06 Mar 24

Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah cukup signifikan akibat koreksi pada saham Apple yang mendorong pelemahan saham sektor teknologi. Pelemahan saham Apple disebabkan oleh penurunan penjualan iPhone di China. Sementara itu pemerintah China mengumumkan target pertumbuhan ekonomi tahun ini sebesar 5% serta menerbitkan obligasi negara jangka panjang senilai USD138,9 juta untuk membiayai beberapa proyek besar. OPEC+ sepakat untuk memperpanjang pemangkasan produksi sebanyak 2,2 juta barel per hari hingga kuartal II. Harga emas berlanjut menguat di tengah menguatnya harapan akan penurunan suku bunga The Fed pada bulan Juni serta meningkatnya permintaan akan safe haven akibat konflik di Timur Tengah.

IHSG pada perdagangan Selasa 5 Maret 2024 ditutup melemah 0,40% pada level 7247. Saham sektor properti mengalami koreksi terbesar, sedangkan saham sektor energi membukukan penguatan terbesar. Investor asing mencatatkan net sell Rp765,04 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7225/7197 dan resistance 7270/7290. Stock pick: BBRI, BMRI, BBCA, AKRA, PGAS, UNTR, TBIG


NEWS:
• ANTM menargetkan total volume produksi dan penjualan ferronikel pada tahun ini tumbuh 5% yoy
• SGER memulai pembangunan pabrik hidrogen peroksida dan ditargetkan selesai dalam 22 bulan dengan investasi USD50 juta
• Laba bersih BJBR tahun 2023 turun 22,8% yoy tahun 2023 menjadi Rp2,1 triliun
• Pefindo menegaskan peringkat idA(pg) Obligasi Berwawasan Lingkungan I tahun 2023 ARKO
• Kerja sama dari pemanfaatan teknologi AI oleh ISAT dan Nvidia ditargetkan diluncurkan pada kuartal III/ 2024
• EXCL sedang mengerjakan tiga proyek kecerdasan buatan (AI) pada tahun ini
• Laba bersih TMAS tahun 2023 turun 42,65% yoy menjadi Rp782,61 miliar
• PTPP membukukan peningkatan laba bersih 77,2% yoy menjadi Rp481,36 miliar
• Pengadilan Negeri Surabaya menetapkan PRAS dalam kondisi pailit
• Laba bersih MCOL tahun 2023 turun 35,5% yoy menjadi USD227,82 juta
• Anak usaha UNTR akan membeli saham Supreme Energy Rantau Dedap senilai USD80,69 juta
• MEGA akan membagikan dividen sebesar Rp209,3 per saham
• BELI menyelenggarakan program MESOP tahap II senilai Rp1,11 triliun sebanyak 2,58 miliar saham


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 2024-03-06 07:13:07 (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)