Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat, rebound setelah beberapa hari terdampak sentimen negatif dari kenaikan suku bunga The Fed yang berpotensi berlanjut serta potensi government shutdown. Yield US-Treasury sedikit turun, setelah menguat pada level tertinggi selama 15 tahun terakhir karena data initial claims yang lebih rendah dari perkiraan menunjukkan pasar tenaga kerja yang masih tangguh. Pasar akan mencermati data indeks PCE prices yang akan dirilis nanti malam, yang merupakan indikator inflasi yang diamati oleh The Fed. Pasar juga menantikan perkembangan anggaran belanja pemerintah apakah dapat disahkan sebelum batas waktu 1 Oktober, untuk menghindari government shutdown.

IHSG pada perdagangan Selasa 26 September 2023 ditutup menguat 0,2% pada level 6937. Saham sektor energi membukukan kenaikan terbesar, sedangkan saham sektor kesehatan mengalami koreksi terbesar. Investor asing mencatatkan net sell Rp228,08 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6900/6870 dan resistance 6970/6995. Stock pick: BMRI, BBNI, BRIS, AUTO, DRMA, ADRO, PGEO, BRPT, MEDC

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