Media Kampung – 28 Maret 2026 | IHSG closed at 7,164 points, marking a correction across all sectors. The decline follows heightened volatility after recent macro data.
The index slipped 1.2% from the previous session, pulling down blue‑chip and mid‑cap stocks alike. Traders cited concerns over global rate hikes and domestic political uncertainty.
Amid the broad sell‑off, PT Bank Central Asia Tbk (BBCA) saw buying pressure that lifted its price by 2.5% intraday. Analysts attribute the rally to strong net interest margin and resilient loan growth.
PT Bumi Resources Tbk (BUMI) also attracted attention, with volume surging beyond its five‑day average. The commodity‑linked stock benefited from an uptick in nickel prices and rumors of new mining contracts.
PT Bank Rakyat Indonesia (BBRI) recorded a modest gain as investors chased its dividend yield and stable credit quality. The bank’s exposure to micro‑finance is viewed as a buffer against economic slowdown.
PT Bank Mandiri (BMRI) experienced a similar pattern, climbing 1.8% on the day. Market participants highlighted its diversified corporate loan portfolio and recent cost‑efficiency program.
“We see value in the blue‑chip banks as they combine solid fundamentals with attractive valuations,” said a senior analyst from a local brokerage. He added that the correction creates entry points for long‑term holders.
Another commentator noted that BUMI’s upside potential hinges on global commodity cycles. “If nickel demand stays robust, the stock could outperform the broader market,” he remarked.
The overall market sentiment remains cautious, with foreign investors reducing exposure after the index breach. Net foreign outflows reached $250 million in the latest week.
Domestic institutional investors, however, are reallocating capital toward sectors that show defensive traits. Their buying in banking and commodity stocks reflects a strategic shift.
Technical analysis shows the IHSG still respects the 7,150 support level, while the 7,300 resistance appears firm. Breaking the resistance could trigger a short‑term rally.
Volume data indicates that the most active shares belong to the four highlighted stocks, accounting for nearly 30% of total turnover. This concentration suggests focused investor confidence.
Market watchers caution that further downside risk exists if inflation remains above target. They advise monitoring policy statements from Bank Indonesia and the Fed.
In the coming weeks, earnings reports from the banks and mining companies will likely shape price direction. Positive surprises could reverse the current correction.
Overall, the market correction has reset valuations, and the highlighted stocks are currently favored by investors seeking stability and growth. The situation will be reassessed as new data emerges.
Artikel ini dipublikasikan oleh Media Kampung.
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