Market Review and Prediction

Indeks di bursa Wall Street kembali mengalami koreksi dipicu oleh tekanan jual pada saham perbankan dan sektor keuangan lainnya akibat kekhawatiran akan dampak berlanjutnya kenaikan suku bunga The Fed terhadap perlambatan ekonomi. Pasar juga menantikan data nonfarm payrolls yang akan dirilis nanti malam di mana berpotensi dapat menjadi indikator seberapa besar kenaikan suku bunga The Fed pada Maret ini. Hingga saat ini belum ada data indikator ekonomi AS terbaru yang dapat mendorong The Fed untuk menghentikan kenaikan suku bunga, sehingga menjelang dirilisnya data tenaga kerja membuat investor melakukan penjualan untuk mengurangi risiko dan berpindah ke pasar obligasi yang menawarkan yield yang menarik. Sementara itu data initial claims pekan lalu menunjukkan kenaikan lebih dari perkiraan. Namun data ADP Employment masih mengindikasikan ekonomi AS yang masih kuat. Harga emas menguat. Sedangkan harga minyak mentah melemah akibat kekhawatiran akan resesi.

IHSG pada perdagangan Kamis 9 Maret 2023 ditutup menguat 0,35% pada level 6799. Saham sektor transportasi membukukan penguatan terbesar, sedangkan saham sektor consumer noncyclical mengalami koreksi terbesar. Investor asing mencatatkan net buy Rp606,08 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6792/6776 dan resistance 6856/6870. Stock pick: BMRI, BBCA, BBNI, TLKM, ASII, PTBA, BRIS

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