Cermati Invest Weekly Update 2 Desember 2024
Ulasan Pasar
| INDONESIA | ||
|---|---|---|
| Ticker | W (-/+) % | Price |
| IHSG | -1.13% | 7,114.27 |
| ISSI | -1.40% | 217.45 |
| IDX30 | -2.22% | 438.73 |
| FTSE Indonesia | 0.02% | 3,368.66 |
| MSCI Indonesia | -1.58% | 6,787.94 |
| USD/IDR | -0.19% | 15,840.00 |
Provided by Cermati Invest, last update 29 November 2024
IHSG & Saham Pekan Ini
IHSG, pekan lalu tutup di 7114,27 kembali terkoreksi bahkan hampir terendah di sepanjang semester 2. Walaupun long term IHSG masih up trend, tetapi medium dan short term IHSG bearish (down trend), turun menuju beberapa support di bawahnya, termasuk menuju support gap terdekat 6967.
IHSG baru akan kembali on track up trend bila rupiah dan sektor Perbankan menguat, arus dana investor asing kembali masuk market Indonesia. Sampai akhir kuartal IV IHSG terlihat masih berpotensi turun lebih dalam, kecuali jika berhasil tutup di atas 7378 (Pivot Q4) sampai akhir Desember 2024 nanti.
Prediksi pergerakan IHSG 2025, kemungkinan masih akan suram, walaupun ada beberapa sektor atau emiten yang harganya bergerak naik atau membukukan keuntungan perusahaan.
Saham, masih dari jajaran indeks Pefindo 25 dan Indeks Saham Syariah Indonesia (ISSI) yang terbaik sepanjang 2024.
Cermati saham dari sektor Energi, Kesehatan, Cyclicals, Non-Cyclicals.
Aksi korporasi ADRO (Q4) 2024, fenomenal dan ada yang baru pertama terjadi di Indonesia:
- RUPSLB (Rapat Umum Pemegang Saham Luar Biasa) menyetujui perubahan nama PT Adaro Energy Tbk. (ADRO) jadi PT Alamtri Resources Indonesia Tbk.
- Pembagian dividen interim ADRO setara Rp1.358,18 per lembar saham yang akan dibagikan tanggal 6 Desember 2024. Artinya dari harga saat cum date (26 November 2024) Rp3.670, dividen yield ADRO sebesar 37%, luar biasa besar. Dividen yang diberikan oleh ADRO dapat digunakan untuk membeli saham AADI dan menyimpannya minimal 3 tahun agar tidak dibebankan pengenaan Pajak Penghasilan (PPh) final sebesar 10%.
- Spin-off (pemisahan) anak usaha PT Adaro Andalan Indonesia (AAI) lewat penawaran umum, kode saham AADI. Sebagai informasi, AADI memegang kendali utama bisnis batu bara thermal ADRO, kontribusinya semester lalu sebesar 89.4% dari pendapatan perseroan. Nilai wajar AADI sebesar Rp37,73 triliun hingga Rp40,5 triliun atau sekitar Rp5.383—Rp5.779 per lembar saham.
- Skema Penawaran Umum oleh Pemegang Saham (PUPS) untuk membeli saham AADI bagi pemilik 4.389 lembar saham ADRO pada saat recording date (tanggal pencatatan) 29 November 2024 berhak membeli 1.000 lembar saham AADI di penawaran PUPS final yaitu Rp5.960 per lembar saham. Tanggal distribusi hak membeli saham pada 2 Desember 2024. Pengumuman harga penawaran final pada 5 Desember 2024. Masa penawaran umum tanggal 6—10 Desember 2024. Distribusi saham tanggal 9—11 Desember 2024.
- Bagi investor umum yang ingin berpartisipasi membeli saham AADI dengan harga perdana, dapat memasukkan penawaran sampai tanggal 3 Desember 2024 melalui situs E-IPO, jangan lupa siapkan dananya di RDN.
- Ke depannya ADRO akan fokus di bisnis batu bara metalurgi dan mineral bersama PT Adaro Minerals Indonesia Tbk. (ADMR) dan bisnis energi ramah lingkungan bersama Adaro Green.
- Akibat dari aksi korporasi ini, harga saham ADRO terkoreksi 43.6% dalam sepekan, mendekati harga terendah tahun 2023, Rp2.010.
Pergerakan Rupiah
Rupiah pekan ini bergerak di area Rp15.640—Rp15.870—Rp16.100.
| COMMODITY | ||
|---|---|---|
| Ticker | W (-/+) % | Price |
| XAU/USD | -2.18% | 2,653.55 |
| Crude Oil WTI | -4.55% | 68.00 |
| Palm Oil c3 F | 8.14% | 5,020.00 |
| Natural Gas | 7.48% | 3.36 |
| Newcastle Coal | 0.18% | 141.50 |
| Nickel | 0.96% | 16,008.50 |
| Tin | -2.50% | 28,192.00 |
| Copper | 0.41% | 9,022.00 |
| Aluminium | -1.29% | 2,601.00 |
| US Soybeans | 0.61% | 989.50 |
| Silver | -2.10% | 31.11 |
Provided by Cermati Invest, last update 29 November 2024
Emas
Pekan ini ada beberapa pengumuman data penting dari Amerika, antara lain Non-Farm Payroll pada Jumat 6 Desember 2024, biasanya memengaruhi pergerakan harga emas dan kurs dolar Amerika. Dari harga saat ini, emas dunia dapat naik menuju US$2682 atau turun menuju US$2563.
Pekan ini emas diperkirakan berada di kisaran Rp1.320.000—Rp1.380.000. Ini adalah kisaran harga emas digital, sedangkan harga emas fisik atau logam mulia biasanya lebih tinggi Rp60.000—Rp100.000 per gramnya.
| REGIONAL | ||
|---|---|---|
| Ticker | W (-/+) % | Price |
| Dow Jones | 1.39% | 44,910.65 |
| S&P 500 | 1.06% | 6,032.40 |
| FTSE 100 | 0.31% | 8,287.30 |
| DAX | 1.57% | 19,626.45 |
| Nikkei 225 | -0.35% | 38,148.50 |
| Hang Seng | 1.01% | 19,423.61 |
| Shanghai | 1.81% | 3,326.46 |
| KOSPI | -1.81% | 2,455.91 |
Provided by Cermati Invest, last update 29 November 2024
Reksa Dana & Surat Berharga
Reksa dana jenis pasar uang tetap jadi pilihan terbaik bagi yang ingin investasi dengan risiko minimal dan profit stabil. Selain itu, beberapa reksa dana pendapatan tetap dapat menjadi pilihan.
Surat berharga, dapat cermati beberapa obligasi yang kami pilihkan dalam tabel. Untuk investasi syariah Sukuk Tabungan (ST) seri ST013 masih dapat dibeli sampai tanggal 4 Desember 2024 dengan pilihan dua tenor, yaitu 2 tahun (ST013T2) kupon imbal hasil per tahun 6.40% dan 4 tahun (ST013T4) kupon imbal hasil per tahun 6.50%, bersifat floating with floor yang mengacu pada BI-7-Days Reverse Repo Rate (BI Rate) dan disesuaikan dengan perubahan BI Rate setiap tiga bulan sekali. Pembayaran imbalan dilakukan tanggal 10 setiap bulannya, di mana imbalan pertama ST013 cair pada 10 Januari 2025 (short coupon).
Banyak Kabar dari Dalam Negeri Pengaruhi Pasar Investasi
Pasar keuangan Indonesia pada pekan ini berpotensi untuk bergerak fluktuatif karena banyak data penting yang akan rilis pada hari ini. Di antaranya data inflasi dan aktivitas manufaktur Indonesia, tenaga kerja Amerika Serikat, dan pidato kepala bank sentral Amerika Serikat The Federal Reserve atau The Fed.
Indeks Harga Saham Gabungan (IHSG) sudah terkoreksi sampai 6.07% sepanjang November 2024. Ini merupakan performa terparah sejak September 2020. Penurunan performa indeks utama pasar saham di Indonesia dibarengi aksi jual investor asing yang masif. Berdasarkan data RTI, dan asing yang minggat dari pasar Indonesia sepanjang November 2024 mencapai Rp15 triliun di pasar reguler dan Rp15,26 triliun di semua pasar. Fokus investor akan tertuju ke dua data penting dari dalam negeri yakni inflasi dan aktivitas manufaktur yang akan diumumkan pada pekan ini. Inflasi Indonesia diperkirakan merangkak pada November 2024 seiring naiknya sejumlah bahan pokok dan harga Bahan Bakar Minyak (BBM) non-subsidi. Kondisi daya beli masyarakat Indonesia saat ini sedang berada dalam sorotan. Pendapatan masyarakat yang rendah menjadi tantangan tersendiri bagi masyarakat untuk bisa bertahan hidup dan menghidupi keluarganya dengan layak. Namun kabar gembira muncul setelah Presiden Prabowo Subianto mengumumkan upaya pemerintah meningkatkan kesejahteraan guru, di Puncak Peringatan Hari Guru Nasional, di Velodrome, Jakarta, Kamis (28/11/2024). Caranya, gaji guru Aparatur Sipil Negara (ASN) dinaikkan sebesar 1 kali gaji pokok, sedangkan non-ASN melalui tunjangan profesi. Di saat yang bersamaan, Ketua Dewan Ekonomi Nasional (DEN), Luhut Binsar Panjaitan, menegaskan kemungkinan adanya penundaan kenaikan tarif pajak pertambahan nilai (PPN) menjadi 12% pada tahun depan. Luhut mengungkapkan bahwa pemerintah mau menyiapkan bantalan berupa subsidi terlebih dahulu sebelum menaikkan PPN menjadi 12% sesuai amanat Undang-Undang Harmonisasi Peraturan Perpajakan (UU HPP).
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 Retail Cash Fund | 1570.4287 | 0.54% | 1.51% | 3.36% | 5.09% | 5.50% | 14.65% | 57.04% | 13 Apr 2018 | 9.38 B |
| Insight Money Syariah | 1623.2465 | 0.48% | 1.47% | 3.05% | 5.29% | 5.81% | 16.22% | 62.32% | 30 Sep 2015 | 130.40 B |
| Cipta Dana Cash | 1699.32 | 0.47% | 1.31% | 2.67% | 4.95% | 5.53% | 14.75% | 69.93% | 8 Jun 2015 | 213.12 B |
| Principal Cash Fund Syariah 2 | 1123.28 | 0.46% | 1.28% | 2.35% | 4.13% | 4.58% | 9.87% | 12.33% | 1 Dec 2020 | 12.30 B |
| Setiabudi Dana Pasar Uang | 1497.1777 | 0.46% | 1.38% | 2.73% | 4.94% | 5.44% | 13.99% | 49.72% | 23 Dec 2016 | 730.55 B |
| BRI Seruni Pasar Uang III | 1749.5756 | 0.45% | 1.42% | 2.81% | 4.94% | 5.28% | 12.38% | 74.96% | 16 Feb 2010 | 1.65 T |
| TRIM Kas 2 Kelas A | 1887.2145 | 0.45% | 1.34% | 2.67% | 4.68% | 5.13% | 13.49% | 88.72% | 8 Apr 2008 | 3.28 T |
| Bahana Dana Likuid Kelas G | 1860.52 | 0.44% | 1.28% | 2.45% | 4.39% | 4.81% | 11.14% | 86.05% | 27 May 1997 | 3.79 T |
| Bahana Likuid Syariah Kelas G | 1199.21 | 0.44% | 1.34% | 2.60% | 4.80% | 5.24% | 12.46% | 19.92% | 12 Jul 2016 | 440.05 B |
| Trimegah Kas Syariah | 1419.2948 | 0.44% | 1.33% | 2.66% | 4.80% | 5.29% | 13.60% | 41.93% | 30 Dec 2016 | 1.55 T |
| Syailendra Dana Kas | 1676.2056 | 0.43% | 1.27% | 2.51% | 4.52% | 5.00% | 13.45% | 67.62% | 12 Jun 2015 | 2.77 T |
| Danakita Stabil Pasar Uang | 1602.88 | 0.42% | 1.28% | 2.44% | 4.41% | 4.89% | 13.19% | 60.29% | 10 Sep 2015 | 87.07 B |
| BRI Seruni Pasar Uang Syariah | 1326.2096 | 0.41% | 1.41% | 2.71% | 5.02% | 5.53% | 12.75% | 32.62% | 19 Jul 2018 | 145.52 B |
| Sequis Liquid Prima | 1427.4994 | 0.40% | 1.19% | 2.38% | 4.30% | 4.74% | 11.42% | 42.75% | 8 Sep 2016 | 130.56 B |
| BNI-AM Dana Likuid Kelas A | 1891.46 | 0.39% | 1.21% | 2.29% | 3.98% | 4.25% | 10.95% | 89.15% | 27 Dec 2012 | 322.92 B |
| HPAM Ultima Money Market | 1602.8679 | 0.39% | 1.35% | 2.68% | 4.67% | 5.11% | 14.25% | 60.29% | 10 Jun 2015 | 707.62 B |
| Batavia Dana Kas Maxima | 1785.63 | 0.38% | 1.14% | 2.29% | 4.11% | 4.51% | 10.85% | 78.56% | 20 Feb 2007 | 12.02 T |
| BNI-AM Dana Lancar Syariah | 1768.94 | 0.36% | 1.17% | 2.12% | 3.89% | 4.33% | 11.31% | 76.89% | 28 Jun 2013 | 110.70 B |
| Eastspring Investment Cash Reserve Kelas A | 1672.65 | 0.31% | 1.15% | 1.74% | 3.47% | 3.93% | 8.47% | 67.27% | 3 Jul 2013 | 32.90 B |
| UOBAM ESG Pasar Uang Indonesia | 1134.2319 | 0.30% | 1.20% | 2.27% | 4.33% | 4.79% | 9.74% | 13.42% | 9 Oct 2020 | 148.72 B |
| Principal Cash Fund | 1848.99 | 0.29% | 1.13% | 2.20% | 4.07% | 4.43% | 10.79% | 84.90% | 23 Dec 2011 | 90.52 B |
Provided by Cermati Invest, last update 29 November 2024
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana PENDAPATAN TETAP | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| Insight Renewable Energy Fund | 2274.6326 | 0.84% | 2.19% | 3.95% | 6.65% | 7.27% | 20.23% | 127.46% | 22 Jun 2011 | 1.13 T |
| UOBAM Inovasi Obligasi Nasional | 1018.9412 | 0.74% | 1.12% | 1.76% | 2.89% | 6.06% | 4.67% | 1.89% | 12 Jan 2021 | 173.18 B |
| Insight Haji Syariah | 5028.5564 | 0.65% | 2.35% | 4.15% | 6.76% | 7.35% | 22.99% | 402.86% | 13 Jan 2005 | 1.88 T |
| HPAM Government Bond | 1603.2646 | 0.49% | 0.29% | 3.43% | 3.60% | 4.80% | 12.50% | 60.33% | 18 May 2016 | 18.96 B |
| TRIM Dana Tetap 2 Kelas A | 3208.42 | 0.33% | 2.02% | 3.88% | 5.84% | 6.29% | 15.19% | 220.84% | 13 May 2008 | 923.56 B |
| Trimegah Fixed Income Plan | 1160.4472 | 0.32% | 1.01% | 1.81% | 2.49% | 1.89% | 5.81% | 16.04% | 23 May 2019 | 1.94 T |
| Bahana Obligasi Ganesha Kelas D | 996.43 | 0.06% | 1.53% | 1.89% | 1.41% | 1.76% | 0.41% | -0.36% | 26 Oct 2020 | 347.92 B |
Provided by Cermati Invest, last update 29 November 2024
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana CAMPURAN | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| Setiabudi Dana Campuran | 1448.0445 | -3.27% | -2.74% | 5.33% | 6.97% | 8.77% | 30.38% | 44.80% | 25 Sep 2017 | 83.40 B |
| HPAM Flexi Plus | 1959.3778 | -3.33% | -5.21% | 8.62% | 11.97% | 23.20% | 7.19% | 95.94% | 2 Mar 2011 | 89.26 B |
| TRIM Syariah Berimbang | 3234.03 | -5.37% | 2.30% | 3.74% | 6.20% | 8.16% | 8.74% | 223.40% | 27 Dec 2006 | 21.65 B |
Provided by Cermati Invest, last update 29 November 2024
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana SAHAM | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| Cipta Saham Unggulan Syariah | 2293.05 | -2.55% | -0.28% | 12.59% | -2.07% | -1.68% | 4.23% | 129.31% | 5 Sep 2018 | 17.39 B |
| Cipta Saham Unggulan | 2895.16 | -3.17% | -1.74% | 7.01% | -1.20% | 0.46% | 18.04% | 189.52% | 4 Dec 2018 | 45.30 B |
| Cipta Sakura Equity | 1148.97 | -4.43% | -3.16% | 6.63% | -3.40% | -1.99% | -4.33% | 14.90% | 11 Dec 2014 | 25.40 B |
| Cipta Rencana Cerdas | 17227.17 | -4.66% | -3.74% | 6.88% | -3.18% | -1.23% | 6.09% | 1622.72% | 9 Jul 1999 | 81.59 B |
| HPAM Ekuitas Syariah Berkah | 1913.9408 | -7.39% | -8.15% | 0.99% | 16.43% | 35.45% | 89.98% | 91.39% | 20 Jan 2020 | 1.39 T |
Provided by Cermati Invest, last update 29 November 2024
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana USD | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| Batavia Technology Sharia Equity USD | 1.1543 | 0.42% | 4.30% | 2.47% | 19.84% | 22.46% | - | 15.43% | 16 Feb 2022 | 76.09 M |
| STAR Fixed Income Dollar | 1.0252 | 0.33% | 1.12% | 3.44% | 5.15% | 5.53% | -8.10% | 2.52% | 10 Jul 2017 | 9.85 M |
| Batavia Global ESG Sharia Equity USD | 1.1793 | 0.05% | 0.18% | 2.70% | 5.65% | 8.19% | 10.98% | 17.93% | 27 Jan 2021 | 14.12 M |
| Eastspring Syariah Fixed Income USD Kelas A | 0.9653 | -0.44% | -1.54% | 1.87% | 1.04% | 2.89% | -2.32% | -3.47% | 8 Mar 2021 | 1.40 M |
| Batavia USD Bond Fund | 1.0343 | -0.67% | -1.80% | 0.47% | -0.50% | 0.72% | - | 3.43% | 18 Oct 2022 | 14.41 M |
| Eastspring Syariah Equity Islamic Asia Pacific USD Kelas A | 0.9402 | -5.29% | -3.03% | -4.93% | -1.15% | 1.35% | -26.37% | -5.98% | 28 Oct 2016 | 3.03 M |
| Eastspring Syariah Greater China Equity USD Kelas A | 0.6008 | -6.50% | 6.43% | -3.68% | -0.76% | -1.83% | -43.14% | -39.92% | 15 Jun 2020 | 5.72 M |
Provided by Cermati Invest, last update 29 November 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 | 98.9 | 97.9 | 6.72% | BBB |
| FR0097 | IDG000020900 | IDR | 7.13% | 15-Jun-43 | 101.5 | 100.5 | 6.98% | BBB |
| PBS005 | IDP000001505 | IDR | 6.75% | 15-Apr-43 | 98.8 | 97.8 | 6.86% | 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 29 November 2024
Event Calendar
| Monday, 02 December 2024 | Previous | Consensus | Forecast | ||
| 7:30 AM | JP | Jibun Bank Manufacturing PMI Final NOV | 49.20 | 49.00 | 49.00 |
| 7:30 AM | KR | S&P Global Manufacturing PMI NOV | 48.30 | 49.00 | |
| 8:45 AM | CN | Caixin Manufacturing PMI NOV | 50.30 | 50.50 | 50.70 |
| 11:00 AM | ID | Inflation Rate YoY NOV | 1.71% | 1.50% | 1.60% |
| 1:00 PM | RU | S&P Global Manufacturing PMI NOV | 50.60 | 50.90 | |
| 2:00 PM | GB | Nationwide Housing Prices MoM NOV | 0.10% | 0.20% | 0.20% |
| 2:00 PM | GB | Nationwide Housing Prices YoY NOV | 2.40% | 2.40% | 2.30% |
| 3:55 PM | DE | HCOB Manufacturing PMI Final NOV | 43.00 | 43.20 | 43.20 |
| 4:30 PM | GB | S&P Global Manufacturing PMI Final NOV | 49.90 | 48.60 | 48.60 |
| 9:45 PM | US | S&P Global Manufacturing PMI Final NOV | 48.50 | 48.80 | 48.80 |
| 10:00 PM | US | ISM Manufacturing PMI NOV | 46.50 | 47.50 | 47.20 |
| 10:00 PM | US | ISM Manufacturing Employment NOV | 44.40 | 47.00 | |
| Tuesday, 03 December 2024 | Previous | Consensus | Forecast | ||
| 3:15 AM | US | Fed Waller Speech | |||
| 4:30 AM | US | Fed Williams Speech | |||
| 6:00 AM | KR | Inflation Rate YoY NOV | 1.30% | 1.70% | 1.50% |
| 7:01 AM | GB | BRC Retail Sales Monitor YoY NOV | 0.30% | 0.70% | 0.50% |
| 10:00 PM | US | JOLTs Job Openings OCT | 7.443M | 7.49M | 7.38M |
| Wednesday, 04 December 2024 | Previous | Consensus | Forecast | ||
| 12:35 AM | US | Fed Kugler Speech | |||
| 3:45 AM | US | Fed Golsbee Speech | |||
| 4:30 AM | US | API Crude Oil Stock Change NOV/29 | -5.935M | ||
| 7:30 AM | JP | Jibun Bank Services PMI Final NOV | 49.70 | 50.20 | 50.20 |
| 8:45 AM | CN | Caixin Services PMI NOV | 52.00 | 52.50 | 51.80 |
| 3:55 PM | DE | HCOB Services PMI Final NOV | 51.60 | 49.40 | 49.40 |
| 4:00 PM | GB | BoE Gov Bailey Speech | |||
| 4:30 PM | GB | S&P Global Services PMI Final NOV | 52.00 | 50.00 | 50.00 |
| 5:30 PM | DE | 10-Year Bund Auction | 2.38% | ||
| 8:15 PM | US | ADP Employment Change NOV | 233K | 165K | 180.0K |
| 8:45 PM | US | Fed Musalem Speech | |||
| 9:45 PM | US | S&P Global Composite PMI Final NOV | 54.10 | 55.30 | 55.30 |
| 9:45 PM | US | S&P Global Services PMI Final NOV | 55.00 | 57.00 | 57.00 |
| 10:00 PM | US | ISM Services PMI NOV | 56.00 | 55.50 | 56.70 |
| 10:00 PM | US | Factory Orders MoM OCT | -0.50% | 0.40% | 0.30% |
| 10:30 PM | US | EIA Crude Oil Stocks Change NOV/29 | -1.844M | ||
| 10:30 PM | US | EIA Gasoline Stocks Change NOV/29 | 3.314M | ||
| Thursday, 05 December 2024 | Previous | Consensus | Forecast | ||
| 1:45 AM | US | Fed Chair Powell Speech | |||
| 6:00 AM | KR | GDP Growth Rate QoQ Final Q3 | -0.20% | 0.50% | 0.10% |
| 6:00 AM | KR | GDP Growth Rate YoY Final Q3 | 2.30% | 1.50% | 1.50% |
| 8:30 AM | JP | BOJ Nakamura Speech | |||
| 2:00 PM | DE | Factory Orders MoM OCT | 4.20% | -1.80% | -2.10% |
| 4:30 PM | GB | S&P Global Construction PMI NOV | 54.30 | 53.60 | 53.70 |
| 8:30 PM | US | Balance of Trade OCT | $-84.4B | $-78.8B | $-83B |
| 8:30 PM | US | Exports OCT | $267.9B |
$265.0B
|
|
| 8:30 PM | US | Imports OCT | $352.3B |
$348.0B
|
|
| 8:30 PM | US | Initial Jobless Claims NOV/30 | 213K | 220K | 214.0K |
| 11:30 PM | US | Fed Barkin Speech | |||
| Friday, 06 December 2024 | Previous | Consensus | Forecast | ||
| 12:00 AM | GB | BoE Greene Speech | |||
| 11:30 AM | IN | RBI Interest Rate Decision | 6.50% | 6.50% | 6.50% |
| 2:00 PM | DE | Industrial Production MoM OCT | -2.50% | 2.50% | |
| 2:00 PM | GB | Halifax House Price Index MoM NOV | 0.20% | 0.30% | 0.20% |
| 2:00 PM | GB | Halifax House Price Index YoY NOV | 3.90% | 3.70% | |
| 8:30 PM | US | Non Farm Payrolls NOV | 12K | 183K | 194.0K |
| 8:30 PM | US | Unemployment Rate NOV | 4.10% | 4.10% | 4.10% |
| 8:30 PM | US | Average Hourly Earnings MoM NOV | 0.40% | 0.30% | 0.30% |
| 8:30 PM | US | Average Hourly Earnings YoY NOV | 4.00% | 4.00% | |
| 8:30 PM | US | Participation Rate NOV | 62.60% | 62.60% | |
| 9:15 PM | US | Fed Bowman Speech | |||
| 10:00 PM | US | Michigan Consumer Sentiment Prel DEC | 71.80 | 72.90 | 72.50 |
| 10:30 PM | US | Fed Golsbee Speech | |||
| Saturday, 07 December 2024 | Previous | Consensus | Forecast | ||
| 12:00 AM | US | Fed Hammack Speech | |||
| 1:00 AM | US | Fed Daly Speech | |||
| 10:00 AM | CN | Balance of Trade NOV | $95.27B | $89.0B | |
| 10:00 AM | CN | Exports YoY NOV | 12.70% | 10.00% | |
| 10:00 AM | CN | Imports YoY NOV | -2.30% | 3.60% | |
Source: BI, CNBC Indonesia, Bloomberg, Investing, Trading Economics, KSEI, Cermati, Artha Investa Teknologi (AIT)
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.
Baca Juga Cermati Invest Weekly Update Sebelumnya:
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