Research & Stock Picks

Daily Report

01 August 2023

By

JCI Might Move Up Today (01/08)

JCI Might Move Up Today

US stocks closed higher on Monday (7/31); Dow +0.28%, S&P 500 +0.15%, and Nasdaq +0.04%. The upcoming U.S. unemployment report for June, which is scheduled to be released on Friday, is expected to show positive results. However, the Consumer Price Index (CPI) for June, which will be published next week, might indicate an increase in the rate of inflation compared to the same period last year. The UST 10Y yield rose +0.21% (+0.0081 bps) to 3.9588%, and the USD index rose +0.23% to 101.86.

 

Commodity market moved sideways on Monday (7/31) yesterday; WTI oil +1.51% to USD 81.8/bbl, Brent +1.21% to USD 85.4/bbl, coal -1.35% to USD 140.9/ton, nickel -0.06% to USD 22,293 and CPO -0.6% to MYR 3,829. Gold slipped -0.05% to USD 1,964/toz.

 

Asian markets closed higher on Monday (7/31); Kospi +0.9%, Nikkei +1.3%, Hang Seng +0.8%, and Shanghai +0.5%. JCI ended the session at 6,931 (+0.5%), with foreign investors recording an overall net sell of IDR 1478.6 billion; IDR -63 billion in the regular market, and IDR -1415.6 billion in the negotiated market. The largest foreign outflow in the regular market was recorded by BBCA (IDR 199.3 billion), followed by TLKM (IDR 116.4 billion), and BBNI (IDR 110.4 billion). The largest foreign inflow in the regular market was recorded by ASII (IDR 277.7 billion), followed by BMRI (IDR 181.8 billion), and KLBF (IDR 69.3 billion). Today's top sector gainer is IDXINDUS sector, while today's top sector loser is IDXENER. Top leading movers are ASII, MDKA, GOTO, while top lagging movers are BBRI, BUMI, ADRO.

 

Nikkei rose +0.08% this morning and Kospi went up +0.57%. We expect the JCI to move up today, given positive sentiments from global and regional markets.

Share This:

Highlights

Download PDF

Download PDF

English
Indonesian

Download PDF

English
Indonesian

More Related

Emiten Report

Oct 3, 2023

Telco Sector – Overweight – 9M23 Monthly Data Package Update

Emiten Report

Oct 3, 2023

INKP: BUY (Maintain), TP at IDR 13,500 – Bigger, Better and Stronger

Emiten Report

Oct 3, 2023

Banking Sector – Overweight – 8M23 Bank-Only Results

Daily Report

Oct 2, 2023

Global macroeconomic situation is getting more conducive

Daily Report

Oct 2, 2023

IHSG Berpotensi Sideways

Daily Report

Oct 2, 2023

Macro Strategy & Fixed Income Weekly 2023-09-30

Daily Report

Sep 29, 2023

Samuel Daily Economic & Fixed Income Report 29 September 2023

Daily Report

Sep 29, 2023

Samuel Daily Research 29 September 2023

Daily Report

Sep 27, 2023

Implikasi ‘Higher for Longer’

Economic & Fixed Income

Sep 27, 2023

Kasus Evergrande dan Oceanwide menambah tekanan bearish terhadap obligasi emerging markets

Daily Report

Sep 27, 2023

JCI Might See Another Decline Today

Emiten Report

Sep 26, 2023

BUY (Initiation) – TP IDR 2,200 – Indonesia’s Sharia Banking Powerhouse

Daily Report

Sep 25, 2023

Rilis data PMI AS indikasikan perlambatan ekonomi menuju resesi

Daily Report

Sep 25, 2023

Samuel’s Macro Strategy and Fixed Income Weekly 2023-09-25

Daily Report

Sep 25, 2023

IHSG Berpotensi Sideways

Emiten Report

Sep 22, 2023

ERAA: BUY (from HOLD) – TP IDR 550 – Year of Aggresive Expansion

Daily Report

Sep 22, 2023

Samuel Daily Economic & Fixed Income 22 September 2023

Daily Report

Sep 22, 2023

Samuel Daily Research 22 September 2023

Daily Report

Sep 21, 2023

Kami memproyeksikan pemangkasan 7DRRR dan pergerakan yield 10Y SUN yang lebih landai di 2024

Daily Report

Sep 21, 2023

Sinyal hawkish The Fed tekan pasar global

Daily Report

Sep 21, 2023

IHSG Berpotensi Bergerak Melemah

Emiten Report

Sep 20, 2023

BREN: Indonesia’s Most Powerful Geothermal Player

Economic & Fixed Income

Sep 20, 2023

Signals for an SBN market reversal

Daily Report

Sep 20, 2023

IHSG Berpotensi Melemah

Daily Report

Sep 19, 2023

JCI Might Move Sideways Today (19/09)

Emiten Report

Sep 18, 2023

BRPT: BUY (Maintain), TP at IDR 1,590 – Unlocking the Value of Renewables

Emiten Report

Sep 18, 2023

Cement Sector – Neutral – 8M23 Cement Sales

Emiten Report

Sep 18, 2023

Automotive Sector – Overweight: 8M23 Auto Sales

Daily Report

Sep 18, 2023

Pasar SBN tertekan shifting ke SRBI serta kekhawatiran atas kenaikan harga minyak global

Emiten Report

Sep 18, 2023

NCKL: BUY (Maintain) – TP at IDR 1,500 – Higher Output, Lower Cost

Daily Report

Sep 18, 2023

IHSG Berpotensi Sideways

Daily Report

Sep 16, 2023

Macro Strategy Weekly 2023-09-16

Daily Report

Sep 15, 2023

Surplus neraca dagang Agustus naik, menurunkan risiko defisit neraca berjalan rolling sum 12M 3Q23

Emiten Report

Sep 15, 2023

STAA: BUY (Maintain), TP at IDR 1,050 – More Expansion Ahead

Economic & Fixed Income

Sep 15, 2023

Samuel Daily Economic & Fixed Income Report 15 September 2023

Daily Report

Sep 15, 2023

Samuel Daily Research 15 September 2023

Emiten Report

Sep 14, 2023

AVIA: BUY (From HOLD), TP at IDR 730 – Colorful Prospect

Daily Report

Sep 14, 2023

Pasar masih yakin disinflasi AS on track untuk saat ini

Daily Report

Sep 14, 2023

IHSG Berpotensi Bergerak Sideways

Emiten Report

Sep 13, 2023

MEDC: BUY (Maintain), TP at 2,200 – Investments Bearing Giant Fruit

Daily Report

Sep 13, 2023

Daily Economic & Fixed Income Report

Daily Report

Sep 13, 2023

IHSG Berpotensi Melanjutkan Pelemahan

Emiten Report

Sep 12, 2023

TLKM: BUY (Maintain), TP at 4,500 – Telkom Investor Day 2023 Notes

Daily Report

Sep 12, 2023

JCI Might Move Up Today (12/9)

Emiten Report

Sep 11, 2023

AMMN – HOLD (Initiation) – TP IDR 5,500 – Close to Its Full Potential

Daily Report

Sep 11, 2023

Macro Strategy and Fixed Income Weekly

Emiten Report

Sep 11, 2023

HOLD (from BUY), TP at 50 – Hitting the Rock Bottom

Daily Report

Sep 11, 2023

Waspadai volatilitas pasar jelang rilis data inflasi CPI AS hari Rabu (13/9) dan akibat depresiasi CNY

Daily Report

Sep 11, 2023

IHSG Berpotensi Menguat

Daily Report

Sep 8, 2023

SRBI dan financial deepening pasar SPN dan SPNS (Indonesia government bills)

Emiten Report

Sep 8, 2023

KLBF – BUY (Maintain) – TP IDR 2,400 – Embracing Growth Opportunities

Economic & Fixed Income

Sep 8, 2023

Samuel Daily Economic & Fixed Income Report 8 September 2023

Daily Report

Sep 8, 2023

Samuel Daily Research 8 September 2023

Daily Report

Sep 7, 2023

Pertahankan overweight INDOGB 2Y di tengah tantangan reakselerasi inflasi

Daily Report

Sep 7, 2023

IHSG Berpotensi Melanjutkan Pelemahan

Daily Report

Sep 6, 2023

Reakselerasi inflasi akibat naiknya harga minyak?

Daily Report

Sep 6, 2023

IHSG Berpotensi Melanjutkan Pelemahan

Emiten Report

Sep 5, 2023

BUY (Maintain), TP at 1,800 – Good Prospects, But Stay Cautious

Emiten Report

Sep 5, 2023

Telco Sector – Overweight – 8M23 Monthly Data Package Update

Daily Report

Sep 5, 2023

JCI Might Sideways Today (05/9)

Daily Report

Sep 4, 2023

Macro Strategy and Fixed Income Weekly

Emiten Report

Sep 4, 2023

Banking Sector – Overweight – 7M23 Bank-Only Results

Daily Report

Sep 4, 2023

Sentimen risk-off masih mendominasi pasar global

Daily Report

Sep 4, 2023

IHSG Berpotensi Melanjutkan Penguatan

Daily Report

Sep 1, 2023

Inflasi inti Agustus melambat, tetapi BI belum tentu akan memangkas suku bunga lebih awal

Economic & Fixed Income

Sep 1, 2023

Samuel Economic & Fixed Income Report 1 September 2023

Daily Report

Sep 1, 2023

Samuel Daily Research 1 September 2023

Daily Report

Aug 31, 2023

Momentum speculative buy 2Y INDOGB

Daily Report

Aug 31, 2023

IHSG Berpotensi Melanjutkan Penguatan

Emiten Report

Aug 30, 2023

BBRI: BUY (Maintain), TP at IDR 6,400 – Grow together with Kupedes

Economic & Fixed Income

Aug 30, 2023

Samuel Daily Economic & Fixed Income Report

Daily Report

Aug 30, 2023

IHSG Berpotensi Melanjutkan Penguatan

Daily Report

Aug 29, 2023

Global market is quieter than expected (29/08)

Daily Report

Aug 29, 2023

JCI Might Move Up Today (28/8)

Daily Report

Aug 28, 2023

Macro Strategy and Fixed Income Weekly

Emiten Report

Aug 28, 2023

Strategy Report: Election overhang will fade away

Daily Report

Aug 28, 2023

Waspadai turbulensi global akibat nada hawkish Fed

Daily Report

Aug 28, 2023

IHSG Berpotensi Menguat

Daily Report

Aug 25, 2023

BI akan tinggalkan operation twist sebagai instrumen stabilisasi nilai tukar

Economic & Fixed Income

Aug 25, 2023

Samuel Daily Economic & Fixed Income Report 25 August 2023

Daily Report

Aug 25, 2023

Samuel Daily Research 25 August 2023

Emiten Report

Aug 24, 2023

BIRD: HOLD (Maintain), TP at IDR 2,200 – Minimal Impact from Royalty Fee

Emiten Report

Aug 24, 2023

BRMS – BUY (Maintain) – TP IDR 250 – Robust Earnings Outlook Driven by Higher Volume

Daily Report

Aug 24, 2023

Obligasi global naik akibat kontraksi PMI Jasa Eropa

Daily Report

Aug 24, 2023

IHSG Berpotensi Bergerak Menguat

Emiten Report

Aug 23, 2023

Headwinds All Around

Daily Report

Aug 23, 2023

Defisit neraca berjalan dan capital outflow bayang-bayangi 2Q23 dan 3Q23

Daily Report

Aug 23, 2023

Daily Macro and Fixed Income 23 Agustus 2023

Daily Report

Aug 23, 2023

IHSG Berpotensi Sideways

Emiten Report

Aug 22, 2023

MKPI – BUY (Initiation) – TP IDR 32,000 – Golden Mind Behind Pondok Indah

Daily Report

Aug 22, 2023

Support teknikal 10Y INDOGB di 6.6% diuji hari ini (22/08)

Daily Report

Aug 22, 2023

JCI Might Move Up Today (22/08)

Daily Report

Aug 21, 2023

Global macroeconomic pressure leads to INDOGB 10Y yield correction (21/08)

Daily Report

Aug 21, 2023

JCI Might Decline Today (21/08)

Economic & Fixed Income

Aug 18, 2023

Samuel Daily Macro and Fixed Income 18 August 2023

Daily Report

Aug 18, 2023

Samuel Daily Research 18 August 2023

Emiten Report

Aug 16, 2023

Trimmed Spending for Maximum Gain

Emiten Report

Aug 16, 2023

Automotive Sector – Overweight – 7M23 Auto Sales

Daily Report

Aug 16, 2023

Penurunan surplus neraca dagang Juli perkuat proyeksi defisit neraca berjalan 3Q23