Research
Market Indonesia | IHSG IHSG Koreksi di Tengah Reshuffle KabinetIHSG ditutup melemah 1.02% ke level 6,010 pada perdagangan Kamis (01/10), melanjutkan pelemahan dari hari sebelumnya. Sejumlah saham yang membebani pergerakan IHSG antara lain GOTO, BBCA, dan BRMS. Tekanan pasar terjadi di tengah rilis data inflasi, neraca dagang dan PMI manufaktur yang masih resilient. Namun rilis […]
Market Indonesia | IHSG IHSG Kembali Terkoreksi Setelah ReboundIHSG sempat menguat 1.13% ke level 6,187 pada Rabu (30/09), namun berbalik melemah 0.83% ke level 6,071, menghentikan penguatan intraday. Saham yang menekan pergerakan IHSG di antaranya GOTO, TLKM, dan BBCA. Pergerakan pasar masih dipengaruhi oleh regulasi batas bawah Rp1, ketentuan Kementerian ESDM terkait kewajiban penggunaan kontraktor […]
Indonesian government bond yields moved mixed with a flattening bias, as the 5Y rose 1.9 bps to 6.46% while the 10Y fell 7.6 bps to 6.60%, compressing the 5Y–10Y spread, while sukuk yields were also mixed and the INDOBeX Composite rose slightly. On the macro side, global tensions escalated following an attack in Kuwait City targeting Kuwait Petroleum Corporation, while domestically Danantara advanced its plan to consolidate asset management units of state-owned banks. In the US, labor data showed strong payroll growth and a slight decline in unemployment, though participation weakened. On the credit side, PT Sarana Multigriya Finansial (Persero)’s 2026 bond maturities remain manageable, supported by solid liquidity.
Market Indonesia | IHSG IHSG Tertekan Rupiah & Wait and See Regulasi IHSG ditutup melemah 0.43% ke level 6,122 pada perdagangan Selasa (29/09), setelah sempat menguat hingga level tertinggi 6,150 pada sesi I sebelum kembali masuk zona merah hingga akhir perdagangan. Nilai transaksi tercatat sebesar Rp13.2 triliun, dengan saham GOTO, BBCA, dan BREN menjadi beberapa […]
Indonesian government bond yields moved mixed with a flattening bias, as the 5Y rose 1.9 bps to 6.46% while the 10Y fell 7.6 bps to 6.60%, compressing the 5Y–10Y spread, while sukuk yields were also mixed and the INDOBeX Composite rose slightly. On the macro side, global tensions escalated following an attack in Kuwait City targeting Kuwait Petroleum Corporation, while domestically Danantara advanced its plan to consolidate asset management units of state-owned banks. In the US, labor data showed strong payroll growth and a slight decline in unemployment, though participation weakened. On the credit side, PT Sarana Multigriya Finansial (Persero)’s 2026 bond maturities remain manageable, supported by solid liquidity.
Market Indonesia | IHSG IHSG Tertekan Pasca Pemberlakuan Regulasi Bursa IHSG ditutup melemah 1.51% ke level 6,148 pada perdagangan Senin (28/09), dengan pergerakan indeks yang konsisten berada di zona merah sejak awal sesi 1 hingga penutupan sesi 2. Sejumlah saham turut menjadi penekan utama pergerakan IHSG, di antaranya GOTO, AMMN, dan BRMS. Pelemahan IHSG turut […]
Indonesian government bond yields moved mixed with a flattening bias, as the 5Y rose 1.9 bps to 6.46% while the 10Y fell 7.6 bps to 6.60%, compressing the 5Y–10Y spread, while sukuk yields were also mixed and the INDOBeX Composite rose slightly. On the macro side, global tensions escalated following an attack in Kuwait City targeting Kuwait Petroleum Corporation, while domestically Danantara advanced its plan to consolidate asset management units of state-owned banks. In the US, labor data showed strong payroll growth and a slight decline in unemployment, though participation weakened. On the credit side, PT Sarana Multigriya Finansial (Persero)’s 2026 bond maturities remain manageable, supported by solid liquidity.
Indonesian government bond yields moved mixed with a flattening bias, as the 5Y rose 1.9 bps to 6.46% while the 10Y fell 7.6 bps to 6.60%, compressing the 5Y–10Y spread, while sukuk yields were also mixed and the INDOBeX Composite rose slightly. On the macro side, global tensions escalated following an attack in Kuwait City targeting Kuwait Petroleum Corporation, while domestically Danantara advanced its plan to consolidate asset management units of state-owned banks. In the US, labor data showed strong payroll growth and a slight decline in unemployment, though participation weakened. On the credit side, PT Sarana Multigriya Finansial (Persero)’s 2026 bond maturities remain manageable, supported by solid liquidity.
Market Indonesia | IHSG IHSG Melanjutkan KoreksiIHSG ditutup melemah 0.9% ke level 6,242 pada perdagangan Jumat (25/09) setelah sempat menguat ke level tertingginya 6,328 pada sesi 1, namun terjadi pembalikan setelahnya dan kembali di zona merah hingga akhir penutupan sesi 2. Nilai transaksi tercatat sebesar Rp9.57 triliun, dengan saham BYAN, MORA, dan ASII menjadi pembeban […]
Indonesian government bond yields moved mixed with a flattening bias, as the 5Y rose 1.9 bps to 6.46% while the 10Y fell 7.6 bps to 6.60%, compressing the 5Y–10Y spread, while sukuk yields were also mixed and the INDOBeX Composite rose slightly. On the macro side, global tensions escalated following an attack in Kuwait City targeting Kuwait Petroleum Corporation, while domestically Danantara advanced its plan to consolidate asset management units of state-owned banks. In the US, labor data showed strong payroll growth and a slight decline in unemployment, though participation weakened. On the credit side, PT Sarana Multigriya Finansial (Persero)’s 2026 bond maturities remain manageable, supported by solid liquidity.