Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup menguat moderat. Indeks mengalami reli di tengah optimisme menantikan data inflasi dan pertemuan The Fed pada pekan ini. Sentimen positif antara lain berasal dari terhindarnya AS dari gagal bayar setelah dinaikkannya plafon utang AS, data ekonomi AS yang masih cukup kuat dan tidak adanya tanda-tanda mengarah ke resesi ekonomi, indikasi pasar tenaga kerja yang tidak seketat sebelumnya, serta ekspekasi The Fed tidak akan menaikkan suku bunga pada pertemuan pekan ini.

Pada pekan ini pasar akan mencermati hasil pertemuan The Fed pada Selasa-Rabu waktu AS. Selain itu pasar juga akan mencermati data ekonomi AS yang akan dirilis pada pekan ini, yaitu diantaranya CPI, PPI, retail sales dan initial claims. Dari domestik, data ekonomi yang akan dirilis diantaranya indeks keyakinan konsumen, penjualan ritel, penjualan mobil dan neraca perdagangan.

IHSG pada perdagangan Jumat 9 Juni 2023 ditutup menguat 0,41% pada level 6694. Saham sektor properti membukukan penguatan terbesar, sedangkan saham sektor basic materials mengalami koreksi terbesar. Investor asing mencatatkan net sell Rp287,57 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6660/6640 dan resistance 6730/6755. Stock pick: BMRI, BBNI, TLKM, ISAT, PTBA, UNVR, CPIN, JPFA, INKP, TKIM, MYOR, BSDE

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