Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah akibat kekhawatiran akan terganggunya jaringan suplay karena adanya gerakan protes di China akibat pembatasan aktivitas ekonomi yang berkepanjangan dalam rangka kebijakan zero covid. Harga minyak mentah sempat melemah pada level terendah sejak Desember karena kecemasan akan penurunan permintaan dari China. Namun kemudian harga minyak mentah rebound karena adanya rumor OPEC+ akan memangkas produksinya. Saham perusahaan dengan fasilitas produksi di China mengalami tekanan jual. Pasar juga mengantisipasi potensi fluktuasi indeks pada pekan ini seiring dengan akan dirilisnya sejumlah data ekonomi penting pada pekan ini. Pasar juga akan menantikan komentar dari Jerome Powell dan pejabat The Fed lainnya untuk mencari indikasi prospek kenaikan suku bunga berikutnya. Harga emas melemah akibat penguatan dollar AS dan yield US-Treasury setelah pejabat The Fed menyatakan suku bunga seharusnya akan berada pada level tinggi hingga tahun 2024.

IHSG pada perdagangan Senin 28 November 2022 ditutup melemah 0,51% pada level 7017. Saham sektor teknologi mengalami koreksi terbesar, sedangkan saham sektor kesehatan membukukan kenaikan terbesar. Investor asing net buy Rp428,12 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, BMRI, BBCA, BBNI, ASII, ICBP, MYOR, UNVR, SMGR, INTP, AKRA

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