Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat, melanjutkan reli dari kenaikan indeks pada akhir pekan lalu. Investor menantikan dirilisnya laporan keuangan dari beberapa emiten teknologi besar, seperti Alphabet dan Microsoft pada hari Selasa serta Apple dan Amazon pada hari Kamis. Yield US-Treasury dengan tenor 10 tahun menguat pada level 4,25% setelah sebelumnya sempat melemah. Sedangkan yield US-Treasury dengan tenor dua tahun pada level 4,52%. Sementara itu harga minyak mentah bergerak fluktuatif cenderung melemah di tengah sentimen belum meningkatnya permintaan dari China serta penguatan dollar AS. Namun melemahnya data aktivitas bisnis di AS mengurangi ekspektasi kenaikan suku bunga The Fed yang lebih agresif, sehingga membatasi pelemahan harga minyak mentah. Sedangkan harga emas melemah akibat kenaikan dollar AS dan yield obligasi pemerintah AS.

IHSG pada perdagangan Senin 24 Oktober 2022 ditutup menguat 0,50% pada level 7053. Saham sektor keuangan membukukan penguatan terbesar, sedangkan saham sektor teknologi mengalami koreksi terbesar. Investor asing net buy Rp1,396 triliun termasuk transaksi di pasar non regular. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7025/6986 dan resistance 7100/7135. Stock pick: BBNI, BBCA, BBRI, BBTN, BRIS, TLKM, ASII, PGAS

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