Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup mix, dimana indeks Dow Jones ditutup melemah sedangkan indeks S&P500 dan Nasdaq Composite ditutup menguat. Pelemahan pada indeks Dow Jones terutama dikontribusikan oleh koreksi pada saham sektor perbankan akibat laporan kinerja keuangan yang tidak sebagus perkiraan investor sebelumnya setelah selama beberapa pekan terakhir saham perbankan menguat karena ekspektasi akan kenaikan suku bunga The Fed. Sementara itu data penjualan ritel bulan Desember turun 1,9%, lebih buruk dari perkiraan yang turun 0,1%. Harga minyak mentah menguat karena kekhawatiran akan ketegangan politik antara Rusia dan Ukraina akan mendorong ketatnya suplay minyak, meskipun ada potensi China akan mengeluarkan cadangan minyaknya. Sedangkan harga emas melemah akibat penguatan dollar AS dan yield obligasi AS.
Data indikator ekonomi AS yang akan dirilis pada pekan ini diantaranya housing starts, building permits, existing home sales dan initial claims. Sedangkan dari domestik, pada pekan ini akan dirilis data neraca perdagangan bulan Desember 2021 pada hari Senin, serta Rapat Dewan Gubernur (RDG) Bank Indonesia pada hari Kamis.
IHSG pada perdagangan Jumat 14 Januari 2022 ditutup menguat 0,53% pada level 6693. Saham sektor teknologi membukukan kenaikan terbesar. Sedangkan saham sektor basic materials mengalami koreksi terbesar. Investor asing net buy Rp167,39 miliar. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6625/6585 dan resistance 6737/6754. Stock pick: BBCA, ARTO, TLKM, UNTR, PTBA

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