30 Nov 22

Market Review and Prediction

Indeks di bursa Wall Street ditutup mix dalam kisaran sempit. Indeks Dow Jones ditutup stagnan di teritori positif, sedangkan indeks S&P500 dan Nasdaq Composite ditutup di area negatif. Pasar menantikan data ekonomi yang akan dirilis pada pekan ini, seperti indeks PCE prices dan nonfarm payrolls. Pasar juga menantikan pidato Jerome Powell pada hari ini untuk mencari indikasi apakah The Fed akan berlanjut menaikkan suku bunga secara agresif. Sementara itu harapan kasus Covid-19 di China mulai menurun sehingga akan kembali membuka aktivitas ekonominya mendorong kenaikan harga minyak mentah, namun kecemasan bahwa OPEC+ akan mempertahankan output produksinya membatasi penguatan harga minyak mentah. Harga emas menguat seiring dengan koreksi dollar AS karena harapan akan kenaikan suku bunga yang lebih kecil.

IHSG pada perdagangan Selasa 29 November 2022 ditutup melemah 0,07% pada level 7012. Saham sektor teknologi mengalami koreksi terbesar, sedangkan saham sektor energi membukukan kenaikan terbesar. Investor asing net buy Rp776,62 miliar termasuk transaksi di pasar non regular. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6990/6965 dan resistance 7050/7090. Stock pick: BBRI, BMRI, BBNI, ICBP, INDF, ADRO, PTBA, HRUM, MEDC, AKRA


NEWS:

• Hingga kuartal III/2022 laba bersih HOKI turun 84,5% yoy menjadi Rp1,79 miliar
• Per September 2022, PKPK mencatatkan rugi Rp24,93 miliar dari periode sama tahun 2021 yang rugi Rp2,53 miliar
• Morgan Stanley mengurangi kepemilikan saham di KKGI dari 33,47% menjadi 7,1%
• Kasikorn Vision menambah kepemilikan di BMAS sebanyak 4,04 miliar saham menjadi 62,41%
• PPGL akan membagikan dividen interim Rp6/saham
• Fraburg Pty Limited membeli 114,39 juta saham SOHO pada harga Rp5162/saham sehingga kepemilikannya bertambah menjadi 9,01%
• BEBS akan stock split dengan rsaio 1:5
• PGAS berencana buyback obligasi global sebesar USD400 juta
• DNAR mendapat fasilitas pinjaman dari BBCA sebesar Rp200 miliar dengan tenor 2 tahun
• MDKA telah melakukan pembayaran pokok dan bunga obligasi senilai Rp1,52 triliun
• Hingga kuartal III/2022 laba bersih PBSA meningkat 165% yoy menjadi Rp101,52 miliar
• Unilink Ventures menambah kepemilikan di SNLK sebanyak 1,948 miliar saham pada harga Rp905/saham
• Hingga kuartal III/2022 laba bersih BOLA turun 73,79% yoy menjadi Rp29,97 miliar
• WIRG dan Grup Salim menambah modal ke PT Metaverse Indonesia Makmur sebesar Rp200 miliar
• SLIS berencana melakukan rights issue sebanyak 2 miliar saham
• Tahun depan KRAS berencana rights issue dan membawa IPO anak usahanya
• CLEO akan ekspansi hingga tiga pabrik baru pada tahun depan
• BBKP kerja sama dengan AREBI untuk memacu bisnis KPR



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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 2022
Published on 2022-11-30 07:13:51 (GMT +7)

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