10 Aug 22

Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah dengan koreksi terbesar pada saham sektor teknologi yaitu produsen chip. Sentimen negatif antara lain berasal dari sejumlah laporan kinerja emiten yang mengecewakan menjelang dirilisnya data inflasi nanti malam. Pasar mencermati dampak tingginya inflasi dan kenaikan suku bunga The Fed terhadap kinerja emiten. Inflasi Juli diperkirakan akan melambat dibandingkan bulan sebelumnya karena turunnya harga minyak mentah. Menurut konsensus Dow Jones, inflasi Juli diperkirakan sebesar 0,2% mom dan 8,7% yoy, lebih rendah dibandingkan bulan sebelumnya yang sebesar 1,3% mom dan 9,1% yoy. Sementara itu harga emas menguat seiring dengan pelemahan dollar AS.

IHSG pada perdagangan Selasa 9 Agustus 2022 ditutup menguat 0,23% pada level 7102. Saham sektor energi membukukan kenaikan terbesar, sedangkan saham sektor kesehatan mengalami koreksi terbesar. Investor asing net buy Rp1,325 triliun, termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7090/7050 dan resistance 7160/7195. Stock pick: BBRI, BMRI, BBCA, BBTN, ANTM, MDKA, INDY, HRUM, ITMG, ADMR, ADRO


NEWS:
• Rencana stock split TPIA dengan rasio 1:4 telah mendapat persetujuan RUPS
• Laba bersih HEAL semester I/2022 turun 69% yoy menjadi Rp164 miliar
• EXCL perkuat modal anak usaha bidang data center menjadi Rp1,35 triliun
• MTLA bukukan kenaikan laba bersih 30% yoy menjadi Rp110,64 miliar pada semester I/2022
• Laba bersih HRTA tumbuh 40% yoy menjadi Rp133,24 miliar pada semester I/2022
• ARTO bekerja sama dengan GoTo Financial luncurkan layanan perbankan UMKM di aplikasi GoBiz
• PBRX berencana rights issue 21,5 miliar saham atau 331,87% dari modal ditempatkan dan disetor penuh
• BBKP ekspansi data center dan disaster recovery center
• Laba bersih PTPP pada semester I/2022 tumbuh 1% yoy menjadi Rp86,96 miliar
• BIRD targetkan belanja modal tahun ini Rp1,2 triliun dan akan membeli hingga 4000 armada sampai akhir tahun ini
• MTEL targetkan pembangunan fiber optic menjadi sepanjang 9000 km pada 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 2022
Published on 2022-08-10 06:53:38 (GMT +7)

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