Market Review and Prediction

Indeks di bursa Wall Street ditutup mix, dimana indeks Dow Jones ditutup melemah sedangkan indeks S&P500 dan Nasdaq Composite menguat. Faktor positif berasal dari indikasi The Fed belum akan menaikkan suku bunga dalam waktu dekat serta data ekonomi yang lebih baik dari estimasi. Namun koreksi saham Goldman Sachs dan JP Morgan mendorong koreksi indeks Dow Jones. Pengumuman tapering oleh The Fed telah diantisipasi oleh investor sehingga direspon positif karena mengindikasikan ekonomi yang lebih kuat sehingga bagus bagi laba emiten dan pasar. Data initial claims pekan lalu tercatat sebanyak 269 ribu, lebih baik dari estimasi 275 ribu serta merupakan level terendah sejak era pandemi. Pasar akan menantikan data nonfarm payrolls yang akan dirilis nanti malam. Sementara itu harga minyak mentah melemah setelah OPEC+ sepakat untuk melanjutkan program menaikkan produksi secara bertahap sebesar 400 ribu bpd per bulan hingga akhir tahun 2022.
IHSG pada perdagangan Kamis 4 November 2021 ditutup menguat 0,52% pada level 6586. Saham sektor transportasi membukukan kenaikan terbesar. Sedangkan saham sektor kesehatan mengalami koreksi terbesar. Investor asing net buy Rp315,83 miliar. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6570/6550 dan resistance 6655/6670. Waspadai potensi profit taking karena perdagangan pada akhir pekan serta koreksi harga komoditas. Stock pick: TLKM, ASII, BMRI, BBRI, PGAS, LSIP

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