Research & Stock Picks

Morning Briefs

07 July 2023

By

Samuel Daily Research 7 July 2023

IHSG Berpotensi Mengalami Koreksi

 

Bursa AS ditutup melemah pada Kamis (6/7): Dow Jones -1.07%, S&P 500 -0.79% dan Nasdaq -0.82%. Pasar AS bergerak melemah setelah rilis data Private Payrolls di bulan Juni yang meningkat +497,000 jauh diatas ekspektasi ekonom (+228,000) dan meningkat dari bulan Mei yang tercatat di 267,000. Laporan tersebut membayangi data yang menunjukkan weekly jobless claim yang meningkat sehingga The Fed berpotensi untuk meningkatkan suku bunga lagi. Yield UST 10Y naik +2.39% ke level 4.0% dan USD Index turun -0.20% ke level 103.2.

 

Pasar komoditas terpantau bergerak melemah: minyak turun -0.08% ke level USD 71.8/bbl, batubara turun -3.56% ke level USD 139.7/ton, nikel melemah -0.11% ke level USD 21,199 dan CPO menguat +1.27% di level MYR 3,911. Sedangkan harga emas terpantau melemah -0.38%  ke level USD 1,916/toz.

 

Bursa Asia pada Kamis (6/7) ditutup cenderung melemah: Nikkei turun -1.70%, Hang Seng melemah -3.02%, dan Shanghai melemah -0.54%, sedangkan EIDO ditutup melemah -1.17%. IHSG ditutup menguat +0.57% ke level 6,757.3 dengan investor asing hari ini mencatatkan keseluruhan net buy sebesar IDR 260.2 miliar.Di pasar reguler, investor asing mencatatkan net buy sebesar IDR 204.7 miliar, dan pada pasar negosiasi tercatat net buy asing sebesar IDR 55.5 miliar. Net buy asing tertinggi di pasar reguler dicatatkan oleh ASII (IDR 69.1 miliar), FILM (IDR 57.7 miliar), dan BBRI (IDR 52.3 miliar). Net sell asing tertinggi di pasar reguler dicetak oleh BBNI (IDR 40.3 miliar), BBCA (IDR 38.6 miliar), dan ANTM (IDR 24.1 miliar). Top leading movers emiten BYAN, GOTO, AMRT, sementara top lagging movers emiten BBRI, TLKM, CPIN.

 

Pagi ini Nikkei dibuka melemah -1.04% dan KOSPI dibuka melemah -0.35%. Kami perkirakan IHSG hari ini akan bergerak melemah, seiring dengan sentimen global dan regional.

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