Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah signifikan di tengah perdagangan yang fluktuatif dipicu oleh beberapa data ekonomi yang menunjukkan prospek ekonomi AS yang lebih suram. Beberapa data ekonomi AS yang dirilis kemarin variatif. Data initial claims lebih baik dari estimasi, namun harga barang impor mengalami penurunan yang lebih sedikit dari perkiraan. Penjualan ritel di atas estimasi, namun penjualan di luar otomotif justru mengalami penurunan. Data manufaktur juga menunjukkan pelemahan ekonomi. Sementara itu harga minyak mentah melemah akibat penguatan dollar AS dan kekhawatiran akan turunnya permintaan. Harga emas juga melemah di tengah kenaikan yield US-Treasury dan dollar AS karena ekspektasi kenaikan suku bunga The Fed yang agresif masih akan berlanjut.

IHSG pada perdagangan Kamis 15 September 2022 ditutup menguat 0,38% pada level 7305. Saham sektor properti membukukan penguatan terbesar, sedangkan saham sektor teknologi mengalami koreksi terbesar. Investor asing net sell Rp3,978 triliun termasuk transaksi di pasar non regular dengan net sell asing sekitar Rp5,9 triliun, sehingga di pasar regular investor asing melakukan net buy sekitar Rp1,92 triliun. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7280/7250 dan resistance 7345/7380. Stock pick: BMRI, BBCA, BBRI, BBNI, BBTN, PTBA, INDY, PGAS, MEDC, JSMR

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