22 Aug 22

Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup melemah akibat meningkatnya kembali kekhawatiran akan berlanjutnya kenaikan suku bunga. Setelah Fed Minutes yang dirilis pada pekan lalu mengindikasikan The Fed masih akan melanjutkan kenaikan suku bunga hingga inflasi turun dengan signifikan, Presiden The Fed St. Louis berkomentar yang mengisyaratkan The Fed akan melanjutkan kenaikan suku bunga dalam waktu dekat. Sebelumnya investor berharap kenaikan suku bunga The Fed akan melambat. Sementara itu harga minyak mentah sempat melemah akibat kekhawatiran akan potensi resesi ekonomi, namun kemudian berbalik menguat kembali. Harga emas melemah akibat penguatan dollar AS. Data ekonomi AS yang akan dirilis pada pekan ini diantaranya new home sales, durable orders, initial claims, personal income, personal spending dan PCE prices.

IHSG pada perdagangan Jumat 19 Agustus 2022 ditutup melemah 0,19% pada level 7172. Saham sektor properti mengalami koreksi terbesar, sedangkan saham sektor kesehatan membukukan penguatan terbesar. Investor asing net buy Rp949,58 miliar, termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7155/7125 dan resistance 7225/7255. Stock pick: TLKM, MDKA, INDY, PTBA


NEWS:
• Konsorsium anak usaha UNTR, JSMR, ADHI dan PT Hutama Karya Infrastruktur lulus tahap prakualifikasi pelelangan pengusahaan jalan tol Sentul Selatan-Karawang Barat
• Laba bersih CMNP semester I/2022 tumbuh 41,96% yoy menjadi Rp465,84 miliar
• Akhir Juni 2022 MDLN bukukan laba bersih Rp353,28 miliar dari periode sama tahun 2021 yang rugi Rp410,42 miliar
• MDKA berikan dana pinjaman kepada anak usahanya, PT Merdeka Tsingshan Indonesia senilai USD200 juta
• TLKM berencana melakukan merger bisnis antara Indihome dengan PT Telkomsel
• ASSA dapat pembiayaan dari Bank Muamalat sebesar Rp300 miliar untuk pembelian kendaraan baru
• TLKM alihkan bisnis data center TelkomSigma ke TDE dengan nilai transaksi Rp2,01 triliun
• MTMH akuisisi Apartemen Pejaten Indah senilai Rp121,17 miliar yang akan dikonversi menjadi rumah sakit
• RAJA bukukan kenaikan laba 342% yoy pada semester I/2022 menjadi USD3,37 juta
• INTA berencana diversifikasi bisnis
• Anak usaha INDY bekerja sama dengan WIRG untuk memasarkan motor listrik melalui metaverse



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 2022

Published on 2022-08-22 06:40:05 (GMT +7)

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