Market Review and Prediction

Indeks di bursa Wall Street ditutup pada akhir pekan lalu kembali ditutup menguat yang masih diliputi oleh sentimen positif dari laporan pertumbuhan ekonomi yang lebih baik dari estimasi serta penguatan pada saham Tesla setelah melaporkan kinerja keuangan yang lebih baik dari perkiraan. Ketiga indeks utama di bursa Wall Street kembali membukukan penguatan sepanjang pekan lalu. Indeks PCE dan PCE core bulan Desember tercatat masing-masing sebesar 5,0% yoy dan 4,4% yoy, sesuai dengan estimasi dan turun dibandingkan dengan bulan November yang masing-masing sebesar 5,5% yoy dan 4,7% yoy. Selanjutnya pasar menantikan pertemuan The Fed pada Selasa-Rabu pekan ini, yang diperkirakan akan menaikkan suku bunga sebesar 0,25%, lebih rendah dari pertemuan sebelumnya yang sebesar 0,5%.

Data ekonomi AS yang akan dirilis pada pekan ini diantaranya indeks harga rumah, consumer confidence, ADP Employment change, construction spending, indeks ISM manufacturing, nonfarm payrolls, unemployment rate dan indeks ISM non-manufacturing. Dari domestik, data ekonomi yang akan dirilis pada pekan ini diantaranya data inflasi Januari dan indeks PMI manufaktur.

IHSG pada perdagangan Jumat 27 Januari 2023 ditutup menguat 0,5% pada level 6898. Saham sektor properti membukukan penguatan terbesar, sedangkan saham sektor basic materials mengalami koreksi terbesar. Investor asing net buy Rp919,03 miliar, termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6870/6820 dan resistance 6935/6955. Stock pick: BMRI, BBRI, TLKM, ISAT, BSDE, CTRA, PTPP, WSKT, ADHI, INCO, TINS, PTBA

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