Riset Ekonomi Harian
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Sorotan Berita dan Data Riset Ekonomi Harian Kurs – Komoditas - Obligasi 02 Agustus 2017 Samuel Research Berita Global RBA Cash Rate Target Australia tetap di 1,5%. (Bloomberg) Pertumbuhan PDB Zona Euro 2Q17 membaik ke 2,1% YoY dari 1,9% YoY. (Bloomberg) Markit Eurozone Manufacturing PMI Zona Euro turun ke 56,6 dari 56,8. (Bloomberg) ISM Manufacturing AS turun ke 56,3 dari 57,8 di Jul17. (Bloomberg) Berita Domestik Inflasi Indonesia Jul17 turun ke 3,88% YoY dari 4,37% YoY sementara inflasi inti turun ke 3,05% dari 3,13% YoY. (Bloomberg) Menko Perekonomian Darmin Nasution optimistis laju inflasi sepanjang 2017 masih bisa mencapai di bawah 4% YoY. (Antara) Pemerintah akan membagikan voucer pangan secara serentak kepada rumah tangga sasaran pada Feb18. Tahun 2018, ada 10 juta penerima voucer pangan di 98 kota dan 200 kabupaten. (Kontan) Minyak anjlok, yield global turun. Harga minyak mentah yang sempat naik tajam minggu lalu, mulai terkoreksi. Kali ini data persediaan minyak mentah AS yang naik melebihi ekspektasi, menjadi penyebabnya. Dollar index terbantu untuk tidak turun lebih dalam, tapi bukan karena adanya optimisme terhadap laju perekonomian AS karena di saat yang bersamaan yield UST masih turun bersama dengan yield global lainnya. Fokus tertuju pada ADP employment change AS yang akan dirilis malam nanti. Inflasi terkoreksi, fokus ke data pertumbuhan. Rupiah masih stabil tetapi tetap dengan kecenderungan penguatan walaupun mayoritas kurs di Asia mulai melemah terhadap dollar pada perdagangan Selasa kemarin. Inflasi domestik yang turun memberikan sedikit sentimen positif walaupun terbatasi kekhawatiran bahwa inflasi yang turun lebih akibat penurunan daya beli masyarakat. Konfirmasi utama atas dugaan tersebut akan datang Jum’at mendatang ketika data pertumbuhan PDB 2Q17 dirilis. Rupiah berpeluang terganggu tren penguatannya melihat dollar yang mulai menguat di tengah koreksi harga minyak mentah. www.samuel.co.id Page 1 of 2 Ekonomi Harian Research Team Andy Ferdinand, CFA Head Of Equity Research, Strategy, Banking, Consumer [email protected] +6221 2854 8148 Rangga Cipta Economist [email protected] +6221 2854 8396 Muhamad Makky Dandytra, CFTe Technical Analyst [email protected] +6221 2854 8382 Akhmad Nurcahyadi, CSA Auto, Aviation, Cigarette, Construction Healthcare, Heavy Equipment, Property [email protected] +6221 2854 8144 Arandi Ariantara Cement, Telecommunication, Utility [email protected] +6221 2854 8392 Marlene Tanumihardja Poultry, Retail, Small Caps [email protected] +6221 2854 8387 Sharlita Lutfiah Malik Mining, Plantation [email protected] +6221 2854 8339 Nadya Swastika Research Associate [email protected] +6221 2854 8338 Evelyn Satyono Head of PWM / Institutional Sales [email protected] +6221 2854 8380 Muhamad Alfatih CSA, CTA, CFTe Senior Technical Portfolio Advisor [email protected] +6221 2854 8129 Ronny Ardianto Institutional Equity Sales [email protected] +6221 2854 8399 Clarice Wijana Institutional Equity Sales [email protected] +6221 2854 8395 Fachruly Fiater Institutional Equity Sales [email protected] +6221 2854 8325 Kelvin Long Head of Equities [email protected] +6221 2854 8150 Yulianah Institutional Equity Sales [email protected] +6221 2854 8146 Lucia Irawati Retail Equity Sales [email protected] +6221 2854 8173 R. Virine Tresna Sundari Head of Fixed Income [email protected] +6221 2854 8170 Yenny Immanuela Batubara Senior Fixed Income Sales [email protected] +6221 2854 8384 Dina Afrilia Senior Fixed Income Sales [email protected] +6221 2854 8309 Rudianto Nugroho Fixed Income Sales [email protected] +6221 2854 8306 Nugroho Nuswantoro Head of Marketing Online Trading [email protected] +6221 2854 8372 Wahyu Widodo Marketing [email protected] +6221 2854 8371 Aben Epapras Marketing [email protected] +6221 2854 8389 Private Wealth Management Equity Sales Team Fixed Income Sales Team Online Trading Sales Team DISCLAIMERS : Analyst Certification : The views expressed in this research accurately reflect the personal views of the analyst(s) about the subject securities or issuers and no part of the compensation of the analyst(s) was, is, or will be directly or indirectly related to the inclusion of specific recommendations or views in this research. The analyst(s) principally responsible for the preparation of this research has taken reasonable care to achieve and maintain independence and objectivity in making any recommendations. This document is for information only and for the use of the recipient. It is not to be reproduced or copied or made available to others. Under no circumstances is it to be considered as an offer to sell or solicitation to buy any security. Any recommendation contained in this report may not be suitable for all investors. Moreover, although the information contained herein has been obtained from sources believed to be reliable, its accuracy, completeness and reliability cannot be guaranteed. All rights reserved by PT Samuel Sekuritas Indonesia www.samuel.co.id Page 2 of 2