24 Nov 23

Market Review and Prediction

Bursa Wall Street libur Hari Thanksgiving. Indeks bursa Eropa ditutup menguat. Data awal indeks PMI zona euro untuk bulan November menunjukkan lapangan kerja turun untuk pertama kalinya dalam hampir tiga tahun. Aktivitas bisnis terus menurun, meskipun laju kontraksi melambat pada output dan bisnis baru. OPEC+ akan mengadakan pertemuan virtual untuk memutuskan strategi produksi minyak mentah pada 30 November. OPEC+ seharusnya mengadakan pertemuan langsung di Wina pada 25-26 November tetapi menunda pertemuannya di tengah ketidakpuasan antar anggota, sehingga mendorong koreksi harga minyak mentah. Harga emas menguat di tengah melemahnya dollar AS dan yield US-Treasury.

IHSG pada perdagangan Kamis 23 November 2023 ditutup menguat 1,41% pada level 7004. Saham sektor teknologi membukukan kenaikan terbesar, sedangkan saham sektor kesehatan menjadi satu-satunya sektor yang melemah. Investor asing mencatatkan net buy Rp940,74 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6985/6965 dan resistance 7040/7090. Stock pick: BMRI, BBCA, BBTN, SCMA, JPFA, ICBP, SMRA, CTRA, BSDE


NEWS:
• BBCA akan membagikan dividen interim sebesar Rp42,5/saham, cum date 1 Desember 2023
• PANS menambah kepemilikan di MDLN menjadi 12,96% dari sebelumnya 10,96%
• ASLC menambah kepemilikan pada saham JBA menjadi 92,2% dari sebelumnya 84,4%
• UNIQ mendapatkan kontrak baru berupa pengelolaan tambang nikel ore di Konawe Utara milik Bosowa Mining senilai Rp439 miliar
• Anak usaha INDY di bidang pertambangan emas menargetkan konstruksi area tambang mulai tahun 2024 sehingga produksi mulai tahun 2025
• TPIA berencana membangun pabrik chlor alkali dan ethylene dichloride yang merupakan bahan baku untuk tambang yang akan menghasilkan alumina dan nikel dengan investasi hampir USD1 miliar
• RAFI berencana ekspansi 100 gerai baru pada tahun 2024
• RUPS menyetujui rencana stock split SKLT dengan rasio 1:10
• POOL menjual PT Pool Advista Sekuritas senilai Rp37,12 miliar
• UNTR targetkan penjualan alat berat sebanayk 4000 unit tahun depan, lebih rendah dari target tahun ini 6000 unit
• PANI akan right issue 2,097 miliar saham pada harga pelaksanaan Rp5000/saham dan rasio 200:31, cum date 30 November 2023



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 2023-11-24 07:23:45 (GMT +7)

Global Info Regional

Global Info Currency

Global Info Commodity

Links

INFO

PT. Waterfront Sekuritas Indonesia
Memberikan layanan atas transaksi
Repurchase Agreement (REPO)"
PT. Waterfront Sekuritas Indonesia Terdaftar dan Diawasi Oleh





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