đ IHSG REPORT â 2 JUNI 2026 Data: Close 29 Mei 2026 (Senin libur Pancasila)
đ RINGKASAN PASAR
| Metric | Value |
|---|---|
| IHSG Close | 6,127.38 (-0.05%) |
| Range | 6,111 â 6,230 |
| LQ45 | 611 (-1.49%) |
| Volume | 47.2B saham |
| Breadth | 271 naik / 409 turun |
| USD/IDR | ~Rp 17,870 â 17,881 |
| YTD | -29.14% |
| Foreign Net Sell YTD | Rp 45.45T |
đ SEKTOR
| Sektor | Change |
|---|---|
| â Infrastruktur | +2.89% |
| â Basic Materials | +2.65% |
| â Energi | +1.95% |
| đ´ Kesehatan | -1.49% |
| đ´ Properti | -1.09% |
| đ´ Keuangan | -1.04% |
đ SENTIMEN
Eksternal: Gencatan senjata AS-Iran 60 hari | Harga minyak melemah | Wall Street menguat Domestik: MSCI rebalancing telah berlalu | Danantara policy risk | Rupiah ATH ~17,881 | FTSE review 19-22 Juni
â 10 REKOMENDASI SAHAM
1. DEWA â Darma Henwa | đĄ Buy on Weakness Entry: 282-330 | TP: 384/412 | SL: <270 | MNC Sekuritas
2. UNTR â United Tractors | đĄ Trading Buy Entry: 22,575-22,925 | TP: 24,225/25,250 | SL: <22,300 | MNC Sekuritas
3. UNVR â Unilever Indonesia | đĄ Buy on Weakness Entry: 1,540-1,670 | TP: 1,805/2,000 | SL: <1,485 | MNC Sekuritas
4. NCKL â Trimegah Bangun Persada | đ´ Sell on Strength Jual: 905-945 | Target koreksi: 745-760 | MNC Sekuritas
5. MINA â Sanurhasta Mitra | đĩ Buy | Pilarmas
6. WIFI â Solusi Sinergi Digital | đĩ Buy | Pilarmas
7. CUAN â Petrindo Jaya Kreasi | đĩ Buy | Menguat ~25% 29 Mei | Pilarmas
8. BBCA â Bank Central Asia | đĩ Accumulate | TP: 9,100 (Kiwoom) Buyback, kredit membaik, valuasi murah
9. BBRI â Bank Rakyat Indonesia | đĩ Accumulate | TP: 4,620 Dividend yield ~8%, perbaikan segmen mikro
10. TLKM â Telkom Indonesia | đĩ Buy | TP: 4,000 (Kiwoom) Spin-off TIF fiber, value unlocking
đ LEVEL TEKNIKAL
Support: 5,880 â 6,000 Resistance: 6,220 â 6,459
Proyeksi Juni:
- Optimis: 7,450-7,550
- Moderat: 7,150-7,350
- Pesimis: 6,900-7,050
đ§ STRATEGI
- Short-term: Sideways melemah. Trading: DEWA, UNTR, CUAN
- Long-term: Akumulasi BBCA, BBRI, TLKM
- Dividend: BBRI (~8%), UNVR
Bottom: IHSG -29.14% YTD dari ATH 9,174. Valuasi murah, oversold â tapi belum konfirmasi reversal. Pantau inflow asing sebagai sinyal.
đĄ Sumber: MNC Sekuritas, Kiwoom, Pilarmas | AndreFinance đ¸