{"id":3069,"date":"2022-09-20T08:47:16","date_gmt":"2022-09-20T01:47:16","guid":{"rendered":"https:\/\/star-am.com\/?p=3069"},"modified":"2023-08-21T09:55:42","modified_gmt":"2023-08-21T09:55:42","slug":"star-insight-market-update-19-sep-2022","status":"publish","type":"post","link":"https:\/\/star-am.com\/id\/2022\/09\/20\/star-insight-market-update-19-sep-2022\/","title":{"rendered":"STAR Insight, Market Update 19 September 2022"},"content":{"rendered":"

S&P 500 mencatatkan performa terburuknya sejak 3 bulan terakhir<\/b><\/p>\n

Setelah ditutup hijau pada dua minggu lalu, pasar Amerika Serikat S&P 500 kembali <\/span>turun dan mencatatkan performa terburuknya sejak pertengahan Juni lalu. <\/span>Sepanjang pekan terakhir Index S&P 500 mengalami penurunan sebesar -4.78%. <\/span>Penurunan terbesar terjadi pada hari selasa setelah laporan inflasi bulanan dirilis, <\/span>dan menunjukkan kenaikan sebanyak 8.3% YoY. Investor sekarang berantisipasi <\/span>kenaikan suku bunga yang signifikan oleh The Fed sebanyak 75 bps pada Rabu <\/span>21\/09. Selain itu, indikator ekonomi lainnya seperti Producer Price Index, <\/span>penjualan retail, aktivitas manufaktur, produksi industri, serta sentimen <\/span>konsumen berada dibawah ekspektasi. Akibatnya semua sektor pada S&P 500 <\/span>tercatat merah pada pekan lalu, dengan penurunan terbesar terjadi pada Real <\/span>Estate dan Material, masing-masing sebesar -6.43% dan -6.65% sepanjang pekan <\/span>lalu.<\/span><\/p>\n

\u00a0<\/b><\/p>\n

Pemerintah mengeluarkan BSU guna menahan laju inflasi<\/b><\/p>\n

Pemerintah Indonesia mulai mengucurkan bantuan subsidi upah (BSU) pada Senin (12\/09) kepada 4,36 juta pekerja. Pencairan sebesar Rp600k\/orang dengan total <\/span>Rp2,61 triliun. Meski berbeda dengan BLT (pencairan langsung), dana tersebut <\/span>juga ditujukan untuk menutupi kompensasi dari kenaikan harga BBM bersubsidi.<\/span>Saat ini, Presiden Jokowi sedang mempertimbangkan untuk bergabung dengan <\/span>China dan India untuk membeli minyak Rusia guna menghentikan kenaikan harga <\/span>energi lebih lanjut di seluruh negeri. Untuk tahun 2023, DPR telah mengesahkan <\/span>kenaikan anggaran subsidi energi menjadi Rp211,9 triliun dari sebelumnya <\/span>Rp210,6 triliun.<\/span><\/p>\n

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Neraca perdagangan Indonesia surplus selama 28 bulan berturut<\/b><\/p>\n

Neraca perdagangan Indonesia pada Agustus-22 dilaporkan mengalami penambahan (surplus) sebesar USD 5.76 miliar, lebih tinggi dari ekspektasi pasar <\/span>dan bulan sebelum nya di angka USD 4 miliar dan USD 4.22 miliar. Meningkatnya <\/span>ekspor pada Agustus-22 didorong oleh ekspor migas dan non migas yang masing <\/span>masing mencatatkan pertumbuhan sebesar 64.46% dan 28.39% secara tahunan. <\/span>Neraca perdagangan merupakan salah satu variabel dalam perhitungan PDB (PDB <\/span>= Konsumsi + Investasi + Pengeluaran Pemerintah + Ekspor \u2013 Impor), dimana <\/span>dengan neraca perdagangan mengalami surplus maka akan membantu <\/span>mendorong pertumbuhan ekonomi suatu negara.<\/span><\/p>\n

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Key Takeaways:<\/b><\/p>\n

S&P mengalami penurunan terburuknya sejak 3 bulan terakhirsejak Juni tahun lalu sebesar -4.78% pekan lalu. Penurunan ini didorong oleh laporan inflasi bulanan <\/span>menunjukkan kenaikan sebanyak 8.3% YoY. Saat ini, investor berantisipasi dengan <\/span>potensi kenaikan suku bunga yang signifikan oleh The Fed sebanyak 75 bps pada <\/span>Rabu 21\/09.<\/span><\/p>\n

Dari sisi domestik, Pemerintah Indonesia mulai mengucurkan bantuan subsidi upah (BSU) kepada 4,36 juta pekerja. Pencairan sebesar Rp600k\/orang dengan <\/span>total Rp2,61tn. Meski berbeda dengan BLT (pencairan langsung), dana tersebut <\/span>juga ditujukan untuk menutupi kompensasi dari kenaikan harga BBM bersubsidi. <\/span>Pemerintah lewat Presiden Jokowi sedang mempertimbangkan untuk membeli <\/span>minyak dari Rusia guna menghambat kenaikan harga energi di dalam negeri. <\/span>Anggaran subsidi energi untuk tahun 2023 juga sudah disetujui DPR sebesar <\/span>Rp211,9 triliun naik dari sebelumnya di tahun 2022 sebesar Rp 201.6 triliun<\/span><\/p>\n

Neraca perdagangan Indonesia pada Agustus-22 dilaporkan mengalami penambahan (surplus) sebesar USD 5.76 miliar, lebih tinggi dari ekspektasi pasar <\/span>dan bulan sebelum nya di angka USD 4 miliar dan USD 4.22 miliar. Meningkatnya <\/span>ekspor pada Agustus-22 didorong oleh ekspor migas dan non migas yang masing <\/span>masing mencatatkan pertumbuhan sebesar 64.46% dan 28.39% secara tahunan.<\/span><\/p>\n<\/div><\/div><\/div><\/div><\/div>

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ANALYSTS CERTIFICATION<\/b><\/p>\n

The views expressed in this research report accurately reflect the analysts\u2019 personal views about any and all of the subject securities or issuers; and no part of the research analyst’s compensation was, is, or will be, directly or indirectly, related to the specific recommendations or views expressed in the report.<\/p>\n

DISCLAIMERS<\/b><\/p>\n

This research is based on information obtained from sources believed to be reliable, but we do not make any representation or warranty nor accept any responsibility or liability as to its accuracy, completeness or correctness. Opinions expressed are subject to change without notice. This document is prepared for general circulation. Any recommendations contained in this document does not have regard to the specific investment objectives, financial situation and the particular needs of any specific addressee. This document is not and should not be construed as an offer or a solicitation of an offer to purchase or subscribe or sell any securities. PT. Surya Timur Alam Raya or its affiliates may seek or will seek investment or other business relationships with entities in this report.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":3,"featured_media":1619,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-3069","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-update"],"acf":[],"yoast_head":"\nSTAR Insight, Market Update 19 September 2022 - Star Asset Management<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/star-am.com\/id\/2022\/09\/20\/star-insight-market-update-19-sep-2022\/\" \/>\n<meta property=\"og:locale\" content=\"id_ID\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"STAR Insight, Market Update 19 September 2022 - 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