Research & Stock Picks

Morning Briefs

12 July 2023

By

Samuel Daily Research 12 July 2023

IHSG Berpotensi Melanjutkan Kenaikan

 

Bursa AS ditutup menguat pada Selasa (11/7): Dow Jones +0.93%, S&P 500 +0.55% dan Nasdaq +0.67%. Pasar AS bergerak menguat ditopang oleh lonjakan di sektor energi dan teknologi seiring dengan para investor dalam menunggu rilis data inflasi di minggu ini. Yield UST 10Y turun -0.024bps (-0.60%) ke level 3.97% dan USD Index turun -0.24% ke level 101.7.

 

Pasar komoditas terpantau bergerak mixed: minyak naik +2.28% ke level USD 74.8/bbl, batubara turun -2.02% ke level USD 131.0/ton, nikel melemah -1.20% ke level USD 20,710 dan CPO melemah -0.89% di level MYR 3,888. Sedangkan harga emas terpantau menguat +0.4”%  ke level USD 1,937.9/toz.

 

Bursa Asia pada Selasa (11/7) ditutup cenderung menguat: Nikkei menguat +0.04%, Hang Seng menguat +0.97%, dan Shanghai menguat +0.55%, sedangkan EIDO ditutup menguat +0.66%. IHSG ditutup menguat +0.98% ke level 6,796.9 dengan investor asing hari ini mencatatkan keseluruhan net buy sebesar IDR 39.7 miliar. Di pasar reguler, investor asing hari ini mencatatkan keseluruhan net buy sebesar IDR 43.6 miliar dan pada pasar negosiasi tercatat net sell asing sebesar IDR 3.9 miliar. Net buy asing tertinggi di pasar reguler dicatatkan oleh TLKM (IDR 64 miliar), ASII (IDR 49.9 miliar), dan INKP (IDR 47.3 miliar). Net sell asing tertinggi di pasar reguler dicetak oleh BBRI (IDR 97.5 miliar), BBNI (IDR 86 miliar), dan BMRI (IDR 67.3 miliar). Top leading movers emiten BYAN, BMRI, TLKM, sementara top lagging movers emiten GOTO, BBCA, BBNI.

 

Pagi ini Nikkei dibuka menguat +0.35% dan KOSPI dibuka melemah -0.20%. Kami perkirakan IHSG hari ini akan bergerak menguat, seiring dengan sentimen global dan regional.

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