Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup menguat memasuki perdagangan pada bulan November. Saham Amazon memimpin penguatan pada saham sektor teknologi, setelah merilis laporan keuangan di atas estimasi pasar. Saham Intel juga menguat tajam setelah merilis panduan pendapatan yang di atas perkiraan. Sementara itu data nonfarm payrolls bulan Oktober tercatat sebanyak 12 ribu, jauh di bawah perkiraan pasar yang sebesar 100 ribu, serta merupakan level terendah sejak Desember 2020. Sedangkan tingkat pengangguran sesuai dengan estimasi pasar pada level 4,1%. Namun pasar tidak terlalu terpengaruh dengan data nonfarm payrolls karena memperhitungkan adanya pemogokan buruh dan badai pada bulan lalu. Pada pekan ini perhatian pasar akan tertuju pada pemilihan presiden AS pada 5 November serta pertemuan The Fed pada 6-7 November.

IHSG pada perdagangan Jumat 1 November 2024 ditutup melemah 0,91% pada level 7505. Saham sektor kesehatan mengalami koreksi terbesar, sedangkan saham sektor teknologi menjadi satu-satunya sektor yang menguat. Investor asing mencatatkan net sell Rp117,04 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7450/7420 dan resistance 7550/7570. Stock pick : BBCA, BBTN, ADRO, PTBA, ITMG, AALI, TAPG, MEDC

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