D'ORIGIN INTERACTIVE NEWS

*Net Foreign Value* 02 November Sesi 2 * Pelaku pasar asing mencatat *NET SELL: Rp112.5B* > Saham yang paling banyak dijual yakni: BMRI

USD/JPY +0,04% ke 157,63 (Yen melemah) USD/SGD +0,02% ke 1,2783 (Dolar SGD drop) AUD/USD -0,11% ke 0,7024 (Dolar Ausie down) USD/IDR +0,05% ke 18.156 (IDR loyo) USD/INR +0,04% ke 94,9913 (Rupe melemah) USD/CNY -0,12% ke 6,6462 (Yuan up) USD/MYR +0,32% ke 4,0708 (Ringgit melemah) USD/THB -0,01% ke 33,7760 (Baht turun) *Bursa Eropa* Pasar saham Eropa memulai bulan November di zona negatif. Indeks acuan Eropa, Stoxx 600 turun 0,24% tak lama setelah pasar dibuka. Saham sektor tours and travel naik 0,72%. Sementara bank-bank Eropa bertambah 0,34%, dan sumber daya dasar naik 0,28%. Sebaliknya sektor minyak dan gas merosot 1,25%. Sementara saham sektor kesehatan turun 1,21%. Indeks FTSE MIB Italia naik 0,15% di Milan. FTSE 100 Inggris turun 0,34% di London. Sementara indeks CAC 40 Prancis turun 0,21%. Indeks DAX Jerman turun 0,03% di Frankfurt. *Oil* Harga minyak turun signifikan pada hari Senin (2/11) sore. Ini terjadi setelah Iran dan Qatar menggelar pertemuan 3 hari beruntun yang bertujuan untuk mendorong kesepakatan untuk mengakhiri perang AS-Israel di Iran. Harga minyak mentah Brent berjangka turun $3,43 atau 3% menjadi $110 per barel. Minyak WTI AS turun $3,50, atau 3,4% ke harga $100,62 per barel. "Harapan yang masih tersisa akan adanya kemajuan diplomatik, dikombinasikan dengan tidak adanya eskalasi militer yang berarti selama akhir pekan, telah sedikit meredam tekanan langsung terhadap harga untuk saat ini," kata Tim Waterer, kepala analis pasar di KCM Trade. (reuters/cnbc/idx/blomberg/AI) --------------

BURSA SORE Mon, Nov 02, 2026 16:33 WIB "Laju Saham Asia Dihambat Isu Capex AI, IHSG ke Zona Hijau" ◇ IHSG merapat ke zona positif pada finis perdagangan hari Senin (2/11). ◇ Sektor basic industry terkuat usai naik 2,12%, menjadi penopang utama IHSG. ◇ Saham Eropa memulai di zona negatif, indeks acuan Eropa, Stoxx 600 turun 0,24%. Ipotnews - Indeks Harga Saham Gabungan (IHSG) merapat ke zona positif pada finis perdagangan hari Senin (2/11). IHSG menguat 39 poin atau +0,79% ke posisi 5.096. Nilai transaksi perdagangan mencapai Rp11,4 triliun. Sementara volume perdagangan yang terjadi sebanyak 333,2 juta lot saham. Kesehatan menjadi sektor paling melemah, turun 0,64%. Saham dari sektor ini yang drop MERK, KLBF, HEAL, TSPC. Sedangkan sektor basic industry terkuat usai naik 2,12%. Saham-saham dari sektor tersebut yang menguat di antaranya SMGR, TPIA, IMPC, BRPT. Deretan saham Top Gainers LQ45: DEWA, INDY, BUMI, EMTK, MDKA, ESSA, SMGR. Jajaran saham Top Losers LQ45: AADI, PTBA, INCO, CPIN, MAPI, EXCL, AMRT. *Bursa Asia* Pasar Asia ditutup bervariasi pada hari Senin (2/11) sore. Bursa saham Australia dan Jepang turun, tetapi pasar lainnya berada di wilayah positif. Harapan investor muncul bahwa laporan laba Apple dapat meredakan kekhawatiran capex perusahaan AI. Apple menjadi titik terang yang relatif stabil karena perusahaan ini tidak menghabiskan miliaran dolar untuk pusat data (data center). Sahamnya telah naik selama empat bulan berturut-turut, menjadikannya perusahaan publik paling bernilai di dunia, menggeser posisi Nvidia. Kabar positif sangat dinantikan setelah kekhawatiran mengenai arus kas negatif dan besarnya belanja modal (capex) untuk AI menyebabkan lonjakan biaya asuransi terhadap risiko gagal bayar perusahaan (credit default swap) pada pekan lalu. Anjloknya saham Intel sebesar hampir 29% pada hari Jumat juga meningkatkan tekanan bagi perusahaan semikonduktor lainnya, termasuk AMD. Para analis di Goldman Sachs memperkirakan belanja modal (capex) oleh perusahaan-perusahaan berskala masif (hyperscaler) akan meningkat hampir dua kali lipat menjadi $800 miliar tahun ini, dan terus naik hingga mencapai $1,2 triliun pada tahun 2027. Sentimen negatif juga diperparah oleh penarikan dana dari Binance, bursa mata uang kripto terbesar di dunia, yang kembali beroperasi pada hari Minggu setelah peretas mencuri dana miliaran dari platform tersebut pekan lalu. Para investor kini bertanya-tanya apakah aksi jual yang berkelanjutan di pasar saham dapat mencegah Federal Reserve untuk menaikkan suku bunga pada bulan Desember mendatang. Kontrak berjangka (futures) masih mengindikasikan peluang sebesar 72% untuk kenaikan suku bunga the Fed sebesar seperempat poin. Namun kini hanya memperhitungkan total pengetatan sebesar 55 basis poin, turun dibandingkan lebih dari 70 basis poin sebulan yang lalu. Di antara bank sentral yang akan mengadakan pertemuan minggu ini, pasar memprediksi adanya kenaikan suku bunga dari Reserve Bank of Australia, Bank of England, dan Riksbank, sementara Norges Bank diperkirakan akan mempertahankan suku bunganya. Data ekonomi yang akan dirilis minggu ini mencakup survei manufaktur ISM AS untuk bulan Oktober yang cukup berpengaruh—dijadwalkan pada hari Senin—serta laporan ketenagakerjaan (payrolls) yang sangat penting pada hari Jumat. *Indeks Saham Asia* Nikkei225 (Tokyo) -0,33% ke 63.081 Topix (Tokyo) -0,88% ke 3.930 Shanghai (China) +1,08% ke 3.638 CSI300 (China) +0,79% ke 4.016 Hang Seng (Hong Kong) +0,42% ke 23.393 Kospi (Korsel) +2,24% ke 5.859 Taiex (Taiwan) -0,65% ke 44.920 S&P/ASX200 (Australia) -0,58% ke 8.856 S&P NZX (Selandia Baru) -0,72% ke 1.891 KLCI (Kuala Lumpur) +0,04% ke 1.616 STI (Singapura) -1,36% ke 5.303 SET 50 (Thailand) -0,82% ke 1.025 HNX (Vietnam) -0,87% ke 250 *Mata Uang Asia*

*MARKET ROUND-OFF (02.11.2026)* *(By: D'ORIGIN)* https://t.me/D_ORIGIN https://bit.ly/IGorigin https://originaturuang.com/07 *"JCI Starts November on a Positive Note"* JCI started the month on a positive note, closing higher amid the release of several key economic indicators. JCI climbed 39.78 points (+0.79%) to 5,096.83, while the LQ45 added 2.72 poitns (+0.53%) to 515.89. Trading volume reached 33.67 billion shares, valued at Rp12.23 trillion, with 315 stocks advancing, 285 declining, and 118 unchanged. The rupiah weakened 0.11% to Rp18,140 per U.S. dollar, while Bank Indonesia’s JISDOR reference rate declined 23 points to Rp18,161. Indonesia’s Manufacturing PMI rose to 54.0 in October 2026 from 52.4 in September, marking its highest level since March 2024. Growth was supported by stronger new orders, which expanded at the fastest pace since October 2021, while export demand recorded its strongest increase since data collection began in April 2011. Indonesia’s annual inflation eased to 3.23% in October 2026 from 3.28% in September, coming below market expectations of 3.29%. Inflation remained within Bank Indonesia’s target range of 1.5%–3.5%. Indonesia’s trade balance recorded a surplus of US$3.36 billion in September 2026, narrowing from US$3.55 billion in August. Exports rose 11.87% YoY to US$27.59 billion, supported by a 12.39% increase in non-oil and gas exports, while oil and gas exports declined 0.99%. Foreign tourist arrivals in Indonesia increased 2.31% YoY to 1.43 million in September 2026, slowing from 6.27% growth in the previous month. *Corporate News* ASRI posted a net profit of Rp109.3 billion in 9M26, surging nearly 10-fold YoY. Revenue increased 26.5% YoY to Rp2.1 trillion, primarily driven by the real estate segment, which contributed Rp1.4 trillion, alongside a sharp increase in apartment sales to Rp444.2 billion. ACES recorded a net profit of Rp604.7 billion in 9M26, growing 25.7% YoY, while net sales rose 8.3% to Rp6.9 trillion. The growth was supported by improved existing-store productivity, operational efficiency, and targeted marketing initiatives, with Same Store Sales Growth (SSSG) reaching 2.4% YoY. *Global Markets* Asian equities mostly advanced, led by technology stocks, as softer oil prices boosted investor sentiment. Meanwhile, investors awaited Apple’s quarterly earnings amid ongoing concerns over substantial AI-related spending. European markets edged lower as investors weighed France’s credit rating outlook downgrade and softer oil prices, which eased inflation concerns. Sentiment was further pressured by Germany’s September retail sales falling 2.0% MoM, reversing the previous month’s 1.2% increase and missing market expectations for a 0.4% gain, while investors also assessed euro area manufacturing and services PMI data. U.S. stock futures pointed higher, signaling a potential Wall Street rebound following steep October losses in technology stocks amid mounting concerns over massive AI-related spending.. *Commodities* Oil prices dropped more than 3% on Monday as optimism over diplomatic efforts to end the U.S.-Israeli conflict with Iran eased concerns about potential supply disruptions. Gold prices recovered as bargain hunters stepped in following the metal’s sharpest monthly decline since 2008, while easing oil prices helped alleviate inflationary pressures. Crude Oil WTI...100.27 (-3.7%) Brent Oil...109.57 (-3.4%) Natural Gas...2.895 (-0.10%) Gold...3,904.05 (+0.13%) Silver...50.31 (+2.10%) Copper...14,275.60 (+0.89%) Nickel...15,327.50 (+0.66%) *Global indexes* STOXX 50..6,135.09 (+0.06%) CAC 40..7,950.19 (-0.24%) DAX..25,773.75 (-0.17%) FTSE..10,708.45 (-0.2%) NIKKEI..63,081.86 (-0.33%) HSI..23,393.32 (+0.42%) SHCOMP..3,638.03 (+1.08%) TAIEX..44,920.14 (-0.65%) KOSPI..5,859.08 (+2.24%) S&P/ASX 200..8,856.50 (-0.58%) SENSEX..75,107.05 (+0.87%) STI..5,305.91 (-1.32%) DOW FUT..52,019.00 (+0.19%) S&P FUT..7,638.25 (+0.32%) NASDAQ FUT..28,730.00 (+0.69%) ---------------

*2nd SESSION JCI on 02.11.2026* (By: D'ORIGIN) https://t.me/D_ORIGIN https://bit.ly/IGorigin https://originaturuang.com/ *JCI @5096.83 (+39.780pts) (+0.787%)* (H: 5125.74 ; L: 4981.52) (Value: 12.233 T (NG 2.227 T) Volume: 336.661 Lot (NG 65.336 M Lot) (Adv.315 ; Decl.285 ; Unchg.118 shares) IDXHIDIV20...391.48 (-0.07%) IDX30...291.24 (+0.49%) IDX80...75.85 (+0.76%) LQ45...517.89 (+0.53%) Incl.Crossing** ENRG @606 ~ 289.14 B BBCA @5016 ~ 257.92 B BNBA @777 ~ 236.92 B BRMS @350 ~ 183.07 B KOTA @74 ~ 182.57 B BRPT @1069 ~ 159.27 B ABDA @4970 ~ 139.16 B *USD/IDR:* JISDOR : 18,138 ; 18,161 SPOT: 18,160 ; 18,140 *JCI for tomorrow:* Support : 5085 ; 5060 Resist : 5120 ; 5145 *8 MARKETs DRIVEN BY SECTOR* IDXBASIC (+2.12%) (2.09 T) IDXENERGY (+1.53%) (3.19 T) IDXFINANCE (+0.39%) (3.22 T) IDXHEALTH (-0.64%) (136.05 B) IDXINDUST (+0.76%) (579.25 B) IDXINFRA (+1.40%) (1.16 T) IDXPROPERT (-0.22%) (233.61 B) IDXTECHNO (-0.16%) (205.18 B) *7 TOP GAINERs* XIFE @125 (+34.41%) DFAM @75 (+33.93%) MKNT @14 (+27.27%) ROCK @2270 (+24.73%) AKPI @635 (+24.51%) BLTA @33 (+17.86%) INET @174 (+16.00%) *7 TOP LOSERs* LMAX @68 (-9.33%) PLAN @43 (-8.51%) MSIE @71 (-7.79%) LINK @1065 (-6.99%) LPCK @454 (-6.97%) KONI @1805 (-6.96%) ARTA @2440 (-6.87%) *8 MOST ACTIVE STOCKs BY VALUE* BBCA @4980 (0.00%) AADI @10700 (-6.75%) BBRI @2820 (+0.71%) BUMI @128 (+7.56%) BMRI @3700 (-0.54%) TLKM @1960 (-1.01%) TPIA @1345 (+5.08%) SINI @8600 (-2.55%) *8 MOST ACTIVE STOCKs BY VOLUME* GOTO @24 (43.135.521 lot) BUMI @128 (37.559.121 lot) BNBR @44 (9.705.641 lot) DEWA @238 (7.613.841 lot) INET @174 (5.901.233 lot) ELTY @21 (5.753.248 lot) DMAS @172 (5.552.562 lot) CUAN @408 (5.433.364 lot) "....Have a Blessed Monday Evening...."

*Technology Retail* * BUKA Rp-0.88Tn vs Rp2.9Tn | -130% * GOTO Rp1.16Tn vs Rp-0.78Tn | +249% * 🔘BELI Rp-1.11Tn vs Rp-1.84Tn | +40% *Paper & Forest Products* * 🔘INKP $459.77Mn vs $325.92Mn | +41% * 🔘TKIM $343.5Mn vs $213.22Mn | +61% * 🔘SPMA Rp63.37Bn vs Rp68.43Bn | -7% *Poultry* * 🔘CPIN Rp5.18Tn vs Rp3.37Tn | +54% * 🔘JPFA Rp3.23Tn vs Rp2.41Tn | +34% * 🔘MAIN Rp169.42Bn vs Rp135.65Bn | +25% * 🔘AYAM Rp17.59Bn vs Rp-16.74Bn | +205% *Infrastructure* * JSMR Rp2.66Tn vs Rp2.73Tn | -3% * 🔘WBSA Rp13.48Bn vs Rp30.22Bn | -55% * ACST Rp-266.82Bn vs Rp-104.39Bn | -156% *Industrial Goods* * IMPC Rp640.23Bn vs Rp465.76Bn | +37% * ARNA Rp369.62Bn vs Rp302.11Bn | +22% * SMIL Rp84.57Bn vs Rp77.94Bn | +9% * PTMP Rp10.9Bn vs Rp-39.37Bn | +128% *Marine Transportation* * 🔘SMDR $50.9Mn vs $43.1Mn | +18% * TMAS Rp824.82Bn vs Rp365.47Bn | +126% * PJHB Rp15.34Bn vs Rp9.24Bn | +66% * 🔘BSML Rp2.12Bn vs Rp2.25Bn | -6% * 🔘CBRE Rp-191.77Bn vs Rp-32.84Bn | -484% *Hotels, Restaurants & Leisure* * 🔘BUVA Rp40.57Bn vs Rp108.58Bn | -63% * PJAA Rp25.35Bn vs Rp58.63Bn | -57% * MINA Rp1.28Bn vs Rp-3.8Bn | +134% * 🔘PSKT Rp-3.36Bn vs Rp-7.96Bn | +58% Sinarmas Sekuritas *Disclaimer on: this document is intended for information purposes only*

* 🔘HRUM $70.74Mn vs $37.31Mn | +90% * MCOL $56.17Mn vs $35.79Mn | +57% * 🔘CUAN $-22.4Mn vs $16.15Mn | -239% * IATA $0.97Mn vs $7.17Mn | -86% * 🔘SMMT $14.12Mn vs $3.89Mn | +263% * 🔘INDY $20.21Mn vs $0.48Mn | +4110 * 🔘TOBA $-40.06Mn vs $-127.38Mn | +69% * 🔘SGER Rp185.5Bn vs Rp186.01Bn | -0% * CNKO Rp165.43Bn vs Rp146.02Bn | +13% *Basic Materials: Cooper* * 🔘AMMN $871.47Mn vs $-178.54Mn | +588% * SCCO Rp394.05Bn vs Rp280.66Bn | +40% *Basic Materials: Gold* * ANTM Rp8.84Tn vs Rp5.97Tn | +48% * BRMS $23.94Mn vs $37.91Mn | -37% * PSAB $196.16Mn vs $25.81Mn | +660% * HRTA Rp898.87Bn vs Rp575.76Bn | +56% *Basic Materials: Nickel* * 🔘NCKL Rp8.69Tn vs Rp6.45Tn | +35% * 🔘INCO $147.12Mn vs $52.45Mn | +180% * NICL Rp188.47Bn vs Rp400.93Bn | -53% *Basic Materials: Tin & Steel* * 🔘TINS Rp4.12Tn vs Rp0.6Tn | +587% * 🔘GDST Rp71.88Bn vs Rp64.96Bn | +11% *Oil & Gas* * AKRA Rp2.21Tn vs Rp1.65Tn | +34% * PGAS $292.95Mn vs $237.9Mn | +23% * ENRG $72.81Mn vs $55.65Mn | +31% * 🔘RAJA $31.1Mn vs $17.8Mn | +75% * RATU $25.09Mn vs $11.77Mn | +113% * ELSA Rp681.55Bn vs Rp562.56Bn | +21% * DEWA Rp513.08Bn vs Rp239.14Bn | +115% *Renewable Energy* * 🔘BREN $132.83Mn vs $106.55Mn | +25% * PGEO $126.63Mn vs $104.28Mn | +21% * CDIA $30.26Mn vs $77.61Mn | -61% * 🔘KEEN $7.05Mn vs $9.94Mn | -29% * ARKO Rp56.62Bn vs Rp47.68Bn | +19% * SEMA Rp3.87Bn vs Rp8.57Bn | -55% *Basic Industry: Cat* * AVIA Rp1.38Tn vs Rp1.19Tn | +16% *Basic Industry: Cement* * 🔘INTP Rp1.3Tn vs Rp1.06Tn | +23% * 🔘SMCB Rp476.7Bn vs Rp474.52Bn | +0% * 🔘SMGR Rp531.84Bn vs Rp114.84Bn | +363% *Basic Industry: Chemicals* * 🔘BRPT $228.54Mn vs $582.15Mn | -61% * 🔘ESSA $51.11Mn vs $21.3Mn | +140% * AGII Rp110.26Bn vs Rp60.61Bn | +82% * TPIA $0.28Bn vs $1.3Bn | -78% *Agribisnis & Palm Oil* * TAPG Rp3.51Tn vs Rp2.68Tn | +31% * 🔘SMAR Rp4.06Tn vs Rp1.6Tn | +154% * DSNG Rp1.47Tn vs Rp1.32Tn | +11% * 🔘LSIP Rp1.74Tn vs Rp1.25Tn | +39% * AALI Rp1.91Tn vs Rp1.07Tn | +79% * 🔘SSMS Rp1.59Tn vs Rp1Tn | +59% * 🔘BWPT Rp363.36Mn vs Rp271.45Mn | +34% * SGRO Rp950.53Bn vs Rp874.6Bn | +9% * JARR Rp349.27Bn vs Rp224Bn | +56% * PGUN Rp135.44Bn vs Rp101.43Bn | +34% * 🔘GZCO Rp78.57Bn vs Rp40.4Bn | +94% *Telecommunication* * 🔘TLKM Rp14.45Tn vs Rp15.03Tn | -4% * ISAT Rp4.92Tn vs Rp3.59Tn | +37% * 🔘TOWR Rp2.77Tn vs Rp2.56Tn | +8% * 🔘MTEL Rp1.55Tn vs Rp1.54Tn | +1% * 🔘INET Rp58.06Bn vs Rp19.37Bn | +200% *Media & Entertainment* * 🔘EMTK Rp-0.26Tn vs Rp6.44Tn | -104% * 🔘SCMA Rp864.37Bn vs Rp591.57Bn | +46% * CNMA Rp367.64Bn vs Rp444.91Bn | -17% * RANS Rp37.97Bn vs Rp30.26Bn | +25% * MARI Rp-6.91Bn vs Rp-18.63Bn | +63% * 🔘FILM Rp-11.36Bn vs Rp-68.08Bn | +83% * 🔘IPTV Rp-157.53Bn vs Rp-139.77Bn | -13% * 🔘MSKY Rp-113.68Bn vs Rp-196.04Bn | +42% *Automobile Components* * 🔘SMSM Rp874.07Bn vs Rp819.59Bn | +7% * GJTL Rp964.92Bn vs Rp789.69Bn | +22% * DRMA Rp479.49Bn vs Rp419.87Bn | +14% * BOLT Rp116.74Bn vs Rp107.75Bn | +8% * 🔘TYRE Rp13.91Bn vs Rp18.82Bn | -26% * 🔘GDYR $-0.37Mn vs $3.34Mn | -111% *Automotive Retail* * ASII Rp21.6Tn vs Rp24.47Tn | -12% * MPMX Rp538.9Bn vs Rp439.66Bn | +23% * 🔘IMAS Rp15.18Bn vs Rp257.6Bn | -94% *Ground Transportation* * BIRD Rp469.62Bn vs Rp482.6Bn | -3% * 🔘ASSA Rp292.31Bn vs Rp348.6Bn | -16% * 🔘RMKE Rp343.46Bn vs Rp137.29Bn | +150% * 🔘GTRA Rp87.41Bn vs Rp44.79Bn | +95% *Tobacco* * HMSP Rp6.51Tn vs Rp4.51Tn | +44% * GGRM Rp4.52Tn vs Rp1.11Tn | +307% * WIIM Rp495.8Bn vs Rp284.96Bn | +74% * ITIC Rp16.13Bn vs Rp16.9Bn | -5% *Technology* * DCII Rp919.84Bn vs Rp824.98Bn | +11% * MSTI Rp298.35Bn vs Rp310.34Bn | -4% * WIFI Rp478.22Bn vs Rp260.09Bn | +84% * ASGR Rp208.59Bn vs Rp181.26Bn | +15% * 🔘WIRG Rp56.25Bn vs Rp74.82Bn | -25% * 🔘DOOH Rp71.42Bn vs Rp6.78Bn | +953% * UVCR Rp10.62Bn vs Rp2.14Bn | +396% * 🔘VKTR Rp1.53Bn vs Rp1.17Bn | +31% * TRON Rp0.6Bn vs Rp-31.03Bn | +102%

*📊REKAP PEROLEHAN LABA BERSIH 9M26* _Per 02 November 2026_ 🔘 Update Terbaru *_9M2026 vs 9M2025, % growth_* Berikut ini dilampirkan kinerja laba bersih per Jan-Sep 2026 dibandingkan perolehan laba bersih Jan-Sep 2025 *Banks & Finance* * BBCA Rp45.22Tn vs Rp43.4Tn | +4% * BMRI Rp45.5Tn vs Rp37.7Tn | +21% * BBNI Rp16.12Tn vs Rp15.12Tn | +7% * BNGA Rp4.49Tn vs Rp5.27Tn | -15% * 🔘NISP Rp4.03Tn vs Rp3.82Tn | +5.5% * 🔘BDMN Rp3.5Tn vs Rp2.95Tn | +19% * BNLI Rp2.57Tn vs Rp2.88Tn | -11% * PNBN Rp2.16Tn vs Rp2.12Tn | +2% * 🔘ADMF Rp1.69Tn vs Rp1.09Tn | +55% * BJTM Rp1.1Tn vs Rp1.06Tn | +4% * BTPS Rp1.01Tn vs Rp0.94Tn | +7% * 🔘BBHI Rp338.1Bn vs Rp379.88Bn | -11% * 🔘BBKP Rp-184.17Bn vs Rp288.15Bn | -164% * MCOR Rp217.44Bn vs Rp230.88Bn | -6% * ARTO Rp298.08Bn vs Rp199.13Bn | +50% * AMAR Rp227.65Bn vs Rp174.64Bn | +30% * PANS Rp83.46Bn vs Rp112.93Bn | -26% * SUPA Rp299.89Bn vs Rp60.13Bn | +399% * PNBS Rp73.38Bn vs Rp43.22Bn | +70% * COIN Rp-59.12Bn vs Rp41.08Bn | -244% * SDRA Rp625.2Bn vs Rp14.69Bn | +4156 * 🔘BFIN Rp1.31Tn vs Rp1.17Tn | +12% * 🔘SRTG Rp3.47Tn vs Rp-2.43Tn | +243% * CFIN Rp153.64Bn vs Rp135.6Bn | +13% * 🔘WOMF Rp172.18Bn vs Rp103.46Bn | +66% *Consumer Goods* * 🔘ICBP Rp6.17Tn vs Rp7.11Tn | -13% * UNVR Rp4.2Tn vs Rp3.34Tn | +26% * MYOR Rp2.43Tn vs Rp1.85Tn | +31% * 🔘CMRY Rp1.72Tn vs Rp1.6Tn | +7% * ULTJ Rp1.43Tn vs Rp0.96Tn | +49% * 🔘MLBI Rp898Bn vs Rp724.2Bn | +24% * FORE Rp90Bn vs Rp60.1Bn | +50% * WINE Rp29.66Bn vs Rp32.81Bn | -10% * 🔘RLCO Rp24.08Bn vs Rp20.2Bn | +19% * 🔘JELI Rp-52.86Bn vs Rp-35.03Bn | -51% * 🔘UCID Rp61.4Bn vs Rp-95.98Bn | +164% *Retail Consumer* * 🔘AMRT Rp2.4Tn vs Rp2.31Tn | +4% * MIDI Rp705.57Bn vs Rp590.72Bn | +19% * RANC Rp-17.05Bn vs Rp-40.25Bn | +58% *Specialty Retail* * MAPI Rp1.72Tn vs Rp1.37Tn | +26% * MAPA Rp1.44Tn vs Rp1.16Tn | +24% * ERAA Rp1.09Tn vs Rp0.79Tn | +38% * MDIY Rp892.74Bn vs Rp790.28Bn | +13% * 🔘LPPF Rp651.69Bn vs Rp601.15Bn | +8% * 🔘ACES Rp604.72Bn vs Rp481.1Bn | +26% * ERAL Rp193.84Bn vs Rp124.99Bn | +55% *Construction & Engineering* * WSKT Rp-2.87Tn vs Rp-3.17Tn | +9% * 🔘WIKA Rp-1.53Tn vs Rp-3.21Tn | +52% * PTPP Rp259.97Bn vs Rp5.56Bn | +4576 * 🔘JKON Rp237.81Bn vs Rp17.87Bn | +1231 * ADHI Rp15.3Bn vs Rp4.4Bn | +248% *Basic Industry: Construction* * SOLA Rp2.05Bn vs Rp21.69Bn | -91% * 🔘WTON Rp15.15Bn vs Rp8.35Bn | +81% * WSBP Rp-410.77Bn vs Rp-324.21Bn | -27% *Healthcare & Pharmaceuticals* * MIKA Rp1.08Tn vs Rp1.02Tn | +6% * EMMI Rp-45.92Bn vs Rp17.91Bn | -356% * PRDL Rp-11.09Bn vs Rp13.71Bn | -181% * 🔘CARE Rp4.19Bn vs Rp2.31Bn | +81% * 🔘KLBF Rp2.74Tn vs Rp2.63Tn | +4% * TSPC Rp1.05Tn vs Rp1.14Tn | -8% * SIDO Rp619.1Bn vs Rp818.55Bn | -24% * 🔘PEHA Rp31.66Bn vs Rp7.74Bn | +309% * INAF Rp-27.56Bn vs Rp-127.09Bn | +78% * 🔘KAEF Rp-62.01Bn vs Rp-179.73Bn | +65% * OMED Rp331.88Bn vs Rp254.21Bn | +31% * PRDA Rp125.87Bn vs Rp114.56Bn | +10% * MTMH Rp70.78Bn vs Rp64.82Bn | +9% *Property* * 🔘PWON Rp1.39Tn vs Rp1.73Tn | -20% * 🔘BSDE Rp0.84Tn vs Rp1.36Tn | -38% * PANI Rp1.94Tn vs Rp0.79Tn | +146% * DMAS Rp1.49Tn vs Rp0.52Tn | +187% * 🔘LPKR Rp1.24Tn vs Rp0.37Tn | +235% * 🔘SMRA Rp404.79Bn vs Rp549.58Bn | -26% * 🔘KIJA Rp60.45Bn vs Rp277.3Bn | -78% * BACH Rp136.78Bn vs Rp103.58Bn | +32% * BKSL Rp126.48Bn vs Rp71.95Bn | +76% * APLN Rp216.4Bn vs Rp57.95Bn | +273% * 🔘ASRI Rp105.81Bn vs Rp7.97Bn | +1228 * 🔘SSIA Rp344.44Bn vs Rp6.46Bn | +5232 * PPRO Rp-291.06Bn vs Rp-37.02Bn | -686% *Coal* * UNTR Rp4.47Tn vs Rp11.48Tn | -61% * PTBA Rp4.41Tn vs Rp1.39Tn | +217% * 🔘AADI $683.33Mn vs $587.32Mn | +16% * BYAN $589.68Mn vs $522.15Mn | +13% * 🔘ADRO $516.56Mn vs $301.6Mn | +71% * 🔘ABMM $102.31Mn vs $42.38Mn | +141%

*Kinerja Keuangan 30 Saham dalam Kompas100* 📊 Kami mengkurasi 30 saham dengan pertumbuhan laba bersih YoY tertinggi. Daftarnya diambil dari emiten Kompas100 yang sudah merilis laporan keuangan 9M26, dengan data per 2 November 2026. *Hasilnya* - Median pertumbuhan laba 30 saham ini +75,4% YoY - 13 emiten mencetak laba lebih dari dua kali lipat dibanding 9M25 - Batas masuk 30 besar ada di pertumbuhan +30,8% Satu catatan: pertumbuhan tinggi belum tentu berarti kinerja paling kuat. Sebagian emiten tumbuh dari basis laba yang rendah, jadi cek juga besaran labanya, bukan hanya persentasenya. *Disclaimer On - BRI Danareksa Sekuritas*

*JADWAL DIVIDEN INTERIM MEDC*

SSIA 9M26: Recovery in Motion https://www.instagram.com/p/DfO1K2KlNHF/ - Revenue: Rp4.81 trillion (+44.7% YoY) - Property Revenue: Rp1,483.5 billion (+172.2% YoY) - Hospitality Revenue: Rp940.9 billion (+161.2% YoY) - EBITDA: Rp951.5 billion (+270.6% YoY) - Net Profit: Rp344.4 billion (+5,226.2% YoY) - Industrial Land Marketing Sales: 24.0 ha (vs 18.0 ha in 9M25) The strong performance was driven by robust industrial estate sales at Subang Smartpolitan and Suryacipta City of Industry, resilient construction operations, and the continued recovery of the hospitality business. As we enter the final quarter of 2026, SSIA remains focused on sustaining growth and capturing new opportunities across its core businesses. Link to our Financial Report : https://bit.ly/FS_SSIA_9M26 Link to 9M26 Press Release : https://bit.ly/PR_SSIA_9M26 #SSIA #9M26Results #SubangSmartpolitan

🚨 *BREAKING NEWS: Surplus Neraca Perdagangan Indonesia Capai US$3,36 Miliar pada September 2026* ▪️ Indonesia mencatat surplus neraca perdagangan sebesar US$3,36 miliar pada September 2026, melampaui ekspektasi pasar US$1,9 miliar, meskipun lebih rendah dibandingkan US$4,34 miliar pada periode yang sama tahun lalu. ▪️ Ekspor tumbuh 11,87% YoY, lebih tinggi dari perkiraan 6,45%, didorong kenaikan ekspor nonmigas sebesar 12,39% menjadi US$26,64 miliar. Pertumbuhan ekspor tercatat ke AS, China, Jepang, ASEAN, dan Uni Eropa. ▪️ Sementara itu, impor meningkat 18,41% YoY, lebih rendah dari ekspektasi 24,23%. Secara kumulatif Januari–September 2026, Indonesia membukukan surplus perdagangan sebesar US$10,61 miliar. _*Disclaimer On - BRI Danareksa Sekuritas*_

🚨 *BREAKING NEWS: Inflasi Indonesia Turun ke 3,23% pada Oktober 2026* ▪️ Inflasi tahunan Indonesia melandai menjadi 3,23% YoY pada Oktober 2026, dari 3,28% pada September. Angka ini lebih rendah dari ekspektasi pasar sebesar 3,29% dan masih berada dalam rentang target Bank Indonesia 1,5%–3,5%. ▪️ Inflasi inti turun cukup signifikan menjadi 2,56% YoY, terendah dalam enam bulan terakhir. Secara bulanan, inflasi tercatat 0,22%, melambat dari 0,30% pada bulan sebelumnya. ▪️ Meski demikian, inflasi pangan meningkat ke 4,82%, tertinggi dalam lima bulan terakhir, seiring dampak gangguan produksi akibat El Niño. _*Disclaimer On - BRI Danareksa Sekuritas*_

Neraca Perdagangan Indonesia Surplus US$10,61 Miliar hingga September 2026 https://stockwatch.id/neraca-perdagangan-indonesia-surplus-us1061-miliar-hingga-september-2026/

Berikut Data Top Broker Activity Midday oleh BEI: 02 November 2026 -------------- Stockbit Group

Fyi..... *BBRI* is traded at 1.28x Forward PBV, which is below 5-year average PBV of 2.19x, with consensus fair value at Rp3825. *BBNI* is traded at 0.70x Forward PBV, which is below 5-year average PBV of 1.11x, with consensus fair value at Rp4215. *BMRI* is traded at 1.14x Forward PBV, which is below 5-year average PBV of 1.95x, with consensus fair value at Rp4865. *BBCA* is traded at 2.06x Forward PBV, which is below 5-year average PBV of 4.42x, with consensus fair value at Rp7310. *PGAS* is traded at 0.67x Forward PBV, which is below 5-year average PBV of 0.88x, with consensus fair value at Rp1900. *ANTM* is traded at 1.52x Forward PBV, which is below 5-year average PBV of 1.92x, with consensus fair value at Rp4530. *TINS* is traded at 2.24x Forward PBV, which is above 5-year average PBV of 1.56x, with consensus fair value at Rp5310. *PTBA* is traded at 1.41x Forward PBV, which is below 5-year average PBV of 1.49x, with consensus fair value at Rp3355. *SMGR* is traded at 0.65x Forward PBV, which is above 5-year average PBV of 0.56x, with consensus fair value at Rp2270. *JSMR* is traded at 0.53x Forward PBV, which is below 5-year average PBV of 0.96x, with consensus fair value at Rp4100. *AMMN* is traded at 2.30x Forward PBV, which is below 4-year average PBV of 6.59x, with consensus fair value at Rp6675. *ADMR* is traded at 2.06x Forward PBV, which is below 5-year average PBV of 2.73x, with consensus fair value at Rp2290. *TLKM* is traded at 1.41x Forward PBV, which is below 5-year average PBV of 2.68x, with consensus fair value at Rp3245. *ISAT* is traded at 1.17x Forward PBV, which is below 5-year average PBV of 2.20x, with consensus fair value at Rp2860. *BRMS* is traded at 1.94x Forward PBV, which is below 5-year average PBV of 2.80x, with consensus fair value at Rp715. *(Listri, Disclaimer On - 02/11/2026)*

*Net Foreign Value* 02 November Sesi 1 * Pelaku pasar asing mencatat *NET SELL: Rp342.1B* > Saham yang paling banyak dijual yakni: AADI

*1st SESSION JCI on 02.11.2026* (By: D'ORIGIN) https://t.me/D_ORIGIN https://bit.ly/IGorigin https://originaturuang.com/ *JCI @5105.20 (+48.152pts) (+0.952%)* (H: 5125.74 ; L: 4981.52) (Value: 6.865 T (NG 589 B) Volume: 197.523 Lot (NG 10.700 M Lot) (Adv.344 ; Decl.256 ; Unchg.116 shares) IDXHIDIV20...392.37 (+0.16%) IDX30...291.74 (+0.67%) IDX80...76.07 (+1.05%) LQ45...519.04 (+0.75%) Incl.Crossing** BRMS @350 ~ 183.07 B ABDA @4970 ~ 139.16 B *USD/IDR:* JISDOR : 18,128 ; 18,138 SPOT: 18,120 ; 18,160 *JCI for today:* Support : 5095 ; 5060 Resist : 5130 ; 5155 *8 MARKETs DRIVEN BY SECTOR* IDXBASIC (+2.27%) (1.29 T) IDXENERGY (+1.94%) (1.90 T) IDXFINANCE (+0.43%) (1.59 T) IDXHEALTH (-1.74%) (52.63 B) IDXINDUST (+1.09%) (332.40 B) IDXINFRA (+1.23%) (627.01 B) IDXPROPERT (+0.28%) (147.11 B) IDXTECHNO (+0.58%) (156.19 B) *7 TOP GAINERs* MKNT @14 (+27.27%) DFAM @71 (+26.79%) ROCK @2270 (+24.73%) BLTA @33 (+17.86%) IDPR @254 (+17.59%) INET @174 (+16.00%) VIVA @31 (+14.81%) *7 TOP LOSERs* LMAX @68 (-9.33%) TMPO @173 (-6.99%) LINK @1065 (-6.99%) LPCK @454 (-6.97%) KONI @1805 (-6.96%) MSJA @535 (-6.96%) XILV @107 (-6.96%) *8 MOST ACTIVE STOCKs BY VALUE* BBCA @5025 (+0.90%) AADI @10800 (-5.88%) BUMI @128 (+7.56%) BBRI @2800 (0.00%) TPIA @1365 (+6.64%) BMRI @3720 (0.00%) TLKM @1945 (-1.77%) ISAT @1395 (+2.20%) *8 MOST ACTIVE STOCKs BY VOLUME* GOTO @25 (35.401.400 lot) BUMI @128 (23.197.617 lot) BNBR @45 (7.309.492 lot) DEWA @236 (5.164.045 lot) INET @174 (4.246.294 lot) VKTR @278 (4.137.857 lot) DMAS @173 (3.910.738 lot) CUAN @400 (3.642.031 lot) ".....Have a Nice Lunch...."

*PERKEMBANGAN EKSPOR DAN IMPOR SEPTEMBER 2026*

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