Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup melemah seiring dengan kekhawatiran akan resesi ekonomi di tengah tren kenaikan suku bunga The Fed yang masih akan berlanjut. Selama sepekan indeks juga mengalami koreksi selama dua pekan berturut-turut. Pelemahan indeks pada pekan lalu terutama dipicu oleh hasil pertemuan The Fed yang menaikkan suku bunga sebesar 0,5% sesuai dengan perkiraan pasar sebelumnya, namun mengindikasikan akan melanjutkan kenaikan suku bunga hingga level 5,1% pada tahun 2023 yang di atas estimasi sebelumnya yang berada di level 4,6%.

Data ekonomi AS yang akan dirilis pada pekan ini diantaranya housing starts, building permits, existing home sales, new home sales, personal income, personal spending dan PCE prices. Dari domestik pasar akan menantikan hasil RDG Bank Indonesia pada hari Kamis yang diperkirakan akan menaikkan suku bunga sebesar 0,25% pada level 5,5%.

IHSG pada perdagangan Jumat 16 Desember 2022 ditutup menguat 0,89% pada level 6812. Saham sektor basic materials membukukan penguatan terbesar, sedangkan saham sektor consumer cyclical mengalami koreksi terbesar. Investor asing net sell Rp182,94 miliar, termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6775/6737 dan resistance 6850/6880. Stock pick: BMRI, BBNI, BBRI, ICBP, UNVR, ADMR, ADRO, PTBA, INCO, ANTM, TINS, ISAT

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