Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat yang antara lain dipicu oleh harga minyak mentah yang berlanjut melemah di bawah USD100/barel, serta data inflasi PPI yang sedikit di bawah perkiraan. Pasar masih mencermati perkembangan negosiasi gencatan senjata Rusia-Ukraina serta lockdown di China yang dapat berimbas pada gangguan jaringan suplay. Pasar juga mengantisipasi hasil pertemuan The Fed yang diperkirakan akan mulai menaikkan suku bunga untuk pertama kalinya sejak tahun 2018. Pasar sebelumnya mengantisipasi kenaikan suku bunga The Fed sebanyak tujuh kali pada tahun ini. Dengan penurunan harga komoditas selama beberapa hari terakhir ini, meredakan kekhawatiran pasar akan laju inflasi yang semakin tinggi. Data PPI bulan Februari sebesar 0,8% mom, sedikit lebih rendah dari perkiraan 0,9%. Data core PPI sebesar 0,2% mom, lebih rendah dari perkiraan 0,6% mom.

IHSG pada perdagangan Selasa 15 Maret 2022 ditutup melemah 0,49% pada level 6918. Semua sektor melemah dengan kontribusi pelemahan terbesar pada sektor transportasi. Investor asing net buy Rp3,205 triliun, termasuk transaksi di pasar negosiasi atas saham BSIM dengan net buy asing Rp326,34 miliar. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6860/6830 dan resistance 6996/7050. Stock pick: BBRI, BBCA, ASII, TLKM, ADRO, PTBA, ITMG, AKRA

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