Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah di tengah koreksinya saham sektor teknologi akibat menguatnya yield US-Treasury menjelang dirilisnya data tenaga kerja AS pada pekan ini. Pasar akan mencermati data nonfarm payrolls, tingkat pengangguran dan Michigan Sentiment yang akan dirilis pada pekan ini, untuk memprediksi bagaimana arah kebijakan moneter The Fed selanjutnya. Sementara itu harga minyak mentah berlanjut melemah karena kecemasan akan penurunan permintaan. Sedangkan harga emas sempat menguat hingga rekor tertinggi pada USD2100/troy ons, sebelum akhirnya mengalami koreksi.

IHSG pada perdagangan Senin 4 Desember 2023 ditutup menguat 0,48% pada level 7093. Saham sektor teknologi membukukan penguatan terbesar, sedangkan saham sektor consumer non cyclical mengalami koreksi terbesar. Investor asing mencatatkan net buy Rp662,69 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7060/7035 dan resistance 7130/7160. Stock pick: BMRI, BBRI, BBNI, BBCA, BRIS, ASII, UNTR, CPIN, JPFA, JSMR

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