Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah cukup signifikan setelah Chairman The Fed Jerome Powell mengatakan bahwa kemungkinan The Fed tidak akan menurunkan suku bunga pada Maret 2024. Seperti yang diperkirakan The Fed mempertahankan suku bunga tetap pada pertemuan kemarin. Powell menyatakan bahwa The Fed akan menurunkan suku bunga pada tahun ini, namun kemungkinan tidak akan menurunkan suku bunga mulai pertemuan Maret mendatang. Selama ini pasar mengharapkan penurunan suku bunga akan dimulai pada Maret 2024. Sementara itu menambah beban bagi indeks, beberapa saham sektor teknologi melemah setelah merilis laporan keuangan yang di bawah estimasi.

IHSG pada perdagangan Rabu 31 Januari 2024 ditutup menguat 0,22% pada level 7207. Saham sektor keuangan membukukan penguatan terbesar, sedangkan saham sektor consumer cyclicals mengalami koreksi terbesar. Investor asing mencatatkan net buy Rp1,517 triliun termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7200/7175 dan resistance 7250/7270. Stock pick: BBRI, BMRI, BBCA, BBNI, ISAT, EXCL, ASII, ARKO, KEEN

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