Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup menguat didorong oleh indeks PCE prices yang merupakan indikator inflasi bagi The Fed mengalami penurunan dan lebih rendah dari perkiraan. Indeks PCE prices bulan Februari tercatat sebesar 0,3% mom dari 0,6% mom dan 5% yoy dari 5,3% yoy. Sedangkan indeks PCE prices inti juga turun menjadi 0,3% mom dari 0,5% mom serta 4,6% yoy dari 4,7% yoy. Setelah bergerak fluktuatif, ketiga indeks utama di bursa Wall Street ditutup menguat selama bulan Maret 2023 dan selama Q1/2023. Pada pekan ini data ekonomi AS yang akan dirilis diantaranya indeks ISM Manufacturing, indeks ISM non manufacturing, ADP Employment change, nonfarm payrolls dan unemployment rate.

Dari domestik, hari ini akan dirilis data inflasi Maret 2023, tingkat kunjungan wisatawan bulan Februari dan indeks PMI manufaktur bulan Maret 2023. Selama bulan Maret 2023 lalu, IHSG melemah 0,55% dan selama triwulan I 2023 juga melemah -0.66% ytd.

IHSG pada perdagangan Jumat 31 Maret 2023 ditutup melemah 0,05% pada level 6805. Saham sektor teknologi mengalami koreksi terbesar, sedangkan saham sektor energi membukukan kenaikan terbesar. Investor asing mencatatkan net buy Rp362,96 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6785/6730 dan resistance 6850/6875. Stock pick: BBRI, BMRI, BBNI, BRIS, ANTM, INCO, MEDC, ICBP, AKRA, ASII, PTBA

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