Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah menjelang dirilisnya data nonfarm payrolls bulan Maret nanti malam. Kekhawatiran bahwa The Fed akan menunda penurunan suku bunga tahun ini karena inflasi belum turun mencapai target The Fed dan kenaikan harga minyak mentah yang dapat memicu inflasi kembali naik, telah menjadi sentimen negatif di pasar. Jika data nonfarm payrolls mengindikasikan pasar tenaga kerja masih kuat, diperkirakan akan semakin meningkatkan keraguan investor bahwa The Fed akan mulai menurunkan suku bunga tahun ini. Sementara itu harga minyak mentah kembali bergerak menguat di atas level USD 86/barel, akibat meningkatnya ketegangan di Timur Tengah antara Israel dan Iran. Harga emas berkonsolidasi di level tinggi, di tengah meningkatnya ketegangan politik dan menantikan data tenaga kerja AS.

IHSG pada perdagangan Kamis 4 April 2024 ditutup menguat 1,22% pada level 7254. Saham sektor basic materials membukukan penguatan terbesar, sedangkan saham sektor energi mengalami koreksi terbesar. Investor asing mencatatkan net sell Rp469,60 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7200/7170 dan resistance 7270/7295. Stock pick: BBCA, BBRI, BMRI, BBTN, BRIS, ANTM, TPIA, MDKA, ELSA, PGEO

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