Market Review and Prediction

Indeks di bursa Wall Street ditutup mix, di mana indeks Dow Jones ditutup melemah sedangkan indeks S&P500 dan Nasdaq Composite ditutup menguat. Laporan kinerja saham Meta yang lebih baik dari estimasi mendorong penguatan saham sektor teknologi lebih lanjut setelah pada tahun lalu mengalami penurunan dalam. Selain itu penguatan saham sektor teknologi juga menjelang dirilisnya laporan keuangan Apple, Alphabet dan Amazon pasca penutupan bursa. Pasar akan mencermati data nonfarm payrolls yang akan dirilis nanti malam. Jika data nonfarm payrolls menunjukkan kenaikan penyerapan tenaga kerja dalam jumlah signifikan justru menjadi faktor negatif karena The Fed berpotensi akan melanjutkan kebijakan pengetatan moneter untuk meredam inflasi.

IHSG pada perdagangan Kamis 2 Februari 2023 ditutup menguat 0,41% pada level 6890. Saham sektor teknologi membukukan kenaikan terbesar, sedangkan saham sektor infrastruktur mengalami koreksi terbesar. Investor asing net sell Rp258,31 miliar, termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6850/6800 dan resistance 6930/6950. Stock pick: BBNI, BBCA, BMRI, PGAS, TLKM, ANTM, ICBP, MDKA, AKRA

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