Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup menguat, di mana indeks S&P500 dan Nasdaq Composite ditutup pada level tertinggi baru. Saham sektor teknologi menguat seiring dengan ekspektasi inflasi yang melemah, potensi penurunan suku bunga, serta antusiasme akan teknologi AI. Sementara itu harga minyak mentah menguat menjelang pertemuan OPEC+ yang mempertimbangkan untuk melanjutkan pemangkasan produksi hingga triwulan II atau bahkan akhir tahun ini. Harga emas juga menguat di tengah melemahnya yield US-Treasury dan dollar AS karena ekspektasi penurunan suku bunga The Fed, setelah data indeks ISM manufaktur dan Michigan Sentiment mengalami penurunan.

Data ekonomi AS yang akan dirilis pada pekan ini diantaranya indeks ISM non manufacturing, ADP Employment rate, initial claims, nonfarm payrolls dan unemployment rate. Data ekonomi domestik yang akan dirilis pada pekan ini diantaranya cadangan devisa dan indeks keyakinan konsumen.

IHSG pada perdagangan Jumat 1 Maret 2024 ditutup melemah 0,06% pada level 7311. Saham sektor teknologi mengalami koreksi terbesar, sedangkan saham sektor infrastruktur membukukan penguatan terbesar. Investor asing mencatatkan net sell Rp388,4 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7270/7250 dan resistance 7330/7365. Stock pick: BBRI, BMRI, BBCA, ADRO, AKRA, MEDC, EXCL, ICBP

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