Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah akibat munculnya kembali kekhawatiran akan gejolak perbankan. Saham-saham perbankan regional melemah setelah JP Morgan memperingatkan bahwa gejolak sistem perbankan masih jauh dari selesai dan dampak dari gejolak sistem perbankan dapat berlangsung hingga bertahun-tahun. Peringatan tersebut setelah adanya data pembukaan lapangan kerja yang mengalami penurunan menjadi 9,9 juta, di bawah perkiraan yang sebanyak 10,4 juta. Ini merupakan penurunan di bawah level 10 juta untuk pertama kalinya dalam dua tahun terakhir. Hal ini juga menimbulkan kekhawatiran akan kondisi ekonomi AS di saat The Fed melanjutkan kenaikan suku bunganya. Pasar juga khawatir dengan dampak kenaikan harga minyak mentah terhadap inflasi. Sementara itu harga emas kembali menguat di atas level USD 2000/t.oz seiring dengan penurunan dollar AS dan yield obligasi.

IHSG pada perdagangan Selasa 4 April 2023 ditutup menguat 0,09% pada level 6833. Saham sektor energi membukukan kenaikan terbesar, sedangkan saham sektor basic materials mengalami koreksi terbesar. Investor asing mencatatkan net sell Rp42,46 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6800/6785 dan resistance 6850/6875. Stock pick: BBRI, BRIS, ASII, MEDC, PTBA, INDF, ICBP, KLBF

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