Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat signifikan setelah sebelumnya sempat melemah. Data inflasi CPI AS bulan September tercatat sebesar 0,4% mom, di atas estimasi yang sebesar 0,2% mom, serta lebih tinggi dari bulan sebelumnya yang sebesar 0,1%. Dibandingkan periode sama tahun 2021, inflasi September sedikit turun menjadi 8,2% yoy dari 8,3% yoy. Namun inflasi inti naik menjadi 6,6% yoy dari 6,3% yoy. Sebelumnya indeks sempat melemah dalam, namun kemudian berbalik menguat. Saham sektor energi dan perbankan memimpin penguatan indeks, kemudian diikuti oleh rebound pada saham sektor teknologi. Data initial claims pekan lalu mengalami kenaikan lebih banyak dari prediksi. Harga minyak mentah menguat didorong oleh turunnya stok diesel menjelang musim dingin. Harga emas melemah akibat kenaikan data inflasi AS.

IHSG pada perdagangan Kamis 13 Oktober 2022 ditutup melemah 0,41% pada level 6880. Saham sektor infrastruktur mengalami koreksi terbesar, sedangkan saham sektor consumer non cyclical membukukan kenaikan terbesar. Investor asing net sell Rp310,45 miliar termasuk transaksi di pasar non regular. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6860/6800 dan resistance 6925/6950. Stock pick: BMRI, BBCA, ADRO, PTBA, INDY, INKP, UNVR

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