Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat signifikan setelah kemenangan Donald Trump pada pemilu AS tahun 2024 sebagai Presiden AS ke 47. Kemenangan Trump direspon positif di Wall Street karena Trump mendukung penurunan pajak perusahaan, deregulasi dan kebijakan yang pro pertumbuhan domestik AS. Indeks dollar AS menguat pada level tertinggi sejak Juli, karena ekspektasi kebijakan tarif terhadap mitra dagang AS akan mendorong kenaikan dollar AS. Yield US-Treasury dengan tenor 10 tahun naik pada level 4,43%, karena spekulasi adanya usulan pemangkasan pajak dan kenaikan belanja pemerintah AS akan mendorong pertumbuhan ekonomi AS, namun juga akan memperlebar defisit fiskal serta membangkitkan kembali inflasi. Harga emas melemah akibat kenaikan yield US-Treasury dan dollar AS.

IHSG pada perdagangan Rabu 6 November 2024 ditutup melemah 1,44% pada level 7383. Saham sektor teknologi mengalami koreksi terbesar, sedangkan saham industri mengalami penguatan terbesar. Investor asing mencatatkan net sell Rp1,15 triliun termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7350/7285 dan resistance 7415/7480. Stock pick : ASII, UNTR, AUTO, ANTM, MBMA, MYOR, SMGR

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