04 Oct 24

Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah akibat kekhawatiran akan meningkatnya ketegangan politik di Timur Tengah. Pasar cemas dengan potensi pembalasan Israel terhadap serangan Iran serta potensi meluasnya konflik tersebut yang dapat berdampak terhadap ekonomi. Harga minyak mentah kembali menguat di tengah kekhawatiran akan terganggunya suplay minyak mentah jika konflik meluas. Sementara itu data initial claims pekan lalu menunjukkan jumlah klaim pengangguran yang sedikit lebih banyak dari perkiraan. Harga emas cenderung stabil, penguatan dollar AS membatasi penguatan harga emas karena kenaikan permintaan akan safe haven. Pasar akan menantikan data nonfarm payrolls yang akan dirilis nanti malam.

IHSG pada perdagangan Kamis 3 Oktober 2024 ditutup melemah 0,26% pada level 7543. Saham sektor teknologi mengalami koreksi terbesar, sedangkan saham sektor consumer cyclical membukukan penguatan terbesar. Investor asing mencatatkan net sell Rp1,10 triliun termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7500/7460 dan resistance 7580/7630. Stock pick: BMRI, BBNI, BBCA, BRIS, ASII, HRUM, AALI, INDF, UNTR


NEWS:
• Anak usaha ALII berencana melunasi sisa kewajiban senilai USD20,82 miliar lebih awal
• ELSA menargetkan laba bersih pada tahun ini tumbuh di kisaran 20%-25%
• SOCI mendirikan anak usaha baru di Marshall Island yang bergerak di bidang pelayaran dan penyewaan kapal
• TRIS berencana membagikan dividen interim sebesar Rp2,24/saham
• AVIA menerima dividen dari anak usaha senilai Rp99,99 miliar
• Pengendali SSMS dan CBUT menjajaki peluang kerja sama dengan UNVR
• MEDC akan membagikan dividen interim sebesar Rp15,75/saham, cum date 11 Oktober 2024, yield 1,15%
• ASII akan membagikan dividen interim sebesar Rp98/saham, cum date 11 Oktober 2024, yield 1,87%
• KBLV sejak 27 September 2024 resmi menjadi bagian dari EXCL sebagai bagian dari tindak lanjut bergabungnya LINK dengan EXCL
• PTPP menyelesaikan proyek Pelabuhan East Java Multipurpose Terminal di Lamongan dengan nilai kontrak Rp767 miliar



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 2024

Published on 2024-10-04 07:16:00 (GMT +7)

Global Info Regional

Global Info Currency

Global Info Commodity

Links

INFO

PT. Waterfront Sekuritas Indonesia
Memberikan layanan atas transaksi
Repurchase Agreement (REPO)"
PT. Waterfront Sekuritas Indonesia Terdaftar dan Diawasi Oleh





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