Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup menguat, masih didorong oleh ekspektasi bahwa The Fed akan segera memperlambat laju kenaikan suku bunganya setelah data inflasi Oktober yang dirilis pekan lalu mulai menunjukkan perlambatan. Saham sektor teknologi melanjutkan penguatannya, setelah selama ini menjadi sektor yang paling tertekan dengan tren kenaikan suku bunga. Sementara itu harga minyak mentah juga menguat dipicu oleh ekspektasi kenaikan permintaan seiring dengan dilonggarkannya pembatasan aktivitas akibat Covid-19 di China. Harga emas juga mengalami reli di tengah harapan melambatnya kenaikan suku bunga The Fed.

Data ekonomi AS yang akan dirilis pada pekan ini diantaranya PPI, retail sales, industrial production, housing starts, building permits, initial claims dan existing home sales. Dari domestik, data ekonomi AS yang akan dirilis adalah indeks harga properti, penjualan mobil, neraca perdagangan, penjualan sepeda motor, RDG Bank Indonesia dan transaksi berjalan.

IHSG pada perdagangan Jumat 11 November 2022 ditutup menguat 1,76% pada level 7089. Sektor teknologi membukukan kenaikan terbesar, sedangkan sektor kesehatan mengalami koreksi terbesar. Investor asing net sell Rp660,93 miliar termasuk transaksi di pasar non regular. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7020/6960 dan resistance 7130/7180. Stock pick: BBRI, BMRI, BBCA, MEDC, MDKA, ANTM, INCO, TINS

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