Market Review and Prediction

Bursa Wall Street libur Labor Day pada hari Senin kemarin. Pasar Eropa ditutup melemah karena investor khawatir dengan meningkatnya risiko ekonomi di wilayah tersebut, akibat kecemasan akan terhambatnya pasokan energi dari Rusia. Perusahaan energi milik negara Rusia, Gazprom mengumumkan bahwa aliran gas ke Eropa melalui pipa Nord Stream 1 akan dihentikan tanpa batas waktu. Euro turun tajam sementara harga gas Eropa melonjak. Sementara itu OPEC+ sepakat untuk mengurangi target produksi sebanyak 100 ribu bpd mulai Oktober, kembali pada posisi bulan Agustus setelah pada September menaikkan produksi sebanyak 100 ribu bpd. Keputusan ini di tengah meningkatnya ketegangan masalah energi antara Rusia dan Barat, yang meningkatkan kecemasan Eropa akan potensi resesi ekonomi dan kekurangan pasokan gas.

IHSG pada perdagangan Senin 5 September 2022 ditutup menguat 0,76% pada level 7231. Saham sektor energi membukukan penguatan terbesar, sedangkan saham sektor transportasi mengalami koreksi terbesar. Investor asing net buy Rp1,513 triliun, termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7200/7150 dan resistance 7256/7267. Stock pick: BBRI, BMRI, BBCA, BBNI, BBTN, TLKM, ITMG, PTBA, ADRO, MEDC, AKRA

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