Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu kembali ditutup melemah akibat koreksi saham-saham perbankan di tengah kekhawatiran akan gejolak sektor perbankan AS. Saham First Republic mengalami penurunan tajam setelah sehari sebelumnya menguat karena mendapatkan bantuan dari sejumlah bank besar di AS. Harga minyak mentah berlanjut melemah pada level terendah selama 15 bulan terakhir akibat kekhawatiran akan dampak krisis perbankan terhadap perlambatan ekonomi dan penurunan permintaan minyak mentah. Sebaliknya harga emas menguat tajam karena kenaikan permintaan akan investasi yang lebih aman serta ekspektasi The Fed akan lebih lunak dalam memperketat kebijakan moneternya karena adanya krisis perbankan akhir-akhir ini. Pada pekan ini pasar akan mencermati pertemuan The Fed pada 21-22 Maret 2023. Data ekonomi AS yang akan dirilis pada pekan ini diantaranya existing home sales, initial claims dan new home sales.

IHSG pada perdagangan Jumat 17 Maret 2023 ditutup menguat 1,71% pada level 6678. Saham sektor energi membukukan penguatan terbesar, sedangkan saham sektor teknologi menjadi satu-satunya sektor yang melemah. Investor asing mencatatkan net buy Rp1,008 triliun termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6600/6565 dan resistance 6700/6725. Stock pick: BBRI, BMRI, BBNI, BBCA, BBTN, TLKM, ISAT, ASII, TPIA, ICBP, INDF, KLBF, INCO, PTBA, ADRO, ADMR

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