Cermati Invest Weekly Update 28 Juli 2025
Ulasan Pasar
| INDONESIA | ||
|---|---|---|
| Ticker | W (-/+) % | Price |
| IHSG | 3.17% | 7,543.50 |
| ISSI | 3.72% | 251.90 |
| IDX30 | 0.93% | 410.76 |
| FTSE Indonesia | 0.96% | 3,025.04 |
| MSCI Indonesia | 0.96% | 6,241.81 |
| USD/IDR | 0.15% | 16,315.00 |
Provided by Cermati Invest, last update 25 Juli 2025
IHSG & Saham Pekan Ini
Indeks, IHSG semakin tinggi. Pekan lalu naik 213.59 poin atau 3.17% ke posisi 7543.5 hampir mendekati target 7588.77, artinya sejak awal kuartal 3 sudah naik 615.82 poin atau 8.89%.
Sesungguhnya dari asing (foreign) melakukan net sell sejak awal 2021, tetapi arah long term IHSG terus naik. Walau ada beberapa kali terkoreksi, IHSG tidak patah, artinya pasar domestik masih mampu menahan penurunan IHSG dan menampung aksi jual investor asing di pasar modal Indonesia.
Sejak April 2025 sampai hari ini, IHSG sudah kembali uptrend, melanjutkan arah jangka panjangnya. Segera IHSG akan break new high 7910, masuk angka 8000. Jadi tunggu apa lagi, jangan ketinggalan pilih saham yang sesuai dengan karakteristik Anda untuk investasi sampai akhir tahun, karena sepanjang kuartal 3 ini selama tidak turun di bawah 6491.053 artinya IHSG aman. Bila turun hanya menutup support gap terdekatnya di 7469.23, 7344.73, 7287.02, dan 7211.3.
Sepanjang 2025 ini, indeks konstituen yang berisi saham syariah adalah yang terbaik, stabil dan bergerak naik, pemicu naiknya IHSG. Awal kuartal 3 ini, performa semua indeks sudah positif, Indeks SMInfra18 di posisi ketiga setelah IHSG dan Indeks Syariah. Indeks SMInfra18 berisi 18 emiten (saham) terpilih dari sektor-sektor infrastruktur, penunjang infrastruktur, dan pembiayaan infrastruktur. Diterbitkan oleh PT Sarana Multi Infrastruktur (Persero) bekerja sama dengan PT Bursa Efek Indonesia.
Saham, pengendali IHSG pada kuartal 3 yang paling baik performanya adalah sektor Teknologi, Infrastruktur, dan Industri. Sedikit di bawah performa IHSG adalah sektor Basic-Industry dan Energi.
Beberapa saham emiten yang cukup menarik dan dapat dicermati pekan ini: SSIA, SMGR, AKRA, PGAS, TOWR, MTEL, PGEO, BMRI. Untuk sampai waktu yang lebih lama WOOD, AALI, UNTR, ADMR, TPMA, SCMA, ARKO, TOBA, SRTG, MINA, RAJA. Pekan ini jadwal cum dividen: NICL (1 Agustus).
Pergerakan Rupiah
Nilai tukar rupiah pekan ini stabil dalam rentang Rp16.159 - Rp16.432.
| COMMODITY | ||
|---|---|---|
| Ticker | W (-/+) % | Price |
| XAU/USD | -0.39% | 3,336.36 |
| Crude Oil WTI | -1.53% | 65.17 |
| Palm Oil c3 F | 0.00% | 4,480.00 |
| Natural Gas | -6.69% | 3.18 |
| Newcastle Coal | -0.18% | 110.20 |
| Nickel | -0.02% | 15,186.50 |
| Tin | 1.77% | 34,101.00 |
| Copper | 0.00% | 9,790.20 |
| Aluminium | 0.00% | 2,635.85 |
| US Soybeans | -2.51% | 1,002.00 |
| Silver | -0.34% | 38.34 |
Provided by Cermati Invest, last update 25 Juli 2025
Emas & Bitcoin (BTC)
Emas, pekan ini banyak data ekonomi rilis, terutama dari Amerika Serikat yang akan rilis GDP pada Rabu, inflasi pada Kamis dini hari (WIB), NFP pada akhir pekan nanti (Jumat). Sehingga prediksi untuk harga emas dunia yang terlihat melambat sejak awal Juli 2025 pekan ini bergerak mix dibuka turun perlahan dalam rentang US$3261 - US$3409. Bagaimana dengan harga emas dalam negeri?
Data inflasi Jumat pekan ini diperkirakan turun. Harga emas bergerak melambat dalam rentang harga Rp1.717.000 - Rp1.785.000 per gram. Investasi emas sekarang ini cenderung untuk LONG TERM INVESTMENT (investasi jangka panjang), karena agak lebih sulit naiknya, kecenderungan saat ini adalah sideways, tidak ada tren.
Memiliki emas digital lebih mudah daripada emas fisik, sehingga cocok dijadikan sebagai cadangan dana darurat yang sewaktu-waktu dapat dicairkan langsung ke rekening dengan harga terkini. Jadi beli emas digital sebelum harga naik lebih tinggi lagi, jangan lupa gunakan kode promonya.
Bitcoin (BTC), sejak awal tahun 2025 BTC sudah naik 27.83% sedangkan emas dunia naik (+)27.22%. Sejak April 2025 BTC yang sempat turun, sudah kembali naik 56.30% dibandingkan emas yang melambat kenaikannya hanya 11.90%. BTC mencetak all time high sekitar US$123278 pada 14 Juli 2025. Performa investasi terbaik sejak awal kuartal 2 tahun 2025 ini adalah BTC, lalu saham syariah, emas, dan dollar Amerika.
| REGIONAL | ||
|---|---|---|
| Ticker | W (-/+) % | Price |
| Dow Jones | 1.26% | 44,901.92 |
| S&P 500 | 1.46% | 6,388.64 |
| FTSE 100 | 1.43% | 9,120.31 |
| DAX | -0.30% | 24,217.50 |
| Nikkei 225 | 4.11% | 41,456.23 |
| Hang Seng | 2.27% | 25,388.35 |
| CSI 300 | 1.69% | 4,127.16 |
| KOSPI | 0.25% | 3,196.05 |
Provided by Cermati Invest, last update 25 Juli 2025
Reksa Dana
Arah inflasi dan suku bunga yang cenderung turun, rupiah stabil membuat IHSG bergerak naik. Hal ini memicu pergerakan NAB reksa dana jenis pendapatan tetap, saham, dan campuran yang semakin kinclong sejak kuartal lalu. Bahkan sejak awal kuartal 3 ini, reksa dana campuran mulai turut bergerak naik signifikan. Bahkan ada pilihan reksa dana pendapatan tetap yang performanya mencapai 9% dalam 1 tahun terakhir dan reksa dana saham yang performanya di atas 10% sejak awal tahun.
Jadi tunggu apa lagi, lihat dalam tabel reksa dana yang sudah kami saring performanya, jangan lupa pilih yang sesuai dengan tujuan dan profil risiko Anda.
Surat Berharga
Arah inflasi dan suku bunga yang cenderung turun juga membuat harga obligasi yang memiliki kupon tinggi (biasanya terdapat pada obligasi tenor jangka panjang) banyak dicari. Beberapa obligasi yang kami pilihkan untuk Anda dapat dilihat pada tabel di bawah.
Pasar Keuangan Diuji Jelang Rilis Data Ekonomi Penting
Pasar keuangan Tanah Air menutup perdagangan pekan lalu dengan kombinasi performa yang menarik, bursa saham menguat meski nilai tukar rupiah masih rentan. Menyambut pekan ini, pelaku pasar bersiap menghadapi sentimen ekonomi global dari keputusan bank sentral Amerika Serikat The Federal Reserve (The Fed), negosiasi dagang Amerika Serikat (AS)-China, hingga rilis data manufaktur China dan Indonesia. Bank sentral Amerika atau The Fed akan mengumumkan keputusan arah kebijakan suku bunga pada pekan ini. Dalam pernyataan resminya, The Fed menilai bahwa perekonomian AS masih berkembang dengan solid, meskipun inflasi tetap agak tinggi, namun pasar saat ini tidak memperkirakan adanya perubahan suku bunga pekan ini.
Selain itu, para pelaku pasar juga menunggu dengan harap-harap cemas deadline negosiasi dagang pada Jumat (1/8/2025). Presiden AS Donald Trump pada Minggu (27/7/2025), mengumumkan bahwa Amerika Serikat telah mencapai kesepakatan dagang dengan Uni Eropa, setelah melakukan pembicaraan penting dengan Presiden Komisi Eropa Ursula von der Leyen beberapa hari sebelum tenggat waktu tarif pada 1 Agustus 2025. Trump menyatakan bahwa kesepakatan tersebut menetapkan tarif sebesar 15% terhadap sebagian besar barang-barang Eropa yang masuk ke AS, termasuk mobil. Dari dalam negeri, tiga data penting dijadwalkan rilis dalam pekan ini: PMI Manufaktur, inflasi Juli, dan neraca perdagangan bulan Juni.
COMPOSITE INDEX compare to USDIDR & GOLD since 2025 (YtD)
Reksa Dana
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana PASAR UANG | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| Insight Retail Cash Fund | 1636.055 | 0.79% | 1.85% | 3.34% | 3.66% | 6.37% | 15.82% | 63.61% | 13 Apr 2018 | 4.66 B |
| BNI-AM Dana Likuid Kelas A | 1955.620 | 0.50% | 1.44% | 2.67% | 2.99% | 5.06% | 12.74% | 95.56% | 27 Dec 2012 | 386.64 B |
| Insight Money Syariah | 1687.253 | 0.50% | 1.55% | 3.02% | 3.36% | 6.09% | 16.90% | 68.73% | 30 Sep 2015 | 178.32 B |
| BRI Seruni Pasar Uang Syariah | 1371.959 | 0.49% | 1.41% | 2.74% | 3.17% | 5.44% | 15.00% | 37.20% | 19 Jul 2018 | 717.40 B |
| Cipta Dana Cash | 1764.760 | 0.49% | 1.52% | 2.89% | 3.35% | 5.76% | 16.14% | 76.48% | 8 Jun 2015 | 286.20 B |
| Syailendra Dana Kas | 1732.978 | 0.46% | 1.40% | 2.60% | 2.91% | 5.20% | 14.51% | 73.30% | 12 Jun 2015 | 1.68 T |
| Setiabudi Dana Pasar Uang | 1551.635 | 0.45% | 1.36% | 2.77% | 3.11% | 5.61% | 15.62% | 55.16% | 23 Dec 2016 | 591.14 B |
| BRI Seruni Pasar Uang III | 1811.222 | 0.44% | 1.34% | 2.68% | 3.04% | 5.55% | 14.37% | 81.12% | 16 Feb 2010 | 2.29 T |
| Trimegah Kas Syariah | 1468.522 | 0.44% | 1.34% | 2.66% | 2.97% | 5.37% | 15.01% | 46.85% | 30 Dec 2016 | 1.28 T |
| Danakita Stabil Pasar Uang | 1655.750 | 0.43% | 1.26% | 2.52% | 2.85% | 5.08% | 14.41% | 65.58% | 10 Sep 2015 | 72.54 B |
| Bahana Likuid Syariah Kelas G | 1240.520 | 0.42% | 1.28% | 2.63% | 2.96% | 5.34% | 14.36% | 24.05% | 12 Jul 2016 | 586.71 B |
| TRIM Kas 2 Kelas A | 1955.219 | 0.42% | 1.33% | 2.74% | 3.09% | 5.52% | 14.93% | 95.52% | 8 Apr 2008 | 5.07 T |
| HPAM Ultima Money Market | 1657.446 | 0.37% | 1.32% | 2.65% | 2.92% | 5.34% | 15.00% | 65.74% | 10 Jun 2015 | 779.38 B |
Provided by Cermati Invest, last update 25 Juli 2025
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana PENDAPATAN TETAP | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| BRI Brawijaya Abadi Pendapatan Tetap | 1454.36 | 1.63% | 3.68% | 6.54% | 7.18% | 8.96% | 22.01% | 45.44% | 25 Feb 2019 | 13.33 B |
| HPAM Government Bond | 1672.33 | 1.38% | 3.50% | 3.88% | 4.46% | 7.47% | 20.25% | 67.23% | 18 May 2016 | 19.42 B |
| Syailendra Fixed Income Fund Kelas A | 2708.130 | 1.35% | 3.03% | 4.97% | 5.67% | 7.02% | 19.86% | 170.81% | 8 Dec 2011 | 84.26 B |
| Eastspring IDR Fixed Income Fund Kelas A | 1817.280 | 1.31% | 3.18% | 4.91% | 5.32% | 6.81% | 18.61% | 81.73% | 16 Mar 2015 | 272.16 B |
| Sequis Bond Optima | 1552.152 | 1.31% | 3.15% | 4.76% | 5.22% | 6.42% | 13.18% | 55.22% | 8 Sep 2016 | 41.18 B |
| BNI-AM Pendapatan Tetap Quality Long Duration Fund | 1655.020 | 1.28% | 1.36% | 3.02% | 2.95% | 2.35% | 14.10% | 65.50% | 16 Jun 2016 | 46.11 B |
| BNI-AM Short Duration Bonds Index Kelas R1 | 1095.240 | 1.26% | 2.53% | 3.14% | 4.18% | 4.50% | - | 9.52% | 1 Sep 2022 | 23.46 B |
| Principal Income Fund Syariah | 1187.120 | 1.23% | 2.95% | 3.23% | 3.59% | 5.68% | 15.83% | 18.71% | 21 Oct 2020 | 5.11 B |
| BRI Melati Pendapatan Utama | 1958.847 | 1.10% | 2.78% | 4.28% | 4.78% | 6.70% | 15.86% | 95.88% | 27 Sep 2012 | 42.47 B |
| Eastspring Syariah Fixed Income Amanah Kelas A | 1533.040 | 1.07% | 2.21% | 3.04% | 3.35% | 5.09% | 14.14% | 53.30% | 17 Apr 2017 | 154.46 B |
| BNI-AM Dana Pendapatan Tetap Syariah Ardhani | 1584.430 | 1.06% | 0.31% | 1.14% | 1.16% | 0.95% | 8.57% | 58.44% | 16 Aug 2016 | 298.24 B |
| Insight Haji Syariah | 5325.673 | 1.01% | 2.69% | 4.79% | 5.21% | 9.12% | 24.21% | 432.57% | 13 Jan 2005 | 2.21 T |
| Insight Renewable Energy Fund | 2401.863 | 0.95% | 2.43% | 4.37% | 4.76% | 8.60% | 21.20% | 140.19% | 22 Jun 2011 | 1.28 T |
| Cipta Bond | 1885.990 | 0.94% | 2.64% | 4.40% | 5.06% | 6.65% | 17.15% | 88.60% | 2 Jan 2019 | 10.41 B |
| Danakita Obligasi Negara | 1164.460 | 0.90% | 2.45% | 4.04% | 4.84% | 6.63% | 17.24% | 16.45% | 26 Mar 2021 | 53.05 B |
| Eastspring Investments Yield Discovery Kelas A | 1638.400 | 0.85% | 1.92% | 2.71% | 3.28% | 2.75% | 3.61% | 63.84% | 29 May 2013 | 95.11 B |
| Eastspring Investments IDR High Grade Kelas A | 1673.960 | 0.74% | 2.15% | 2.48% | 2.68% | 1.99% | 13.09% | 67.40% | 9 Jan 2013 | 750.64 B |
| Syailendra Pendapatan Tetap Premium | 1880.719 | 0.69% | 2.31% | 3.43% | 4.06% | 6.12% | 17.22% | 88.07% | 27 Mar 2017 | 2.83 T |
| TRIM Dana Tetap 2 Kelas A | 3365.570 | 0.65% | 2.23% | 3.98% | 4.64% | 8.06% | 19.01% | 236.56% | 13 May 2008 | 1.61 T |
| Batavia Dana Obligasi Ultima | 2955.820 | 0.58% | 1.56% | 2.20% | 2.40% | 2.61% | 3.94% | 195.58% | 20 Dec 2006 | 898.68 B |
| Bahana Obligasi Ganesha Kelas D | 1018.310 | 0.45% | 1.55% | 2.15% | 2.09% | 4.35% | 3.28% | 1.83% | 26 Oct 2020 | 362.47 B |
| Trimegah Fixed Income Plan | 1180.109 | -0.34% | 1.24% | 1.90% | 2.50% | 3.72% | 6.09% | 18.01% | 23 May 2019 | 3.13 T |
| SAM Sukuk Syariah Sejahtera | 2434.281 | -0.40% | 0.51% | 0.81% | 1.35% | 0.66% | 0.71% | 143.43% | 29 Oct 1997 | 46.80 B |
| HPAM Pendapatan Tetap Prima | 1075.313 | -0.54% | 0.71% | 1.15% | 1.53% | 2.45% | 5.98% | 7.53% | 29 Oct 2018 | 477.06 B |
| Principal Total Return Bond Fund | 2632.550 | -0.55% | 1.26% | 2.94% | 3.26% | 2.98% | 1.13% | 163.26% | 21 Aug 2008 | 18.97 B |
Provided by Cermati Invest, last update 25 Juli 2025
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana CAMPURAN | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| TRIM Syariah Berimbang | 3489.57 | 12.21% | 18.83% | 6.90% | 5.15% | 14.52% | 15.92% | 248.96% | 27 Dec 2006 | 22.15 B |
| TRIM Kombinasi 2 | 2914.48 | 11.82% | 21.11% | 8.32% | 7.23% | 10.44% | 17.13% | 191.45% | 10 Nov 2006 | 21.35 B |
| Trimegah Balanced Absolute Strategy Kelas A | 1939.310 | 11.39% | 20.74% | 9.49% | 8.16% | 14.10% | 18.74% | 93.93% | 28 Dec 2018 | 260.94 B |
| HPAM Flexi Indonesia Sehat Kelas A | 2227.105 | 7.92% | 12.71% | 14.38% | 15.40% | 19.89% | 29.36% | 122.71% | 2 Mar 2011 | 75.98 B |
| Setiabudi Dana Campuran | 1515.037 | 4.92% | 6.74% | 5.48% | 5.14% | 6.24% | 21.05% | 51.50% | 25 Sep 2017 | 82.30 B |
Provided by Cermati Invest, last update 25 Juli 2025
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana SAHAM | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| HPAM Ekuitas Syariah Berkah | 2493.299 | 23.13% | 47.38% | 33.96% | 30.70% | 29.88% | 79.77% | 149.33% | 20 Jan 2020 | 1.40 T |
| TRIM Syariah Saham | 1933.88 | 16.55% | 25.85% | 8.98% | 5.49% | 12.36% | 2.23% | 93.39% | 27 Dec 2006 | 90.45 B |
| HPAM Ultima Ekuitas 1 | 3317.561 | 16.44% | 37.56% | 18.64% | 21.53% | 16.87% | 25.98% | 231.76% | 2 Nov 2009 | 1.08 T |
| Principal Islamic Equity Growth Syariah | 1227.760 | 10.29% | 15.91% | 9.06% | 6.65% | 6.89% | 2.33% | 22.78% | 10 Sep 2007 | 71.13 B |
| BRI Syariah Saham | 737.456 | 9.29% | 15.86% | 5.46% | 2.07% | -0.81% | -18.22% | -26.25% | 18 Sep 2014 | 12.28 B |
| Bahana Primavera Plus | 12225.770 | 9.15% | 13.70% | 8.08% | 4.55% | -6.95% | -15.51% | 1122.58% | 27 May 1997 | 47.52 B |
| Principal Total Return Equity Fund Kelas O | 3286.570 | 8.85% | 17.26% | 7.06% | 4.39% | 2.91% | -3.59% | 228.66% | 1 Jul 2005 | 23.53 B |
| SAM Indonesian Equity Fund | 2387.840 | 7.94% | 14.10% | -1.65% | 0.42% | 5.94% | 16.28% | 138.78% | 18 Oct 2011 | 959.74 B |
| TRIM Kapital Plus | 4470.380 | 7.84% | 10.04% | -0.69% | 1.03% | 5.23% | 14.61% | 347.04% | 18 Apr 2008 | 454.95 B |
| TRIM Kapital | 10762.220 | 7.04% | 8.28% | 0.12% | -1.03% | -4.63% | -1.54% | 976.22% | 19 Mar 1997 | 240.91 B |
| Cipta Saham Unggulan Syariah | 2413.680 | 6.76% | 10.29% | 10.16% | 7.56% | 14.96% | 2.50% | 141.37% | 5 Sep 2018 | 14.53 B |
| Syailendra Equity Opportunity Fund | 4027.280 | 5.79% | 9.25% | -2.66% | -1.84% | 0.75% | 4.34% | 302.73% | 7 Jun 2007 | 139.73 B |
| Batavia Dana Saham Optimal | 2947.340 | 4.63% | 2.88% | -3.06% | -5.08% | -7.04% | -3.81% | 194.73% | 19 Oct 2006 | 217.41 B |
| Cipta Rencana Cerdas | 16361.730 | 3.50% | 3.44% | -1.34% | -2.46% | -3.69% | -0.86% | 1536.17% | 9 Jul 1999 | 57.46 B |
| Cipta Saham Unggulan | 2931.830 | 2.32% | 4.12% | 2.82% | 1.50% | 5.33% | 9.76% | 193.18% | 4 Dec 2018 | 37.40 B |
Provided by Cermati Invest, last update 25 Juli 2025
| Inception | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Reksa Dana USD | NAV | 1M | 3M | 6M | YTD | 1Y | 3Y | % | Date | AUM |
| Eastspring Syariah Equity Islamic Asia Pacific USD Kelas A | 1.186 | 11.29% | 42.33% | 26.59% | 26.80% | 15.91% | 15.07% | 18.59% | 28 Oct 2016 | 1.98 M |
| Batavia Technology Sharia Equity USD | 1.223 | 5.92% | 32.19% | 1.95% | 4.51% | 8.40% | 59.57% | 22.26% | 16 Feb 2022 | 84.55 M |
| Eastspring Syariah Greater China Equity USD Kelas A | 0.665 | 4.42% | 19.19% | 10.83% | 10.68% | 7.27% | -14.70% | -33.47% | 15 Jun 2020 | 5.35 M |
| Batavia Global ESG Sharia Equity USD | 1.204 | 1.80% | 14.78% | 2.51% | 5.26% | 3.45% | 31.53% | 20.43% | 27 Jan 2021 | 8.83 M |
| BRI G20 Sharia Equity Fund Dollar | 1.234 | 1.51% | 15.36% | 1.42% | 4.22% | -4.33% | 34.01% | 23.37% | 3 Dec 2019 | 1.38 M |
| BRI Melati Premium Dollar | 1.419 | 0.44% | 3.41% | 4.01% | 3.84% | 2.32% | 6.29% | 41.86% | 19 Feb 2007 | 1.89 M |
| STAR Fixed Income Dollar | 1.050 | 0.30% | 0.91% | 1.88% | 2.03% | 4.22% | 16.47% | 4.96% | 10 Jul 2017 | 13.99 M |
| Batavia USD Bond Fund | 1.054 | 0.19% | 1.88% | 2.79% | 3.03% | 1.88% | - | 5.39% | 18 Oct 2022 | 61.51 M |
| Eastspring Syariah Fixed Income USD Kelas A | 0.977 | 0.15% | 0.72% | 1.92% | 2.06% | 2.01% | 6.11% | -2.29% | 8 Mar 2021 | 2.54 M |
Provided by Cermati Invest, last update 25 Juli 2025
Surat Utang/Obligasi
| NAMA OBLIGASI | ISIN | MATA UANG | KUPON | TANGGAL JATUH TEMPO | INDIKASI HARGA BELI | INDIKASI HARGA JUAL | INDIKASI YIELD | RATING |
|---|---|---|---|---|---|---|---|---|
| FR0087 | IDG000015207 | IDR | 6.50% | 15-Feb-31 | 101 | 100 | 6.28% | BBB |
| FR0097 | IDG000020900 | IDR | 7.13% | 15-Jun-43 | 102.3 | 101.3 | 6.90% | BBB |
| PBS005 | IDP000001505 | IDR | 6.75% | 15-Apr-43 | 98 | 97 | 6.95% | BBB |
| BWPT01BCN2 | IDA0001522B2 | IDR | 11.00% | 26-Feb-28 | 101 | 100 | 10.56% | idA- |
| LPPI02ACN1 | IDA0001331A0 | IDR | 10.50% | 4-Jul-26 | 101.25 | 100.25 | 9.22% | idA |
Provided by Cermati Invest, last update 25 Juli 2025
Event Calendar
| Monday, 28 July 2025 | Previous | Consensus | Forecast | ||
| 5:00 PM | GB | CBI Distributive Trades JUL | -46 | -26 | -30 |
| 5:30 PM | IN | Industrial Production YoY JUN | 1.20% | 2.40% | 3.20% |
| 5:30 PM | IN | Manufacturing Production YoY JUN | 2.60% | 4.50% | |
| 9:30 PM | US | Dallas Fed Manufacturing Index JUL | -12.7 | -8 | |
| Tuesday, 29 July 2025 | Previous | Consensus | Forecast | ||
| 3:30 PM | GB | BoE Consumer Credit JUN | £0.859B | £ 0.87B | |
| 3:30 PM | GB | Mortgage Approvals JUN | 63.03K | 63K | 62K |
| 3:30 PM | GB | Mortgage Lending JUN | £2.05B | £0.8B | |
| 7:30 PM | US | Goods Trade Balance Adv JUN | $-96.59B | $-94.45B | $-90.0B |
| 7:30 PM | US | Retail Inventories Ex Autos MoM Adv JUN | 0.20% | 0.20% | |
| 7:30 PM | US | Wholesale Inventories MoM Adv JUN | -0.30% | -0.10% | 0.00% |
| 8:00 PM | US | S&P/Case-Shiller Home Price YoY MAY | 3.40% | 2.90% | 3.00% |
| 9:00 PM | US | JOLTs Job Openings JUN | 7.769M | 7.35M | 7.3M |
| 9:00 PM | US | CB Consumer Confidence JUL | 93 | 95.5 | 95 |
| Wednesday, 30 July 2025 | Previous | Consensus | Forecast | ||
| 3:30 AM | US | API Crude Oil Stock Change JUL/25 | -0.577M | ||
| 1:00 PM | DE | Retail Sales MoM JUN | -1.60% | 0.50% | 0.30% |
| 1:00 PM | DE | Retail Sales YoY JUN | 1.60% | 1.90% | |
| 3:00 PM | DE | GDP Growth Rate QoQ Flash Q2 | 0.40% | -0.10% | 0.10% |
| 3:00 PM | DE | GDP Growth Rate YoY Flash Q2 | 0.00% | 0.10% | 0.10% |
| 6:00 PM | US | MBA 30-Year Mortgage Rate JUL/25 | 6.84% | ||
| 7:15 PM | US | ADP Employment Change JUL | -33K | 75K | 20.0K |
| 7:30 PM | US | GDP Growth Rate QoQ Adv Q2 | -0.50% | 2.50% | 2.50% |
| 7:30 PM | US | GDP Price Index QoQ Adv Q2 | 3.80% | 2.40% | 2.80% |
| 9:00 PM | US | Pending Home Sales MoM JUN | 1.80% | 0.30% | 0.50% |
| 9:00 PM | US | Pending Home Sales YoY JUN | 1.10% | 1.50% | |
| 9:30 PM | US | EIA Crude Oil Stocks Change JUL/25 | -3.169M | ||
| 9:30 PM | US | EIA Gasoline Stocks Change JUL/25 | -1.738M | ||
| 11:00 PM | RU | Unemployment Rate JUN | 2.20% | 2.30% | 2.20% |
| CN | FDI (YTD) YoY JUN | -13.20% | -14.00% | ||
| Thursday, 31 July 2025 | Previous | Consensus | Forecast | ||
| 1:00 AM | US | Fed Interest Rate Decision | 4.50% | 4.50% | 4.50% |
| 1:30 AM | US | Fed Press Conference | |||
| 6:50 AM | JP | Industrial Production MoM Prel JUN | -0.10% | -0.70% | 0.30% |
| 6:50 AM | JP | Retail Sales YoY JUN | 2.20% | 1.80% | 2.50% |
| 8:30 AM | CN | NBS Manufacturing PMI JUL | 49.7 | 49.7 | 49.9 |
| 8:30 AM | CN | NBS Non Manufacturing PMI JUL | 50.5 | 50.3 | 50.5 |
| 10:00 AM | JP | BoJ Interest Rate Decision | 0.50% | 0.50% | 0.50% |
| 10:00 AM | JP | BoJ Quarterly Outlook Report | |||
| 12:00 PM | JP | Consumer Confidence JUL | 34.5 | 35.2 | 35 |
| 12:00 PM | JP | Housing Starts YoY JUN | -34.40% | -16.10% | -23.00% |
| 2:55 PM | DE | Unemployment Rate JUL | 6.30% | 6.40% | 6.40% |
| 7:00 PM | DE | Inflation Rate YoY Prel JUL | 2.00% | 1.80% | 1.90% |
| 7:00 PM | DE | Inflation Rate MoM Prel JUL | - | 0.20% | 0.20% |
| 7:00 PM | ZA | Balance of Trade JUN | ZAR21.67B |
ZAR 15B
|
|
| 7:30 PM | US | Core PCE Price Index MoM JUN | 0.20% | 0.30% | 0.30% |
| 7:30 PM | US | Personal Income MoM JUN | -0.40% | 0.20% | 0.30% |
| 7:30 PM | US | Personal Spending MoM JUN | -0.10% | 0.40% | 0.40% |
| 7:30 PM | US | Employment Cost Index QoQ Q2 | 0.90% | 0.80% | 0.80% |
| 7:30 PM | US | Initial Jobless Claims JUL/26 | 217K | 220K | 220.0K |
| 7:30 PM | US | PCE Price Index MoM JUN | 0.10% | 0.30% | 0.30% |
| 8:45 PM | US | Chicago PMI JUL | 40.4 | 41.2 | 43 |
| Friday, 01 August 2025 | Previous | Consensus | Forecast | ||
| 6:30 AM | JP | Unemployment Rate JUN | 2.50% | 2.50% | 2.50% |
| 8:45 AM | CN | Caixin Manufacturing PMI JUL | 50.4 | 50.3 | 50.4 |
| 11:00 AM | ID | Balance of Trade JUN | $4.3B | $4.0B | |
| 11:00 AM | ID | Inflation Rate YoY JUL | 1.87% | 2.10% | |
| 1:00 PM | RU | S&P Global Manufacturing PMI JUL | 47.5 | 48 | |
| 1:00 PM | GB | Nationwide Housing Prices MoM JUL | -0.80% | 0.20% | 0.30% |
| 7:30 PM | US | Non Farm Payrolls JUL | 147K | 102K | 110K |
| 7:30 PM | US | Unemployment Rate JUL | 4.10% | 4.20% | 4.20% |
| 7:30 PM | US | Average Hourly Earnings MoM JUL | 0.20% | 0.30% | 0.20% |
| 9:00 PM | US | ISM Manufacturing PMI JUL | 49 | 49.6 | 49.4 |
| 9:00 PM | US | ISM Manufacturing Employment JUL | 45 | 45.3 | |
Source: BI, CNBC Indonesia, Bloomberg, Investing, Trading Economics, KSEI, Cermati, Artha Investa Teknologi (AIT)
Disclaimer:
Dokumen ini dibuat hanya untuk memberikan informasi. Isi dokumen ini tidak boleh ditafsirkan sebagai suatu bentuk penawaran untuk membeli/menjual/dijadikan dasar dari atau yang dapat dijadikan pedoman sehubungan dengan suatu perjanjian atau komitmen apa pun atau suatu nasehat investasi.
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