Market Review and Prediction

Indeks di bursa Wall Street pada perdagangan Senin kemarin ditutup mix di mana indeks Dow Jones dan S&P500 ditutup menguat, sedangkan Nasdaq Composite ditutup di teritori negatif. Indeks Dow Jones menguat pada level tertinggi baru mengantipasi penurunan suku bunga The Fed untuk pertama kalinya sejak tahun 2020 pada pertemuan Selasa-Rabu waktu AS pekan ini. Namun koreksi pada saham sektor teknologi mendorong penguatan turunnya Nasdaq Composite. Sementara itu prospek penurunan suku bunga The Fed juga mendorong kenaikan pada harga minyak mentah dan emas.

Pada akhir pekan lalu indeks di bursa Wall Street ditutup menguat menjelang pertemuan The Fed pada pekan ini. Pasar mengantisipasi penurunan suku bunga The Fed sebesar 0,25% dari level 5,25%-5,5% pada pertemuan Selasa dan Rabu waktu AS pekan ini. Sementara itu data ekonomi AS yang akan dirilis pada pekan ini diantaranya retail sales, housing starts, building permits, existing home sales dan initial claims. Sedangkan dari domestic, data ekonomi yang akan dirilis diantaranya neraca perdagangan dan Rapat Dewan Gubernur BI.

IHSG pada perdagangan Jumat 13 September 2024 ditutup menguat 0,18% pada level 7812. Saham sektor teknologi membukukan penguatan terbesar, sedangkan saham sektor energi mengalami koreksi terbesar. Investor asing mencatatkan net buy Rp17,954 triliun termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7780/7760 dan resistance 7840/7860. Stock pick: BBRI, ASII, UNTR, PTBA, INDY, BUMI, ADMR, SSIA, ASRI, EMTK, TLKM, EXCL

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