Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat dipicu oleh turunnya yield US-Treasury dari level tertingginya sejak tahun 2007, setelah data tenaga kerja AS lebih rendah dari perkiraan. Data ADP Employment bulan September turun menjadi 89 ribu dari bulan sebelumnya 180 ribu, serta di bawah perkiraan yang sebanyak 160 ribu. Saham sektor energi mengalami pelemahan terbesar seiring dengan koreksinya harga minyak mentah akibat turunnya permintaan bensin di AS, meskipun data cadangan minyak mentah strategis AS pada pekan lalu mengalami penurunan sebanyak 2,2 juta barel per hari. Pertumbuhan indeks ISM sektor jasa yang melambat juga menjadi sentimen negatif pada harga minyak mentah.

IHSG pada perdagangan Rabu 4 Oktober 2023 ditutup melemah 0,78% pada level 6886. Saham sektor basic materials mengalami koreksi terbesar, sedangkan saham sektor keuangan membukukan kenaikan terbesar. Investor asing mencatatkan net buy Rp203 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6850/6823 dan resistance 6915/6940. Stock pick: BMRI, BBCA, BRPT, PGEO, KEEN, ARKO, ISAT, MBMA

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