29 Jul 21

Market Review and Prediction

Indeks di bursa Wall Street ditutup variatif, dimana indeks Dow Jones dan S&P500 ditutup di teritori negatif sedangkan Nasdaq Composite ditutup menguat. Sesuai dengan perkiraan, The Fed tetap mempertahankan suku bunga acuan pada kisaran 0%-0,25%, serta mengulangi pandangannya bahwa ekonomi berlanjut menguat meskipun terdapat penyebaran virus varian delta. Namun The Fed menekankan bahwa kondisi ekonomi saat ini masih jauh dari target The Fed mengenai kestabilan harga dan pasar tenaga kerja. Peningkatan ekonomi yang substansial diperlukan sebelum The Fed mulai mengubah kebijakan moneternya yang longgar.
IHSG pada perdagangan Rabu 28 Juli 2021 ditutup melemah 0,14% pada level 6088. Saham sektor infrastruktur mengalami koreksi terbesar. Investor asing net sell Rp328,64 miliar. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6050/6030 dan resistance 6137/6150. Stock pick: BMRI, AGRO, BRIS, SIDO, ERAA, ITMG, PTBA, CPIN

NEWS:

• Rumah tapak kontribusi 40% marketing sales APLN pada semester I/2021
• Semester I/2021 SAME bukukan laba bersih Rp98,6 miliar dari sebelumnya rugi Rp47,4 miliar
• BTPS salurkan pembiayaan Rp10,05 triliun pada semester I/2021, tumbuh 15% yoy
• IFC akan melakukan investasi USD31 juta ke ASSA untuk pengembangan bisnis logistik
• Laba bersih ASGR turun 13,8% yoy pada semester I/2021
• SIDO berencana membagikan saham bonus yang berasal dari saham treasury dengan rasio 131:1
• MLBI bukukan kenaikan laba bersih sebesar 346% yoy pada semester I/2021
• Laba bersih JSMR semester I/2021 meningkat 709% yoy
• SAMF bukukan kenaikan laba bersih sebesar 19% yoy semester I/2021
• Anak usaha HITS, PT GTS Internasional, berencana IPO
• MSIN akan bagi dividen Rp2/saham
• Laba bersih INCO pada semester I/2021 tumbuh 10,7% yoy
• ROTI bukukan kenaikan laba bersih 33,2% yoy pada semester I/2021
• GMFI masuk dalam pantauan khusus BEI karena laporan keuangan disclaimer
• ISSP akan bagi dividen Rp6/saham
• ASSA bukukan kenaikan laba bersih 50,4% yoy pada semester I/2021
• Per Juni 2021, rugi bersih ACST berkurang menjadi Rp153 miliar dari sebelumnya Rp252 miliar
• Laba bersih BBTN tumbuh 19,8% yoy pada semester I/2021
• BTPN bukukan kenaikan laba bersih sebesar 47% pada semester I/2021
• Laba bersih AALI pada semester I 2021 tumbuh 65% yoy
• ITIC bukukan kenaikan laba bersih 38% yoy pada semester I/2021



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 2021
Published on 2021-07-29 06:03:16 (GMT +7)

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