Market Review and Prediction

Indeks di bursa Wall Street kembali ditutup melemah terbatas setelah sebelumnya sempat bergerak menguat. Data ADP Employment bulan November menunjukkan penyerapan tenaga kerja sektor swasta sebanyak 103 ribu, turun dari bulan sebelumnya 106 ribu, serta lebih rendah dari perkiraan yang sebanyak 130 ribu orang. Data tersebut menyusul data pembukaan lapangan kerja yang juga melambat. Indikasi pasar tenaga kerja AS yang melemah semakin meningkatkan ekspektasi pasar bahwa The Fed berpeluang menurunkan suku bunga pada tahun depan. Namun di lain pihak, juga merupakan indikasi berpotensi terjadinya resesi di AS jika The Fed menurunkan suku bunga. Selanjutnya pasar menantikan data tenaga kerja AS berikutnya pada pekan ini, yaitu data initial claims dan nonfarm payrolls. Saham sektor energi memimpin pelemahan indeks, akibat turunnya harga minyak mentah di bawah level USD 70/barel. Penurunan harga minyak mentah ini disebabkan oleh kenaikan cadangan bensin dan produksi minyak di AS, meskipun data mingguan cadangan minyak AS mengalami penurunan lebih banyak dari perkiraan.

IHSG pada perdagangan Rabu 6 Desember 2023 ditutup melemah 0,19% pada level 7087. Saham sektor teknologi mengalami koreksi terbesar, sedangkan saham sektor infrastruktur membukukan penguatan terbesar. Investor asing mencatatkan net sell Rp624,33 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7085/7070 dan resistance 7130/7160. Stock pick: BBCA, BRIS, CPIN, JPFA, JSMR, TPIA, BRPT, PGEO, INDF, ICBP, KLBF, JSMR

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