Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup menguat setelah bergerak fluktuatif. Pasar sempat diliputi oleh sentimen negatif kekhawatiran akan krisis perbankan yang menular ke Deutsche Bank setelah CDS (biaya asuransi) utang bank tersebut melonjak pada level tertinggi selama empat tahun terakhir karena kekhawatiran potensi gagal bayar obligasi bank itu senilai USD1,5 miliar yang akan ditebus kembali. Hal ini mengindikasikan pasar masih cemas dengan kestabilan sistem perbankan di AS dan Eropa. Sementara itu pasar juga masih mencerna kebijakan moneter The Fed yang tetap menaikkan suku bunga pada pekan lalu, namun juga mengindikasikan tren kenaikan suku bunga akan segera berakhir. Chairman The Fed Jerome Powell menyatakan bahwa kondisi kredit menjadi ketat yang dapat menjadi tekanan bagi ekonomi. Menteri Keuangan AS Janet Yellen menyatakan bahwa otoritas akan mempersiapkan langkah lebih lanjut jika diperlukan untuk menstabilkan perbankan AS. Pada pekan ini data ekonomi AS yang akan dirilis diantaranya indeks harga rumah, consumer confidence, personal income, personal spending dan indeks PCE prices.

IHSG pada perdagangan Jumat 24 Maret 2023 ditutup menguat 1,06% pada level 6762. Saham sektor teknologi membukukan penguatan terbesar, sedangkan saham sektor infrastruktur mengalami koreksi terbesar. Investor asing mencatatkan net buy Rp207,10 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6720/6690 dan resistance 6785/6820. Stock pick: BBNI, BBCA, BBRI, ISAT, ASII, ICBP, INDF, SMGR, INCO, TINS

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