Market Review and Prediction

Selama tahun 2021 lalu, indeks Dow Jones ditutup menguat 18,73%, indeks S&P500 ditutup menguat 26,89% dan Nasdaq Composite ditutup menguat 21,39%. Pada perdagangan akhir tahun lalu, indeks di bursa Wall Street ditutup melemah terbatas. Penguatan indeks pada tahun lalu antara lain disebabkan oleh pemulihan ekonomi yang berlanjut, The Fed yang masih mempertahankan stimulusnya dan kinerja keuangan emiten yang mengalami pertumbuhan pesat, meskipun masih terjadinya penyebaran varian delta dan omicron. Untuk pergerakan indeks di bursa saham pada tahun ini diperkirakan akan lebih fluktuatif seiring dengan adanya rencana The Fed untuk mempercepat tapering dan menaikkan suku bunga dalam upaya meredam laju inflasi yang tinggi. Data ekonomi AS yang akan dirilis pada pekan ini diantaranya ISM manufacturing index, ADP Employment change, FOMC Minutes, initial claims, ISM non-manufacturing index, nonfarm payrolls dan unemployment rate.
IHSG pada perdagangan Kamis 30 Desember 2021 ditutup melemah 0,29% pada level 6581. Saham sektor industri mengalami koreksi terbesar. Sedangkan saham sektor teknologi membukukan kenaikan terbesar. Investor asing net sell Rp303,51 miliar. Selama tahun 2021 lalu, IHSG berhasil ditutup menguat sebesar 10,08% ytd. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6585/6555 dan resistance 6650/6680. Stock pick: BBRI, BMRI, TLKM, ISAT, EXCL, TBIG, JSMR

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