Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup menguat, namun selama sepekan lalu indeks ditutup melemah. Sentimen pasar mix di tengah harapan The Fed akan segera memperlambat laju kenaikan suku bunganya karena data inflasi Oktober menunjukkan inflasi mulai melemah. Namun pernyataan beberapa pejabat The Fed yang mengindikasikan The Fed masih akan menerapkan kenaikan suku bunga secara agresif untuk menurun inflasi, kembali menjadi faktor negatif di pasar karena kekhawatiran akan terjadinya resesi ekonomi. Sementara itu harga minyak mentah melemah karena kekhawatiran akan turunnya permintaan dari China serta berlanjutnya kenaikan suku bunga The Fed. Harga emas juga melemah akibat prospek masih berlanjutnya kenaikan suku bunga The Fed. Data ekonomi AS yang akan dirilis pada pekan ini diantaranya initial claims, durable orders dan new home sales.

IHSG pada perdagangan Jumat 18 November 2022 ditutup menguat 0,53% pada level 7082. Saham sektor consumer cyclical membukukan penguatan terbesar, sedangkan saham sektor transportasi mengalami koreksi terbesar. Investor asing net buy Rp667,94 miliar termasuk transaksi di pasar non regular. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7025/6965 dan resistance 7105/7128. Stock pick: BMRI, BBNI, BBCA, ADRO, PTBA, MYOR, INTP, SMGR

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