27 Jun 23

Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah dengan koreksi terbesar terjadi pada saham sektor teknologi yang telah mengalami kenaikan tertinggi tahun ini. Saham sektor teknologi telah mengalami rebound pada tahun ini setelah mengalami tekanan pada tahun lalu akibat tren kenaikan suku bunga. Sementara itu kekhawatiran akan potensi resesi ekonomi karena indikasi The Fed masih akan menaikkan suku bunga serta kecemasan akan dampak gejolak di Rusia terhadap pasar, juga menjadi sentimen negatif bagi pergerakan indeks kemarin.

IHSG pada perdagangan Senin 26 Juni 2023 ditutup menguat 0,38% pada level 6664. Saham sektor keuangan membukukan kenaikan terbesar, sedangkan saham sektor energi mengalami koreksi terbesar. Investor asing mencatatkan net buy Rp113,76 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6620/6598 dan resistance 6690/6720. Stock pick: BBRI, BMRI, BBNI, TLKM, EXCL, ICBP, KLBF


NEWS:
• IDPR akan membagikan dividen tahun buku 2022 sebesar Rp1/saham
• GPRA akan membagikan dividen tahun buku 2022 sebesar Rp1/saham
• GGRM akan membagikan dividen tahun buku 2022 sebesar 83,06% dari laba bersih tahun 2022 atau Rp1200/saham
• WEGE menang kasasi dan berhasil mengakuisisi apartemen B Residence
• Divestasi dua ruas tol WSKT ditargetkan selesai pada semester II/2023
• Volume produksi batu bara UNTR hingga Mei 2023 tumbuh 18,07% yoy menjadi 47,7 juta ton
• MUFG akan tender offer saham MFIN setelah mengakuisisi 80,6% saham MFIN senilai Rp7,04 triliun
• TRGU targetkan produksi tepung 2200 MT per hari pada Q1/2024
• ELPI akan melakukan pembelian 1 unit kapal Mother Vessel Supramax Size yang akan estimasi diserahterimakan pada Juli tahun ini
• Hingga kuartal I/2023 IMAS realisasikan belanja modal Rp703 miliar yang mayoritas untuk pengadaan kendaraan sewa dan logistik
• HEAL masih menunggu izin untuk memulai pembangunan rumah sakit di IKN
• PT Nusantara Utama Investama akan menjadi pengendali baru BUVA melalui penjadi pembeli siaga private placement BUVA




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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 2023

Published on 2023-06-27 06:57:08 (GMT +7)

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