Market Review and Prediction

Indeks di bursa Wall Street ditutup mix cenderung stagnan. Yield US-Treasury dengan tenor 10 tahun turun di bawah level 4,3% untuk pertama kalinya sejak September. Pasar optimis bahwa tren kenaikan suku bunga The Fed telah berakhir dan mengharapkan akan adanya pemangkasan suku bunga pada tahun depan. Meskipun pejabat The Fed menyatakan masih akan menaikkan suku bunga jika laju inflasi tidak turun. Harga emas berlanjut menguat karena ekspektasi adanya kelonggaran kebijakan moneter The Fed pada tahun depan. Harga minyak mentah juga menguat menjelang pertemuan OPEC+.

IHSG pada perdagangan Rabu 29 November 2023 ditutup melemah 0,07% pada level 7036. Saham sektor infrastruktur mengalami koreksi terbesar, sedangkan saham sektor basic materials membukukan kenaikan terbesar. Investor asing mencatatkan net sell Rp49,38 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7000/6970 dan resistance 7070/7100. Stock pick: BBCA, MDKA, INCO, ANTM, JSMR, INKP, TKIM, UNVR, BRPT, MEDC, AKRA

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