Research & Stock Picks

Morning Briefs

21 July 2023

By

Samuel Daily Research 21 July 2023

IHSG Berpotensi Melemah

 

Bursa AS ditutup mixed pada Kamis (20/7): Dow Jones +0.47%, S&P 500 -0.68% dan Nasdaq -2.05%. Pasar AS bergerak cenderung melemah seiring dengan hasil 2Q23 dari Tesla dan Netflix yang jauh dibawah ekspektasi pasar dan The Fed diperkirakan akan menaikkan suku bunga sebesar +25bps pada pekan depan. Yield UST 10Y naik +0.097bps (+2.58%) ke level 3.85% dan USD Index naik +0.60% ke level 100.9.

 

Pasar komoditas terpantau bergerak menguat: minyak naik +0.53% ke level USD 75.6/bbl, batubara tutup 0.0% di level USD 132.0/ton, nikel menguat +1.91% ke level USD 21,332 dan CPO menguat +3.92% di level MYR 4,047. Sedangkan harga emas terpantau melemah -0.35%  ke level USD 2,011.4/toz.

 

Bursa Asia pada Kamis (20/7) ditutup cenderung melemah: Nikkei melemah -1.23%, Hang Seng turun -0.13%, dan Shanghai melemah -0.92%, sedangkan EIDO ditutup melemah -0.25%. IHSG ditutup menguat +0.50% ke level 6,864.2 dengan investor asing hari ini mencatatkan keseluruhan net buy sebesar IDR 593.1 miliar.Di pasar reguler, investor asing mencatatkan net buy sebesar IDR 498 miliar, dan pada pasar negosiasi tercatat net buy asing sebesar IDR 95.1 miliar. Net buy asing tertinggi di pasar reguler dicatatkan oleh BMRI (IDR 336.7 miliar), ICBP (IDR 85.6 miliar), dan BBNI (IDR 69 miliar). Net sell asing tertinggi di pasar reguler dicetak oleh TLKM (IDR 134 miliar), GOTO (IDR 57.1 miliar), dan ASII (IDR 43.5 miliar). Top leading movers emiten BMRI, MDKA, BBNI, sementara top lagging movers emiten KLBF, ASII, GOTO.

 

Pagi ini Nikkei dibuka melemah -0.62% dan KOSPI dibuka melemah -0.73%. Kami perkirakan IHSG hari ini akan bergerak melemah, seiring dengan sentimen global dan regional.

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