Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat dengan indeks Dow Jones serta indeks S&P500 menyentuh rekor tertinggi baru lagi. Indeks Dow Jones ditutup menguat di atas level 43.000 untuk pertama kalinya. Pasar optimis menyambut earning season triwulan III 2024 yang telah dimulai pada akhir pekan lalu. Beberapa emiten yang dijadwalkan akan merilis laporan keuangan pada pekan ini diantaranya Bank of America, Goldman Sachs, Johnson & Johnson, Morgan Stanley, United Airlines dan Netflix. Meskipun indeks ditutup menguat, namun pasar masih dibayangi oleh kekhawatiran menjelang pemilihan presiden AS pada 5 November mendatang, kenaikan yield US-Treasury, ketidakpastian penurunan suku bunga The Fed selanjutnya, serta ketegangan geopolitik di Timur Tengah. Sementara itu harga minyak mentah melemah setelah OPEC menurunkan proyeksi permintaan minyak mentah tahun ini untuk yang ketiga kalinya berturut-turut. OPEC menurunkan proyeksi pertumbuhan permintaan minyak mentah tahun ini menjadi 1,9 juta bpd dari perkiraan sebelumnya 2 juta bpd. Untuk tahun 2025, OPEC memperkirakan pertumbuhan permintaan minyak mentah sebesar 1,6 juta bpd dari perkiraan sebelumnya 1,7 juta bpd. Harga emas juga melemah akibat penguatan dollar AS.

IHSG pada perdagangan Senin 14 Oktober 2024 ditutup menguat 0,52% pada level 7559. Saham sektor teknologi membukukan penguatan terbesar, sebaliknya saham sektor infrastruktur mengalami koreksi terbesar. Investor asing mencatatkan net sell Rp295,93 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7530/7500 dan resistance 7595/7640. Stock pick: BBTN, BBNI, PTBA, ADRO, HRUM, INDY, AALI, TAPG, INDF, ICBP, MYOR, JPFA, ANTM, INCO

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