Market Review and Prediction

Bursa Wall Street libur pada hari Jumat. Pada perdagangan Kamis, indeks di bursa Wall Street ditutup menguat dipicu oleh kenaikan pada saham sektor teknologi meskipun pasar khawatir dengan data tenaga kerja yang dirilis pada hari Jumat akan menunjukkan perlambatan pada pasar tenaga kerja. Indeks bergerak fluktuatif setelah data initial claims menunjukkan kenaikan jumlah tenaga kerja yang mengajukan klaim pengangguran. Hal ini menambah indikasi mulai melambatnya pasar tenaga kerja AS, setelah pada pekan lalu data job opening dan ADP Employment berada di bawah perkiraan. Pada beberapa bulan sebelumnya, pasar senang jika data ekonomi melemah karena akan membuat The Fed mengubah tren kenaikan suku bunga, namun saat ini pasar khawatir akan potensi terjadinya resesi ekonomi seiring dengan indikasi data pasar tenaga kerja yang mulai melemah dan kenaikan suku bunga The Fed yang masih berlangsung. Sementara itu data nonfarm payrolls bulan Maret menunjukkan penyerapan tenaga kerja sebanyak 236 ribu, sesuai dengan perkiraan. Tingkat pengangguran turun pada level 3,5% dari 3,6%. Pada pekan ini akan dirilis data CPI, PPI dan retail sales.

Dari domestik, data ekonomi yang akan dirlis pada pekan ini diantaranya cadangan devisa, indeks keyakinan konsumen, penjualan ritel dan penjualan otomotif. IHSG pada perdagangan Kamis 6 April 2023 ditutup melemah 0,39% pada level 6792. Saham sektor teknologi mengalami koreksi terbesar, sedangkan saham sektor keuangan membukukan penguatan terbesar. Investor asing mencatatkan net buy Rp646,81 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6785/6730 dan resistance 6830/6870. Stock pick: BBRI, BBCA, BBNI, BRIS, ASII, TLKM, INDF, JSMR

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