Research & Stock Picks

Morning Briefs

20 March 2023

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Terdorong Sentimen Global, IHSG Berpotensi Melemah

Pada penutupan Jumat lalu (17/3), pasar AS bergerak melemah. Dow Jones melemah -1.19%, S&P 500 melemah -1.10%, dan Nasdaq melemah -0.74%. Market global akan berfokus pada persetujuan UBS akan mengambil alih Credit Suisse. Kemudian, pada hari Selasa akan dirilis data penjualan rumah exising, diharapkan market akan rebound. Pada Kamis, akan dirilis data initial jobless claim, the Chigago Fed national activity index dan data penjualan rumah baru. Dan pada hari Jumat, akan dilihat pertama kali data durable goods data di Februari dan the flash PMI's. Yield UST 10Y melemah -3.94% pada level 3.438%, dan USD index melemah -0.68% ke level 103.78.

 

Pasar komoditas terpantau sideways pada Jumat (17/03) kemarin; minyak WTI melemah -2.47%  ke level USD 66.74/bbl, Brent menguat +0.49% ke level USD 73.29/bbl, harga batubara melemah -0.57% di level USD 173/ton, nikel menguat +0.20% ke level USD 23,545 dan CPO melemah -0.36% ke level MYR 3,921. Harga emas terpantau menguat +3.46% ke level USD 1,990/toz).

 

Bursa Asia bergerak menguat pada Jumat (17/03) kemarin. Kospi menguat  +0.75%, Nikkei menguat +1.20%,  Hang Seng menguat +1.64%, dan Shanghai menguat +0.73%. IHSG ditutup menguat +1.71% ke level 6,678.2. Indeks Saham Syariah Indonesia (ISSI) juga menguat +1.99% ke level 206. Investor asing pada Jumat lalu mencatatkan keseluruhan net buy sebesar IDR 1008.4 miliar. Pada pasar reguler, investor asing mencatatkan net buy sebesar IDR 964.5 miliar, dan pasar negosiasi mencatatkan net sell asing sebesar IDR 43.9 miliar. Net buy asing tertinggi di pasar reguler didominasi oleh BBRI (IDR 492.2 miliar), GOTO (IDR 352 miliar), dan BMRI (IDR 78.2 miliar). Net sell asing tertinggi di pasar reguler dicatat oleh BBCA (IDR 161.1 miliar), MDKA (IDR 63.6 miliar), dan HMSP (IDR 58.6 miliar). Selain itu, top sector gainer pada Jumat (17/03) adalah sektor IDXENER, sementara yang menjadi top sektor loser datang dari IDXTECH. Top leading movers emiten adalah BBRI, BYAN, BMRI, sementara top lagging movers emiten adalah GOTO, CMRY, HMSP.

 

Pagi ini Nikkei melemah -0.13% dan KOSPI melemah -0.19%. Kami memperkirakan IHSG berpotensi melemah pada hari ini, seiring dengan sentimen beragam dari pergerakan bursa global dan bursa regional.

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RSH-230320
RSH-230320 - English

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RSH-230320
RSH-230320 - English

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