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*Asia Currencies* Yen drop 0,19% menjadi 162,41 per USD SGD turun 0,10% menjadi 1,2939 per USD AUD down 0,16% ke posisi 0,6917 per USD Rupiah melemah 0,19% menjadi 18.014 per USD Rupee melorot 0,61% ke 95,5513 per USD Yuan drop 0,06% ke 6,7997 per USD Ringgit turun 0,09% ke 4,0745 per USD Baht turun 0,40% ke 33,4670 per USD *Bursa Eropa* Saham Eropa turun pada hari Rabu (8/7) setelah ketegangan yang kembali meningkat di Timur Tengah mengguncang investor. Sementara saham teknologi berfluktuasi antara kenaikan dan penurunan karena pasar menilai apakah reli global sektor tersebut baru-baru ini dapat dipertahankan. Indeks acuan pasar saham Eropa, Stoxx 600 turun 0,6% menjadi 642,22 poin, pada pukul 0716 GMT. Sektor yang sensitif terhadap harga energi seperti saham otomotif mengalami penurunan terbesar, turun 1,6%, sementara saham bank merosot 1,3%. Saham Air France dan Wizz Air masing-masing kehilangan lebih dari 2% karena harga minyak mentah naik akibat ketegangan geopolitik yang kembali meningkat. Saham Lufthansa turun 4% setelah Citigroup menurunkan peringkat sahamnya menjadi "jual" dari "netral". *Oil* Harga minyak melesat signifikan pada hari Rabu (8/7) sore, mencapai level tertinggi dalam dua minggu setelah Iran dan AS saling melancarkan serangan udara. AS memberlakukan kembali sanksi penjualan minyak mentah terhadap Teheran, meningkatkan kekhawatiran bahwa gencatan senjata yang rapuh di antara mereka sedang runtuh dan pasokan dari Timur Tengah dapat kembali terganggu. Harga minyak mentah Brent berjangka naik $1,73 atau 2,33% mencapai $75,89 per barel. Sementara minyak mentah West Texas Intermediate AS naik $1,57, atau 2,23%, menjadi $72,01 per barel. Patokan harga tersebut berada pada level tertinggi sejak 24 Juni. "Perkembangan terbaru ini secara efektif menimbulkan keraguan tentang masa depan proses negosiasi 60 hari," kata Bjarne Schieldrop, kepala analis komoditas di SEB. "Menurut saya, harga yang mendekati $80 per barel lebih sesuai dengan fundamental pasar saat ini daripada $70," tambahnya. (reuters/cnbc/bloomberg/idx/AI) ---------------

*BURSA SORE* Wed, Jul 08, 2026 16:39 WIB *"AS-Iran Bakar Hormuz Lagi, IHSG dan Saham Asia Kompak Tersungkur"* ◇ IHSG ditutup turun 1,89% ke level 5.873, basic industry hancur -4,35% (TKIM, TPIA, BRPT). ◇ Sektor kesehatan satu-satunya yang hijau (+1,00% dari SILO, DVLA), sementara Asia merah karena AS-Iran saling serang dan Samsung turun 2 hari berturut. ◇ Harga minyak melesat 2,3% ke $76 karena AS cabut izin ekspor minyak Iran, mengancam gencatan senjata yang rapuh. Ipotnews - Indeks Harga Saham Gabungan (IHSG) terkurung di zona merah hingga finis perdagangan hari Rabu (8/7). IHSG minus 1,89% (113 poin) ke level 5.873. Volume perdagangan yang tercatat mencapai 215,2 juta lot saham. Dengan volume perdagangan tersebut, nilai transaksi yang dibukukan Rp10,14 triliun. Saham top gainers LQ45: MEDC, PGEO, AKRA, PGAS, UNTR, TLKM, ITMG. Saham top losers LQ45: SMGR, MBMA, AMMN, MDKA, CUAN, WIFI, BRPT. Sektor kesehatan masih jadi yang paling kencang. Sektor tersebut naik 1,00% dengan didukung saham-saham PRDA, SILO, DVLA, MERKA. Sedangkan sektor basic industry terlemah, turun 4,35%. Saham sektor ini yang loyo di antaranya TKIM, TPIA, SMGR, BRPT, INKP, JPFA, CPIN, IMPC. *Bursa Asia* Sebagian besar indeks saham di pasar Asia melemah pada perdagangan hari Rabu (8/7) seiring ketegangan di Selat Hormuz meningkat lagi. Pertempuran yang kembali terjadi di Timur Tengah dan sanksi AS terhadap minyak mentah Iran mengancam gencatan senjata. Sementara saham berguncang karena kekhawatiran bahwa reli AI yang memecahkan rekor mungkin kekurangan pembeli. "Jelas pasar tidak menyukai serangan-serangan ini... tetapi ini bukan mode panik sepenuhnya," kata Jason Wong, ahli strategi senior di BNZ di Wellington. AS mengatakan telah menyerang pertahanan udara Iran, pengawasan pantai, dan lokasi peluncuran drone. Dan Garda Revolusi Iran mengatakan mereka menargetkan militer AS di Bahrain dan Kuwait, di mana sirene serangan udara berbunyi pada hari Rabu. Washington juga berupaya menarik konsesi yang memungkinkan Iran untuk menjual minyak di pasar global, yang menurut Kementerian Luar Negeri Iran melanggar kesepakatan kerangka kerja untuk mengakhiri perang. Imbal hasil obligasi Treasury AS 10 tahun acuan naik untuk hari ketujuh berturut-turut ke level tertinggi satu bulan di 4,56%. Sementara di Eropa, imbal hasil obligasi Jerman dan Italia 10 tahun juga mencapai level tertinggi satu bulan masing-masing di 3,04% dan 3,85%. "Tepat ketika kita mengira kita bisa mengesampingkan premi risiko geopolitik... kita diingatkan bahwa kesepakatan perdamaian ini masih dalam proses," kata David Chao, ahli strategi pasar global Asia-Pasifik di Invesco di Singapura. Saham Asia bergejolak juga karena faktor investor terguncang oleh saham Samsung Electronics yang merosot untuk sesi kedua berturut-turut. Meskipun perusahaan tersebut mencatatkan peningkatan laba yang luar biasa hingga 19 kali lipat. Analis dan investor khawatir bahwa permintaan chip memori mungkin melambat pada paruh kedua tahun ini. Selama beberapa minggu terakhir, telah terjadi pergeseran yang jelas dari saham chip yang sedang naik daun ke bagian pasar lainnya, termasuk keuangan, saham konsumer. Risalah dari pertemuan Federal Reserve bulan lalu akan dirilis pada hari Rabu. Para pedagang memperkirakan ketua baru Kevin Warsh mungkin akan mengurangi detailnya untuk meredam sinyal kebijakan apa pun. *Indeks Saham Asia* Indeks Nikkei225 (Jepang) -2,11% ke 66.819 Indeks Topix (Jepang) -1,37% ke 4.006 Shanghai Composite (China) -0,49% ke 3.970 Shenzhen Component (China) -1,87% ke 14.939 CSI 300 (China) -0,77% ke 4.755 Hang Seng (Hong Kong) +2,99% ke 24.199 Indeks Kospi (Korsel) -5,35% ke 7.246 Taiex (Taiwan) +0,56% ke 45.734 S&P/ASX200 (Australia) -0,21% ke 8.785

*MARKET ROUND-OFF (08.07.2026)* *(By: D'ORIGIN – Louisa Rahardjo)* https://t.me/D_ORIGIN https://bit.ly/IGorigin https://originaturuang.com/07 *"JCI Tracks Global Market Weakness"* JCI closed lower in line with declines across Asian and global markets ahead of the release of the FOMC meeting minutes. The JCI declined 66.35 points (-1.11%) to 5,920.15, while the LQ45 declined 1.17% to 587.93. Turnover reached 11.4 billion shares valued at Rp5.19 trillion, including Rp403 billion in negotiated transactions. A total of 197 stocks advanced, 447 declined, and 142 remained unchanged. The rupiah weakened, with the spot exchange rate falling 0.11% to 17,990 per U.S. dollar, while Bank Indonesia's JISDOR reference rate slipped 17 points to 18,005. *Corporate News* PTBA reported its second-quarter 2026 exploration activities in compliance with Indonesia Stock Exchange regulations. Exploration was carried out at the Tanjung Enim Mining Site (TEMS) from April to June 2026 by the company's internal team and drilling contractors, with exploration expenditures totaling Rp29.17 billion (unaudited), while mining operations continued across its IUP-OP concession areas. PT Multi Artha Pratama's (MAP) ownership stake in PANI was diluted following PANI's private placement (PMTHMETD IV) on June 23, 2026. Although MAP's shareholding remained unchanged at 15.23 billion shares, its ownership percentage declined from 84.09% at the end of May to 83.75% at the end of June 2026. *Global Markets* Asia-Pacific markets declined as rising tensions in the Middle East dampened investor sentiment. European shares edged lower as renewed U.S.-Iran military tensions pushed oil prices higher, while investors remained cautious ahead of the release of the Federal Reserve minutes under new Chair Kevin Warsh. U.S. stock futures pointed lower as investors assessed the latest exchange of strikes in the Persian Gulf while awaiting the release of the Federal Reserve's latest meeting minutes. *Commodities* Oil prices rose after the U.S. launched fresh strikes on Iran in response to Tehran's attacks on commercial vessels in the Strait of Hormuz. Gold prices fluctuated as renewed U.S. strikes on Iran fueled concerns over inflation and higher interest rates by driving oil prices and the U.S. dollar higher ahead of the release of the Federal Reserve's June meeting minutes. Crude Oil WTI...74.36 (+5.57%) Brent Oil...78.16 (+5.39%) Natural Gas...3.333 (+2.08%) Gold...4,084.30 (-1.76%) Silver...59.35 (-3.23%) Copper...13,260.00 (-0.92%) Nickel...16,371.38 (+0.33%) *Global indexes* STOXX 50..6,212.94 (-1.69%) CAC 40..8,285.32 (-1.79%) DAX..24,942.64 (-2.05%) FTSE..10,506.88 (-1.49%) NIKKEI..66,819.05 (-2.11%) HSI..24,199.46 (+2.99%) SHCOMP..3,970.88 (-0.49%) TAIEX..45,734.41 (+0.56%) KOSPI..7,246.79 (-5.35%) S&P/ASX 200..8,785.10 (-0.21%) SENSEX..76,595.56 (-2.03%) STI..5,387.57 (+0.85%) DOW FUT..52,586.00 (-1.15%) S&P FUT..7,483.75 (-0.89%) NASDAQ FUT..29,002.50 (-1.32%)

*2nd SESSION JCI on 08.07.2026* (By: D'ORIGIN - Veni Fitriani) https://t.me/D_ORIGIN https://bit.ly/IGorigin https://originaturuang.com/ *JCI @5873.37 (-113.125pts) (-1.890%)* (H: 5987.75 ; L: 5872.02) (Value: 10.375 T (NG 750 B) Volume: 205.118 Lot (NG 18.005 M Lot) (Adv.190 ; Decl.478 ; Unchg.120 shares) IDXHIDIV20...410.31 (-1.32%) IDX30...330.46 (-1.83%) IDX80...86.89 (-2.19%) LQ45...582.88 (-2.02%) *USD/IDR:* JISDOR : 17,988 ; 18,005 SPOT: 18,005 ; 17,990 *JCI for tomorrow:* Support : 5870 ; 5855 Resist : 5885 ; 5920 *8 MARKETs DRIVEN BY SECTOR* IDXBASIC (-4.35%) (1.92 T) IDXENERGY (-1.55%) (1.28 T) IDXFINANCE (-1.29%) (2.80 T) IDXHEALTH (+1.00%) (809.24 B) IDXINDUST (-0.81%) (570.62 B) IDXINFRA (-1.99%) (907.14 B) IDXPROPERT (-2.68%) (223.65 B) IDXTECHNO (-0.68%) (121.01 B) *7 TOP GAINERs* JECX @1950 (+25.00%) JELI @1405 (+24.89%) MMIX @635 (+24.51%) BACH @550 (+24.43%) KOKA @150 (+22.95%) OILS @224 (+19.79%) EMMI @550 (+17.02%) *7 TOP LOSERs* BAPA @386 (-14.98%) BIPP @60 (-14.29%) LAND @60 (-14.29%) RODA @58 (-13.43%) NTBK @78 (-13.33%) XILV @97 (-12.61%) APLN @126 (-11.89%) *8 MOST ACTIVE STOCKs BY VALUE* BBCA @6175 (-1.98%) BBRI @2790 (-2.45%) MAPI @1510 (-1.63%) EMMI @550 (+17.02%) BMRI @3970 (-2.46%) TPIA @1785 (-5.56%) BRPT @1500 (-5.06%) BREN @3250 (-4.97%) *8 MOST ACTIVE STOCKs BY VOLUME* BUMI @136 (10.745.200 lot) BNBR @94 (8.524.328 lot) EMMI @550 (8.179.907 lot) MEDS @84 (8.069.317 lot) PADI @88 (5.038.044 lot) NTBK @78 (4.329.484 lot) EPAC @74 (4.144.847 lot) BRMS @476 (3.693.878 lot) "....Have a Blessed Wednesday Evening...."

*(AZ): BULL - Fragile Truce Clouds Rate Outlook* _Andreas - Sucor Sekuritas_ We maintain BUY on BULL with a lower TP of Rp850/sh (from Rp950/sh), as we cut our rate assumptions and adjust our WACC. The potential reopening of the Strait of Hormuz presents a near-term headwind to tanker rates, as the market increasingly prices in the resumption of oil flows. This is reflected in shipowners repositioning empty tankers toward the Gulf and a recovery in daily vessel transits since the peak of the conflict. As a result, rates have plunged, constraining the short-term earnings outlook for spot oil tankers. Beyond the planned LNG carrier acquisitions, BULL is targeting 10 additional MR vessels, backed by management's constructive view on tanker rates. Link to report: https://bit.ly/BULL_FragileTruceCloudsRateOutlook

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*MARKET ROUND-OFF (08.07.2026)* *(By: D'ORIGIN – Louisa Rahardjo)* https://t.me/D_ORIGIN https://bit.ly/IGorigin https://originaturuang.com/07 *"JCI Tracks Global Market Weakness"* JCI closed lower in line with declines across Asian and global markets ahead of the release of the FOMC meeting minutes. The JCI declined 66.35 points (-1.11%) to 5,920.15, while the LQ45 declined 1.17% to 587.93. Turnover reached 11.4 billion shares valued at Rp5.19 trillion, including Rp403 billion in negotiated transactions. A total of 197 stocks advanced, 447 declined, and 142 remained unchanged. The rupiah weakened, with the spot exchange rate falling 0.11% to 17,990 per U.S. dollar, while Bank Indonesia's JISDOR reference rate slipped 17 points to 18,005. *Corporate News* PTBA reported its second-quarter 2026 exploration activities in compliance with Indonesia Stock Exchange regulations. Exploration was carried out at the Tanjung Enim Mining Site (TEMS) from April to June 2026 by the company's internal team and drilling contractors, with exploration expenditures totaling Rp29.17 billion (unaudited), while mining operations continued across its IUP-OP concession areas. PT Multi Artha Pratama's (MAP) ownership stake in PANI was diluted following PANI's private placement (PMTHMETD IV) on June 23, 2026. Although MAP's shareholding remained unchanged at 15.23 billion shares, its ownership percentage declined from 84.09% at the end of May to 83.75% at the end of June 2026. *Global Markets* Asia-Pacific markets declined as rising tensions in the Middle East dampened investor sentiment. European shares edged lower as renewed U.S.-Iran military tensions pushed oil prices higher, while investors remained cautious ahead of the release of the Federal Reserve minutes under new Chair Kevin Warsh. U.S. stock futures pointed lower as investors assessed the latest exchange of strikes in the Persian Gulf while awaiting the release of the Federal Reserve's latest meeting minutes. *Commodities* Oil prices rose after the U.S. launched fresh strikes on Iran in response to Tehran's attacks on commercial vessels in the Strait of Hormuz. Gold prices fluctuated as renewed U.S. strikes on Iran fueled concerns over inflation and higher interest rates by driving oil prices and the U.S. dollar higher ahead of the release of the Federal Reserve's June meeting minutes. Crude Oil WTI...74.36 (+5.57%) Brent Oil...78.16 (+5.39%) Natural Gas...3.333 (+2.08%) Gold...4,084.30 (-1.76%) Silver...59.35 (-3.23%) Copper...13,260.00 (-0.92%) Nickel...16,371.38 (+0.33%) *Global indexes* STOXX 50..6,212.94 (-1.69%) CAC 40..8,285.32 (-1.79%) DAX..24,942.64 (-2.05%) FTSE..10,506.88 (-1.49%) NIKKEI..66,819.05 (-2.11%) HSI..24,199.46 (+2.99%) SHCOMP..3,970.88 (-0.49%) TAIEX..45,734.41 (+0.56%) KOSPI..7,246.79 (-5.35%) S&P/ASX 200..8,785.10 (-0.21%) SENSEX..76,595.56 (-2.03%) STI..5,387.57 (+0.85%) DOW FUT..52,586.00 (-1.15%) S&P FUT..7,483.75 (-0.89%) NASDAQ FUT..29,002.50 (-1.32%) --------------

*2nd SESSION JCI on 08.07.2026* (By: D'ORIGIN - Veni Fitriani) https://t.me/D_ORIGIN https://bit.ly/IGorigin https://originaturuang.com/ *JCI @5873.37 (-113.125pts) (-1.890%)* (H: 5987.75 ; L: 5872.02) (Value: 10.375 T (NG 750 B) Volume: 205.118 Lot (NG 18.005 M Lot) (Adv.190 ; Decl.478 ; Unchg.120 shares) IDXHIDIV20...410.31 (-1.32%) IDX30...330.46 (-1.83%) IDX80...86.89 (-2.19%) LQ45...582.88 (-2.02%) *USD/IDR:* JISDOR : 17,988 ; 18,005 SPOT: 18,005 ; 17,990 *JCI for tomorrow:* Support : 5870 ; 5855 Resist : 5885 ; 5920 *8 MARKETs DRIVEN BY SECTOR* IDXBASIC (-4.35%) (1.92 T) IDXENERGY (-1.55%) (1.28 T) IDXFINANCE (-1.29%) (2.80 T) IDXHEALTH (+1.00%) (809.24 B) IDXINDUST (-0.81%) (570.62 B) IDXINFRA (-1.99%) (907.14 B) IDXPROPERT (-2.68%) (223.65 B) IDXTECHNO (-0.68%) (121.01 B) *7 TOP GAINERs* JECX @1950 (+25.00%) JELI @1405 (+24.89%) MMIX @635 (+24.51%) BACH @550 (+24.43%) KOKA @150 (+22.95%) OILS @224 (+19.79%) EMMI @550 (+17.02%) *7 TOP LOSERs* BAPA @386 (-14.98%) BIPP @60 (-14.29%) LAND @60 (-14.29%) RODA @58 (-13.43%) NTBK @78 (-13.33%) XILV @97 (-12.61%) APLN @126 (-11.89%) *8 MOST ACTIVE STOCKs BY VALUE* BBCA @6175 (-1.98%) BBRI @2790 (-2.45%) MAPI @1510 (-1.63%) EMMI @550 (+17.02%) BMRI @3970 (-2.46%) TPIA @1785 (-5.56%) BRPT @1500 (-5.06%) BREN @3250 (-4.97%) *8 MOST ACTIVE STOCKs BY VOLUME* BUMI @136 (10.745.200 lot) BNBR @94 (8.524.328 lot) EMMI @550 (8.179.907 lot) MEDS @84 (8.069.317 lot) PADI @88 (5.038.044 lot) NTBK @78 (4.329.484 lot) EPAC @74 (4.144.847 lot) BRMS @476 (3.693.878 lot) "....Have a Blessed Wednesday Evening...."

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https://www.kabarbursa.com/makro/risiko-watchlist-sp-dji-kiwoom-ri-bisa-turun-ke-frontier-market Head of Research Kiwoom Sekuritas Indonesia Liza Camelia Suryanata menilai keputusan tersebut menjadi salah satu faktor yang memengaruhi psikologi pasar setelah sebelumnya IHSG menikmati penguatan selama lima hari berturut-turut. “IHSG mematahkan winning streak lima hari berturut-turut sejak awal Juli, setelah S&P DJI mengeluarkan komentar serupa dengan MSCI di mana mereka tidak menutup kemungkinan Indonesia bisa di-downgrade ke Frontier Market,” ujar Liza dalam keterangannya kepada KabarBursa.com, Rabu, 8 Juli 2026. Menurut Liza, perhatian investor tidak hanya tertuju pada dokumen S&P DJI, tetapi juga pada potensi implikasinya terhadap penilaian lembaga internasional lain terhadap Indonesia.

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