Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah pada hari perdagangan terakhir bulan Oktober. Namun selama bulan lalu, indeks Dow Jones menguat 13,95% mom, yang merupakan kenaikan selama sebulan terbaik sejak tahun 1976. Untuk indeks S&P500 dan Nasdaq Composite masing-masing ditutup menguat 8% mom dan 3,9% mom selama bulan Oktober lalu. Penguatan pada bulan Oktober lalu terjadi meskipun earning season triwulan III variatif dimana mulai terlihat pertumbuhan yang melambat dan kinerja yang mengecewakan dari perusahaan teknologi besar seperti Meta Platforms dan Amazon. Pasar menantikan pertemuan The Fed pada Selasa-Rabu ini, dimana diperkirakan The Fed akan menaikkan suku bunga sebesar 0,75% lagi. Pasar berharap akan ada sinyal dari Chairman The Fed Jerome Powell bahwa setelah kenaikan pada November ini, The Fed akan memperlambat kenaikan suku bunganya. Pasar juga menantikan data nonfarm payrolls yang akan dirilis pada hari Jumat.

IHSG pada perdagangan Senin 31 Oktober 2022 ditutup menguat 0,61% pada level 7098. Saham sektor energi membukukan penguatan terbesar, sedangkan saham sektor industri mengalami koreksi terbesar. Investor asing net buy Rp963,12 miliar termasuk transaksi di pasar non regular. Selama bulan Oktober lalu, IHSG menguat 0,83% mom sehingga per Oktober 2022 IHSG menguat 7,86% ytd. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7040/7017 dan resistance 7135/7155. Stock pick: BBCA, BBRI, BMRI, BBNI, PTBA, ADRO, INDF, SMGR, INKP, TKIM, ISAT, EXCL, ASII

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