市场回顾：JCI因政策乐观和基础设施行业激增延续涨势

Source: IDXFOREIGN MOST SELL (NET)Source: IDXJAKARTA STOCK EXCHANGE INDEXSource: IDX(P)-( Key CompanyDaily Top LosersSource: BloombergMarket Cap(IDR tril)Adaro Energy Indonesa1,81555.8Perusahaan Gas Negara1,56537.9Medco Energi International1,25531.5Aneka Tambang3,00072.1Indah Kita Pulp & Paper5,72531.3Semen Indonesia2,73018.4Astra International4,700190.3United Treactors22,60084.3Mark Dynamics Indonesia6652.5Unilever Indonesia1,57059.9Indofood CBP Sukses Makmur10,400121.3Sumber Alfaria Trijaya2,22092.2Mitra Adiperkasa1,22020.3Ace Hardware4908.4Erajaya Swasembada5458.7Kalbe Farma1,53071.6Mitra Keluarga Karyasehat2,51034.9Siloam International Hospitals2,18028.4Bank Central Asia8,5501,054.0Bank Rakyat Indonesia3,880588.0Bank Mandiri4,700438.7Summarecon Agung3986.6Ciputra Development98018.2Bumi Serpong Damai83017.6Elang Mahkota Teknologi49230.2GoTo Gojek Tokopedia5970.3Global Digital Niaga38451.4Sarana Menara Nusantara58529.9Telkom Indonesia2,640261.5Indosat2,04065.8Blue Bird1,8304.6Samudera Indonesia3285.4Adi Sarana Armada8153.0Top Companies in Each SectorCompanyClosePrice7.3310.4713.008.010.012.014.0-5.56-4.20-3.95-6.0-5.0 Stocks, Bonds, Foreign ExchangeSource: BloombergIndexClose1DYTDFixed IncomeClose1DYTDFXCloseJCI Index7,1400.61-0.32IndonesiaPolicy Rate5.500.00-8.33IDRIndonesia16,260.000.09MSCI EM Asia6861.1815.623M6.02-1.00-14.37 CNYChina7.180.15SHCOMP3,505-0.427.43Govt 10YR6.56-1.60-5.98INRIndia85.82-0.21Sensex82,5710.393.29ChinaGovt 10YR1.66-1.202.66MYRMalaysia4.24-0.28KLCI1,525-0.79-6.58IndiaGovt 10YR6.310.00-7.04VND Vietnam26,135.000.05VN Index1,461-0.6615.04MalaysiaGovt 10YR3.440.70-9.92PHPPhilippines56.720.11PSE6,459-1.00-1.39VietnamGovt 10YR3.11-4.0113.89THBThailand32.410.06SET1,1611.55-15.86 PhilippinesGovt 10YR6.23-0.502.86SGD Singapore1.290.25STI4,1200.268.39ThailandGovt 10YR1.52-3.40-33.05 HKD Hong Kong7.850.00PMI and Industrial ProductionCPI and Policy RateETFsWTINickelPalm OilForeigner Net Cumulative Investment in Equity10YR Governmet Benchmark RateRupiah/Dollar Spot rateJCI IndexJCI Index 12MF PERJCI Index 12MF EPSEquity, FI, FX Market891011121314151601/2403/2405/2407/2409/2411/2401/2503/2505/2507/25JCI Index 12MF PER(X)50052555057560062565067570001/2404/2407/2410/2401/25JCI Index 12MF EPS(p)13,50014,00014,50015,00015,50016,00016,50017,00017,50001/2404/2407/2410/2401/25Rupiah/Dollar Spot rate(IDR/USD)04/2407/2410/2401/2504/2507/25JCI Index121416182022242601/2404/2407/2410/2401/2504/25EIDO US Equity (L)XMID LN Equity (R)(USD)04/2407/2410/2401/2504/2507/25WTI05,00010,00015,00020,00025,00001/2404/2407/2410/2401/2504/2507/25Nickel(USD/M T)2,5003,0003,5004,0004,5005,0005,50001/2404/2407/2410/2401/2504/25Palm Oil(MYR/25MT)6.06.26.46.66.87.07.27.401/2403/2405/2407/2409/2411/2401/2503/2505/2507/2510YR Governmet Benchmark Rate(%)04/2407/2410/2401/2504/2507/25-4-20246803/2405/2407/2409/2411/2401/2503/25Manufacturing PMI (L)Industrial Production(R)(standard=50)(% YoY)-0.500.000.501.001.502.002.503.003.505.005.205.405.605.806.006.206.4001/2404/2407/2410/2401/2504/25Policy Rate (L)CPI (R)(%)(% YoY)