10 Nov 23

Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah akibat kenaikan yield obligasi pemerintah AS. Chairman The Fed Jerome Powell menyatakan bahwa The Fed tidak yakin telah melakukan langkah yang cukup untuk menurunkan laju inflasi sesuai dengan target The Fed 2%. Powell menekankan bahwa The Fed tetap harus berhati-hati karena risiko antara melakukan terlalu banyak dan terlalu sedikit sudah semakin seimbang. Pernyataan Powell tersebut memicu kenaikan yield US-Treasury. Sementara itu harga minyak mentah dan emas sempat rebound setelah mengalami koreksi selama beberapa hari terakhir.

IHSG pada perdagangan Kamis 9 November 2023 ditutup menguat 0,50% pada level 6838. Saham sektor infrastruktur membukukan kenaikan terbesar, sedangkan saham sektor kesehatan mengalami koreksi terbesar. Investor asing mencatatkan net sell Rp466,69 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6800/6780 dan resistance 6865/6890. Stock pick: BBRI, BMRI, BBCA, BREN, BRPT, TKIM, CPIN, JSMR, MEDC, EXCL


NEWS:
• Per September 2023 ELSA sudah serap 57% dari rencana belanja modal sebesar Rp500 miliar
• Laba bersih CPIN per September 2023 turun 16% yoy menjadi Rp2,67 triliun
• Per September 2023 CPIN mengalami penurunan laba bersih 27% yoy menjadi Rp494,8 miliar
• PTPP targetkan divestasi aset ke Grup KRAS senilai Rp400 miliar akan selesai pada Desember 2023
• Laba bersih MUTU per September 2023 meningkat 56% yoy menjadi Rp28,11 miliar
• Per September 2023 PRIM mengalami rugi Rp14,13 miliar dari periode sama tahun 2022 yang laba Rp12,37 miliar
• ASII perkuat ekosistem digital bekerja sama dengan Google Cloud Platform melalui Datalabs dan Amazon Web Services
• BRPT tawarkan obligasi Berkelanjutan III tahap II tahun 2023 senilai Rp1 triliun untuk membayar utang
• TBIG siapkan dana untuk lunasi obligasi senilai Rp455 miliar
• CBRE dapat fasilitas pinjaman dari BMRI senilai USD9,6 juta
• BBTN berencana akuisisi Bank Muamalat


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Published on 2023-11-10 07:03:28 (GMT +7)

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