đ IHSG DAILY REPORT â 29 MEI 2026 â Market reopens after Idul Adha holiday ⥠MSCI Rebalancing EFFECTIVE TODAY
đ IHSG SNAPSHOT (26/5 â Last Close)
| Metric | Value |
|---|---|
| Close | 6,130.19 (-1.23%) |
| High / Low | 6,286 / 6,124 |
| Volume | 22.9-24.9B shares |
| Value | Rp 17.98-18.1T |
| Breadth | 447-461 down / 241-258 up |
| Foreign Net Sell | Rp 1.6T |
| YTD Foreign Net Sell | Rp 41.63T |
| USD/IDR | ~Rp 17,789 |
đĨ MSCI REBALANCING â EFFECTIVE TODAY (29 May)
Removed from Global Standard: AMMN, BRPT, TPIA, CUAN, DSSA Downgraded to Small Cap: AMRT 13 removed from Small Cap
â ī¸ Volatilitas tinggi diperkirakan, terutama saat closing auction.
Survivors (berpotensi inflow): BBCA, BBRI, BMRI, ASII, TLKM +6 others
đ Sektor (26/5)
| Sektor | Change |
|---|---|
| â Industrial | -3.38% |
| â Consumer Cyclical | -2.20% |
| â Property | -2.14% |
| â Financial | -1.52% |
| â Technology | +0.08% |
| â Infrastructure | +0.18% |
| â Transportation | +0.06% |
8 dari 11 sektor merah.
đ Top Foreign Flow (26/5)
| Net Sell | Net Buy |
|---|---|
| TPIA Rp 386B | JPFA Rp 265B |
| BBCA Rp 360B | FILM Rp 238B |
| BBRI Rp 264B | MDKA Rp 157B |
| BMRI Rp 226B | EMAS Rp 116B |
| BREN Rp 192B |
đ Technical â Critical Support
| Analyst | Range |
|---|---|
| Phintraco | 6,000-6,200 |
| MNC Sekuritas | S: 5,996/5,899 |
| Hans Kwee | S: 5,950-6,000 |
Elliott Wave (MNC): wave [v] of A of (2). Worst case: 5,899.
â 10 Stock Recommendations (29/5)
1. TLKM | đĄ Trading Buy (Phintraco) Defensif, arus kas stabil, low foreign sensitivity
2. BBTN | đĄ Buy on Weakness (MNC) Entry: 1,300-1,340 | TP: 1,420/1,510 | SL: <1,275
3. CPIN | đĄ Trading Buy (Phintraco) Consumer defensive, relative strength leader
4. MYOR | đĄ Trading Buy (Phintraco) ~40% export revenue â benefit dari IDR lemah
5. HRUM | đĄ Buy on Weakness (MNC) Entry: 730-775 | TP: 850/890 | SL: <715
6. BREN | đĄ Buy on Weakness (MNC) Entry: 1,860-2,250 | TP: 3,120/3,880 | SL: <1,820 Volatile â MSCI removed vs strong domestic buying (+10.92%)
7. ASII | đĩ Buy on Weakness (MNC) Entry: 5,025-5,325 | TP: 5,600/5,975 | SL: <4,950 MSCI survivor â passive inflow beneficiary
8. ISAT | đĄ Buy on Weakness (MNC) Entry: 1,965-2,020 | TP: 2,120/2,220 | SL: <1,945
9. ERAA | đĄ Trading Buy (Phintraco) Gadget retailer, low foreign correlation
10. MAIN | đĄ Trading Buy (Phintraco) Poultry/feed, defensive consumer
â ī¸ Risk Warning
- đ´ MSCI rebalancing volatility (especially closing auction)
- đ´ US-Iran escalation â broader EM sell-off
- đ´ IDR above 18,000 = foreign outflow acceleration
- đ´ IHSG close below 5,899 = support thesis invalidated
- đ´ Post-holiday low liquidity may amplify moves
đĄ Sumber: MNC Sekuritas, Phintraco, BEI, Kontan | AndreFinance đ¸