Market Review And Prediction

Indeks di bursa Wall Street ditutup menguat terbatas dipicu oleh data inflasi yoy yang sedikit di bawah estimasi. Data inflasi AS tingkat konsumen pada bulan Juli tercatat sebesar 3,2% yoy, sedikit di bawah perkiraan yang sebesar 3,3% yoy. Untuk inflasi mom, sesuai dengan estimasi pada level 0,2% mom. Untuk inflasi inti sebesar 4,7% yoy, yang merupakan level terendah sejak Oktober 2021, namun masih jauh di atas target The Fed yang sebesar 2% yoy.

IHSG pada perdagangan Kamis 10 Agustus 2023 ditutup menguat 0,26% pada level 6893. Saham sektor energi membukukan penguatan terbesar, sedangkan saham sektor industrial mengalami koreksi terbesar. Investor asing mencatatkan net sell Rp17,922 triliun termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6860/6820 dan resistance 6915/6930. Stock pick: BBCA, BBNI, BMRI, TLKM, ITMG, INDY, HRUM, JSMR


NEWS:
• JSMR melakukan penyertaan modal kepada PT Jasamarga Tollroad Operator dalam bentuk non tunai/inbreng atas aset berupa Jasamarga Tollroad Command Center pada tanggal 7 Agustus 2023.
• WIKA mendapatkan proyek baru senilai Rp103,36 miliar dari kementerian PUPR untuk merevitalisasi Danau Teloko di Sumsel.
• PTPP membukukan kontrak baru senilai Rp15,68 triliun per Juli 2023, meningkat 15,66% YoY.
• SGER mendapatkan kontrak baru penjualan batu bara ke Vietnam yang berpotensi menambah pendapatan hingga USD60,63 juta
• Golden Energy and Resources Ltd (GEAR) mengalihkan sebanyak 2,84 miliar (48,43%) saham GEMS kepada DSSA, sehingga DSSA bertindak menjadi pemegang saham utama.
• Per Juni 2023, ADHI membukukan kontrak baru sebesar Rp 14 triliun, tumbuh 20% yoy


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