Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat karena sentimen positif dari data inflasi tingkat produsen yang melemah. Indeks PPI bulan Maret 2023 menunjukkan deflasi sebesar 0,5% dari bulan sebelumnya yang stagnan serta dari estimasi yang naik 0,1%. Indeks PPI inti juga tercatat deflasi 0,1% dari bulan sebelumnya dan estimasi yang naik sebesar 0,2%. Turunnya data inflasi tingkat produsen ini menyusul dirilisnya data inflasi tingkat konsumen yang melambat pada bulan Maret. Data initial claims pekan lalu juga menunjukkan kenaikan jumlah pengangguran yang mengajukan klaim menjadi 239 ribu dari 228 ribu, serta lebih banyak dari perkiraan yang sebesar 236 ribu. Data ekonomi tersebut meningkatkan ekspektasi bahwa The Fed akan segera menghentikan kenaikan suku bunga pada tahun ini, di tengah data inflasi yang mulai melambat serta potensi akan terjadinya resesi ringan akibat krisis industri perbankan akhir-akhir ini. Sementara itu harga minyak mentah melemah akibat kekhawatiran akan potensi resesi. Sebaliknya harga emas berlanjut mengalami kenaikan.

IHSG pada perdagangan Kamis 13 April 2023 ditutup melemah 0,197% pada level 6785. Saham sektor basic materials mengalami koreksi terbesar, sedangkan saham sektor teknologi membukukan penguatan terbesar. Investor asing mencatatkan net buy Rp881,97 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6760/6730 dan resistance 6830/6850. Stock pick: BBNI, BBCA, BBTN, ASII, ISAT, TLKM, ANTM, PGAS, ADHI, PTPP, CTRA, BSDE, PTBA, INDY, ICBP, CPIN

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