Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah meskipun saham sektor teknologi yang terkait dengan booming AI masih menguat. Namun saham sektor teknologi lainnya mengalami koreksi, sehingga mendorong pelemahan indeks. Pada pekan ini pasar akan mencari petunjuk arah kebijakan suku bunga The Fed selanjutnya dari pidato Chairman The Fed Jerome Powell di hadapan DPR AS pada hari Rabu dan di hadapan Senat pada hari Kamis. Data pasar tenaga kerja juga akan dirilis pada pekan ini. Sementara itu harga minyak mentah melemah setelah OPEC+ memutuskan untuk memperpanjang pemangkasan produksi suka rela hingga pertengahan tahun ini, sesuai dengan perkiraan pasar. Harga emas menguat karena ekspektasi pasar akan penurunan suku bunga The Fed pada tahun ini.

IHSG pada perdagangan Senin 4 Maret 2024 ditutup melemah 0,48% pada level 7276. Saham sektor teknologi mengalami koreksi terbesar, sedangkan saham sektor energi membukukan penguatan terbesar. Investor asing mencatatkan net sell Rp371,11 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7250/7220 dan resistance 7290/7320. Stock pick: PTBA, ADRO, ELSA, PGAS, TPIA, UNTR, JPFA, AMRT

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