Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup menguat dipicu oleh penguatan pada saham sektor teknologi setelah Alphabet dan Microsoft merilis laporan keuangan yang lebih baik dari estimasi. Indeks PCE price di luar energi dan makanan pada bulan Maret naik 2,8% yoy, sama seperti bulan sebelumnya, namun sedikit di atas perkiraan yang sebesar 2,7% yoy. Pada pekan ini pasar akan menantikan hasil pertemuan The Fed pada Selasa-Rabu waktu AS. Pasar juga menantikan kelanjutan dari earning season, seperti laporan keuangan Apple dan Amazon. Sedangkan data ekonomi AS yang akan dirilis pada pekan ini diantaranya consumer confidence, ADP Employment change, ISM manufacturing index, nonfarm payrolls, unemployment rate dan indeks ISM non manufacturing. Sedangkan dari domestik, data ekonomi yang akan dirilis diantaranya indeks PMI manufaktur, inflasi dan kunjungan wisatawan.

IHSG pada perdagangan Jumat 26 April 2024 ditutup melemah 1,67% pada level 7036. Semua sektor melemah dengan koreksi terbesar pada saham sektor consumer cyclical. Investor asing mencatatkan net sell Rp2,165 triliun termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7000/6950 dan resistance 7060/7100. Stock pick: TLKM, ISAT, PTBA, ADMR, BREN, PGEO

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