Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup melemah akibat kekhawatiran akan perlambatan ekonomi AS setelah data awal indeks Michigan consumer sentiment bulan Mei turun pada level terendah selama enam bulan terakhir di level 57,7, lebih rendah dari estimasi yang di level 63. Survei ini juga menunjukkan bahwa prospek inflasi dalam lima tahun mendatang naik pada level 3,2%. Pasar juga khawatir dengan perkembangan mengenai kenaikan plafon utang AS setelah negosiasi antara Presiden AS dan pemimpin kongres diundur dari Jumat lalu menjadi pekan ini. Sementara itu harga minyak mentah dan emas melemah akibat penguatan dollar AS. Penurunan harga minyak mentah juga disebabkan oleh kecemasan akan penurunan permintaan jika ekonomi AS melambat.

Data ekonomi AS yang akan dirilis pada pekan ini diantaranya retail sales, industrial production, housing starts, building permits dan existing home sales. Dari domestik, data ekonomi yang akan dirilis pada pekan ini diantaranya neraca perdagangan dan penjualan mobil.

IHSG pada perdagangan Jumat 12 Mei 2023 ditutup melemah 0,71% pada level 6707. Saham sektor basic material mengalami koreksi terbesar, sedangkan saham sektor properti membukukan kenaikan terbesar. Investor asing mencatatkan net sell Rp961,03 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6670/6630 dan resistance 6735/6755. Stock pick: BBRI, BBCA, BRIS, AUTO, KLBF, ERAA, MYOR

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