23 Oct 24

Market Review and Prediction

Indeks di bursa Wall Street ditutup variatif dalam kisaran sempit. Indeks Dow Jones dan S&P500 ditutup melemah tipis, sedangkan Nasdaq Composite ditutup di area positif. Pasar masih diliputi oleh kecemasan akan potensi kondisi suku bunga tinggi lebih lama dari perkiraan sebelumnya. Yield US-Treasury dengan tenor 10 tahun sempat menguat di atas 4,2% untuk pertama kalinya dalam tiga bulan terakhir, sebelum kemudian sedikit turun dari level itu. Sementara itu harga minyak mentah berlanjut menguat. Harga emas menguat seiring dengan naiknya permintaan akan safe menjelang pemilu di AS. IMF menurunkan proyeksi pertumbuhan ekonomi global tahun depan menjadi 3,2% dan memperingatkan meningkatnya risiko dari perang hingga proteksionisme perdagangan.

IHSG pada perdagangan Selasa 22 Oktober 2024 ditutup menguat 0,21% pada level 7788. Saham sektor energi membukukan penguatan terbesar, sedangkan saham sektor propertil mengalami koreksi terbesar. Investor asing mencatatkan net sell Rp139,33 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7750/7730 dan resistance 7810/7830. Stock pick : ASII, ADMR, ANTM, INCO, TINS, MDKA, SCMA, EMTK, INTP, MEDC, ELSA


NEWS:
• BNBR akan melakukan private placement dengan menerbitkan 13,35 miliar saham baru pada harga pelaksanaan Rp64/saham senilai Rp855 miliar kepada Silvery Moon Investment dan Eurofa Capital Investment untuk konversi utang menjadi saham
• Laba bersih CNMA pada September 2024 tumbuh 36,56% yoy menjadi Rp529,77 miliar
• CNMA akan membagikan dividen interim Rp5/saham, cum date 30 Oktober 2024
• PTRO mendirikan perusahaan baru untuk memperkuat bisnis infrastruktur dengan nama PT Petrosea Infrastruktur Nusantara
• WSKT melakukan restrukturisasi utang dengan 9 bank senilai Rp26,2 triliun
• Hingga semester I/2024 DAYA membukukan laba bersih Rp17,07 miliar dari periode sama tahun lalu yang rugi Rp13,11 miliar
• PT Hexa Prima Nusantara menjadi pengendali baru FUTR melalui transaksi senilai Rp24,99 miliar
• Per September 2024 CTRA membukukan marketing sales Rp8,7 triliun, tumbuh 11% yoy



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 2024
Published on 2024-10-23 07:27:52 (GMT +7)

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