13 Jan 21

Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat meskipun data inflasi AS bulan Desember mengalami kenaikan. Inflasi AS bulan Desember tercatat sebesar 7% yoy, yang merupakan level tertinggi sejak tahun 1982, namun sesuai dengan estimasi. Sedangkan inflasi bulanan sedikit lebih tinggi dari perkiraan, yaitu pada level 0,5% mom dari estimasi 0,4% mom. Namun yield US-Treasury dengan tenor 10 tahun mulai stabil, turun pada level 1,73% setelah pada awal pekan ini sempat menguat hingga 1,8%. Sementara itu harga minyak mentah berlanjut menguat. Pelemahan dollar AS dan tingginya laju inflasi mendorong kenaikan harga emas. Pasar menantikan earning season triwulan IV 2021 yang akan dimulai dengan dirilisnya laporan keuangan JP Morgan, Citigroup dan Wells Fargo pada hari Jumat.
IHSG pada perdagangan Rabu 12 Januari 2022 ditutup melemah 0,01% pada level 6647. Saham sektor teknologi mengalami koreksi terbesar. Sedangkan saham sektor basic materials membukukan penguatan terbesar. Investor asing net buy Rp472,24 miliar. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6625/6585 dan resistance 6670/6690. Stock pick: BBCA, BMRI, INDF, KLBF, BBTN, HRUM, INCO, BRPT


NEWS:
• LPKR targetkan marketing sales tahun ini Rp5,2 triliun, meningkat dari pencapaian tahun lalu Rp4,96 triliun
• TRJA berencana memisahkan anak usaha bidang penyedia jasa internet
• BBYB berencana rights issue Rp5 triliun pada kuartal I/2022 untuk memenuhi modal minimum Rp3 triliun
• EXCL kerja sama dengan MoEngage untuk tingkatkan pengalaman digital bagi pelanggannya
• INDY akan segera operasikan PLTU Cirebon II
• LTLS anggarkan belanja modal tahun ini Rp200 miliar
• PDES memperkuat bisnis di Malaysia, Thailand dan Vietnam
• SRTG melakukan investasi ke startup energi terbarukan, PT Xurya Daya Indonesia





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Published on 2022-01-13 07:28:56 (GMT +7)

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