Market Review and Prediction

Indeks di bursa Wall Street ditutup mix di mana indeks Dow Jones ditutup menguat sedangkan indeks S&P500 dan Nasdaq Composite ditutup melemah. Pelemahan pada saham Apple dan ketidakpastian kapan The Fed akan mulai memangkas suku bunga telah menjadi sentimen negatif selama beberapa hari di awal tahun ini, setelah menjelang akhir tahun lalu indeks mengalami reli yang panjang. Sementara itu harga minyak mentah melemah setelah adanya kenaikan pada data cadangan minyak AS. Data ADP Employment bulan Desember menunjukkan penyerapan tenaga kerja sektor swasta lebih banyak dari perkiraan. Data initial claims turun dan lebih rendah dari estimasi. Data tersebut menunjukkan pasar tenaga kerja AS yang masih kuat. Pasar akan menantikan data nonfarm payrolls yang akan dirilis nanti malam.

IHSG pada perdagangan Kamis 4 Januari 2024 ditutup menguat 1,11% pada level 7359. Saham sektor transportasi membukukan penguatan terbesar, sedangkan saham sektor teknologi mengalami koreksi terbesar. Investor asing mencatatkan net buy Rp1,3 triliun termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7320/7300 dan resistance 7370/7390. Stock pick: BBRI, BMRI, BBCA, BBNI, BRIS, BBTN, ISAT, AKRA, EXCL, TOWR, INDY, HRUM, CMRY, MYOR

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