Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup menguat yang dipicu oleh munculnya kembali harapan akan penurunan suku bunga The Fed pada tahun ini setelah data nonfarm payrolls lebih rendah dari perkiraan. Data nonfarm payrolls bulan April menunjukkan penyerapan tenaga kerja sebanyak 175 ribu orang, lebih rendah dari perkiraan yang sebanyak 240 ribu orang. Tingkat pengangguran naik menjadi 3,9% dari bulan sebelumnya 3,8%. Rata-rata tingkat upah perjam naik 0,2%, lebih rendah dari perkiraan yang sebesar 0,3%. Data tenaga kerja tersebut meredakan kekhawatiran pasar akan ekonomi yang overheating dan menimbulkan kembali harapan akan penurunan suku bunga The Fed. Yield US-Treasury mengalami penurunan dan mendorong penguatan pada saham sektor teknologi. Laporan keuangan yang solid pada saham-saham komponen indeks Dow Jones juga ikut mendorong penguatan indeks.

Pada hari ini akan dirilis data pertumbuhan ekonomi RI triwulan I/2024. Sedangkan pada hari Rabu akan dirilis cadangan devisa dan penjualan sepeda motor. IHSG pada perdagangan Jumat 3 Mei 2024 ditutup menguat 0,24% pada level 7134. Saham sektor kesehatan membukukan penguatan terbesar, sedangkan saham sektor basic material mengalami koreksi terbesar. Investor asing mencatatkan net sell Rp859,52 miliar termasuk transaksi di pasar non regular. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7100/7070 dan resistance 7150/7170. Stock pick: BRIS, BBCA, BBRI, BMRI, ASII, TLKM, PGAS, PGEO, TKIM, ASSA, HRUM

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