Riset Ekonomi Harian - PT Samuel Sekuritas Indonesia

Sorotan Berita dan Data
Riset Ekonomi Harian
Kurs – Komoditas - Obligasi
Samuel Research
04 Agustus 2017
Berita Global

Bank of England mempertahankan suku bunga acuan tetapi
memangkas proyeksi pertumbuhan serta upah. (Reuters)

The Reserve Bank of India memangkas suku bunga acuan repo rate
sebesar 25bps ke 6%. (Bloomberg)

Initial Jobless Claims AS turun ke 240 ribu dari 244 ribu. (Bloomberg)

ISM Non-Manf. Composite AS turun ke 53,9 dari 57,4 di Jul17.
(Bloomberg)
Berita Domestik

Realisasi penerimaan bea dan cukai hingga Jul17 mencapai Rp78,7
triliun atau meningkat sebesar 7.2% YoY. (Antara)

Dana desa tahap satu 2017 sebesar Rp36 triliun, atau 60% dari total
pagu, sekarang sudah cair Rp35,8 triliun. (Antara)

BI memproyeksikan pertumbuhan ekonomi Indonesia 2Q17 5,1% YoY.
(Detik)

BI mengonfirmasi turunnya daya beli masyarakat kelas menengah ke
bawah disebabkan oleh kebijakan di bidang subsidi listrik. (Detik)

Menhub Budi Karya Sumadi menyatakan pembatasan sepeda motor di
Jakarta akan dilakukan secara bertahap. (Kompas)

Aksi mogok buruh Jakarta International Container Terminal (JICT)
membuat layanan bongkar muat pelabuhan Tanjung Priok terganggu.
(Kontan)
BoE lebih dovish, India pangkas suku bunga. Bank of England lebih
pesimistis terhadap prospek pertumbuhan maupun upah dalam
pernyataannya semalam, setelah sebelumnya The Reserve Bank of India
memangkas suku bunga acuannya 25bps seiring dengan inflasi yang turun.
Ditambah buruknya data ekonomi AS, yield obligasi global turun merespon
sentimen tersebut hingga dini hari tadi. Fokus tertuju pada data pertambahan
tenaga kerja non-pertanian AS nanti malam yang diperkirakan memburuk.
Ruang penguatan rupiah kembali terbuka, pertumbuhan jadi fokus.
Rupiah masih stabil walaupun kurs dollar melemah di Asia pada
perdagangan Kamis. Dollar diperkirakan terus tertekan dengan sentimen
positif yang diperkirakan manghampiri pasar obligasi. Ruang penguatan
rupiah masih terbuka walaupun saat ini kekhawatiran perlambatan ekonomi,
masih intensif – data pertumbuhan 2Q17 dirilis Senin, diperkirakan membaik
ke 5,07% YoY (BI prediksi pertumbuhan PDB capai 5,1% YoY).
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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
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