Cermati Invest Weekly Update 2 September 2024
Ulasan Pasar
| INDONESIA | ||
|---|---|---|
| Ticker | W (-/+) % | Price |
| IHSG | 1.68% | 7,670.73 |
| LQ45 | 0.13% | 944.48 |
| IDX30 | 0.23% | 478.92 |
| FTSE Indonesia | 0.20% | 3,665.03 |
| MSCI Indonesia | 0.45% | 7,495.33 |
| USD/IDR | 0.31% | 15,532.40 |
Provided by Cermati Invest, last update 30 Agustus 2024
IHSG & Saham Pekan Ini
IHSG, sudah 3 minggu rallies dan keluar dari area sideways besarnya yang sejak 2022 tidak mampu ditembus batas atasnya. Potensi penurunan suku bunga The Fed dan BI Rate pada September 2024 mencatatkan IHSG pada angka tertinggi baru atau all time high yaitu 7715.7588 pada akhir Agustus 2024 lalu.
Walau tutup di 7670.7329, IHSG sudah melesat naik (+) 1.68% sepekan, (+) 5.72% sepanjang Agustus 2024, dan year-to-date (+) 5.47%.
Sebagai catatan, IHSG masih ada support gap di 7366 (1) dan 6968.136 (2). Kuartal III ini, IHSG aman selama di atas 7105.776 (quarterly pivot). Jadi, sampai akhir kuartal III atau September 2024, window dressing IHSG bergerak dalam range 7402—8059. Artinya IHSG akan mencapai 8059, tentunya dengan bantuan pergerakan harga saham dari emiten di sektor terbaiknya.
Saham, performa beberapa indeks konstituen berikut ini lebih tinggi dari IHSG, di urutan teratas adalah Bank15, Bisnis-27, Sri-Kehati, IDX30.
Sedangkan dari sisi bisnisnya pekan lalu yang terbaik adalah dari sektor Cyclicals, Energy, Industry, Transportasi, dan Perbankan. Sektor-sektor ini memiliki performa terbaik, lebih tinggi dari performa IHSG.
Pekan lalu, walau performanya masih di bawah IHSG, tetapi ada 1 sektor yang terlihat mulai bergerak naik, sektor tersebut adalah Infrastruktur, emitennya adalah BREN, TLKM, ISAT, MTEL, JSMR, WIKA.
Pergerakan Rupiah
Dipicu oleh data inflasi Indonesia yang diproyeksi kembali turun dan PMI Manufacturing, rupiah yang sudah menguat signifikan (+) 6.97% dari posisi tertingginya Rp16.500 per 1 dolar Amerika, pekan ini rupiah diperkirakan sedikit melemah dalam area Rp15.250—Rp15.675 per 1 dolar Amerika.
| COMMODITY | ||
|---|---|---|
| Ticker | W (-/+) % | Price |
| XAU/USD | -0.34% | 2,503.45 |
| Crude Oil WTI | -1.58% | 73.65 |
| Palm Oil c3 F | 2.84% | 3,977 |
| Natural Gas | 6.13% | 2.15 |
| Newcastle Coal | 0.69% | 146.20 |
| Nickel | -0.06% | 16,748 |
| Tin | -1.72% | 32,346 |
| Copper | -0.30% | 9,261 |
| Aluminium | -3.50% | 2,453 |
| US Soybeans | 2.77% | 1,000.00 |
| Silver | -3.34% | 29.25 |
Provided by Cermati Invest, last update 30 Agustus 2024
Emas
Pergerakan emas dunia September 2024 ini banyak dipengaruhi oleh data dari Amerika, beberapa yang perlu diperhatikan investor adalah JOLTS Job Openings yang diproyeksi turun, change in Non-Farm Payroll (NFP) diproyeksi naik, dan unemployment rate diproyeksi turun serta beberapa data lain seperti CPI&PPI menjelang pertemuan The Fed pada 18-19 September 2024.
Harga emas dunia ada kecenderungan turun setelah mencatatkan all time high US$2532 per troy ounce pada 20 Agustus 2024 lalu. Sebagai catatan, harga emas dunia up trend dan belum pernah turun hampir 1 tahun bahkan performa year-to-date 2024 (+) 22%. Pekan ini emas dunia diperkirakan cenderung koreksi di kisaran harga US$2455 — US$2505 per troy ounce.
Harga emas digital per gram akan berada di kisaran Rp1.206.000—Rp1.262.000.
| REGIONAL | ||
|---|---|---|
| Ticker | W (-/+) % | Price |
| Dow Jones | 0.94% | 41,563.08 |
| S&P 500 | 0.24% | 5,648.40 |
| FTSE 100 | 0.59% | 8,376.63 |
| DAX | 1.47% | 18,906.92 |
| Nikkei 225 | 0.67% | 38,621.00 |
| Hang Seng | 2.14% | 17,989.07 |
| Shanghai | -0.43% | 2,842.21 |
| KOSPI | -1.01% | 2,674.31 |
Provided by Cermati Invest, last update 30 Agustus 2024
Reksa Dana & Surat Berharga
Penguatan rupiah yang signifikan, kecenderungan suku bunga yang stabil, dan potensi bahwa IHSG masih up trend membuat performa reksa dana pendapatan tetap dan reksa dana saham makin kinclong bahkan rata-rata memiliki performa lebih tinggi dari suku bunga bank, reksa dana yang dapat dilirik dapat kamu cermati dalam tabel selanjutnya.
Surat berharga, masih tersisa 2 pekan penawaran Surat Berharga Negara yaitu Sukuk Ritel SR021 yang terbit 23 Agustus 2024 dan ditawarkan sampai tanggal 18 September 2024 dengan kupon lebih tinggi dari Sukuk Ritel sebelumnya. Ada 2 tenor untuk SR021 ini masing-masing dengan kupon yang cukup menarik, yaitu, SR021-T3, tenor 3 tahun, kupon 6.35% dan SR021-T5, tenor 5 tahun, kupon 6.45%.
Pembelian investasi Sukuk Ritel seri SR021 hanya bisa dilakukan secara online melalui mitra distribusi resmi yang ditunjuk oleh pemerintah selama masa penawaran berlangsung.
Indeks Harga Saham Gabungan Kembali Bergairah, Simak Sentimen yang Mempengaruhi Pasar Investasi
Pada pekan lalu Indeks Harga Saham Gabungan (IHSG) sempat menyentuh rekor tertingginya sepanjang masa, salah satu faktor yang mendorong penguatan Indeks Harga Saham Gabungan (IHSG) adalah laporan pertumbuhan ekonomi Amerika Serikat yang mencapai 3.0% secara tahunan pada kuartal kedua, lebih tinggi dari estimasi sebelumnya sebesar 2.8%. Berita ini memberikan optimisme bahwa perekonomian global masih berada di jalur yang positif, sehingga memberikan dorongan kepercayaan diri bagi investor di pasar Indonesia. Pada pekan ini pelaku pasar berharap indeks manufaktur Indonesia di Agustus 2024, yang akan dirilis pada 2 September, kembali ke kondisi ekspansif. Sedangkan inflasi diperkirakan stabil sebesar 2.12% yoy pada Agustus 2024. Selain itu, pemerintah dan Bank Indonesia mendorong peningkatan transaksi mata uang lokal (LCT) antarnegara, dengan target 10% pada 2024-2025, guna mengurangi ketergantungan pada dolar AS.
Dari Amerika Serikat, Indeks harga pengeluaran konsumsi pribadi yang merupakan tolak ukur dari tingkat inflasi dari Bank Sentral Amerika atau Federal Reserve, naik 0.2% secara bulanan pada bulan Juli atau 2.5% dibandingkan dengan tahun sebelumnya. Hasil ini sesuai dengan perkiraan ekonom yang disurvei oleh Dow Jones. Tanpa memperhitungkan makanan dan energi, indeks ini juga naik 0.2% dari bulan sebelumnya.
Harga emas dunia pada perdagangan Jumat (30/8) ditutup di posisi US$ 2.503,03 per troy ounce, melemah 0.72%. Pelemahan tersebut menghapus penguatan sehari sebelumnya sebesar 0.76% dan menjauhi titik tertinggi harga emas yang sempat disentuh pada pekan lalu di posisi US$2.524,57 per troy ounce. Meski begitu, harga emas masih bertahan di atas level psikologis US$ 2500 per troy ounce. Pelemahan harga emas yang terjadi di akhir pekan tampaknya merespon indeks dolar Amerika Serikat (AS) atau DXY yang naik selama tiga hari beruntun.
COMPOSITE INDEX compare to USDIDR & GOLD (Daily Performance) since 2024 (YtD)
Reksa Dana
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana PASAR UANG | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| Insight Money Syariah | 1600.0454 | 0.52% | 1.56% | 2.92% | 3.79% | 5.64% | 15.86% | 60% | 30 Sep 2015 | 106.57 B |
| Insight Retail Cash Fund | 1547.3648 | 0.52% | 1.83% | 2.89% | 3.55% | 4.96% | 14.20% | 54.74% | 13 Apr 2018 | 12.33 B |
| Setiabudi Dana Pasar Uang | 1477.0348 | 0.46% | 1.33% | 2.67% | 3.53% | 5.31% | 13.49% | 47.70% | 23 Dec 2016 | 783.43 B |
| BRI Seruni Pasar Uang Syariah | 1308.019 | 0.46% | 1.29% | 2.71% | 3.58% | 5.51% | 12.33% | 30.80% | 19 Jul 2018 | 91.17 B |
| TRIM Kas 2 Kelas A | 1862.6058 | 0.45% | 1.32% | 2.54% | 3.31% | 4.88% | 13.08% | 86.26% | 8 Apr 2008 | 3.38 T |
| BRI Seruni Pasar Uang III | 1725.4022 | 0.45% | 1.39% | 2.67% | 3.49% | 5.01% | 11.78% | 72.54% | 16 Feb 2010 | 1.35 T |
| HPAM Ultima Money Market | 1581.6806 | 0.45% | 1.30% | 2.52% | 3.29% | 4.88% | 13.95% | 58.17% | 10 Jun 2015 | 687.89 B |
| Trimegah Kas Syariah | 1400.8561 | 0.44% | 1.31% | 2.59% | 3.44% | 5.07% | 13.12% | 40.09% | 30 Dec 2016 | 963.07 B |
| Bahana Likuid Syariah Kelas G | 1183.59 | 0.44% | 1.25% | 2.52% | 3.43% | 4.94% | 11.72% | 18.36% | 12 Jul 2016 | 323.32 B |
| Cipta Dana Cash | 1677.5 | 0.43% | 1.34% | 2.69% | 3.61% | 5.45% | 14.39% | 67.75% | 8 Jun 2015 | 216.24 B |
| Syailendra Dana Kas | 1655.4411 | 0.42% | 1.23% | 2.46% | 3.22% | 4.70% | 13.07% | 65.54% | 12 Jun 2015 | 2.71 T |
Provided by Cermati Invest, last update 30 Agustus 2024
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana PENDAPATAN TETAP | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| HPAM Government Bond | 1598.255 | 2.36% | 3.25% | 2.67% | 3.28% | 4.28% | 13.04% | 59.83% | 18 May 2016 | 19.38 B |
| BRI Brawijaya Abadi Pendapatan Tetap | 1369.347 | 2.22% | 3.08% | 2.40% | 2.86% | 3.08% | 12.02% | 36.93% | 25 Feb 2019 | 10.85 B |
| Principal Total Return Bond Fund | 2620.090 | 2.14% | 2.97% | 2.85% | 3.22% | 2.57% | -2.06% | 162.01% | 21 Aug 2008 | 20.21 B |
| BNI-AM Pendapatan Tetap Quality Long Duration Fund | 1654.960 | 2.07% | 2.25% | 1.68% | 2% | 2.74% | 12.05% | 65.50% | 16 Jun 2016 | 12.13 B |
| Eastspring IDR Fixed Income Fund Kelas A | 1737.950 | 1.83% | 2.65% | 2.23% | 2.69% | 3.34% | 11.17% | 73.80% | 16 Mar 2015 | 146.30 B |
| Syailendra Fixed Income Fund Kelas A | 2583.270 | 1.80% | 2.79% | 2.11% | 2.71% | 3.60% | 11.86% | 158.33% | 8 Dec 2011 | 96.16 B |
| BRI Melati Pendapatan Utama | 1873.623 | 1.76% | 2.38% | 2.21% | 2.50% | 2.76% | 9.17% | 87.36% | 27 Sep 2012 | 47.70 B |
| Sequis Bond Optima | 1487.123 | 1.70% | 2.52% | 2.25% | 2.66% | 3.37% | 8.66% | 48.71% | 8 Sep 2016 | 39.86 B |
| Cipta Bond | 1804.320 | 1.69% | 2.81% | 2.50% | 3% | 4.90% | 9.20% | 80.43% | 2 Jan 2019 | 25.37 B |
| Bahana Mes Syariah Fund Kelas G | 1526.700 | 1.51% | 1.71% | 2.05% | 2.45% | 2.62% | 10.64% | 52.67% | 11 Nov 2016 | 191.88 B |
| Eastspring Investments IDR High Grade Kelas A | 1669.680 | 1.39% | 1.67% | 1.16% | 1.53% | 2.21% | 8.31% | 66.97% | 9 Jan 2013 | 144.47 B |
| BNI-AM Dana Pendapatan Tetap Syariah Ardhani | 1590.950 | 1.25% | -0.44% | -0.05% | 0.62% | 0.86% | 9.39% | 59.10% | 16 Aug 2016 | 337.71 B |
| Principal Income Fund Syariah | 1137.140 | 1.13% | 1.53% | 2.35% | 3.12% | 3.85% | 9.78% | 13.71% | 21 Oct 2020 | 10.72 B |
| BNI-AM Short Duration Bonds Index Kelas R1 | 1062.550 | 1.06% | 1.36% | 0.42% | 1.38% | 1.06% | - | 6.26% | 1 Sep 2022 | 4.92 B |
| Eastspring Syariah Fixed Income Amanah Kelas A | 1471.490 | 0.88% | 1.35% | 2.24% | 2.98% | 3.03% | 9.41% | 47.15% | 17 Apr 2017 | 181.86 B |
| TRIM Dana Tetap 2 | 3145.430 | 0.83% | 1.83% | 2.98% | 3.76% | 5.10% | 14.14% | 214.54% | 13 May 2008 | 701.64 B |
| Trimegah Fixed Income Plan | 1148.963 | 0.82% | 0.79% | 0.69% | 1.48% | 0.56% | 5.25% | 14.90% | 23 May 2019 | 2.41 T |
| SAM Sukuk Syariah Sejahtera | 2438.866 | 0.66% | 0.50% | 0.10% | 0.97% | -1.35% | -0.39% | 143.89% | 29 Oct 1997 | 45.77 B |
| HPAM Pendapatan Tetap Prima | 1056.808 | 0.60% | 0.44% | 0.82% | 1.87% | 1.79% | 4.04% | 5.68% | 29 Oct 2018 | 216.09 B |
| Insight Haji Syariah | 4913.860 | 0.59% | 1.76% | 3.32% | 4.33% | 6.18% | 22.16% | 391.39% | 13 Jan 2005 | 1.41 T |
| Insight Renewable Energy Fund | 2226.278 | 0.57% | 1.72% | 3.28% | 4.39% | 6.94% | 19.13% | 122.63% | 22 Jun 2011 | 821.21 B |
| Eastspring Investments Yield Discovery Kelas A | 1606.180 | 0.54% | 1.26% | 0.29% | -0.04% | 0.60% | -2.56% | 60.62% | 29 May 2013 | 78.55 B |
Provided by Cermati Invest, last update 30 Agustus 2024
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana CAMPURAN | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| HPAM Flexi Plus | 2088.640 | 11.21% | 16.79% | 22.06% | 19.36% | 33.02% | 24.89% | 108.86% | 2 Mar 2011 | 57.25 B |
| Setiabudi Dana Campuran | 1489.997 | 4% | 8.73% | 8.39% | 10.06% | 8.68% | 45.37% | 49% | 25 Sep 2017 | 66.83 B |
| Trimegah Balanced Absolute Strategy Kelas A | 1772.610 | 3.54% | 2.42% | 1.71% | 3.15% | 0.66% | 16.41% | 77.26% | 28 Dec 2018 | 227.47 B |
| TRIM Syariah Berimbang | 3169.540 | 3.21% | 2.84% | 3.22% | 4.08% | -1.10% | 13% | 216.95% | 27 Dec 2006 | 16.96 B |
| TRIM Kombinasi 2 | 2736.750 | 3.07% | 2.77% | 1.70% | 3.08% | 0.65% | 15.02% | 173.68% | 10 Nov 2006 | 25.77 B |
| Danakita Investasi Fleksibel | 1496.160 | 2.78% | 6.05% | 2.03% | 3.82% | 5.15% | 14.28% | 49.62% | 8 Jun 2017 | 10.27 B |
| Sequis Balance Ultima | 1276.671 | 2.68% | 5.28% | 1.50% | 2.18% | 3.43% | 17.59% | 27.67% | 8 Sep 2016 | 102.97 B |
| Batavia Dana Dinamis | 9488.560 | 2.67% | 6.05% | -0.22% | 1.04% | 0.59% | 15.46% | 848.86% | 3 Jun 2002 | 198.28 B |
| Syailendra Balanced Opportunity Fund | 3368.940 | 2.43% | 7.08% | 5.21% | 9.10% | 6.41% | 2.47% | 236.89% | 22 Apr 2008 | 80.63 B |
| SAM Mutiara Nusantara Nusa Campuran | 1913.725 | 1.64% | 2.16% | -1.24% | 4.49% | 4.20% | 29.63% | 91.37% | 21 Dec 2017 | 29.44 B |
Provided by Cermati Invest, last update 30 Agustus 2024
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana SAHAM | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| HPAM Ekuitas Syariah Berkah | 2117.795 | 9.19% | 11.73% | 32.29% | 28.83% | 45.33% | 111.67% | 111.78% | 20 Jan 2020 | 1.69 T |
| Syailendra MSCI Indonesia Value Index Fund Kelas A | 1132.310 | 7.70% | 11.84% | -6.70% | -4.46% | -4.89% | 24.86% | 13.23% | 8 Jun 2018 | 811.78 B |
| HPAM Ultima Ekuitas 1 | 3066.149 | 7.65% | 7.94% | 12.89% | 12.13% | 16.19% | 32.77% | 206.61% | 2 Nov 2009 | 772.29 B |
| Cipta Saham Unggulan | 2944.290 | 6.20% | 9.89% | 0.08% | 0.47% | -5.12% | 28.22% | 194.43% | 4 Dec 2018 | 45.22 B |
| UOBAM Indeks Bisnis-27 | 1457.015 | 6.19% | 13.07% | -1.59% | 1.12% | -0.21% | 33.86% | 45.70% | 15 Aug 2012 | 36.52 B |
| Cipta Rencana Cerdas | 17929.780 | 6.18% | 12.37% | -1.90% | 0.76% | -3.02% | 24.83% | 1692.98% | 9 Jul 1999 | 78.60 B |
| TRIM Kapital Plus | 4469.350 | 6.05% | 6.46% | 0.15% | 1.35% | 1.33% | 22.31% | 346.94% | 18 Apr 2008 | 405.65 B |
| Insight Sri Kehati Likuid - I Sri Likuid | 1193.120 | 6.01% | 12.41% | -4.87% | -1.22% | -2.48% | 36.98% | 19.31% | 29 Mar 2018 | 15.32 B |
| SAM Indonesian Equity Fund | 2380.560 | 5.38% | 5.73% | -1.24% | 2.49% | 7.43% | 27.97% | 138.06% | 18 Oct 2011 | 1.01 T |
| Danakita Saham Prioritas | 1228.070 | 5.25% | 10.44% | 0.55% | 3.38% | 3.23% | 37.62% | 22.81% | 17 Oct 2018 | 10.28 B |
| Bahana Primavera 99 Kelas G | 1339.160 | 4.20% | 7.07% | -1.95% | 1.65% | 0.08% | 22.74% | 33.92% | 5 Sep 2014 | 22.99 B |
| Eastspring Investments Alpha Navigator Kelas A | 1620.710 | 3.85% | 10.33% | 0.60% | 4.89% | 1.84% | 20.15% | 62.07% | 29 Aug 2012 | 79.29 B |
| Sequis Equity Maxima | 978.487 | 3.41% | 6.42% | -0.31% | 0.42% | -2.23% | 15.07% | -2.15% | 25 Aug 2016 | 262.56 B |
| Trimegah FTSE Indonesia Low Volatility Factor Index | 1273.802 | 3.08% | 9.41% | -4.72% | -1.24% | -1.18% | 34.79% | 27.38% | 3 Nov 2020 | 125.95 B |
| Batavia Dana Saham Optimal | 3247.410 | 2.88% | 7.48% | -1.46% | -0.05% | -1.79% | 15.25% | 224.74% | 19 Oct 2006 | 341.16 B |
| Batavia Dana Saham | 64877.810 | 2.70% | 7.19% | -0.97% | 1.26% | -0.56% | 15.65% | 6387.78% | 16 Dec 1996 | 1.96 T |
Provided by Cermati Invest, last update 30 Agustus 2024
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana USD | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| Batavia Global ESG Sharia Equity USD | 1.1893 | 4.16% | 4.38% | 4.56% | 6.55% | 10.10% | 10.35% | 18.93% | 27 Jan 2021 | 16.89 M |
| Eastspring Syariah Equity Islamic Asia Pacific USD Kelas A | 0.9688 | -1.75% | -1.34% | 1.23% | 1.86% | 4.01% | -27.07% | -3.12% | 28 Oct 2016 | 3.87 M |
| Eastspring Syariah Greater China Equity USD Kelas A | 0.5685 | -2.44% | -7.81% | -6.11% | -6.10% | -10.95% | -47.26% | -43.15% | 15 Jun 2020 | 5.37 M |
| Batavia USD Bond Fund | 1.0526 | 1.55% | 2.35% | 2.41% | 1.26% | 3.14% | - | 5.26% | 18 Oct 2022 | 5.92 M |
| Eastspring Syariah Fixed Income USD Kelas A | 0.9796 | 2.13% | 3.56% | 3.50% | 2.53% | 6.35% | -2.06% | -2.04% | 8 Mar 2021 | 1.11 M |
Provided by Cermati Invest, last update 30 Agustus 2024
Surat Utang/Obligasi
| NAMA OBLIGASI | ISIN | MATA UANG | KUPON | TANGGAL JATUH TEMPO | INDIKASI HARGA BELI | INDIKASI HARGA JUAL | INDIKASI YIELD | RATING |
|---|---|---|---|---|---|---|---|---|
| FR0087 | IDG000015207 | IDR | 6.50% | 15-Feb-31 | 100.4 | 99.4 | 6.42% | BBB |
| PBS034 | IDG000020900 | IDR | 7.13% | 15-Jun-43 | 98.65 | 97.65 | 6.64% | BBB |
| PBS005 | IDP000001505 | IDR | 6.75% | 15-Apr-43 | 99.9 | 98.9 | 6.76% | BBB |
| INKP01CCN1 | IDA0001069C2 | IDR | 11.00% | 5-Jun-25 | 101.75 | 100.75 | 8.64% | idA+ |
| LPPI02ACN1 | IDA0001331A0 | IDR | 10.50% | 4-Jul-26 | 101.25 | 100.25 | 9.75% | idA |
Provided by Cermati Invest, last update 30 Agustus 2024
Event Calendar
| Monday, 02 September 2024 | Previous | Consensus | Forecast | ||
| 7:30 AM | JP | PMI Manufaktur Jibun Bank Final AUG | 49.1 | 49.5 | 49.5 |
| 7:30 AM | KR | PMI Manufaktur Global S&P AUG | 51.4 | 51.1 | |
| 8:45 AM | CN | Indeks PMI Manufaktur Caixin AUG | 49.8 | 50.0 | 49.6 |
| 11:00 AM | ID | Tingkat Inflasi (Tahunan) AUG | 2.1% | 2.1% | |
| 2:55 PM | DE | Final PMI Manufaktur HCOB AUG | 43.2 | 42.1 | 42.1 |
| 3:30 PM | GB | Final IMP Manufaktur Global S&P AUG | 52.1 | 52.5 | 52.5 |
| Tuesday, 03 September 2024 | Previous | Consensus | Forecast | ||
| 6:00 AM | KR | Tingkat Inflasi (Tahunan) AUG | 2.6% | 2.0% | 1.9% |
| 6:01 AM | GB | Brc Retail Sale Monitor (Tahunan) AUG | 0.3% | 0.8% | |
| 8:45 PM | US | Final IMP Manufaktur Global S&P AUG | 49.6 | 48.0 | 48.0 |
| 9:00 PM | US | Pmi Ism Manufacturing AUG | 46.8 | 47.8 | 47.5 |
| 9:00 PM | US | Ism Manufacturing Pekerjaan AUG | 43.4 | 43.6 | |
| 9:10 PM | US | Indeks Optimisme Ekonomi RCM/TIPP SEP | 44.5 | 46.2 | 45.0 |
| Wednesday, 04 September 2024 | Previous | Consensus | Forecast | ||
| 7:30 AM | JP | PMI Jasa Jibun Bank Final AUG | 53.7 | 54.0 | 54.0 |
| 8:45 AM | CN | Pmi Layanan Caixin AUG | 52.1 | 52.2 | 52.4 |
| 2:55 PM | DE | Final PMI Layanan HCOB AUG | 52.5 | 51.4 | 51.4 |
| 3:30 PM | GB | Final IMP Layanan Global S&P AUG | 52.5 | 53.3 | 53.3 |
| 7:30 PM | US | Neraca Perdagangan JUL | $-73.1B | $-74B | $-72.5B |
| 7:30 PM | US | Ekspor JUL | $265.9B | $267.5B | |
| 7:30 PM | US | Impor JUL | $339B | $340.0B | |
| 9:00 PM | US | Lowongan Kerja JOLTs JUL | 8.184M | 8.10M | 8.09M |
| 9:00 PM | US | Pesanan Pabrik MoM JUL | -3.3% | 4.5% | 3.8% |
| Thursday, 05 September 2024 | Previous | Consensus | Forecast | ||
| 3:30 AM | US | Perubahan Stok Minyak Mentah API AUG/30 | -3.4M | ||
| 6:00 AM | KR | Pertumbuhan Ekonomi QoQ Final Q2 | 1.3% | -0.2% | -0.2% |
| 6:00 AM | KR | Tingkat Pertumbuhan PDB (Tahunan) Final Q2 | 3.3% | 2.3% | 2.3% |
| 1:00 PM | DE | Pesanan Pabrik MoM JUL | 3.9% | -1.5% | -0.5% |
| 3:30 PM | GB | PMI Konstruksi Global S&P AUG | 55.3 | 54.4 | 54.1 |
| 7:15 PM | US | Perubahan Tenaga Kerja Adp AUG | 122K | 150K | 115.0K |
| 7:30 PM | US | Klaim Pengangguran Awal AUG/31 | 231K | 235K | 247.0K |
| 8:45 PM | US | Final IMP Komposit Global S&P AUG | 54.3 | 54.1 | 54.1 |
| 8:45 PM | US | Final IMP Layanan Global S&P AUG | 55.0 | 55.2 | 55.2 |
| 9:00 PM | US | PMI Layanan ISM AUG | 51.4 | 51.5 | 51.2 |
| 10:00 PM | US | Perubahan Persediaan Minyak Mentah EIA AUG/30 | -0.846M | ||
| 10:00 PM | US | Perubahan Persediaan Bensin EIA AUG/30 | -2.203M | ||
| Friday, 06 September 2024 | Previous | Consensus | Forecast | ||
| 1:00 PM | DE | Neraca Perdagangan JUL | €20.4B | €21B | €21.9B |
| 1:00 PM | DE | Ekspor MoM JUL | -3.4% | 1.0% | |
| 1:00 PM | DE | Produksi Industri (Bulanan) JUL | 1.4% | -0.2% | -0.1% |
| 1:00 PM | GB | Indeks Harga Rumah Halifax MoM AUG | 0.8% | 0.2% | 0.3% |
| 1:00 PM | GB | Indeks Harga Rumah Halifax YoY AUG | 2.3% | 2.8% | |
| 7:30 PM | US | Upah non Pertanian AUG | 114K | 163K | 100K |
| 7:30 PM | US | Tingkat Pengangguran AUG | 4.3% | 4.2% | 4.3% |
| 7:30 PM | US | Pendapatan Rata-rata Per Jam MoM AUG | 0.2% | 0.3% | 0.2% |
| 7:30 PM | US | Pendapatan Rata-rata Per Jam YoY | 3.6% | 3.6% | |
| 7:30 PM | US | Tingkat Partisipasi AUG | 62.7% | 62.6% | |
| Saturday, 07 September 2024 | Previous | Consensus | Forecast | ||
| 10:00 AM | CN | Neraca Perdagangan AUG | $84.65B | $79.0B | |
| 10:00 AM | CN | Ekspor YoY AUG | 7.0% | 6.8% | |
| 10:00 AM | CN | Impor YoY AUG | 7.2% | 3.5% | |
Source: BI, CNBC Indonesia, Bloomberg, Investing, Trading Economics, KSEI, Cermati, Artha Investa Teknologi (AIT), Marulitua.com
Disclaimer:
Dokumen ini dibuat hanya untuk memberikan informasi. Isi dokumen ini tidak boleh ditafsirkan sebagai suatu bentuk penawaran untuk membeli/menjual/dijadikan dasar dari atau yang dapat dijadikan pedoman sehubungan dengan suatu perjanjian atau komitmen apa pun atau suatu nasehat investasi.
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