Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat signifikan, yang terutama dikontribusikan oleh penguatan pada saham sektor teknologi. Penurunan yield US-Treasury mendorong investor melakukan aksi beli pada saham sektor teknologi setelah mengalami koreksi pada pekan lalu. Sebelumnya indeks Dow Jones sempat melemah akibat tekanan jual pada saham Boeing. Pasar menantikan data inflasi pada pekan ini untuk mencari indikasi kapan The Fed akan mulai menurunkan suku bunga. Sementara itu harga minyak mentah melemah setelah Arab Saudi menurunkan harga jual minyak mentah kepada pelanggan Asia sebesar USD 2 / barel. Penurunan harga tersebut disebabkan oleh pelemahan pasar yang terus berlangsung karena naiknya produksi minyak AS serta melemahnya permintaan dari China.

IHSG pada perdagangan Senin 8 Januari 2024 ditutup melemah 0,91% pada level 7283. Saham sektor basic materials mengalami koreksi terbesar, sedangkan saham sektor properti membukukan penguatan terbesar. Investor asing mencatatkan net buy Rp840,64 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7260/7230 dan resistance 7320/7350. Stock pick: BRIS, BBCA, CTRA, SMRA, KLBF, MIKA, BDMN, JSMR

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