19 Dec 23

Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat tipis. Sentimen positif dari ekspektasi penurunan suku bunga The Fed tahun depan dan turunnya yield US-Treasury masih berlanjut. Meskipun demikian pasar khawatir dengan proyeksi laba emiten. Sementara itu harga minyak mentah menguat setelah adanya serangan terhadap kapal-kapal di Laut Merah oleh para militan membuat adanya gangguan terhadap jalur transportasi kapal.

IHSG pada perdagangan Senin 18 Desember 2023 ditutup melemah 0,99% pada level 7119. Saham sektor infrastruktur mengalami koreksi terbesar, sedangkan saham sektor kesehatan membukukan kenaikan terbesar. Investor asing mencatatkan net buy Rp383,15 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7080/7050 dan resistance 7150/7180. Stock pick: BMRI, BRIS, INAF, KAEF, KLBF, ICBP, TLKM


NEWS:
• ALSOK telah melakukan tender offer saham SOSS sehingga kepemilikannya menjadi 79,33%
• BREN tambah modal Star Energy Group Holdings sebesar USD90 juta untuk membayar sebagian utang
• DCII dan Salim Group meresmikan fasilitas edge data center E1 di Jakarta Selatan
• Arah investasi SRTG pada tahun depan di sektor kesehatan, energi terbarukan dan infrastruktur digital
• HRME akan melakukan efisiensi biaya dan mengoperasikan kembali hotel Royal Beach Seminyak pada tahun 2024
• Wing Harvest Limited menjual 487,18 juta saham MPRO pada harga Rp1750/saham, sehingga kepemilikannya berkurang menjadi 8,9% dari 13,87%
• SBMA berencana memperluas jaringan dengan menambah stasiun pengisian bahan bakar
• ADRO akan membagikan dividen interim senilai total USD400 juta, cum date 28 Desember, besarnya dividen per saham berdasarkan kurs 2 Januari 2024 (berdasarkan asumsi kurs saat ini Rp15510/saham dan jumlah saham beredar ADRO saat ini, maka diperkirakan dividen per saham sekitar Rp193 dengan yield sekitar 7,7% pada harga penutupan kemarin)
• DEWA alokasikan capex USD190 juta pada tahun 2024 untuk menambah armada baru



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Published on 2023-12-19 07:16:59 (GMT +7)

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