13 Nov 24

Market Review and Prediction

Ketiga indeks utama di Wall Street ditutup melemah akibat profit taking setelah mengalami reli selama beberapa hari terakhir. Setelah pasar antusias dengan kemenangan Trump di pemilu AS sebagai presiden AS, pasar kembali khawatir dengan ekonomi, seperti misalnya defisit anggaran belanja AS serta utang. Selanjutnya pasar akan mencermati data CPI dan PPI yang akan dirilis pada pekan ini. Sementara itu harga minyak mentah berlanjut melemah akibat pemangkasan proyeksi permintaan minyak mentah oleh OPEC, penguatan dollar AS dan rencana stimulus ekonomi China yang mengecewakan. Harga emas juga melemah akibat penguatan dollar AS.

IHSG pada perdagangan Selasa 12 November 2024 ditutup menguat 0,76% pada level 7321. Saham sektor energi membukukan penguatan terbesar, sedangkan saham sektor consumer cyclical mencatatkan pelemahan terbesar. Investor asing mencatatkan net sell Rp1,107 triliun termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7300/7285 dan resistance 7350/7370. Stock pick : BBCA, BBRI, BBTN, ASII, UNTR, PTBA, ITMG, HRUM, PGEO, EMTK, ISAT, TAPG, AALI, LSIP, INDF


NEWS:
• TOTO akan membagikan dividen interim sebesar Rp12/saham, cum date 21 November 2024
• MFIN akan membayar obligasi yang jatuh tempo 3 Desember 2024 senilai Rp350 miliar
• BRAM akan membagikan dividen interim Rp200/saham, cum date 20 November 2024
• MTSM berencana masuk ke bisnis sektor kesehatan yang potensial, seperti rumah sakit, laboratorium klinik, klinik kecantikan dan alat kesehatan
• Anak usaha TPIA mengakuisisi empat kapal pengangkut minyak atau bahan kimia serta kapal pengangkut gas bumi untuk meningkatkan efisiensi operasional dan memperkuat rantai pasok layanan transportasi laut global
• Per September 2024 laba bersih ITMG turun 32,73% yoy menjadi USD273 juta
• Penjualan mobil ASII pada bulan Oktober tumbuh 8,7% mom mencapai 43.596 unit
• Per Oktober 2024 PTPP membukukan kontrak baru Rp24,4 triliun, mencapai 76,31% dari target tahun ini
• BBCA akan membagikan dividen interim Rp50/saham, cum date 20 November 2024



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Published on 2024-11-13 07:06:39 (GMT +7)

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