Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup mix, di mana indeks Dow Jones ditutup menguat signifikan, indeks S&P500 juga ditutup menguat, sedangkan Nasdaq Composite ditutup melemah tipis. Indeks PCE core bulan April tercatat sebesar 0,2% mom, turun dari bulan sebelumnya 0,3% mom dan sesuai dengan perkiraan. Sedangkan untuk indeks PCE core yoy sebesar 2,8% yoy, sama seperti bulan sebelumnya dan sedikit di atas perkiraan yang sebesar 2,7% yoy. Selama periode bulan Mei 2024, indeks di bursa Wall Street juga membukukan kinerja positif yaitu indeks Dow Jones +2,3% mom, indeks S&P500 +4,8% mom dan Nasdaq Composite +6,88% mom.

Data ekonomi AS yang akan dirilis pada pekan ini diantaranya indeks ISM manufacturing, ADP Employement change, indeks ISM non-manufacturing, nonfarm payrolls dan unemployment rate. Dari domestik, data ekonomi yang akan dirilis diantaranya indeks PMI manufaktur, inflasi dan cadangan devisa.

IHSG pada perdagangan Jumat 31 Mei 2024 ditutup melemah 0,90% pada level 6970. Saham sektor infrastruktur mengalami koreksi terbesar, sedangkan saham sektor keuangan membukukan kenaikan terbesar. Investor asing mencatatkan net sell Rp66,58 miliar termasuk transaksi di pasar non regular. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6920/6870 dan resistance 7000/7030. Stock pick: BBCA, BMRI, TLKM, UNVR, CPIN, JPFA

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