24 Oct 24

Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah cukup tajam akibat sentimen negatif dari kenaikan yield US-Treasury. Koreksi indeks ini merupakan koreksi harian terburuk sejak awal September. Yield US-Treasury dengan tenor 10 tahun naik pada level 4,25%, yang merupakan level tertinggi sejak akhir Juli. Kenaikan yield obligasi pemerintah AS ini antara lain disebabkan oleh kecemasan The Fed masih akan mempertahankan suku bunga tinggi lebih lama dari perkiraan, serta kekhawatiran akan potensi meningkatnya defisit fiskal di AS jika Trump kembali menjadi presiden. Sementara itu harga minyak mentah melemah akibat data cadangan minyak AS yang mengalami kenaikan lebih besar dari perkiraan. Sedangkan harga emas juga mengalami koreksi karena kenaikan yield US-Treasury dan dollar AS.

IHSG pada perdagangan Rabu 23 Oktober 2024 ditutup melemah 0,02% pada level 7787. Saham sektor properti mengalami koreksi terbesar, sedangkan saham sektor transportasi membukukan kenaikan terbesar. Investor asing mencatatkan net sell Rp2,73 triliun termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7750/7730 dan resistance 7800/7830. Stock pick : BBCA, BBTN, BBNI, AGRO, HRUM, BUMI, ASII, ISAT, MEDC, ELSA, PGAS


NEWS:
• Anak usaha PTRO melakukan due diligence untuk potensi akuisisi sejumlah aset infrastruktur tambang
• PTBA, PT Kereta Api Indonesia (Persero) dan SMBR menyepakati MoU terkait rencana peningkatan kapasitas bongkar batu bara area Kertapati
• Laba bersih ARNA pada kuartal III 2024 turun 10,45% yoy menjadi Rp315,83 miliar
• JAWA berencana meminjam dana senilai Rp1,25 triliun dari pemegang sahamnya, PT Sarana Agro Investama
• GMFI menunda pelaksanaan RUPSLB dengan agenda persetujuan rights issue
• MEDC menyelesaikan tender surat utang senilai USD150 juta
• Laba bersih MLBI per September 2024 tumbuh 10% yoy menjadi Rp762,74 miliar
• UNVR mencatatkan penurunan laba bersih per September 2024 sebesar 28% yoy menjadi Rp3 triliun
• Laba bersih AGRO per September 2024 tumbuh 130% yoy menjadi Rp33,9 miliar
• BBCA membukukan kenaikan laba bersih per September 2024 sebesar 12,8% yoy menjadi Rp41,1 triliun
• CUAN berupaya melakukan diversifikasi usaha di luar bisnis pertambangan batu bara termal
• ENVY melakukan kerja sama strategis dengan Metaluzion dalam pengembangan dan pemasaran digital security teknologi Optic Spectrum Encryption



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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 2024

Published on 2024-10-24 07:03:45 (GMT +7)

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