Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup menguat signifikan seiring dengan yield US-Treasury yang cenderung stagnan setelah sehari sebelumnya naik karena pernyataan Chairman The Fed bahwa kenaikan suku bunga belum berakhir. Namun sehari setelahnya, beberapa pejabat The Fed berkomentar yang lebih lunak mengenai kebijakan suku bunga The Fed. Sementara itu harga minyak mentah rebound, namun harga emas melemah.

Data ekonomi AS yang akan dirilis pada pekan ini diantaranya CPI, retail sales, PPI, industrial production, housing starts dan building permits. Sedangkan dari domestik akan dirilis data ekonomi diantaranya neraca perdagangan dan transaksi berjalan. Selain itu akan diumumkan review indeks MSCI November pada 14 November pukul 11.00 pm CET/Central European Time (15 November 05.00 WIB).

IHSG pada perdagangan Jumat 10 November 2023 ditutup melemah 0,42% pada level 6809. Saham sektor properti mengalami koreksi terbesar, sedangkan saham sektor transportasi membukukan kenaikan terbesar. Investor asing mencatatkan net sell Rp705,32 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6780/6750 dan resistance 6850/6870. Stock pick: TLKM, EXCL, BRPT, ACES, ICBP, INKP, TKIM, ADRO, ADMR

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