Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat yang dipicu oleh harapan akan penurunan suku bunga The Fed tahun ini setelah data nonfarm payrolls bulan April lebih rendah dari perkiraan. Selain itu adanya berita mengenai usulan genjatan senjata di Timur Tengah juga menjadi faktor positif di awal perdagangan. Laporan keuangan beberapa emiten juga mendorong penguatan indeks. Sementara itu harga minyak mentah menguat dipicu oleh ketidakjelasan gencatan senjata antara Israel-Hamas serta Arab Saudi menaikkan harga minyak mentah untuk pengiriman ke Asia selama tiga bulan berturut-turut. Sedangkan harga emas menguat karena pelemahan dollar AS serta harapan penurunan suku bunga The Fed pada tahun ini.

Data pertumbuhan ekonomi Indonesia pada Q1/2024 tercatat sebesar -0,83% QoQ dan +5,11% YoY, meskipun lebih rendah dari Q4/2023 karena memang siklusnya, namun lebih tinggi dibandingkan perkiraan yang masing-masing sebesar -0,89% QoQ dan +5% YoY.

IHSG pada perdagangan Senin 6 Mei 2024 ditutup menguat 0,02% pada level 7135. Saham sektor properti membukukan penguatan terbesar, sedangkan saham sektor industri mengalami koreksi terbesar. Investor asing mencatatkan net sell Rp1,179 triliun termasuk transaksi di pasar non regular. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7100/7070 dan resistance 7165/7180. Stock pick: BRIS, BBCA, PGEO, TKIM, ASSA, HRUM, JSMR, BSDE, CTRA, SSIA, ADRO, INDY

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