26 Nov 21

Market Review and Prediction
Bursa Wall Street pada perdagangan kemarin libur Thanksgiving Day. Indeks di bursa Eropa ditutup menguat dipicu oleh kenaikan saham sektor teknologi. Investor juga terus mencermati perkembangan politik dan krisis Covid-19 di Eropa. Dengan terus naiknya kasus Covid-19 di Eropa, meningkatkan potensi akan adanya lockdown selama musim belanja liburan Natal. Yield obligasi pemerintah Jerman mengalami penurunan setelah tercapainya koalisi pemerintahan Jerman. Ini merupakan penurunan yield yang pertama kali setelah sebelumnya yield naik karena ekspektasi ECB akan mengikuti langkah The Fed untuk menaikkan suku bunga pada tahun depan akibat inflasi yang terus menerus tinggi. Sementara itu Bank of Korea menaikkan suku bunga sebesar 0,25%, seperti yang diperkirakan pasar, seiring dengan kenaikan utang rumah tangga dan inflasi mengimbangi ketidakpastian akan kenaikan kasus Covid-19.
IHSG pada perdagangan Kamis 25 November 2021 ditutup menguat 0,24% pada level 6699. Saham sektor transportasi membukukan kenaikan terbesar. Sedangkan saham sektor properti mengalami koreksi terbesar. Investor asing net sell Rp17,27 miliar. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6650/6610 dan resistance 6730/6755. Stock pick: TLKM, ISAT, BMRI, BBCA, KLBF, ADRO, PTBA

NEWS:
• TOPS mendapatkan kontrak baru Rp58,8 miliar dari pembangunan gedung dan sarana prasarana Bea Cukai Kalsel
• YELO bekerja sama dengan KIOS bangun infrastruktur digital
• BIPP akan jual 3 anak usahanya kepada MGNA senilai total Rp140 miliar
• Fitch menegaskan peringkat CTRA pada B+ dengan outlook Stabil
• BINO melihat peluang untuk mengembangkan solusi elektronik filing
• ISAT bekerja sama dengan Salim Grup merilis layanan uang elektronik dengan nama IMkas
• Laba bersih TOWR tumbuh 35% yoy pada kuartal III/2021
• Anak usaha TOWR tender offer saham SUPR pada harga Rp15640,51/saham
• KKGI berencana masuk bisnis properti pada tahun 2022 mendatang
• BRIS bersinergi dengan LinkAja tingkatkan inklusi dan literasi keuangan digital syariah
• BRPT siapkan dana lunasi obligasi Rp167,5 miliar yang akan jatuh tempo 18 Desember 2021
• Kuartal III/2021 IMJS bukukan laba bersih Rp18,79 miliar dari sebelumnya rugi Rp45,31 miliar





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Published on 2021-11-26 07:28:20 (GMT +7)

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