Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah terbatas di tengah penantian pasar akan data nonfarm payrolls yang akan dirilis nanti malam. Data pasar tenaga kerja ini diharapkan dapat menjadi indikasi arah kebijakan moneter The Fed selanjutnya. Pasar mengharapkan data nonfarm payrolls mengalami penurunan dibandingkan bulan sebelumnya, sehingga akan membuat The Fed menahan diri untuk menaikkannya suku bunga lagi. Saham-saham sektor konsumer kebutuhan pokok konsumen mengalami koreksi terbesar. Data initial claims pekan lalu tercatat sebanyak 207 ribu orang, naik 2 ribu dari pekan sebelumnya, di bawah estimasi yang sebesar 210 ribu orang. Sementara itu harga minyak mentah berlanjut melemah akibat kekhawatiran akan turunnya permintaan. Harga emas juga melemah di tengah prospek kenaikan suku bunga yang masih akan berlanjut.

IHSG pada perdagangan Kamis 5 Oktober 2023 ditutup melemah 0,17% pada level 6874. Saham sektor properti mengalami koreksi terbesar, sedangkan saham sektor kesehatan membukukan kenaikan terbesar. Investor asing mencatatkan net sell Rp672,58 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6850/6823 dan resistance 6900/6920. Stock pick: BMRI, BRIS, PGEO, UNVR, INDF, ICBP, MYOR, JSMR, ADHI, PTPP

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