28 Jan 22

Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah dengan fluktuasi yang masih tinggi. Pasar masih mencerna perkembangan terakhir dari The Fed, laporan pertumbuhan ekonomi AS dan laporan kinerja keuangan emiten. Rencana The Fed menaikkan suku bunga dapat menjadi faktor positif dan negatif bagi pasar, karena kenaikan suku bunga tersebut dilakukan sebagai upaya untuk meredam inflasi. Namun kenaikan suku bunga The Fed akan mendorong fluktuasi indeks masih akan terjadi, apalagi jika inflasi tinggi masih berlangsung lebih lama dari perkiraan. Sementara itu data pertumbuhan ekonomi AS pada Q4/2021 tercatat tumbuh 6,9% yoy, lebih cepat dari perkiraan sebelumnya 5,5%. Harga emas melemah karena rencana kenaikan suku bunga The Fed mendorong penguatan dollar AS.
IHSG pada perdagangan Kamis 28 Januari 2022 ditutup menguat 0,16% pada level 6611. Saham sektor transportasi membukukan penguatan terbesar, sedangkan saham sektor infrastruktur mengalami koreksi terbesar. Investor asing net sell Rp167,44 miliar. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6550/6525 dan resistance 6636/6670. Stock pick: BBNI, BBRI, ADRO, PTBA, EXCL, INDF, MEDC


NEWS:

• SMAR tawarkan obligasi Rp1 triliun dengan bunga 5%-8,25%
• ALDO telah habiskan dana rights issue untuk akuisisi
• WSBP dapat kontrak perbaikan dermaga di Bali
• BMRI bukukan kenaikan laba bersih sebesar 66,8% yoy sepanjang tahun 2021
• Axiata Group dan EXCL masing-masing akusisi 46,03% dan 20% saham LINK pada harga Rp4800/saham
• Laba bersih BBCA tumbuh 15,8% yoy pada tahun 2021
• ADRO beri pinjaman pada anak usaha USD300 juta
• WIKA tawarkan 17 properti kepada investor dalam rangka divestasi asset
• WEGE targetkan kontrak baru Rp7,1 triliun tahun ini




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Published on 2022-01-28 07:27:55 (GMT +7)

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