Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat, rebound dari tekanan jual sehari sebelumnya. Indeks Dow Jones menguat tajam dikontribusikan oleh kenaikan saham Boeing setelah China mengizinkan 737 Max untuk kembali terbang. Saham sektor energi dan penerbangan mengkontribusikan penguatan terbesar setelah sehari sebelumnya mengalami koreksi akibat kekhawatiran akan dampak virus varian baru. Dilaporkan terdapat kasus ke dua varian omicron di AS, namun keduanya menunjukkan gejala ringan. Sementara itu potensi The Fed melakukan tapering lebih cepat dari perkiraan juga masih menjadi fokus perhatian investor. Data initial claims pekan lalu menunjukkan kenaikan jumlah yang mengajukan klaim sebanyak 222 ribu, namun masih di bawah estimasi 255 ribu. Harga minyak mentah menguat, OPEC+ tetap dengan rencananya untuk menaikkan produksi secara bertahap yaitu sebanyak 400 ribu bpd pada Januari 2022. Harga emas berlanjut melemah akibat kekhawatiran The Fed akan mempercepat tapering untuk meredam inflasi meskipun di tengah adanya varian omicron.
IHSG pada perdagangan Kamis 2 Desember 2021 ditutup menguat 1,17% pada level 6583. Saham sektor industri membukukan penguatan terbesar. Sedangkan saham sektor properti mengalami koreksi terbesar. Investor asing net buy Rp90,32 miliar. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6545/6480 dan resistance 6620/6650. Stock pick: TLKM, EXCL, ITMG, PTBA, ADRO, UNTR, BBCA, TBIG, PGAS

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