Market Review and Prediction

Indeks di bursa Wall Street ditutup mix di mana indeks Dow Jones ditutup menguat sedangkan indeks S&P500 dan Nasdaq Composite ditutup melemah. Pasar menantikan hasil pertemuan The Fed yang diperkirakan masih akan mempertahankan suku bunga tetap. Pasar juga menantikan laporan keuangan beberapa emiten besar. Hingga saat ini sebanyak 144 emiten dalam indeks S&P500 telah merilis laporan keuangan, dimana sebesar 79% membukukan kinerja yang melebihi perkiraan. Sementara itu harga minyak mentah menguat dipicu oleh kenaikan proyeksi pertumbuhan ekonomi global oleh IMF serta pasar mencermati perkembangan konflik di Timur Tengah. IMF menaikkan proyeksi pertumbuhan ekonomi global pada tahun ini menjadi 3,1% dari proyeksi sebelumnya 2,9%, ditopang oleh kuatnya pertumbuhan ekonomi AS dan stimulus ekonomi di China.

IHSG pada perdagangan Selasa 30 Januari 2024 ditutup menguat 0,49% pada level 7192. Saham sektor teknologi membukukan penguatan terbesar, sedangkan saham sektor transportasi mengalami koreksi terbesar. Investor asing mencatatkan net buy Rp488,68 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7175/7150 dan resistance 7235/7260. Stock pick: BBRI, BMRI, BBCA, BBNI, BRIS, ADMR, TLKM, CTRA, ASII

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