Saham Paling Cuan Selama Juli, Yuk Simak…| OBROLANBISNIS.com — PT Mirae Asset Sekuritas Indonesia, pemimpin pasar trading saham di Bursa Efek Indonesia (BEI) memberikan pandangan optimistis terhadap kondisi pasar saham domestik sepanjang paruh kedua tahun ini.
Pandangan optimistis ini seiring adanya program vaksinasi dari pemerintah untuk mencapai kekebalan kelompok (herd immunity) dan Indeks Harga Saham Gabungan (IHSG) yang dinilai tetap ‘kebal’ di tengah lonjakan kasus harian Covid-19 di Tanah Air.
Menurut riset analis Mirae Asset Sekuritas, Hariyanto Wijaya, dalam risetnya, Senin, 12 Juli 2021, Indonesia berencana keluar dari pandemi Covid-19 melalui vaksinasi untuk mencapai kekebalan kelompok.
Hariyanto menjelaskan, dengan asumsi 1 juta dosis (dosis pertama dan kedua) dapat diberikan per hari pada Juli 2021, Indonesia dapat mencapai kekebalan kelompok pada semester I tahun ini dengan menyelesaikan target vaksinasi 181 juta orang.
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Selain itu, nada optimistis lainnya dari Mirae Asset ialah terkait IHSG yang kemungkinan akan tetap tahan guncangan di tengah lonjakan kasus Covid-19 di Indonesia yang beberapa kali mencatatkan rekor kenaikan tertinggi akhir-akhir ini.
Berdasarkan amatan Mirae Asset, belajar dari kasus Covid-19 di India, pasar sahamnya tetap tangguh meskipun kasus positif harian dan kematian baru setiap hari melonjak pada bulan April dan Mei lalu.
“Kami pikir IHSG juga tidak akan kolaps kendati terjadi lonjakan kasus COVID-19 baru-baru ini,” jelas Hariyanto.
Menurut Mirae Asset, sektor kesehatan akan diuntungkan seiring meningkatnya kasus harian Covid-19 di Indonesia. Mirae Asset mencatat, kasus baru harian Covid-19 Indonesia mencapai 38.391 kasus pada 8 Juli 2021, memecahkan rekor sebagai salah satu dari 3 negara teratas dengan jumlah kasus baru tertinggi pada hari itu.
“Bahkan, setiap hari kasus baru Covid-19 di Jakarta terus melonjak dan kini mencapai lebih dari tiga kali lipat angka puncaknya pada gelombang pertama, melebihi laju tingkat nasional yang dua kali lipat dari angka puncak pada gelombang pertama,” imbuh broker asal Korea Selatan (Korsel) ini.
Mirae menjelaskan, episentrum pandemi virus corona di Indonesia adalah Jakarta, di mana sebagian besar cabang rumah sakit yang terdaftar berada. “Kami pikir rumah sakit akan menerima penambah pendapatan dari penanganan kasus COVID-19,” kata Mirae.
Selain mengenai perkembangan kasus Covid-19, Mirae juga menyoroti rencana startup teknologi raksasa, yakni e-commerce Bukalapak dan entitas gabungan Tokopedia dan perusahaan ride-hailing dan pembayaran Gojek, GoTo, yang akan melakukan penawaran umum saham perdana (initial public offering/IPO) di Bursa Efek Indonesia (BEI).
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Informasi saja, Bukalapak rencananya akan melantai (listing) di bursa pada 6 Agustus mendatang. Adapun rencana IPO GoTo masih selaras dan tengah dipersiapkan. Mengutip riset Bain, Google dan Temasek, Mirae menulis, ekonomi digital Indonesia adalah yang terbesar di Asia Tenggara saat ini.
“Dengan populasi terbesar keempat di dunia yaitu 270 juta orang, Indonesia sebagai ekonomi terbesar di Asia Tenggara memiliki salah satu sektor belanja online dengan pertumbuhan tercepat di dunia,” jelas Mirae. ***
The Most Cuan Stocks During July, Let’s Listen…| OBROLANBISNIS.com — PT Mirae Asset Sekuritas Indonesia, the market leader in stock trading on the Indonesia Stock Exchange (IDX), provides an optimistic view of the condition of the domestic stock market during the second half of this year.
This optimistic view is in line with the government’s vaccination program to achieve herd immunity and the Composite Stock Price Index (JCI) which is considered to remain ‘immune’ amid the surge in daily Covid-19 cases in the country. According to research analyst Mirae Asset Sekuritas, Hariyanto Wijaya, in his research, Monday, July 12 2021, Indonesia plans to get out of the Covid-19 pandemic through vaccination to achieve group immunity.
Hariyanto explained, assuming 1 million doses (first and second doses) can be given per day in July 2021, Indonesia can achieve group immunity in the first half of this year by completing the vaccination target of 181 million people.
In addition, another optimistic tone from Mirae Asset is related to the JCI which is likely to remain shock-resistant amidst the surge in Covid-19 cases in Indonesia, which has several times recorded the highest increase in recent times. Based on Mirae Asset’s observations, learning from the Covid-19 cases in India, the stock market remains resilient despite daily positive cases and new daily deaths soaring in April and May.
“We don’t think the JCI will collapse despite the recent spike in COVID-19 cases,” said Hariyanto.
According to Mirae Asset, the health sector will benefit as the daily Covid-19 cases increase in Indonesia. Mirae Asset noted that Indonesia’s daily new Covid-19 cases reached 38,391 cases on July 8, 2021, breaking a record as one of the top 3 countries with the highest number of new cases on that day.
“In fact, every day new cases of Covid-19 in Jakarta continue to soar and have now more than tripled the peak figure in the first wave, exceeding the national rate which was twice the peak figure in the first wave,” added the broker from South Korea ( South Korea) this.
Mirae explained that the epicenter of the corona virus pandemic in Indonesia was Jakarta, where most of the registered hospital branches are located. “We think the hospital will receive additional income from handling COVID-19 cases,” said Mirae.
In addition to the development of the Covid-19 case, Mirae also highlighted the plans of a giant technology startup, namely e-commerce Bukalapak and the joint entity Tokopedia and ride-hailing and payment company Gojek, GoTo, which will conduct an initial public offering (IPO). on the Indonesia Stock Exchange (IDX).
For information only, Bukalapak is planned to be listed on the stock exchange on August 6. The GoTo IPO plan is still in harmony and is being prepared. Citing research from Bain, Google and Temasek, Mirae wrote, Indonesia’s digital economy is currently the largest in Southeast Asia.
“With the world’s fourth largest population of 270 million people, Indonesia as the largest economy in Southeast Asia has one of the fastest growing online shopping sectors in the world,” explained Mirae. ***
[cnbc/RED]
