Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat. Saham-saham sektor teknologi dan saham berkapitalisasi besar membukukan kenaikan. Sebelumnya indeks sempat melemah akibat data inflasi inti yang di atas estimasi, sehingga menipiskan harapan investor bahwa The Fed akan menurunkan suku bunga sebanyak 0,5% pada pertemuan pekan depan. Data inflasi Agustus tercatat sebesar 0,2% mom dan 2,5% yoy, yang merupakan level terendah sejak Februari 2021. Namun untuk inflasi inti tercatat sebesar 0,3% mom, lebih tinggi dari perkiraan 0,2% mom. Sehingga untuk inflasi inti tahunan sebesar 3,2% yoy, sesuai dengan perkiraan.

IHSG pada perdagangan Rabu 11 September 2024 ditutup melemah 0,006% pada level 7760. Saham sektor consumer cyclical mengalami koreksi terbesar, sedangkan saham sektor teknologi membukukan penguatan terbesar. Investor asing mencatatkan net buy Rp231,02 miliar termasuk transaksi di pasar non regular. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7730/7700 dan resistance 7780/7800. Stock pick: BBCA, BMRI, BBTN, BRIS, DRMA, BRPT, BREN, INDF, ICBP, AKRA, ASII, TLKM

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