Market Review and Prediction

Indeks di bursa Wall Street pada perdagangan kemarin ditutup mix, di mana indeks Dow Jones ditutup menguat sedangkan indeks S&P500 dan Nasdaq Composite ditutup melemah. Seperti yang diperkirakan The Fed mempertahankan suku bunga tetap pada level 5,25%-5,5%, karena kurangnya indikasi laju inflasi menuju target The Fed 2%. Namun Chairman The Fed Jerome Powell menyatakan kemungkinan langkah kebijakan moneter The Fed selanjutnya tidak menaikkan suku bunga. Hal ini direspon positif oleh pasar. Investor juga bereaksi positif terhadap pernyataan The Fed yang akan mengerem salah satu cara untuk memperketat kondisi pasar keuangan. Mulai bulan Juni, bank sentral mengatakan akan memperlambat laju langkah mengurangi portofolio dalam balance sheetnya. Sementara itu harga minyak mentah melemah akibat naiknya cadangan minyak AS karena melemahnya permintaan. Sedangkan harga emas menguat yang dipengaruhi oleh hasil pertemuan The Fed. Pada perdagangan hari Selasa indeks di bursa Wall Street ditutup melemah akibat kenaikan yield US-Treasury setelah data kenaikan upah di atas konsensus yang membuat kekhawatiran pasar akan inflasi.

IHSG pada perdagangan Selasa 30 April 2024 ditutup menguat 1,10% pada level 7234. Saham sektor transportasi membukukan penguatan terbesar, sedangkan saham sektor infrastruktur menjadi satu-satunya sektor yang melemah. Investor asing mencatatkan net buy Rp728,47 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7200/7170 dan resistance 7250/7280. Stock pick: BRIS, BBTN, BMRI, BBCA, BBRI, TLKM, CTRA, ADRO, ADMR, ANTM, TINS, INCO, PTBA, HRUM

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