29 Aug 24

Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah menjelang dirilisnya laporan keuangan Nvidia pasca penutupan bursa. Pasar mencermati Nvidia sebagai indikator sektor teknologi dan AI. Volume perdagangan juga cenderung lebih kecil menjelang libur Labor Day pada akhir pekan sehingga indeks lebih berfluktuasi menjelang dirilisnya laporan keuangan Nvidia atau emiten besar lainnya. Pasca penutupan bursa, Nvidia merilis laporan keuangan yang lebih baik dari estimasi serta merilis panduan kinerja yang lebih kuat dari estimasi pada triwulan ini. Sementara itu harga minyak mentah berlanjut melemah. Harga emas juga melemah akibat penguatan dollar AS, menantikan dirilisnya indeks PCE prices pada hari Jumat.

IHSG pada perdagangan Rabu 28 Agustus 2024 ditutup menguat 0,80% pada level 7658. Saham sektor properti membukukan penguatan terbesar, sedangkan saham sektor teknologi mengalami koreksi terbesar. Investor asing mencatatkan net buy Rp2,09 triliun termasuk transaksi di pasar non regular. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7610/7580 dan resistance 7690/7720. Stock pick: BMRI, BBCA, ADMR, AKRA, MBMA, BRPT, TPIA


NEWS:
• Hingga Juli 2024 ADHI membukukan kontrak baru senilai Rp12 triliun
• PANI berencana melanjutkan komitmennya mendukung pengembangan di IKN setelah sebelumnya berinvestasi 11,12% di PT Kusuma Putra Alam untuk proyek Hotel Nusantara
• DEWI melakukan diversifikasi produk dengan masuk industri makanan olahan
• RUPS menyetujui rencana EMDE menjual aset berupa tanah lahan di Bogor kepada PT Ciputra Indah Griya Asri senilai Rp1,23 triliun
• DMAS menyatakan ada dua tenant baru yang akan membeli lahan untuk sektor data center di lahan industri Deltamas
• BSDE berencana mengembangkan lebih dalam di BSD City setelah kawasan BSD ditetapkan sebagai proyek strategis nasional (PSN)
• Proses divestasi 35% saham PT Jasamarga Transjawa Tol milik JSMR ditargetkan selesai pada September 2024
• Per Juni 2024, laba bersih BSSR turun 24% yoy menjadi USD80,35 juta
• TOWR menargetkan pertumbuhan pendapatan sebesar 4%-6% pada tahun ini
• SIDO targetkan pertumbuhan penjualan tahun ini minimal 10% yoy
• ITMG melaporkan tambangan cadangan dan sumber daya batu bara sekitar 30% dari hasil audit sejumlah konsesi tambangnya



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 2024-08-29 07:05:36 (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)