Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup menguat didorong oleh penguatan pada saham perbankan yang telah tertekan serta penguatan saham Apple setelah merilis laporan keuangan yang lebih baik dari estimasi. Indeks menguat meskipun data pasar tenaga kerja AS lebih baik dari perkiraan. Data nonfarm payrolls bulan April menunjukkan penyerapan tenaga kerja sebanyak 253 ribu orang, lebih banyak dari perkiraan yang sebesar 180 ribu orang. Tingkat pengangguran turun pada level 3,4%. Data tenaga kerja yang lebih baik dari perkiraan ini mendorong koreksi harga emas yang sebelumnya menguat karena ekspektasi The Fed akan segera menghentikan program kenaikan suku bunganya. Sedangkan harga minyak mentah rebound setelah beberapa hari mengalami tekanan karena kekhawatiran akan penurunan permintaan karena pertumbuhan ekonomi yang melambat.

Data ekonomi AS yang akan dirilis pada pekan ini diantaranya CPI, PPI dan initial claims. Dari domestik, pada pekan ini dijadwalkan akan dirilis data cadangan devisa bulan April 2023.

IHSG pada perdagangan Jumat 5 Mei 2023 ditutup melemah 0,82% pada level 6787. Saham sektor industri mengalami koreksi terbesar, sedangkan saham sektor transportasi membukukan penguatan terbesar. Investor asing mencatatkan net sell Rp337,17 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6730/6700 dan resistance 6800/6850. Stock pick: BBRI, BBCA, BRIS, INDF, ICBP, TLKM, UNVR, KLBF, MYOR

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