Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah terbatas akibat kenaikan yield obligasi pemerintah AS yang mendorong koreksi pada saham sektor teknologi. Yield US-Treasury dengan tenor dua tahun naik pada level di atas 4%. Saham bank juga melemah menyusul adanya sidang kontroversial di Komite Perbankan Senat. Tiga regulator teratas masing-masing mengatakan mereka mendukung aturan yang lebih ketat untuk bank dengan aset lebih dari USD 100 miliar. Saham SVB Financial dan Signature Bank melemah tajam setelah perdagangannya dibuka kembali dari suspensi perdagangan karena disita oleh regulator pada awal bulan ini. Sementara itu harga minyak mentah berlanjut menguat. Sedangkan harga emas rebound karena pelemahan dollar AS, namun optimisme akan perbankan membatasi penguatan harga emas.

IHSG pada perdagangan Selasa 28 Maret 2023 ditutup menguat 0,77% pada level 6760. Saham sektor teknologi membukukan penguatan terbesar, sedangkan saham sektor keuangan mengalami koreksi terbesar. Investor asing mencatatkan net buy Rp144,97 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6730/6690 dan resistance 6785/6815. Stock pick: BBRI, ANTM, TINS, INCO, ADMR, ADRO, PTBA, INDY, HRUM, PGAS, MEDC

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