It’s Time To Reshuffle Portfolio

The minor daily correction in the IDX Composite (IHSG) during the final trading session of March 2024 did not dampen the prospects for improved performance in Q2 2024. Additionally, the composite index has maintained positive performance so far this year.

Annisa Kurniasari Saumi

30 Mar 2024 - 14.26
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It’s Time To Reshuffle Portfolio

Bisnis, JAKARTA — The slight daily correction in the IDX Composite (IHSG) in the last trade in March 2024 did not deter the potential for better performance in the Q2 2024. Moreover, the composite index still recorded positive performance in the current year.

Head of Equity Research at Kiwoom Sekuritas Sukarno Alatas identified several sectors as potentially intriguing for the Q2 2024. He specifically highlighted the consumption sector, noting its representation of defensive class stocks.

The reason is the lingering uncertainty in the global economy, prompting consumption sector shares to be perceived as a buffer against potential risks.

Sukarno also highlighted the energy sector, foreseeing potential price increases leading up to the cum dividend period for several issuers, including PT Bukit Asam Tbk. (PTBA).

Cek Berita dan Artikel yang lain di Google News dan WA Channel
Editor: Emanuel Berkah Caesario
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It’s Time To Reshuffle Portfolio

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