The document provides a stock picks update and market commentary for 15 stocks. Key points include:
- The IDX rose 3.5% for the week on foreign investor inflows.
- Several stocks including WEGE, JPFA, and MARK showed upside potential of over 40% based on target prices.
- Company updates were provided for JRPT, DSNG, and MNCN, with JRPT extending its buyback program and DSNG investing in new palm oil mills.
- Market indicators and commodity prices were also summarized for the period.
The document provides a stock picks update and market commentary for 15 stocks. Key points include:
- The IDX rose 3.5% for the week on foreign investor inflows.
- Several stocks including WEGE, JPFA, and MARK showed upside potential of over 40% based on target prices.
- Company updates were provided for JRPT, DSNG, and MNCN, with JRPT extending its buyback program and DSNG investing in new palm oil mills.
- Market indicators and commodity prices were also summarized for the period.
The document provides a stock picks update and market commentary for 15 stocks. Key points include:
- The IDX rose 3.5% for the week on foreign investor inflows.
- Several stocks including WEGE, JPFA, and MARK showed upside potential of over 40% based on target prices.
- Company updates were provided for JRPT, DSNG, and MNCN, with JRPT extending its buyback program and DSNG investing in new palm oil mills.
- Market indicators and commodity prices were also summarized for the period.
The document provides a stock picks update and market commentary for 15 stocks. Key points include:
- The IDX rose 3.5% for the week on foreign investor inflows.
- Several stocks including WEGE, JPFA, and MARK showed upside potential of over 40% based on target prices.
- Company updates were provided for JRPT, DSNG, and MNCN, with JRPT extending its buyback program and DSNG investing in new palm oil mills.
- Market indicators and commodity prices were also summarized for the period.
• Per 20 Januari 2023, IHSG ditutup menguat 3.5% WoW ke angka
Rp6874.93. Kenaikan IHSG ini pun diikuti dengan meningkatnya seluruh sektor yang dipimpin oleh sektor Energy yang naik 5.1% WoW. Lompatnya IHSG pekan ini didorong oleh masuknya investor asing ke pasar saham Indonesia setelah net sell di beberapa minggu lalu. Sepanjang minggu ini, investor asing net buy sebesar Rp310.44 miliar di seluruh pasar. • Naiknya IHSG ini diikuti dengan kapitalisasi pasar yang melonjak 3.05% menjadi Rp9,462.09 triliun. Rata-rata nilai transaksi harian bursa melemah 11.2%, sedangkan rata-rata frekuensi transaksi harian bursa turun 1.25%. Di sisi lain, rata-rata volume transaksi harian melompat 17.74% pada penutupan pekan lalu. • Di tengah kenaikan IHSG, hal sebaliknya terjadi pada bursa saham global. Dimana, DJIA Index turun 2.7%; S&P 500 melemah 0.7%; dan Nasdaq Index meningkat tipis 0.6% WoW. Weekly Update Indeks Regional 13 Januari 2023 20 Januari 2023 % DJIA 34302.61 33375.49 -2.7% S&P 500 3999.09 3972.61 -0.7% Nasdaq 11079.16 11140.44 0.6% Nikkei Jepang 26119.52 26553.53 1.7% KOSPI Korea Selatan 2386.09 2395.26 0.4% Shanghai Composite China 3195.31 3264.81 2.2% Hang Seng Hong Kong 21738.66 22044.65 1.4% Strait Times Singapura 3293.75 3293.71 0.0% IHSG Indonesia 6641.83 6874.93 3.5% Komoditas 13 Januari 2023 20 Januari 2023 % Minyak mentah Brent 85.5 87.7 2.5% Batu bara 370.3 351.0 -5.2% Minyak sawit 3823.0 3885.0 1.6% Emas 1923.4 1927.7 0.2% Nikel 28599.0 27651.0 -3.3%
Tembaga 9106.8 9230.9 1.4%
Timah 27409.0 29536.0 7.8% Indikator Ekonomi 13 Januari 2023 20 Januari 2023 % USD/IDR 15338.00 15063.30 -1.8% 10Y Gov. Bond Yield 6.70 6.63 -0.9% Sektor 13 Januari 2023 20 Januari 2023 % A. Energy 2125.2 2233.2 5.1% B. Basic Materials 1245.3 1265.6 1.6% C. Industrials 1130.3 1184.9 4.8% D. Consumer Non- Cyclicals 722.1 728.4 0.9% E. Consumer Cyclicals 809.7 820.9 1.4% F. Healthcare 1537.0 1556.3 1.3% G. Financials 1356.0 1393.6 2.8% H. Properties & Real Estate 693.7 703.7 1.4% I. Technology 5255.9 5370.2 2.2% J. Infrastructure 838.6 851.3 1.5% K. Transportation & Logistics 1633.1 1647.0 0.9%
Stocks Updates 1. PT Tunas Baru Lampung Tbk (TBLA)
• Belum ada update terbaru.
2. PT Bank CIMB Niaga Tbk (BNGA)
• Belum ada update terbaru.
3. PT Japfa Comfeed Tbk (JPFA)
• Belum ada update terbaru
4. PT Bank Pembangunan Daerah Jawa Timur Tbk (BJTM)
• Belum ada update terbaru.
5. PT Jaya Real Property Tbk (JRPT)
• JRPT Kembali memperpanjang masa buy back saham dalam jangka waktu paling lama 3 bulan setelah tanggal penyampaian keterbukaan informasi pada 17 Januari 2023. Perkiraan buy back yang dilakukan sebesar 200 juta saham atau 1.533% dari total jumlah modal ditempatkan dan disetor perseroan. Total anggaran yang disiapkan pun sebesar Rp100 miliar.
6. PT Diagnos Laboratorium Utama (DGNS)
• Belum ada update terbaru.
7. PT Mark Dynamics Indonesia (MARK)
• Belum ada update terbaru.
8. PT Sarana Menara Nusantara (TOWR)
• Belum ada update terbaru.
9. PT Cikarang Listrindo Tbk (POWR)
• Belum ada update terbaru
10. PT Bumi Serpong Damai Tbk (BSDE)
• Belum ada update terbaru
11. PT Wijaya Karya Bangunan Gedung Tbk (WEGE)
• Belum ada update terbaru.
12. PT Ekadharma International Tbk (EKAD)
• Belum ada update terbaru.
13. PT Dharma Satya Nusantara Tbk (DSNG)
• Hingga kuartal III/2022, DSNG telah memproduksi TBS sebesar
1.55 juta ton. DSNG telah menyiapkan Capex sekitar Rp800 miliar untuk tahun 2023. Dimana, Sebagian dana tersebut digunakan sebagai capex rutin untuk perawatan infrastruktur. Kemudian sebagian lagi digunakan untuk pembangunan 2 pabrik kelapa sawit (PKS) baru di Kalimantan Barat dan Kalimantan Timur. Masing-masing pabrik pun diprediksi akan memiliki kapasitas produksi sebesar 30 ton per jam. DSNG pun mengalokasikan capex per pabrik berkisar Rp120 miliar – Rp130 miliar.
14. PT Media Nusantara Citra Tbk (MNCN)
• Belum ada update terbaru.
15. PT Ultrajaya Milk Industry & Trading Co Tbk (ULTJ)