Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah setelah data penjualan rumah dan indeks keyakinan konsumen memicu kekhawatiran investor akan prospek ekonomi AS. Penjualan rumah baru pada bulan Agustus turun 8,7% mom mencapai 675 ribu, lebih rendah dari estimasi yang sebanyak 695 ribu atau turun 2,7% mom. Indeks keyakinan konsumen AS turun pada level 103 di bulan September dari bulan sebelumnya 108,7, serta lebih rendah dari perkiraan 105,5. Menambah sentimen negatif di pasar, CEO JP Morgan memperingatkan suku bunga mungkin dqpat naik lagi dalam rangka meredam inflasi. Pasar juga masih menantikan negosiasi anggaran belanja pemerintah, yang dapat berakibat government shutdown pada 1 Oktober jika kongres belum menyetujui anggaran belanja. Sementara itu harga minyak mentah rebound dipicu oleh kekhawatiran akan ketatnya suplay. Sedangkan harga emas melemah akibat kenaikan dollar AS dan yield US-Treasury.

IHSG pada perdagangan Selasa 26 September 2023 ditutup melemah 1,07% pada level 6923. Saham sektor basic material mengalami koreksi terbesar, sedangkan saham sektor consumer noncyclical membukukan penguatan terbesar. Investor asing mencatatkan net sell Rp658,75 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6900/6870 dan resistance 6940/6968. Stock pick: BMRI, BBNI, MYOR, CPIN, JPFA, BRIS, ASII, AUTO, DRMA

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