Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah pada akhir pekan lalu. Sentimen negatif antara lain masih berasal dari sinyal The Fed yang masih akan mempertahankan suku bunga tinggi lebih lama dari perkiraan sebelumnya serta kenaikan yield obligasi pemerintah AS. Meskipun yield US-Treasury kemudian mengalami penurunan dari level tertinggi pekan lalu, namun masih berada pada level tinggi. Sentimen negatif juga berasal dari potensi government shutdown yang dapat berdampak terhadap penurunan keyakinan konsumen dan pertumbuhan ekonomi AS. Data ekonomi AS yang akan dirilis pada pekan ini diantaranya indeks harga rumah, consumer confidence, new home sales dan indeks PCE prices.

IHSG pada perdagangan Jumat 22 September 2023 ditutup menguat 0,36% pada level 7016. Saham sektor infrastruktur membukukan kenaikan terbesar, sedangkan saham sektor consumer cyclical mengalami koreksi terbesar. Investor asing mencatatkan net buy Rp314,19 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6985/6970 dan resistance 7030/7050. Stock pick: BBNI, BBRI, EXCL, TLKM, ISAT, ADRO, PGEO, ICBP, INDF, CPIN, JPFA

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