IHSG September Bakal Ceria, Saham-Saham Ini Dijagokan Cuan
IDXChannel - Indeks Harga Saham Gabungan (IHSG) diproyeksi menguat sepanjang September 2024. Penguatan ini akan terdorong sentimen The Fed yang diperkirakan memangkas suku bunga acuannya hingga 50 basis poin (bps).
"Kami melihat IHSG akan kembali menguat di September 2024," kata Head of Research Panin Sekuritas, Nico Laurens dalam risetnya, Jakarta, Sabtu (14/9).
Penguatan ini, sambungnya, didorong ruang penurunan suku bunga pada pertemuan The Fed di September 2024, penguatan nilai tukar Rupiah, serta valuasi yang masih relatif murah, saat ini di -1x std.dev PE 5 tahun terakhir.
"Namun patut diwaspadai terkait volatilitas yang lebih tinggi pasca meningkatnya tensi antara Israel-Hezbollah serta risiko relaksasi carry trade dari Yen pasca inflasi yang meningkat," ujar Nico.
Reprinted from Idxchannel,the copyright all reserved by the original author.
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