Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah yang terutama dikontribusikan oleh koreksi mendalam menjelang penutupan, dimana investor mencermati prospek pengetatan kebijakan moneter oleh The Fed serta perkembangan perang Ukraina. Indeks PCE core bulan Maret sebesar 5,4% yoy dari bulan sebelumnya 5,2% yoy, namun lebih rendah dari perkiraan 5,5% yoy. Data initial claims pekan lalu menunjukkan kenaikan jumlah tenaga kerja yang melakukan klaim yaitu sebanyak 202 ribu dari pekan sebelumnya 188 ribu, serta lebih banyak dari estimasi yang sebesar 196 ribu. Harga minyak mentah melemah setelah AS mengumumkan akan mengeluarkan cadangan minyaknya sebanyak 1 juta bpd selama enam bulan. Sedangkan Rusia menyatakan bahwa pembayaran pembelian gas dari Rusia harus menggunakan mata uang rubel.

IHSG pada perdagangan Kamis 31 Maret 2022 ditutup menguat 0,26% pada level 7071. Saham sektor energi membukukan kenaikan terbesar, sedangkan saham sektor properti mencatatkan koreksi terbesar. Investor asing net buy Rp726,78 miliar, termasuk transaksi di pasar negosiasi atas saham SILO dan BBSI dengan net sell investor asing masing-masing sebesar Rp357,28 miliar dan Rp127,65 miliar. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7020/7000 dan resistance 7090/7120. Stock pick: BBCA, ADRO, PTBA, TLKM, ADMR, BRPT, ARTO

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