Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat di tengah investor menantikan pertemuan The Fed dan data inflasi. Pasar mengantisipasi The Fed akan menaikkan suku bunga sebesar 0,5%, lebih rendah dari sebelumnya dimana The Fed telah menaikkan suku bunga sebesar 0,75% selama empat pertemuan berturut-turut. Kenaikan saham sektor energi seiring dengan kenaikan harga minyak mentah juga menjadi pendorong penguatan indeks. Pasar juga optimis data inflasi November akan mengalami penurunan dibandingkan bulan sebelumnya. Nanti malam akan dirilis data inflasi AS bulan November, bersamaan dengan dimulainya pertemuan dua hari The Fed. Pada hari Rabu waktu AS, pasar akan menantikan pengumuman hasil pertemuan The Fed dan proyeksi data ekonomi oleh The Fed. Sementara itu harga minyak mentah menguat setelah diberitakan pipa distribusi minyak ke AS ditutup dan Rusia mengancam akan memangkas produksi minyaknya, di tengah China yang melonggarkan aktivitas ekonominya sehingga dapat memicu kenaikan permintaan.

IHSG pada perdagangan Senin 12 Desember 2022 ditutup menguat 0,29% pada level 6734. Saham sektor konsumer noncyclical membukukan kenaikan terbesar, sedangkan saham sektor teknologi mengalami koreksi terbesar. Investor asing net sell Rp1,547 triliun, termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6685/6640 dan resistance 6770/6800. Stock pick: BBRI, BMRI, BBCA, ADRO, PTBA, HRUM, INDF, ICBP

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