Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat dipicu oleh penguatan pada saham sektor teknologi setelah turunnya yield US-Treasury karena data tenaga kerja yang melemah mendukung harapan bahwaThe Fed kemungkinan tidak perlu melakukan pengetatan kebijakan moneter lagi pada tahun ini seperti yang dikhawatirkan. Data initial claims pekan lalu tercatat sebesar 262 ribu, sama seperti pekan sebelumnya, namun di atas estimasi yang sebesar 245 ribu. Saham sektor energi juga menguat seiring dengan kenaikan harga minyak mentah setelah China memangkas suku bunga jangka menengahnya. Sementara itu ECB kembali menaikkan suku bunganya sebesar 0,25% dan kenaikan berikutnya akan bergantung pada data ekonomi.

IHSG pada perdagangan Kamis 15 Juni 2023 ditutup menguat 0,21% pada level 6713. Saham sektor energi membukukan penguatan terbesar, sedangkan saham sektor transportasi mengalami koreksi terbesar. Investor asing mencatatkan net sell Rp263,06 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6690/6660 dan resistance 6750/6770. Stock pick: BBRI, TLKM, ISAT, INDY, PTBA, INCO, ANTM, ASII, INDF


NEWS:
• EKAD akan membagikan dividen sebesar 40% dari laba bersih atau Rp9/saham
• UNIC akan membagikan dividen sebesar Rp360/saham
• SMRA akan membagikan dividen sebesar Rp7/saham
• ANTM akan membagikan dividen sebesar 50% dari laba bersih tahun buku 2022 atau sekitar Rp79,5/saham (yield 3,89% pada harga Rp2040/saham)
• PTBA akan membagikan dividen sebesar 100% dari laba bersih tahun buku 2022 atau sekitar Rp1091/saham ( yield 30% pada harga Rp3630)
• PTBA negosiasi dengan investor asal China untuk proyek gasifikasi batu bara menjadi DME
• TINS akan membagikan dividen sebesar 30% dari laba bersih tahun 2022 atau sekitar Rp41,89/saham (yield 4,3% pada harga Rp975/saham)
• ENAK akan membagikan dividen sebesar Rp12/saham



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