25 Jan 23

Market Review and Prediction

Indeks di bursa Wall Street ditutup mix, dimana indeks Dow Jones ditutup menguat, sedangkan indeks S&P500 dan Nasdaq Composite ditutup melemah terbatas. Beberapa laporan keuangan emiten menghasilkan kinerja yang variatif. Pasar masih mencermati kinerja keuangan emiten sambil menunggu pertemuan The Fed pada pekan depan. Sementara itu harga minyak mentah melemah akibat kekhawatiran akan perlambatan ekonomi global dan cadangan minyak AS yang diperkirakan meningkat.
IHSG pada perdagangan Selasa 24 Januari 2023 ditutup melemah 0,20% pada level 6860. Saham sektor kesehatan mengalami koreksi terbesar, sedangkan saham sektor teknologi membukukan penguatan terbesar. Investor asing net buy Rp156,66 miliar, termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6820/6800 dan resistance 6900/6935. Stock pick: BMRI, BRIS, ASII, MEDC, MDKA, ANTM, AKRA, INDF, UNVR


NEWS:
• NPGF berencana menjual aset tanah, bangunan dan mesin di Sidoarjo senilai Rp275 miliar untuk membayar utang
• PSAB bekerja sama dengan Deloitte Consulting untuk meningkatkan infrastruktur teknologi dan mendorong inovasi dalam rangka transformasi digital
• Sepanjang tahun 2022 PTPP bukukan kontrak baru Rp5,24 triliun
• Anak usaha ASSA kembangkan pasar non platform untuk B2B dan UMKM untuk memperkuat kinerja perseroan
• GA Robusta F&B pemilik 19,4% saham MAPB berencana menjual sahamnya melalui private placement
• KSO WIKA dan JKON targetkan proyek Sodetan Ciliwung dapat selesai pada April 2023
• INDY melakukan penyertaan saham sebanyak 46% dalam PT Natura Aromatik Nusantara, yang bergerak dalam bidang industri minyak atsiri senilai Rp176,9 miliar
• FREN anggarkan capex Rp2,98 triliun tahun ini untuk optimalisasi dan pembangunan jaringan
• PRDA mengindikasikan berencana membagikan dividen 50%-60% dari laba bersih
• JSMR memimpin konsorsium proyek jalan tol Patimban senilai Rp5,02 triliun, dengan anggota konsorsium ADHI, PTPP, WIKA, NRCA dan PT Subang Sejahtera
• BNBR bentuk konsorsium dengan China Envision dan Glencore untuk membangun kawasan industri nikel terpadu di Sulawesi dengan investasi USD9 miliar
• Tahun 2022 BBNI membukukan pertumbuhan laba bersih 68% yoy menjadi Rp18,31 triliun
• BMRI berencana menerbitkan green bond senilai Rp5 triliun tahun ini



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 2023-01-25 06:18:57 (GMT +7)

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