Market Review and Prediction

Indeks di bursa Wall Street ditutup variatif di mana indeks Dow Jones ditutup menguat sedangkan indeks S&P500 dan Nasdaq Composite ditutup melemah. Saham sektor teknologi melemah akibat indikasi pelemahan ekonomi AS dari beberapa data ekonomi akhir-akhir ini sehingga investor menjauh dari saham pertumbuhan seperti saham sektor teknologi. Data ADP Employment change bulan Maret menunjukkan pertumbuhan pekerjaan melambat. Yield US-Treasury mengalami penurunan, namun adanya potensi The Fed masih akan menaikkan suku bunga membuat pasar berfluktuasi karena khawatir akan dampaknya terhadap ekonomi AS. Sementara itu harga minyak mentah melemah akibat kekhawatiran akan perlambatan ekonomi yang dapat menurunkan permintaan. Sedangkan harga emas berlanjut menguat karena meningkatnya permintaan akan safe haven di tengah meningkatnya kecemasan akan perlambatan ekonomi, namun kemudian mengalami koreksi meskipun masih di atas level USD2000/t.oz.

IHSG pada perdagangan Rabu 5 April 2023 ditutup melemah 0,19% pada level 6819. Saham sektor teknologi mengalami koreksi terbesar, sedangkan saham sektor properti membukukan penguatan terbesar. Investor asing mencatatkan net buy Rp1,65 triliun 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, BMRI, BRIS, BBTN, ASII, TLKM, ADRO, INDY, INDF, ICBP, KLBF

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