Market Review and Prediction

Indeks di bursa Wall Street berlanjut menguat setelah yield US-Treasury dengan tenor 10 tahun turun di bawah 4%, menyusul indikasi penurunan suku bunga oleh The Fed pada tahun depan dan berikutnya. Data penjualan ritel yang di atas estimasi juga mendorong optimisme pasar akan ekonomi AS yang mengalami soft landing setelah tren kenaikan suku bunga namun ekonomi AS tidak mengalami resesi. Sementara itu ECB juga mempertahankan suku bunga tetap untuk kedua kalinya. Harga minyak mentah dan emas berlanjut menguat seiring dengan pelemahan dollar AS dan yield US-Treasury.

IHSG pada perdagangan Kamis 14 Desember 2023 ditutup menguat 1,42% pada level 7176. Saham sektor teknologi membukukan penguatan terbesar, sedangkan saham sektor infrastruktur mengalami koreksi terbesar. Investor asing mencatatkan net buy Rp2,315 triliun termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7135/7080 dan resistance 7200/7250. Stock pick: BBRI, BMRI, BBNI, BBTN, BBCA, TLKM, ISAT, PGEO, INDF, UNVR, CPIN, AMRT, UNTR, ASII, MEDC, ADMR

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