{"id":3201,"date":"2023-01-16T16:24:15","date_gmt":"2023-01-16T09:24:15","guid":{"rendered":"https:\/\/star-am.com\/?p=3201"},"modified":"2023-08-21T07:57:16","modified_gmt":"2023-08-21T07:57:16","slug":"star-insight-market-update-16-jan-2023","status":"publish","type":"post","link":"https:\/\/star-am.com\/id\/2023\/01\/16\/star-insight-market-update-16-jan-2023\/","title":{"rendered":"STAR Insight, Market Update 16 Januari 2023"},"content":{"rendered":"

Inflasi dilaporkan menurun, S&P 500 ditutup menguat 2.67%<\/b><\/p>\n

Pasar saham Amerika Serikat S&P 500 ditutup menguat sebanyak 2.67% selama perdagangan pekan lalu, hampir menyentuh level 4000. Laporan inflasi Amerika Seri-kat menunjukkan penurunan -0.1% pada bulan Desember dibandingkan bulan sebe-lumnya, dan angka ini sesuai dengan ekspektasi pasar. Penurunan inflasi ini merupa-kan katalis positif bagi pasar, sebab upaya peningkatan suku bunga oleh The Fed mu-lai menunjukkan hasil untuk meredakan laju ekonomi. Pelaku pasar mengekspektasi-kan perlambatan kenaikan suku bunga menjadi sebanyak 25 bps pada pertemuan The Fed selanjutnya pada bulan Februari. Selain itu, kenaikan pada pekan lalu juga didukung oleh laporan keuangan kuartal keempat dari sektor perbankan, termasuk JPMorgan, Bank of America, Citigroup, dan Wells Fargo. Mayoritas bank melaporkan performa di atas ekspektasi konsensus. Sektor Consumer Discretionary mengalami peningkatan tertinggi sebanyak +5.76% pada pekan lalu, diikuti sektor Teknologi sebanyak +4.6%.<\/p>\n

Nilai Tukar Rupiah menguat lebih dari 3%<\/b><\/p>\n

Nilai Rupiah menguat lebih dari 3% sepanjang 1 pekan terakhir ke kisaran 15,150. Hal ini seiring ekspektasi suku bunga sentral Amerika Serikat, The Fed, akan lebih mode-rat. Mayoritas pelaku pasar saat ini berekspektasi The Fed hanya akan menaikkan suku bunga acuan sebesar 25 bps pada pertemuan Februari nanti. Selain itu, pen-guatan ini juga merupakan respon investor dari data Survei Konsumen Bank Indone-sia pada Desember 2022 yang mengindikasikan keyakinan konsumen terhadap kondi-si ekonomi meningkat dibandingkan dengan bulan sebelumnya. Indeks Keyakinan Konsumen (IKK) dilaporkan sebesar 119.9, lebih tinggi dibandingkan level 119.1 pada bulan November 2022. Menguatnya keyakinan konsumen pada bulan Desember di-dorong oleh Indeks Kondisi Ekonomi Saat Ini (IKE) yang tercatat meningkat pada se-luruh komponen pembentuknya, terutama Indeks Penghasilan Saat Ini.<\/p>\n

Revisi Aturan Devisa Hasil Ekspor untuk Memperkuat Cadangan De-visa<\/b><\/p>\n

Menteri Koordinator Perekonomian berencana untuk merevisi aturan tentang Devisa Hasil Ekspor (DHE) yang tertuang dalam Peraturan Pemerintah (PP) Nomor 1 Tahun 2019. Dalam peraturan ini, mewajibkan para eksportir untuk menaruh devisa hasil ekspor (DHE) di dalam negeri dalam kurun waktu. Namun saat ini hanya berlaku un-tuk sektor pertambangan, perkebunan dan kehutanan, serta perikanan. Revisi yang dilakukan akan mengikutsertakan beberapa sektor lain, termasuk sektor manufaktur. Perubahan ini dibuat dalam rangka untuk meningkatkan cadangan devisa negara. Dengan cadangan devisa yang lebih tinggi, dapat memperkuat kondisi eksternal Indo-nesia untuk menghadapi tekanan global kedepannya.<\/p>\n

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

Indeks saham pasar Amerika Serikat S&P 500 ditutup menguat 2.67% pada perdagangan pekan lalu, didorong oleh menurunnya inflasi bulan Desember <\/span>di AS sebanyak -0.1% dibandingkan bulan sebelumnya. Investor menilai <\/span>penurunan inflasi ini menjadi indikator positif bagi The Fed untuk memperlambat <\/span>kenaikan suku bunga kedepannya. Selain itu, berbagai bank di AS merilis <\/span>laporan keuangan kuartal keempat, dimana mayoritas melaporkan performa <\/span>di atas ekspektasi konsensus. <\/span><\/p>\n

Untuk ekonomi dalam negeri, nilai tukar Rupiah menguat lebih dari 3% sepanjang <\/span>pekan lalu, ke kisaran 15,150. Selain didorong oleh ekspektasi perlambatan <\/span>dari The Fed, penguatan rupiah juga dipengaruhi laporan Survei Konsumen <\/span>Bank Indonesia yang mengindikasikan peningkatan pada keyakinan konsumen <\/span>terhadap kondisi ekonomi, terutama dari kenaikan Indeks Penghasilan Saat <\/span>Ini. Rencana Menteri Koordinator Perekonomian untuk merevisi aturan tentang <\/span>Devisa Hasil Ekspor (DHE) dipercaya dapat meningkatkan cadangan devisa <\/span>negara, guna memperkuat kondisi eksternal Indonesia untuk menghadapi <\/span>tekanan global kedepannya.<\/span><\/p>\n<\/div><\/div><\/div><\/div><\/div>

<\/span><\/div><\/div><\/div>
<\/span><\/div><\/div><\/div>
<\/span><\/div><\/div><\/div><\/div><\/div>

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":1090,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-3201","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-update"],"acf":[],"yoast_head":"\nSTAR Insight, Market Update 16 Januari 2023 - 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\/2023\/01\/16\/star-insight-market-update-16-jan-2023\/\" \/>\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 16 Januari 2023 - Star Asset Management\" \/>\n<meta property=\"og:url\" content=\"https:\/\/star-am.com\/id\/2023\/01\/16\/star-insight-market-update-16-jan-2023\/\" \/>\n<meta property=\"og:site_name\" content=\"Star Asset Management\" \/>\n<meta property=\"article:published_time\" content=\"2023-01-16T09:24:15+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-08-21T07:57:16+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/star-am.com\/wp-content\/uploads\/2023\/08\/Rectangle-3.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1440\" \/>\n\t<meta property=\"og:image:height\" content=\"770\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"IT Admin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"IT Admin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"14 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/star-am.com\/id\/2023\/01\/16\/star-insight-market-update-16-jan-2023\/\",\"url\":\"https:\/\/star-am.com\/id\/2023\/01\/16\/star-insight-market-update-16-jan-2023\/\",\"name\":\"STAR Insight, Market Update 16 Januari 2023 - Star Asset Management\",\"isPartOf\":{\"@id\":\"https:\/\/star-am.com\/id\/#website\"},\"datePublished\":\"2023-01-16T09:24:15+00:00\",\"dateModified\":\"2023-08-21T07:57:16+00:00\",\"author\":{\"@id\":\"https:\/\/star-am.com\/id\/#\/schema\/person\/b4764c0f741e7e329a496d1d4262f2da\"},\"breadcrumb\":{\"@id\":\"https:\/\/star-am.com\/id\/2023\/01\/16\/star-insight-market-update-16-jan-2023\/#breadcrumb\"},\"inLanguage\":\"id-id\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/star-am.com\/id\/2023\/01\/16\/star-insight-market-update-16-jan-2023\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/star-am.com\/id\/2023\/01\/16\/star-insight-market-update-16-jan-2023\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/star-am.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"STAR Insight, Market Update 16 Januari 2023\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/star-am.com\/id\/#website\",\"url\":\"https:\/\/star-am.com\/id\/\",\"name\":\"Star Asset Management\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/star-am.com\/id\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"id-id\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/star-am.com\/id\/#\/schema\/person\/b4764c0f741e7e329a496d1d4262f2da\",\"name\":\"IT Admin\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"id-id\",\"@id\":\"https:\/\/star-am.com\/id\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/b4637fe471c655ee0b324efb95f12d3023e7d19cb0d9746cba19576049f6de2a?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/b4637fe471c655ee0b324efb95f12d3023e7d19cb0d9746cba19576049f6de2a?s=96&d=mm&r=g\",\"caption\":\"IT Admin\"},\"url\":\"https:\/\/star-am.com\/id\/author\/staram\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"STAR Insight, Market Update 16 Januari 2023 - Star Asset Management","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/star-am.com\/id\/2023\/01\/16\/star-insight-market-update-16-jan-2023\/","og_locale":"id_ID","og_type":"article","og_title":"STAR Insight, Market Update 16 Januari 2023 - Star Asset Management","og_url":"https:\/\/star-am.com\/id\/2023\/01\/16\/star-insight-market-update-16-jan-2023\/","og_site_name":"Star Asset Management","article_published_time":"2023-01-16T09:24:15+00:00","article_modified_time":"2023-08-21T07:57:16+00:00","og_image":[{"width":1440,"height":770,"url":"https:\/\/star-am.com\/wp-content\/uploads\/2023\/08\/Rectangle-3.png","type":"image\/png"}],"author":"IT Admin","twitter_card":"summary_large_image","twitter_misc":{"Written by":"IT Admin","Est. reading time":"14 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/star-am.com\/id\/2023\/01\/16\/star-insight-market-update-16-jan-2023\/","url":"https:\/\/star-am.com\/id\/2023\/01\/16\/star-insight-market-update-16-jan-2023\/","name":"STAR Insight, Market Update 16 Januari 2023 - Star Asset Management","isPartOf":{"@id":"https:\/\/star-am.com\/id\/#website"},"datePublished":"2023-01-16T09:24:15+00:00","dateModified":"2023-08-21T07:57:16+00:00","author":{"@id":"https:\/\/star-am.com\/id\/#\/schema\/person\/b4764c0f741e7e329a496d1d4262f2da"},"breadcrumb":{"@id":"https:\/\/star-am.com\/id\/2023\/01\/16\/star-insight-market-update-16-jan-2023\/#breadcrumb"},"inLanguage":"id-id","potentialAction":[{"@type":"ReadAction","target":["https:\/\/star-am.com\/id\/2023\/01\/16\/star-insight-market-update-16-jan-2023\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/star-am.com\/id\/2023\/01\/16\/star-insight-market-update-16-jan-2023\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/star-am.com\/"},{"@type":"ListItem","position":2,"name":"STAR Insight, Market Update 16 Januari 2023"}]},{"@type":"WebSite","@id":"https:\/\/star-am.com\/id\/#website","url":"https:\/\/star-am.com\/id\/","name":"Star Asset Management","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/star-am.com\/id\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"id-id"},{"@type":"Person","@id":"https:\/\/star-am.com\/id\/#\/schema\/person\/b4764c0f741e7e329a496d1d4262f2da","name":"IT Admin","image":{"@type":"ImageObject","inLanguage":"id-id","@id":"https:\/\/star-am.com\/id\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/b4637fe471c655ee0b324efb95f12d3023e7d19cb0d9746cba19576049f6de2a?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/b4637fe471c655ee0b324efb95f12d3023e7d19cb0d9746cba19576049f6de2a?s=96&d=mm&r=g","caption":"IT Admin"},"url":"https:\/\/star-am.com\/id\/author\/staram\/"}]}},"_links":{"self":[{"href":"https:\/\/star-am.com\/id\/wp-json\/wp\/v2\/posts\/3201","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/star-am.com\/id\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/star-am.com\/id\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/star-am.com\/id\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/star-am.com\/id\/wp-json\/wp\/v2\/comments?post=3201"}],"version-history":[{"count":2,"href":"https:\/\/star-am.com\/id\/wp-json\/wp\/v2\/posts\/3201\/revisions"}],"predecessor-version":[{"id":3660,"href":"https:\/\/star-am.com\/id\/wp-json\/wp\/v2\/posts\/3201\/revisions\/3660"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/star-am.com\/id\/wp-json\/wp\/v2\/media\/1090"}],"wp:attachment":[{"href":"https:\/\/star-am.com\/id\/wp-json\/wp\/v2\/media?parent=3201"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/star-am.com\/id\/wp-json\/wp\/v2\/categories?post=3201"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/star-am.com\/id\/wp-json\/wp\/v2\/tags?post=3201"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}