05 Oct 22

Market Review and Prediction

Indeks di bursa Wall Street melanjutkan reli menguat signifikan seiring dengan berlanjutnya penurunan yield US-Treasury. Setelah indeks mengalami penurunan tajam pada bulan lalu, investor mulai melakukan pembelian kembali. Apalagi pada triwulan IV, pasar optimis indeks cenderung menguat. Namun indeks diperkirakan masih akan berfluktuasi di tengah ekspektasi inflasi dan suku bunga. Sementara itu harga minyak menguat menjelang pertemuan OPEC+ yang diperkirakan akan memangkas output produksinya. Harga emas berlanjut menguat seiring dengan pelemahan yield US-Treasury dan dollar AS.

IHSG pada perdagangan Selasa 4 Oktober 2022 ditutup menguat 0,89% pada level 7072. Saham sektor energi membukukan kenaikan terbesar, sedangkan saham sektor teknologi mengalami koreksi terbesar. Investor asing net buy Rp604,49 miliar termasuk transaksi di pasar non regular. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7050/7005 dan resistance 7100/7155. Stock pick: BBRI, BBCA, ADRO, PTBA, INDY, ITMG, MEDC, INCO, AKRA


NEWS:

• AALI akan bagi dividen interim Rp85/saham, cum date 11 Oktober 2022
• RUPSLB setuju rencana rights issue BABP sebanyak 10,48 miliar saham untuk memenuhi modal inti minimum Rp3 triliun
• DNAR berencana rights issue 2,93 miliar saham pada harga pelaksanaan Rp170/saham dengan rasio 19:4
• PTBA melakukan digitalisasi operasional pertambangan melalui aplikasi CISEA (Coporate Information System and Enterprise Application)
• BRAM akan bagi dividen interim Rp300/saham, cum 11 Oktober 2022
• SSMS akan bagi dividen interim sebesar Rp74,64/saham, cum 11 Oktober 2022
• CENT melalui anak usahanya akuisisi 397 menara milik PT Anugerah Communication senilai total Rp1,17 triliun
• KAYU berencana rights issue dan ekspor ke Korea Selatan
• BUMI menaikkan target harga jual rata-rata batu bara tahun ini pada USD 125/ton, namun menurunkan target produksi ke 70 juta-78 juta ton
• PSSI telah melunasi pinjaman senilai USD20,6 juta sepanjang tahun 2022
• WIKA akan menawarkan obligasi dan sukuk senilai Rp2,5 triliun pada bulan ini
• EXCL akan rights issue 2,75 miliar saham (20,4%)
• DSSA mendirikan anak usaha dengan kegiatan usaha sebagai perusahaan holding dan penyedia jasa konsultasi manajemen lainnya
• WSKT akan menaikkan target nilai kontrak baru pada 2023 menjadi Rp30-35 triliun dari target tahun ini yang sebesar Rp25-30 triliun




Disclaimer:
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 2022-10-05 07:22:44 (GMT +7)

Global Info Regional

Global Info Currency

Global Info Commodity

Links

INFO

PT. Waterfront Sekuritas Indonesia
Memberikan layanan atas transaksi
Repurchase Agreement (REPO)"
PT. Waterfront Sekuritas Indonesia Terdaftar dan Diawasi Oleh





INFO TERBARU
Mulai 26 november 2018 , Penyelesaian transaksi bursa di pasar reguler menjadi 2 hari bursa (T+2)