Market Review and Prediction

Indeks di bursa Wall Street pada perdagangan hari Selasa kembali ditutup menguat menyusul penguatan dua hari berturut-turut sebelumnya setelah mengalami pelemahan selama bulan Januari lalu. Pasar kembali fokus pada earning season, setelah pada pekan lalu mengalami fluktuasi tinggi akibat rencana pengetatan kebijakan moneter oleh The Fed. Saham perbankan memimpin penguatan indeks, didorong oleh kenaikan yield US-Treasury dengan tenor 10 tahun di atas level 1,8%. Meskipun demikian beberapa saham sektor teknologi besar juga mengalami kenaikan. Beberapa saham teknologi dijadwalkan akan merilis laporan keuangan pada pekan ini. Sementara itu hingga saat ini sebanyak 78,5% dari emiten dalam indeks S&P500 telah merilis laporan keuangan yang melebihi estimasi. Indeks ISM manufaktur bulan Januari tercatat pada level 57,6, turun dari bulan Desember yang di level 58,8. Data ini juga menunjukkan adanya kenaikan harga sebesar 7,9 poin menjadi 76,1 mom, yang mengindikasikan kenaikan inflasi. IHSG pada perdagangan Senin 31 Januari 2022 ditutup melemah 0,22% pada level 6631. Saham sektor keuangan mengalami koreksi terbesar, sedangkan saham sektor consumer cyclical membukukan kenaikan terbesar. Investor asing net sell Rp116,57 miliar. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6625/6603 dan resistance 6670/6712.

Stock pick : ARTO, ASII, BBYB, EXCL, MEDC, PGAS, CTRA, WIKA, WTON, ADHI, PTPP, LSIP

NEWS:

• PBRX mendapatkan persetujuan RUPS untuk menjaminkan aset guna mendapatkan pinjaman baru
• Hingga akhir 2021, laba bersih HEXA tumbuh 88,8% yoy
• Laba bersih NISP tahun 2021 tumbuh 20% yoy
• AMOR akan bagi dividen interim Rp20/saham
• Pefindo menurunkan peringkat WSBP dari idBBB- menjadi idD karena WSBP masuk dalam masa PKPU
• META tunjuk WIKA sebagai kontraktor untuk bangun tiga proyek
• Anak usaha NFCX kerja sama dengan YoyiC untuk E-distributor dan pendistribusian produk YoyiC kepada UMKM
• JAST perpanjang layanan 112 di Grobogan hingga tahun 2023
• BJTM kerja sama dengan RSUD Soegiri dalam layanan pembayaran melalui virtual account
• DPUM akan melakukan penjualan ekspor ke AS dan Taiwan pada kuartal I ini
• DYAN jual 15% saham PT Eco Partners senilai Rp8,75 miliar



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