Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup menguat, sehingga ketiga indeks utama membukukan kenaikan mingguan terbaik sejak November 2020. Setelah mengalami pelemahan mingguan berkepanjangan, akhirnya indeks selama sepekan lalu ditutup menguat, yaitu indeks Dow Jones +6,2%, indeks S&P500 +6,5% dan Nasdaq Composite +6,8%. Sentimen positif antara lain berasal dari beberapa laporan keuangan perusahaan yang bagus, turunnya yield US-Treasury serta mulai melambatnya data inflasi yang merupakan indikator bagi The Fed. Indeks PCE prices inti bulan April tercatat sebesar 4,9% yoy, turun dari bulan sebelumnya yang sebesar 5,2% yoy. Data ini menguatkan harapan bahwa inflasi AS telah mencapai level tertingginya dan berpotensi akan menurun. Pada pekan ini, pasar akan mencermati data ekonomi diantaranya indeks harga rumah, consumer confidence, ADP Employment change, ISM Manufacturing index, nonfarm payrolls, unemployment rate dan indeks ISM non manufacturing.

IHSG pada perdagangan Jumat 27 Mei 2022 ditutup menguat 2,07% pada level 7026. Saham sektor transportasi membukukan kenaikan terbesar, sedangkan saham sektor kesehatan menjadi satu-satunya sektor yang melemah. Investor asing net buy Rp1,370 triliun. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6960/6920 dan resistance 7100/7150. Stock pick: BBRI, BBNI, BBCA, TLKM, EXCL, ASII, HRUM, ARTO

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