Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah yang antara lain dipicu oleh kenaikan yield US-Treasury di atas level 4%. Kenaikan yield obligasi ini setelah seorang pejabat The Fed mengindikasikan penurunan suku bunga The Fed akan lebih lambat dari perkiraan sebelumnya. Koreksi signifikan pada saham Boeing juga mendorong pelemahan indeks Dow Jones. Sementara itu beberapa bank merilis kinerja keuangan yang variatif. Harga minyak mentah dan emas melemah akibat kenaikan yield obligasi dan penguatan dollar AS. Pasar menantikan data penjualan ritel dan kelanjutan earning season.

IHSG pada perdagangan Selasa 16 Januari 2024 ditutup menguat 0,26% pada level 7242. Saham sektor consumer cyclical membukukan penguatan terbesar, sedangkan saham sektor kesehatan mengalami koreksi terbesar. Investor asing mencatatkan net buy Rp1,628 triliun termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7225/7200 dan resistance 7280/7310. Stock pick: PGEO, ELSA, PGAS, TPIA, TLKM, PTBA

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