26 Jul 22

Market Review and Prediction

Indeks di bursa Wall Street ditutup mix, di mana indeks Dow Jones ditutup menguat, indeks S&P500 cenderung stagnan dan Nasdaq Composite ditutup melemah. Indeks cenderung mix di tengah pekan ini pasar menantikan hasil keputusan moneter The Fed, data pertumbuhan ekonomi AS dan sejumlah laporan keuangan emiten besar seperti Apple, Alphabet dan Microsoft. Pasar memprediksi ekonomi AS pada Q2 akan kembali mengalami penurunan. Sedangkan The Fed diperkirakan akan menaikkan suku bunga sebesar 0,75%. Sementara itu harga minyak mentah menguat, akibat kekhawatiran akan ketatnya suplay, pelemahan dollar AS dan sentimen positif dari penguatan bursa saham. Namun harga minyak mentah berfluktuasi di tengah kekhawatiran kenaikan suku bunga The Fed akan mengurangi permintaan minyak karena pelemahan ekonomi.

IHSG pada perdagangan Senin 25 Juli 2022 ditutup melemah 0,41% pada level 6858. Sektor teknologi mengalami penurunan terbesar, sedangkan saham sektor energi membukukan penguatan terbesar. Investor asing net sell Rp272,23 miliar, termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6810/6780 dan resistance 6900/6925. Stock pick: ADRO, INDY, UNTR, SCMA, BRIS, ICBP, TOWR


NEWS:
• Semester I/2022 laba bersih AKRA tumbuh 73,5% yoy
• AKRA akan bagi dividen interim Rp25/saham
• GJTL mencatatkan rugi Rp63,88 miliar pada semester I/2022 dari periode sama tahun 2021 yang laba Rp98,17 miliar
• PT Providen Capital Indonesia akan melakukan penawaran tender sukarela atas 736,728 juta saham (10,41%) saham PALM
• SQMI akan mulai produksi komersial emas dore pada pertengahan Desember 2022
• TMAS bukukan pertumbuhan laba bersih 120,9% yoy pada semester I/2022
• TPIA mendapatkan fasilitas kredit USD100 juta dari UOB Indonesia
• PTPP selesaikan proyek pembangunan dan perluasan fasilitas Bandara Komodo Labuan Bajo
• Laba bersih BJTM semester I/2022 tumbuh 1,49% yoy
• BEST dapat pinjaman sindikasi USD90 juta untuk refinancing
• MOLI anggarkan capex Rp240 miliar tahun ini untuk menyelesaikan pembangunan pabrik kedua
• KLBF akuisisi 80% saham PT Aventis Pharma
• Hingga Juni 2022, WSKT bukukan kontrak baru Rp9,31 triliun atau meningkat 197% yoy
• KINO mendapatkan tambahan pinjaman Rp100 miliar dari anak usaha
• WEHA anggarkan capex Rp75 miliar dan berencana rights issue 813,58 juta saham
• KOPI mendapat kontrak pembangkit listrik tenaga gas Rp170,15 miliar
• TBIG merilis obligasi Rp2,2 triliun yang merupakan bagian dari penawaran umum berkelanjutan senilai total Rp15 triliun
• WIRG akan tampilkan secara menyeluruh konsep metaverse Indonesia pada G20 summit di Bali pada akhir Agustus 2022




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 2022-07-26 07:24:41 (GMT +7)

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