Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah akibat data inflasi tingkat produsen yang di atas perkiraan. Indeks PPI bulan Februari tercatat sebesar 0,6% mom, di atas estimasi yang sebesar 0,3% mom. Sedangkan indeks PPI inti sebesar 0,3% mom, di atas perkiraan yang sebesar 0,2% mom. Data inflasi tersebut mendorong kenaikan yield US-Treasury dengan tenor 10 tahun pada level 4,29%, naik 10 basis poin. Sementara itu harga minyak mentah berlanjut menguat, ditopang oleh penurunan cadangan minyak AS serta potensi terganggunya suplay akibat serangan Ukraina ke kilang minyak Rusia. Sedangkan harga emas melemah seiring dengan penguatan dollar AS dan yield US-Treasury.

IHSG pada perdagangan Kamis 14 Maret 2024 ditutup menguat 0,16% pada level 7433. Saham sektor energi membukukan penguatan terbesar, sedangkan saham sektor basic materials mengalami koreksi terbesar. Investor asing mencatatkan net buy Rp1,927 triliun termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7400/7365 dan resistance 7450/7470. Stock pick: BMRI, BBTN, BBCA, ANTM, INCO, ISAT, TLKM, ASII, AMMN, MEDC

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