Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat. Ekspektasi bahwa The Fed akan menaikkan suku bunga sebesar 0,25% pada pertemuan bulan ini, bukan sebesar 0,5%, menjadi faktor yang mendorong rebound indeks. Adanya pernyataan dari salah seorang pejabat The Fed yang lebih mendukung kenaikan suku bunga sebesar 0,25%, mengurangi kekhawatiran investor bahwa The Fed akan menaikkan suku bunga sebesar 0,5% karena data tenaga kerja yang masih kuat serta inflasi yang masih tinggi. Data biaya tenaga kerja yang mengalami kenaikan pada Q4 serta data initial claims yang lebih sedikit dari perkiraan mendorong kenaikan yield obligasi pemerintah AS dengan tenor 2 dan 10 tahun.

IHSG pada perdagangan Kamis 2 Maret 2023 ditutup menguat 0,18% pada level 6857. Saham sektor industri membukukan penguatan terbesar, sedangkan saham sektor transportasi mengalami koreksi terbesar. Investor asing mencatatkan net buy Rp 113,0 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6820/6780 dan resistance 6880/6915. Stock pick: BBRI, BMRI, BBCA, TLKM, ITMG, INDY, PTBA, HRUM

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