Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah setelah dirilisnya Fed minutes yang tidak mengindikasikan The Fed akan memangkas suku bunga dalam waktu dekat. Dalam minutes pada pertemuan The Fed awal November lalu, The Fed mengindikasikan bahwa kebijakannya harus tetap ketat di tengah kekhawatiran bahwa inflasi akan sulit turun atau bahkan semakin tinggi. The Fed mempertahankan suku bunga acuan pada 5,25% hingga 5,5% pada pertemuan 31 Oktober- 1 November lalu. Pasar memprediksi The Fed juga tidak akan menaikkan suku bunga pada pertemuan Desember serta berpotensi mulai menurunkan suku bunga pada Mei. Sementara itu data existing home sales bulan Oktober turun 14,6% yoy. Harga minyak mentah cenderung stagnan menjelang pertemuan OPEC+ pada hari Minggu. Harga emas menguat seiring dengan pelemahan dollar AS.

IHSG pada perdagangan Selasa 21 November 2023 ditutup melemah 0,47% pada level 6961. Saham sektor infrastruktur mengalami koreksi terbesar, sedangkan saham sektor teknologi membukukan kenaikan terbesar. Investor asing mencatatkan net sell Rp338,28 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6930/6900 dan resistance 6985/7010. Stock pick: BMRI, BBNI, TLKM, SMRA, ADRO, ADMR, UNVR, SRTG, MDKA

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