07 Nov 23

Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat terbatas setelah pada pekan lalu mengalami reli signifikan. Yield US-Treasury juga mengalami kenaikan setelah melemah pada pekan lalu. Sementara itu hingga saat ini sudah lebih dari 400 emiten dalam indeks S&P500 yang telah merilis laporan keuangan triwulan III 2023. Pasar juga menantikan pidato Chairman The Fed Jerome Powell yang dijadwalkan sebanyak dua kali pada pekan ini. Pasar akan mencermati apakah ada indikasi baru mengenai kebijakan suku bunga The Fed selanjutnya. Harga minyak mentah menguat karena Arab Saudi dan Rusia menegaskan tetap melanjutkan pemangkasan produksi minyak mentah.

IHSG pada perdagangan Senin 6 November 2023 ditutup menguat 1,32% pada level 6878. Saham sektor teknologi membukukan penguatan terbesar, sedangkan saham sektor kesehatan mengalami koreksi terbesar. Investor asing mencatatkan net buy Rp269,34 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6850/6825 dan resistance 6910/6935. Stock pick: BBCA, BBRI, BBTN, BMRI, TLKM, ISAT, EXCL, TKIM, JSMR, MDKA, ADMR, ADRO, INTP, SMGR, ANTM, CTRA


NEWS:
• Per September 2023 rugi WMPP bertambah menjadi Rp263 miliar dari sebelumnya Rp10,34 miliar
• Hingga kuartal III/2023 ADRO menyerap capex Rp7,3 triliun, meningkat 71% dari periode sama tahun 2022 yang sebesar USD277 juta
• GIC Singapura akan mengakuisisi sekitar 33% saham anak usaha META senilai Rp3,31 triliun
• Per September 2023 produksi batu bara INDY turun 14,3% yoy menjadi 22,6 juta ton
• ARNA menganggarkan capex Rp700 miliar untuk membangun dua pabrik baru di Palembang dan Jawa Barat yang ditargetkan selesai pada semester II 2025
• MEDC akan membagikan dividen interim Rp15/saham
• Laba bersih ENRG per September 2023 tumbuh 3,2% yoy menjadi USD45,6 juta
• DEWA akan private placement 18,268 miliar saham dengan harga pelaksanaan Rp50/saham untuk membayar utang melalui konversi utang menjadi saham
• AVIA akan menerima dividen interim dari anak usahanya senilai Rp114,99 miliar
• MLBI akan membagikan dividen interim sebesar Rp110/saham, cum date 14 November 2023
• TPMA akan membagikan dividen interim sebesar Rp30/saham, cum date 14 November 2023
• INDY mendirikan perusahaan patungan yang bergerak di bidang konsultasi manajemen, perdagangan besar kopi, teh dan kakao
• Per September laba bersih DLTA turun 13,7% yoy menjadi Rp156,85 miliar



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Published on 2023-11-07 07:14:31 (GMT +7)

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