Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat, rebound setelah beberapa hari mengalami pelemahan. Harga minyak mentah mengalami koreksi hingga 12% di sekitar level USD108/barel. Pasar menyambut positif akan koreksinya harga komoditas yang telah mengalami kenaikan akhir-akhir ini akibat perang Rusia-Ukraina dan beberapa sanksi yang diberikan AS terhadap Rusia. Beberapa saham terkait konsumer mengalami rebound setelah tertekan selama beberapa hari terakhir akibat kekhawatiran akan naiknya harga gas akan mengurangi daya beli masyarakat. Kenaikan pada saham sektor teknologi juga mendorong penguatan indeks. Yield US-Treasury menguat seiring dengan penurunan harga obligasi karena berkurangnya permintaan akan safe haven karena investor kembali beralih ke aset yang lebih berisiko seperti saham. Kenaikan yield obligasi mendorong penguatan saham perbankan.

IHSG pada perdagangan Rabu 9 Maret 2022 ditutup menguat 0,74% pada level 6864. Saham sektor properti membukukan kenaikan terbesar, sedangkan saham sektor basic materials mengalami koreksi terbesar. Investor asing net sell Rp11,33 triliun, termasuk transaksi di pasar negoasi atas saham MEGA dengan net sell senilai Rp11,95 triliun. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6815/6760 dan resistance 6915/6970. Stock pick: BBRI, BBCA, BBNI, BBTN, EXCL, ASII, LSIP, JSMR

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