Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah. Koreksi terbesar pada saham sektor teknologi yang dipicu oleh kecemasan naiknya yield obligasi pemerintah AS akibat kekhawatiran bahwa The Fed masih akan menaikkan suku bunga setelah data nonfarm payrolls yang dirilis akhir pekan lalu menunjukkan penyerapan tenaga kerja yang jauh lebih banyak dari perkiraan. Yield US-Treasury dengan tenor 10 tahun naik 11 basis poin pada level 3,64% dan tenor 2 tahun naik 18 basis poin pada level 4,48%. Dollar AS juga mengalami kenaikan. Pasar akan mencermati komentar Chairman The Fed Jerome Powell mengenai ekonomi pada hari ini. Sementara itu harga minyak mentah rebound karena harapan kenaikan permintaan dari China. Sedangkan harga emas juga rebound meskipun yield obligasi dan dollar AS menguat.

IHSG pada perdagangan Senin 6 Februari 2023 ditutup melemah 0,55% pada level 6873. Saham sektor teknologi mengalami penurunan terbesar, sedangkan saham sektor transportasi membukukan penguatan terbesar. Investor asing net buy Rp728,46 miliar, termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6835/6800 dan resistance 6925/6950. Stock pick: BBCA, BMRI, TLKM, EXCL, PGAS, INDF, ADMR, ADRO, UNVR

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