📅 08/08/2025

🌄 MORNING REVIEW 🔎

🔥 Top Foreign Buy (Value)
1. $AMMN 1.211.63 B
2. CDIA 928.83 B
3. COIN 798.52 B
4. ANTM 703.43 B
5. BRPT 380.95 B

🔥 Top Foreign Sell (Value)
1. BRMS -483.51 B
2. $CUAN -456.46 B
3. WIFI -436.36 B
4. $PTRO -241.88 B
5. BKSL -237.54 B

🔥 Top Foreign Buy (Volume)
1. GOTO 24,903,470
2. BIPI 5,741,979
3. CDIA 5,707,230
4. MLPL 5,341,476
5. BUMI 5,231,836

🔥 Top Foreign Sell (Volume)
1. BKSL -14,920,913
2. FUTR -11,028,492
3. BRMS -10,570,348
4. IKAN -8,227,425
5. SMGA -7,042,109

🌍 Global Market Overview
╰› US indices closed mixed amidst concerns over Fed's independence. Higher US import duties took effect, impacting trade partners. European stocks rose, driven by banking and technology sectors. BoE cut rates; Switzerland faces US import levy issues. Russia-Ukraine ceasefire hopes impacted crude oil prices.

🛢️Commodity
╰› Crude oil prices fell due to potential Russia-Ukraine ceasefire talks. US WTI and Brent crude futures both decreased by 0.7%. Indonesia will receive a 0% import tariff on copper products from the US.

🇺🇸 US Market
╰› Higher jobless claims: The USD index fell to 97.89.
╰› Trump's tariff policies: Average import duty reached a century high.
╰› Fed rate cut expectations: Market anticipates a rate cut in September 2025.

🇮🇩 Indonesia Market
╰› JCI closed lower with net foreign inflow of IDR666 bn.
╰› Stronger IDR and lower oil prices support JCI today.
╰› Government is negotiating tariff reductions for other commodities like nickel.

📈 Bullish Catalyst
╰› Potential Russia-Ukraine ceasefire: Lower global oil prices may benefit Indonesia.
╰› US grants 0% tariff on copper: Indonesian copper exports become more competitive.
╰› DNET's net profit rose 21.52%: Positive sentiment for the retail sector.

📉 Bearish Risk
╰› Higher US jobless claims: Global economic slowdown concerns increased.
╰› UNVR's net profit declined: Consumer goods sector faces challenges.
╰› GGRP reports a net loss: Steel industry faces demand slowdown and import pressure.

📝 Corporate Action
📊 MDKA
╰› MDKA repaid Shelf Bonds IV Phase VI Year 2024 Series A. Funds sourced internally, totaling IDR254.88 bn. Company is ready for Shelf Bonds III Phase III Year 2022 Series B payment.

📊 ANTM
╰› ANTM launched a limited-edition 1-gram gold product, Simfoni Ibu Pertiwi. This aims to support brand positioning and gold as a patriotic gift. It may strengthen demand in the retail gold segment.

📊 DNET
╰› DNET's net profit reached IDR540.7 bn in 1H25, up 21.52% YoY. Revenue from contracts increased due to corporate and retail segment growth.

📊 SMBR
╰› SMBR recorded a net profit of IDR79.6 bn in 1H25, an increase YoY. Revenue rose by 31.32%, and finance costs decreased YoY.

📊 SBMA
╰› SBMA posted a net profit increase of 26.84% YoY in 1H25. Revenue rose 10.56% YoY, driven by product and service segments.

⚠️ Disclaimer: All information is summarized by AI for informational purposes only and does not constitute financial advice. Always do your own research before making investment decisions.

by Newscraper•AI