Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup mix, dimana indeks Dow Jones ditutup menguat sedangkan indeks S&P500 dan Nasdaq Composite ditutup di teritori negatif. Faktor positif antara lain harapan bahwa The Fed akan mengurangi laju kenaikan suku bunganya mulai Desember mendatang serta beberapa laporan keuangan emiten ritel yang masih cukup solid di tengah kekhawatiran pelemahan ekonomi. Namun sentiment negatif antara lain berasal dari berlanjutnya pembatasan aktivitas ekonomi di China akibat kenaikan kasus Covid-19. Pada pekan ini pasar akan kembali mencermati komentar dari beberapa pejabat The Fed mengenai prospek kebijakan moneter The Fed selanjutnya serta perkembangan data indikator ekonomi.

Data ekonomi AS yang akan dirilis pada pekan ini diantaranya consumer confidence, ADP Employment change, personal income, personal spending, PCE prices, ISM manufacturing index, nonfarm payrolls dan unemployment rate. Dari domestik, akan dirilis indeks PMI manufaktur dan inflasi bulan November.

IHSG pada perdagangan Jumat 25 November 2022 ditutup melemah 0,39% pada level 7053. Saham sektor energi mengalami koreksi terbesar, sedangkan saham sektor consumer cyclicals membukukan kenaikan terbesar. Investor asing net sell Rp1,07 miliar termasuk transaksi di pasar non regular. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7000/6965 dan resistance 7090/7128. Stock pick: BBRI, ASII, TLKM, ICBP, SMGR, INTP

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