Research & Stock Picks

Morning Briefs

20 February 2023

By

Terdorong Sentimen Global, IHSG Berpotensi Melemah

Pada penutupan Jumat lalu (17/2), pasar AS bergerak mayoritas melemah: Dow Jones menguat +0.39%, S&P 500 melemah -0.28%, dan Nasdaq melemah -0.58%. Pada hari Rabu minggu ini, the Fed akan merilis the minutes pertemuan Januari. The minutes akan menjadi acuan kenaikan suku bunga pada Maret mendatang.  Kemudian, pada hari Jumat akan dirilis data pengeluaran dan pendapatan pribadi, sebagai pengukur inflasi. Selain itu, perusahaan retail akan mengeluarkan laporan tahunannya yang dapat menjadi acuan tentang kekuatan belanja konsumen ditengah melonjaknya harga. Pada Selasa, Eurozone akan merilis data PMI yang akan menunjukan data ekonomi pada 2022. Jika kondisi bisnis membaik padahal tekanan harga meningkat, maka Bank sentral Eropa akan terus meningkatkan suku bunga. Lalu, pada hari ini dinantikan juga sekilas kebijakan moneter yang akan ditetapkan oleh gubernur Bank Jepang. Yield UST 10Y turun (-0.39%) ke level 3.83%, dan USD index menguat +0.21% ke level 104.05.

Pasar komoditas terpantau sideways pada Jumat (17/2) kemarin; minyak WTI menguat  +0.12%  ke level USD 76.43/bbl, Brent menguat +0.14% ke level USD 83.12/bbl, harga batubara melemah -0.36% di level USD 136.5/ton, nikel melemah -0.99% ke level USD 25,600 dan CPO menguat +0.033% ke level MYR 4,069. Harga emas terpantau melemah -0.37% ke level USD 1,839/toz).

Bursa Asia bergerak melemah pada Jumat (17/2) kemarin. Kospi melemah -0.98%, Nikkei melemah -0.66%,  Hang Seng melemah 1.28%, dan Shanghai melemah -0.77%. IHSG ditutup menguat +0.00072% ke level 6,895.71. Investor asing pada Jumat lalu mencatatkan keseluruhan net sell sebesar IDR 276.6 miliar. Pada pasar reguler, investor asing mencatatkan net sell sebesar IDR 81.4 miliar, dan pasar negosiasi mencatatkan net sell asing sebesar IDR 195.2 miliar. Net sell asing tertinggi di pasar reguler didominasi oleh GOTO (IDR 162.4miliar), MDKA  (IDR 66.4 miliar), dan ISAT (IDR 65.8 miliar). Net buy asing tertinggi di pasar reguler dicatatma oleh BBCA (IDR 123.1 miliar), BBRI (OFR 93.8 miliar), dan BRIS (IDR 81.4 miliar). Top leading movers emiten adalah GOTO, BMRI, MIKA, sementara top lagging movers emiten adalah BYAN, KLBF, INTP.

Terjadi penambahan 113 kasus baru COVID-19 di Indonesia pada hari Minggu (20/2) dengan jumlah kasus sembuh sebanyak 174. Overall positive rate: 9.03%; kasus aktif: 3,657.

Pagi ini Nikkei melemah -0.66% dan KOSPI melemah -0.98%. Kami memperkirakan IHSG berpotensi melemah pada hari ini, seiring dengan sentimen global dan regional.

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