2025年7月22日市场回顾：JCI创2025年新高，科技股领涨

Source: IDXFOREIGN MOST SELL (NET)Source: IDXJAKARTA STOCK EXCHANGE INDEXSource: IDX(P)-( Key CompanyDaily Top LosersSource: BloombergMarket Cap(IDR tril)Adaro Energy Indonesa1,88558.0Perusahaan Gas Negara1,63039.5Medco Energi International1,28532.3Aneka Tambang3,19076.7Indah Kita Pulp & Paper5,82531.9Semen Indonesia2,49016.8Astra International4,760192.7United Treactors22,95085.6Mark Dynamics Indonesia6752.6Unilever Indonesia1,55059.1Indofood CBP Sukses Makmur10,500122.5Sumber Alfaria Trijaya2,23092.6Mitra Adiperkasa1,14018.9Ace Hardware4828.3Erajaya Swasembada5258.4Kalbe Farma1,50570.5Mitra Keluarga Karyasehat2,50034.8Siloam International Hospitals2,16028.1Bank Central Asia8,4501,041.7Bank Rakyat Indonesia3,830580.5Bank Mandiri4,680436.8Summarecon Agung3926.5Ciputra Development94017.4Bumi Serpong Damai80016.9Elang Mahkota Teknologi61537.8GoTo Gojek Tokopedia5767.9Global Digital Niaga39252.5Sarana Menara Nusantara66033.7Telkom Indonesia2,800277.4Indosat2,45079.0Blue Bird1,9054.8Samudera Indonesia3445.6Adi Sarana Armada8903.3Top Companies in Each SectorCompanyClosePrice14.7817.9424.6220.025.030.0-4.08-3.86-3.62-3.02-4.5-4.0-3.5 Stocks, Bonds, Foreign ExchangeSource: BloombergIndexClose1DYTDFixed IncomeClose1DYTDFXCloseJCI Index7,3981.183.28IndonesiaPolicy Rate5.250.00-12.50 IDRIndonesia16,311.000.13MSCI EM Asia6930.3716.883M5.93-3.10-15.62 CNYChina7.17-0.07SHCOMP3,5600.729.11Govt 10YR6.51-1.60-6.72INRIndia86.300.16Sensex82,2000.542.82ChinaGovt 10YR1.680.903.78MYRMalaysia4.23-0.21KLCI1,525-0.08-6.63IndiaGovt 10YR6.30-0.40-7.22VND Vietnam26,154.000.00VN Index1,485-0.8216.96MalaysiaGovt 10YR3.430.10-10.31 PHPPhilippines57.16-0.03PSE6,3530.78-3.02VietnamGovt 10YR3.152.2515.39THBThailand32.36-0.06SET1,2080.13-12.44 PhilippinesGovt 10YR6.240.003.12SGD Singapore1.28-0.37STI4,2070.4210.69ThailandGovt 10YR1.520.00-33.10 HKD Hong Kong7.850.03JCI IndexJCI Index 12MF PERJCI Index 12MF EPSEquity, FI, FX MarketForeigner Net Cumulative Investment in Equity10YR Governmet Benchmark RateRupiah/Dollar Spot rateWTINickelPalm OilPMI and Industrial ProductionCPI and Policy RateETFs891011121314151601/2403/2405/2407/2409/2411/2401/2503/2505/2507/25JCI 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/25M T)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)