Market Review and Prediction

Indeks di bursa Wall Street ditutup mix di mana indeks Dow Jones ditutup di area negatif sedangkan indeks S&P500 dan Nasdaq Composite ditutup menguat. Data inflasi AS yang lebih rendah dari perkiraan mendorong penguatan pada saham sektor teknologi. Data inflasi AS bulan April tercatat sebesar 4,9% yoy, lebih rendah dari perkiraan yang sebesar 5%. Untuk data inflasi mom mencapai 0,4%, sesuai dengan estimasi. Inflasi inti sebesar 5,5% yoy, sesuai dengan estimasi. Yield US-Treasury mengalami penurunan dengan adanya data inflasi tersebut, karena meningkatkan ekspektasi The Fed akan menghentikan kenaikan suku bunga. Pasar juga mencermati perkembangan terakhir kenaikan plafon utang AS, seiring meningkatnya kekhawatiran jika tidak tercapai kesepakatan sebelum 1 Juni dapat berdampak pada gagal bayar. Sementara itu harga minyak mentah melemah akibat kenaikan cadangan minyak AS, sehingga mendorong pelemahan pada saham sektor energi.

IHSG pada perdagangan Rabu 10 Mei 2023 ditutup menguat 0,47% pada level 6811. Saham sektor teknologi membukukan kenaikan terbesar, sedangkan saham sektor properti mengalami koreksi terbesar. Investor asing mencatatkan net buy Rp238,06 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6775/6750 dan resistance 6850/6870. Stock pick: BBCA, BBRI, BMRI, BRIS, ASII, UNTR, ADHI, PTPP, TLKM, PGAS

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