Market Review and Prediction

Bursa Wall Street libur Hari buruh pada hari Senin kemarin. Indeks bursa Eropa ditutup melemah cenderung stagnan. Data ekspor Jerman pada bulan Juli turun 0,9% yoy namun impor naik 1,4% yoy. Ekspektasi bahwa The Fed akan menahan suku bunganya tetap karena melambatnya data tenaga kerja AS, juga menjadi faktor positif bagi bursa Eropa. Sementara itu China merilis beberapa langkah stimulus untuk mendorong pertumbuhan sektor properti. Pasar juga menantikan data neraca perdagangan dan inflasi China. Indeks PMI Manufaktur China pada bulan Agustus secara tak terduga mengalami kenaikan. Harga minyak mentah berlanjut menguat karena data manufaktur China yang menguat serta ekspektasi OPEC+ masih akan melanjutkan pemangkasan produksinya.

IHSG pada perdagangan Senin 4 September 2023 ditutup menguat 0,27% pada level 6996. Saham sektor energi membukukan penguatan terbesar, sedangkan saham sektor consumer noncyclical mengalami koreksi terbesar. Investor asing mencatatkan net buy Rp468,15 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6980/6960 dan resistance 7010/7030. Stock pick: BBCA, BBRI, BMRI, BBNI, BBTN, ASII, UNTR, ESSA, AKRA, PGAS, TLKM, ITMG, ADRO

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