Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah cukup signifikan akibat penguatan pada harga minyak mentah dan kenaikan yield US-Treasury. Harga minyak mentah menguat karena ketegangan di Timur Tengah masih tinggi. Pasar menantikan serangan balasan Israel ke Iran yang dikhawatirkan dapat mengganggu suplay minyak mentah dari Iran. Sementara itu yield US-Treasury dengan tenor 10 tahun juga naik pada level 4,02%. Ini yang pertama kalinya yield US-Treasury tenor 10 tahun naik di atas level 4% sejak bulan Agustus. Pada pekan ini pasar akan menantikan FOMC minutes, data inflasi, serta dimulainya earning season triwulan III 2024.

IHSG pada perdagangan Senin 8 Oktober 2024 ditutup menguat 0,11% pada level 7504. Saham sektor teknologi membukukan penguatan terbesar, sedangkan saham sektor industri mengalami koreksi terbesar. Investor asing mencatatkan net sell Rp796,21 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7470/7450 dan resistance 7540/7570. Stock pick: BBTN, CPIN, JPFA, PTBA, ADRO, INDY, INCO, ANTM, INDF, SMRA

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