

Jun 3, 2026

JCI is Expected to Move Up Today

Economic Reports

Jun 3, 2026

Samuel Daily Economic Insight 3 June 2026

Economic Reports

Jun 2, 2026

[Samuel Economic Update: Balance of Trade] 2 June 2026

Economic Reports

Jun 2, 2026

[Samuel Economic Update: Inflation] 2 June 2026

Economic Reports

Jun 2, 2026

Samuel Economic Update: Indonesia Manufacturing PMI 2 June 2026

Morning Briefs

Jun 2, 2026

JCI is Expected to Decline Today

Economic Reports

Jun 2, 2026

Samuel Monthly Economic Insight 2 June 2026

Morning Briefs

May 29, 2026

JCI is Expected to Move Up Today

Economic Reports

May 29, 2026

Samuel Daily Economic Insight 29 May 2026

Company Reports

May 26, 2026

KLBF: Undemanding Valuation, (BUY, IDR 1,000 TP)

Morning Briefs

May 26, 2026

JCI is Expected to Sideways Today

Morning Briefs

May 25, 2026

JCI is Expected to Move Up Today

Economic Reports

May 25, 2026

Samuel Weekly Economic Insight 25 May 2026

Economic Reports

May 22, 2026

Samuel economic Update 22 May 2026: Current Account Balance 1Q26

Morning Briefs

May 22, 2026

JCI is Expected to Decline Today

Economic Reports

May 22, 2026

Samuel Daily Economic Insight 22 May 2026

Company Reports

May 21, 2026

NETV: Not Mission Impossible, (BUY; IDR 100 TP)

Morning Briefs

May 21, 2026

JCI is Expected to Move Sideways Today

Economic Reports

May 21, 2026

Samuel Daily Economic Insight 21 May 2026

Economic Reports

May 20, 2026

Samuel Economic Update : BI’s 7-Day Repo Rate: 20 May 2026

Morning Briefs

May 20, 2026

JCI is Expected to Decline Today

Economic Reports

May 20, 2026

Samuel Daily Economic Insight 20 May 2026

Morning Briefs

May 19, 2026

JCI is Expected to Sideways Today

Economic Reports

May 19, 2026

Samuel Daily Economic Insight 19 May 2026

Morning Briefs

May 18, 2026

JCI is Expected to Decline Today

Economic Reports

May 18, 2026

Samuel Weekly Economic Insight 18 May 2026

Company Reports

May 13, 2026

MKPI: BUY (Maintained), TP at IDR 32,000 – 1Q26 Results

Economic Reports

May 13, 2026

MKPI: BUY (Maintained), TP at IDR 32,000 – 1Q26 Results

Morning Briefs

May 13, 2026

JCI is Expected to Decline Today

Economic Reports

May 13, 2026

Samuel Daily Economic Insight 13 May 2026

Economic Reports

May 12, 2026

Samuel Daily Economic Insight 12 May 2026

Morning Briefs

May 12, 2026

JCI is Expected to Move Up Today