Market Review and Prediction

Indeks di bursa Wall Street ditutup mix di mana indeks Dow Jones ditutup melemah sedangkan indeks S&P500 dan Nasdaq Composite ditutup menguat. Pelemahan indeks Dow Jones akibat koreksi saham Intel setelah melaporkan kerugian operasi pada bisnis manufaktur semikonduktor. Data ADP Employment juga di atas estimasi yang mengindikasikan pasar tenaga kerja masih kuat sehingga semakin melemahkan ekspektasi akan turunnya suku bunga The Fed pada bulan Juni. Presiden The Fed Atlanta memprediksi hanya ada satu kali penurunan suku bunga tahun ini, yaitu pada kuartal IV. Sementara itu yield US-Treasury dengan tenor 10 tahun naik pada level tertinggi sejak November. Harga minyak mentah menguat di tengah meningkatnya ketegangan politik serta mencermati kebijakan OPEC+. Harga emas juga melanjutkan kenaikan karena meningkatnya permintaan akan safe haven di tengah kondisi ketidakpastian dan tekanan geopolitik.

IHSG pada perdagangan Rabu 3 April 2024 ditutup melemah 0,97% pada level 7166. Saham sektor teknologi mengalami koreksi terbesar, sedangkan saham sektor kesehatan membukukan penguatan terbesar. Investor asing mencatatkan net sell Rp2,125 triliun termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7140/7100 dan resistance 7180/7200. Stock pick: BBRI, ASII, ANTM, EXCL, TPIA, MDKA, MEDC, ELSA, PGEO

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