Research & Stock Picks

Morning Briefs

14 July 2023

By

Samuel Daily Research 14 July 2023

IHSG Berpotensi Menguat

 

Bursa AS ditutup menguat pada Kamis (13/7): Dow Jones +0.14%, S&P 500 +0.85% dan Nasdaq +1.58%. Pasar AS bergerak menguat seiring rilis data PPI yang jauh dibawah ekspektasi pasar (+0.1% YoY, cons: +0.2% YoY). Yield UST 10Y turun -0.096bps (-2.49%) ke level 3.77% dan USD Index turun -0.75% ke level 99.8.

 

Pasar komoditas terpantau bergerak mixed: minyak naik +3.21% ke level USD 77.2/bbl, batubara turun -0.81% ke level USD 128.0/ton, nikel melemah -1.71% ke level USD 21,258 dan CPO melemah -1.60% di level MYR 3,853. Sedangkan harga emas terpantau menguat +0.15%  ke level USD 1,965.3/toz.

 

Bursa Asia pada Kamis (13/7) ditutup cenderung menguat: Nikkei menguat +1.49%, Hang Seng menguat +2.60%, dan Shanghai menguat +1.26%, sedangkan EIDO ditutup melemah -0.13%. IHSG ditutup menguat +0.03% ke level 6,810.2 dengan investor asing hari ini mencatatkan keseluruhan net sell sebesar IDR 192.2 miliar. Di pasar reguler, investor asing mencatatkan net sell sebesar IDR 293 miliar, dan pada pasar negosiasi tercatat net buy asing sebesar IDR 100.8 miliar. Net sell asing tertinggi di pasar reguler dicetak oleh BBNI (IDR 301 miliar), TLKM (IDR 97.1 miliar), dan BMRI (IDR 40.7 miliar). Net buy asing tertinggi di pasar reguler dicatatkan oleh BBCA (IDR 110.4 miliar), KLBF (IDR 38.1 miliar), dan SMGR (IDR 27.6 miliar). Top leading movers emiten BYAN, BMRI, BRMS, sementara top lagging movers emiten TLKM, BBCA, ADRO.

 

Pagi ini Nikkei dibuka menguat +1.10% dan KOSPI dibuka menguat +0.58%. Kami perkirakan IHSG hari ini akan bergerak menguat, seiring dengan sentimen global dan regional.

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RSH-230714 - English
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