21 Jul 23

Market Review and Prediction

Indeks di bursa Wall Street ditutup variatif dimana indeks Dow Jones ditutup menguat sedangkan indeks S&P500 dan Nasdaq Composite ditutup melemah. Indeks Dow Jones ditutup menguat pada hari ke sembilan berturut-turut. Penguatan indeks Dow Jones antara lain ditopang oleh laporan keuangan Johnson & Johnson yang lebih baik dari estimasi. Kinerja keuangan. Netflix dan Tesla yang di bawah perkiraan mendorong pelemahan pada indeks S&P500 dan Nasdaq Composite. Namun sebanyak 74% emiten dalam indeks S&P500 yang telah merilis laporan keuangan hingga saat ini membukukan kinerja yang melebihi perkiraan. Sementara itu harga minyak mentah sedikit menguat seiring dengan penurunan data cadangan minyak AS yang lebih rendah dari perkiraan. Harga emas melemah akibat penguatan dollar AS dan yield US-Treasury.

IHSG pada perdagangan Kamis 20 Juli 2023 ditutup menguat 0,50% pada level 6864. Saham sektor energi membukukan kenaikan terbesar, sedangkan saham sektor teknologi mengalami koreksi terbesar. Investor asing mencatatkan net buy Rp593,10 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6835/6810 dan resistance 6893/6923. Stock pick: BMRI, BBNI, EXCL, MEDC, MAPI, HRUM, INCO, MDKA


NEWS:

• PJAA mendapat setoran dividen dari anak usahanya, PT Taman Impian Jaya Ancol senilai Rp350 miliar
• Per Juni 2023, kredit korporasi BBKP tumbuh 7,51% yoy mencapai Rp42,3 triliun
• JTPE targetkan pendapatan tumbuh 20% tahun ini
• WINS optimis peningkatan permintaan sektor migas akan meningkatkan tarif sewa dan utilitas kapal
• Hingga semester I/2023, WSBP bukukan kontrak baru Rp975 miliar, meningkat 46% yoy
• SMDR menambah 11 kapal baru tahun ini dengan total investasi USD165 juta hingga USD330 juta. Hingga semester I/2023, sebanyak 6 unit kapal baru telah diterima



Disclaimer:
This report is prepared strictly for private circulation only to clients of PT Waterfront Sekuritas Indonesia. It is purposed only to person having professional experience in matters relating to investments. The information contained in this report has been taken from sources which we deem reliable. No warranty (express or implied) is made to the accuracy or completeness of the information. All opinions and estimates included in this report constitute our judgments as of this date, without regards to its fairness, and are subject to change without notice. However, none of PT Waterfront Sekuritas Indonesia and/or its affiliated companies and/or their respective employees and/or agents makes any representation or warranty (express or implied) or accepts any responsibility or liability as to, or in relation to, the accuracy or completeness of the information and opinions contained in this report or as to any information contained in this report or any other such information or opinions remaining unchanged after the issue thereof. We expressly disclaim any responsibility or liability (express or implied), its affiliated companies and their respective employees and agents whatsoever and howsoever arising (including, without limitation for any claims, proceedings, action, suits, losses, expenses, damages or costs) which may be brought against or suffered by any person as a results of acting in reliance upon the whole or any part of the contents of this report and neither PT Waterfront Sekuritas Indonesia, its affiliated companies or their respective employees or agents accepts liability for any errors, omissions or misstatements, negligent or otherwise, in the report and any liability in respect of the report or any inaccuracy therein or omission there from which might otherwise arise is hereby expresses disclaimed. This document is not an offer to sell or a solicitation to buy any securities. This firms and its affiliates and their officers and employees may have a position, make markets, act as principal or engage in transaction in securities or related investments of any company mentioned herein, may perform services for or solicit business from any company mentioned herein, and may have acted upon or used any of the recommendations herein before they have been provided to you. © PT Waterfront Sekuritas Indonesia 2023

Published on 2023-07-21 07:17:21 (GMT +7)

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