Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup menguat dipicu oleh turunnya yield US-Treasury dari level tertingginya akhir-akhir ini. Selain itu investor mencerna komentar dari pejabat The Fed pada pekan lalu serta menimbang dampak kenaikan suku bunga The Fed yang telah dilakukan. Investor mencermati pergerakan yield US-Treasury tenor 10 tahun yang mempengaruhi tingkat suku bunga kredit rumah dan mobil sehingga kenaikan yield US-Treasury tenor 10 tahun dapat berdampak negatif terhadap perekonomian AS. Sementara itu harga minyak mentah menguat setelah dibantahnya berita bahwa Uni Emirat Arab berencana keluar dari OPEC dan memproduksi lebih banyak minyak. Harga emas juga menguat dipicu oleh pelemahan dollar AS dan yield US-Treasury.

Data ekonomi AS yang akan dirilis pada pekan ini diantaranya ADP Employment, nonfarm payrolls dan unemployment rate. Dari domestik, data ekonomi yang akan dirilis diantaranya cadangan devisa dan tingkat keyakinan konsumen.

IHSG pada perdagangan Jumat 3 Maret 2023 ditutup melemah 0,64% pada level 6813. Saham sektor transportasi mengalami pelemahan terbesar, sedangkan saham sektor teknologi membukukan penguatan terbesar. Investor asing mencatatkan net sell Rp606,21 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6780/6750 dan resistance 6840/6880. Stock pick: BBRI, BBCA, ISAT, HRUM

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