Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup mix, dimana indeks Dow Jones dan indeks S&P500 ditutup menguat, sedangkan Nasdaq Composite ditutup melemah tipis. Saham-saham peritel besar menguat terbatas seiring dengan Black Friday yaitu dimulainya musim belanja liburan. Yield US-Treasury mengalami penurunan. Sementara itu harga minyak mentah mengalami koreksi di tengah penantian akan pertemuan OPEC+ pada akhir bulan ini serta proyeksi melemahnya permintaan minyak mentah. Sedangkann harga emas menguat karena pelemahan dollar AS.

Data ekonomi AS yang akan dirilis pada pekan ini diantaranya new home sales, indeks harga rumah, consumer confidence, personal income, personal spending, PCE prices dan indeks ISM manufacturing. Dari domestik, data ekonomi yang akan dirilis diantaranya indeks PMI manufactur dan inflasi November 2023.

IHSG pada perdagangan Jumat 24 November 2023 ditutup menguat 0,075% pada level 7009. Saham sektor teknologi membukukan kenaikan terbesar, sebaliknya saham infrastruktur mengalami penurunan terbesar. Investor asing mencatatkan net buy Rp943,48 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6985/6965 dan resistance 7050/7090. Stock pick: BBRI, BBNI, BBCA, BRIS, BBTN, BBYB, AGRO, ASII, EMTK, ICBP, BSDE, HMSP

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