9 Jul 21

Market Review and Prediction.

Indeks di bursa Wall Street ditutup melemah akibat kekhawatiran akan prospek pemulihan ekonomi global seiring dengan banyak negara yang mengalami kenaikan jumlah kasus varian baru virus Covid-19. Penyelenggara Olimpiade akan melarang semua penonton Olimpiade, setelah Jepang mengumumkan keadaan darurat virus korona untuk Tokyo yang berlaku mulai 12 Juli hingga 22 Agustus 2021. Tokyo akan menjadi tuan rumah Olimpiade yang dijadwalkan akan dimulai pada 23 Juli hingga 8 Agustus 2021. Sementara itu data initial claims AS pekan lalu secara tak terduga mengalami kenaikan sebesar 373 ribu, dari estimasi yang sebesar 350 ribu. Hal ini mengindikasikan potensi mulai melambatnya pemulihan pasar ketenagakerjaan AS. Saham-saham yang diuntungkan dari pemulihan ekonomi mengalami pelemahan. Investor banyak yang beralih ke obligasi pemerintah, sehingga mendorong yield obligasi pemerintah AS dengan tenor 10 tahun berlanjut turun ke level 1,25%.
IHSG pada perdagangan Kamis 8 Juli 2021 ditutup melemah 0,07% pada level 6039, setelah sebelumnya sempat menguat hingga level 6080. Saham sektor consumer noncyclical mengalami koreksi terbesar. Investor asing net buy Rp132,25 miliar. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6015/5985 dan resistance 6090/6114. Stock pick: ANTM, TINS, BRIS, MTDL, ICBP, TLKM, BMRI


NEWS:

• SCMA berencana buyback saham dengan anggaran Rp1 triliun hingga 6 Oktober 2021
• HOKI anggarkan dana Rp100 miliar untuk tingkatkan kapasitas produksi
• Edge Point resmi menjadi pemegang saham CENT sebesar 76,8%
• Anak usaha AKRA tandatangan MOU dengan tiga perusahaan asing yang akan masuk dalam pengembangan KEK-Gresik JIIPE
• MPPA luncurkan 31 toko virtual melalui Go Mart se-Jabodetabek
• INTP akan membagikan dividen final tahun buku 2020 sebesar Rp500/saham, cum 16 Juli, pembayaran 11 Agustus 2021, yield pada harga penutupan kemarin 4,82%
• GGRM akan bagi dividen Rp2600/saham, yield pada harga penutupan kemarin 6,41%
• Kuartal I penjualan domestik FPNI tumbuh 50% yoy di tengah meningkatnya permintaan plastik di masa pandemi
• KPPU menjatuhkan denda Rp1 miliar kepada GIAA karena terbukti melakukan diskriminasi pemilihan mitra umrah
• MSIN targetkan Movieland beroperasi pertengahan 2022





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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 2021

Published on 2021-07-09 05:28:25 (GMT +7)

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