Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah signifikan akibat meningkatnya kekhawatiran pasar bahwa gejolak Rusia-Ukraina beserta sejumlah sanksi yang dikenakan AS terhadap Rusia, yang memicu kenaikan harga energi dan komoditas, akan menimbulkan inflasi tinggi terus berlanjut dan ekonomi melambat atau dikenal dengan sebutan stagflasi. Harga minyak mentah WTI sempat menguat hingga level USD130/barel setelah AS menyatakan untuk mempertimbangkan pemberlakukan larangan impor minyak mentah dari Rusia. Namun kemudian penguatan harga minyak mentah WTI berkurang hingga level sekitar USD120/barel. Saham sektor energi menguat seiring dengan kenaikan harga minyak mentah. Namun saham perbankan melemah akibat kekhawatiran akan perlambatan ekonomi. Saham sektor konsumer dan sektor yang terkait dengan perjalanan juga mengalami pelemahan akibat kekhawatiran akan kenaikan beban energi membuat daya beli masyarakat melemah.

IHSG pada perdagangan Senin 7 Maret 2022 ditutup melemah 0,86% pada level 6869. Saham sektor teknologi mengalami koreksi terbesar, sedangkan saham sektor basic materials membukukan kenaikan terbesar. Investor asing net sell Rp104,13 miliar, termasuk transaksi negosiasi atas saham ITMG dengan net buy asing sebesar Rp131,51 miliar. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6845/6760 dan resistance 6915/6935. Stock pick: ANTM, TLKM, ASII, ADRO, TINS, INCO, MDKA, HRUM, MEDC

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