Menurut kami, yield 10Y INDOGB berpotensi mengalami rebound minggu depan karena hasil rilis laju inflasi inti PCE Amerika Serikat bulan Agustus yang lebih baik dari ekspektasi pasar (0.14% mom; Cons: 0.2% mom).
Kami memprediksi inflasi CPI Indonesia akan terjun bebas pada bulan September menjadi 2.45% yoy (Aug: 3.3% yoy; Cons: 2.2% yoy) akibat high-base effect yang dihasilkan kenaikan harga BBM bersubsidi tahun lalu.
Kami melihat penurunan inflasi CPI September dapat menjadi katalis positif bagi rebound di pasar SBN maupun upaya menembus rentang resisten teknikal IHSG di 6,950,7050.
Perhatian investor akan tertuju pada.rilis data pasar tenaga kerja AS untuk bulan September pada Jumat mendatang (6/10) dengan konsensus melemahnya permintaan atas tenaga kerja (tercermin dari ekspektasi penurunan non-farm payrolls menjadi 160,000 dari 187,000), meskipun tingkat pengangguran masih akan tertahan di kisaran 3.7-3.8%.
Samuel Sekuritas Indonesia
Menara Imperium, 21st Floor, Jl. HR. Rasuna Said Kav. 1, Jakarta 12980, Indonesia
Samuel Sekuritas Indonesia is a leading Indonesian securities brokerage firm. Established in 1997, the firm has grown to become one of the most respected and trusted financial services companies in the country. With a wide range of services and products, Samuel Sekuritas Indonesia has become a trusted partner to many investors, both institutional and individual.
The company offers a variety of financial services, including equity, debt and derivative securities brokerage services, research and portfolio management, asset management and capital market services, as well as a range of other investment solutions. Samuel Sekuritas Indonesia is also a leader in providing financial education and training, and has established itself as a leading provider of investor relations services.
The company has a strong research capability and is committed to providing its clients with up-to-date and reliable market analysis and recommendations. It also has a team of experienced and knowledgeable professionals who are dedicated to providing quality service to its clients. As a result, Samuel Sekuritas Indonesia has become a preferred partner for many investors in Indonesia.
In addition to its financial services, Samuel Sekuritas Indonesia also offers a range of other services, such as corporate finance and advisory services, mergers and acquisitions, and venture capital.