11 Jan 24

Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat. Pasar menantikan data inflasi AS yang diharapkan dapat memberikan indikasi kapan The Fed akan mulai menurunkan suku bunga. Data inflasi CPI akan dirilis nanti malam, sedangkan data PPI akan dirilis hari Jumat. Pada hari Jumat juga akan dimulai earning season triwulan IV 2023, dengan dijadwalkan akan dirilis laporan keuangan JP Morgan, Bank of America, United Health dan Delta Air Lines. Sementara itu harga minyak mentah melemah akibat kenaikan data cadangan minyak AS yang meningkatkan kekhawatiran akan permintaan minyak mentah yang melemah.

IHSG pada perdagangan Rabu 10 Januari 2024 ditutup menguat 1,52% pada level 7227. Saham sektor kesehatan membukukan penguatan terbesar, sedangkan saham sektor teknologi mengalami koreksi terbesar. Investor asing mencatatkan net buy Rp85,87 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7200/7170 dan resistance 7260/7280. Stock pick: BBRI, BBNI, BRIS, SMRA, MIKA, JSMR


NEWS:
• Sepanjang tahun 2023 ADHI bukukan kontrak baru Rp37,4 triliun, meningkat 58% yoy
• Pefindo menurunkan peringkat ZINC dari idCCC menjadi idSD dengan Credit Watch berimplikasi negatif karena tidak mampu melunasi obligasi Rp23 miliar yang jatuh tempo 21 Desember 2023
• ASSA alokasikan capex sebesar Rp1,2 triliun – Rp1,5 triliun untuk melakukan penambahan armada antara 4000-5000 unit
• PKPK akuisisi perusahaan tambang batu bara PT Deli Pratama Batubara
• TPIA siapkan capex USD400 juta tahun ini di mana sebesar USD300 juta akan digunakan untuk pembangunan pabrik chlor-alkali dan ethylene dichloride terintegrasi



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Published on 2024-01-11 07:06:11 (GMT +7)

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