Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup mix, di mana indeks Dow Jones ditutup menguat sedangkan indeks S&P500 dan Nasdaq Composite ditutup melemah. Kekhawatiran akan meningkatnya eskalasi konflik di Timur Tengah telah mendorong kenaikan harga minyak mentah, emas dan obligasi. Harga minyak mentah meningkat tajam sehingga menimbulkan kekhawatiran akan meningkatnya inflasi. Di lain pihak, meningkatnya ketidakpastian mendorong kenaikan permintaan akan investasi yang dianggap lebih aman seperti emas dan obligasi pemerintah.

Data ekonomi AS yang akan dirilis pada pekan ini diantaranya retail sales, housing starts, building permits, initial claims dan existing home sales. Sedangkan dari domestik, data ekonomi domestik yang akan dirilis diantaranya neraca perdagangan dan pertumbuhan kredit. Pasar juga menantikan pertemuan RDG Bank Indonesia pada Rabu-Kamis pekan ini, dimana menurut konsensus diperkirakan BI masih akan mempertahankan suku bunga acuan pada level 5,75%.

IHSG pada perdagangan Jumat 13 Oktober 2023 ditutup melemah 0,12% pada level 6926. Saham sektor teknologi mengalami koreksi terbesar, sedangkan saham sektor infrastruktur membukukan penguatan terbesar. Investor asing mencatatkan net buy Rp149,44 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6900/6875 dan resistance 6950/6970. Stock pick: BBRI, BMRI, BBTN, BBCA, JSMR, TLKM, ICBP, MEDC, AKRA, ADRO, MDKA

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