JAKARTA - The Composite Stock Price Index (JCI) performance this year will be colorful. Some of the reasons, ranging from lifting restrictions on community activities (PPKM), potential recession, job creation Perppu, to democratic parties in 2024.
As stated by the Financial Expert Ajaib Sekuritas Chisty Maryani. Chisty explained, the revocation of PPKM will increase people's mobility so that purchasing power can be maintained.
Meanwhile, the presence of the Job Creation Perppu encourages the acceleration of investment, both domestically and foreignly. As well as fears of a potential recession make market participants switch to bonds that have a lower risk than stocks.
On the other hand, Chisty said, in the last three periods, the JCI's performance one year before the general election (Pemilu) was mostly closed higher. For example, such as the 2009, 2014, and 2019 elections.
"In those three periods, the JCI rose 13.2 percent, 10.9 percent, and 7.7 percent, respectively," said Chisty in Market Outlook 2023 which was released Thursday, January 12.
With these various considerations of macro conditions, Chisty assessed, Indonesia's economic growth is still strong. For this reason, Ajaib Sekuritas projects that the JCI this year will move in the range of levels of 7,000-7,200.
From there, Chisty sees several sectors that have the opportunity to accelerate. Among them, finance, metal mining and consumers, as well as the telecommunications sector.
Sebagai tambahan informasi, beberapa saham unggulan Ajaib Sekuritas dengan proyeksi tersebut antara lain, PT Bank Central Asia Tbk (BBCA), PT Bank Rakyat Indonesia (Persero) Tbk (BBRI).
Then, PT Indofood Sukses Makmur Tbk (INDF), PT Sumber Alfaria Trijaya Tbk (AMRT). Furthermore, there are PT Merdeka Copper Gold Tbk (MDKA) and PT Aneka Tambang Tbk (ANTM), as well as PT Telekomunikasi Indonesia (Persero) Tbk (TLKM), and PT Indosat Tbk (ISAT).
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