01 Jul 22

Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah. Indeks Dow Jones dan S&P500 pada kuartal II mencatatkan pelemahan kuartalan terbesar sejak kuartal I 2020 ketika dimulainya lockdown akibat Covid-19. Sedangkan Nasdaq Composite mencatatkan kinerja kuartalan terburuk sejak tahun 2008. Sentimen negatif selama semester I 2022 adalah naiknya laju inflasi, kenaikan suku bunga The Fed, kekhawatiran akan terjadinya resesi ekonomi, masih berlangsungnya perang Rusia-Ukraina serta lockdown yang sempat diberlakukan di China akibat meningkatnya kasus Covid-19. Sementara itu indeks PCE prices yang merupakan indikator inflasi bagi The Fed pada bulan Mei tercatat pada level 0,6% mom, sedikit di bawah estimasi 0,7% mom. Untuk yoy tercatat pada 6,3%. Sedangkan indeks PCE inti pada level 0,3% mom dan 4,7% yoy turun dari 4,9% yoy.

IHSG pada perdagangan Kamis 30 Juni 2022 ditutup melemah 0,44% pada level 6911. Saham sektor basic materials mengalami koreksi terbesar, sedangkan saham sektor kesehatan membukukan kenaikan terbesar. Investor asing net sell Rp74,29, termasuk transaksi di pasar negosiasi. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6860/6800 dan resistance 6950/6990. Stock pick: ASII, TLKM, EXCL, BBRI, BBCA, MDKA


NEWS:
• PGAS kerja sama dengan Gunvor Singapore realisasikan potensi perdagangan gas bumi dan LNG di pasar global
• Laba bersih SSMS pada kuartal I/2022 meningkat 468% yoy
• GGRM akan bagi dividen Rp2250/saham
• Per Juni 2022 GIAA bukukan laba usaha USD8 juta
• TBLA akan bagi dividen Rp50/saham
• CPIN lolos akreditasi ekspor ayam ke Singapura
• BUDI akan bagi dividen Rp8/saham
• CITA akan bagi dividen Rp55/saham
• SMGR targetkan proses PMN melalui imbreng SMBR dapat selesai pada Oktober 2022
• KRAS berencana rights issue senilai Rp2,5 triliun
• Pemegang OWK BUMI akan serap 6,074 miliar saham baru seri C yang dilepas melalui private placement pada 7 Juli 2022 pada harga pelaksanaan Rp80/saham
• SKRN akan bagi dividen Rp10/saham
• TRJA akan bagikan dividen Rp4/saham




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This report is prepared strictly for private circulation only to clients of PT Waterfront Sekuritas Indonesia. It is purposed only to person having professional experience in matters relating to investments. The information contained in this report has been taken from sources which we deem reliable. No warranty (express or implied) is made to the accuracy or completeness of the information. All opinions and estimates included in this report constitute our judgments as of this date, without regards to its fairness, and are subject to change without notice. However, none of PT Waterfront Sekuritas Indonesia and/or its affiliated companies and/or their respective employees and/or agents makes any representation or warranty (express or implied) or accepts any responsibility or liability as to, or in relation to, the accuracy or completeness of the information and opinions contained in this report or as to any information contained in this report or any other such information or opinions remaining unchanged after the issue thereof. We expressly disclaim any responsibility or liability (express or implied), its affiliated companies and their respective employees and agents whatsoever and howsoever arising (including, without limitation for any claims, proceedings, action, suits, losses, expenses, damages or costs) which may be brought against or suffered by any person as a results of acting in reliance upon the whole or any part of the contents of this report and neither PT Waterfront Sekuritas Indonesia, its affiliated companies or their respective employees or agents accepts liability for any errors, omissions or misstatements, negligent or otherwise, in the report and any liability in respect of the report or any inaccuracy therein or omission there from which might otherwise arise is hereby expresses disclaimed. This document is not an offer to sell or a solicitation to buy any securities. This firms and its affiliates and their officers and employees may have a position, make markets, act as principal or engage in transaction in securities or related investments of any company mentioned herein, may perform services for or solicit business from any company mentioned herein, and may have acted upon or used any of the recommendations herein before they have been provided to you. © PT Waterfront Sekuritas Indonesia 2022
Published on 2022-07-01 07:35:16 (GMT +7)

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