Market Review and Prediction

Indeks di bursa Wall Street ditutup variatif, di mana indeks Dow Jones melemah cukup signifikan, indeks S&P500 melemah tipis dan Nasdaq Composite ditutup menguat terbatas. Tekanan pada indeks Dow Jones akibat koreksi signifikan pada saham Goldman Sachs setelah merilis laba Q4 yang terburuk di bawah estimasi selama satu dekade terakhir. Sebaliknya Morgan Stanley merilis laba di atas estimasi. Hingga saat ini sebanyak 7% emiten dalam indeks S&P500 telah merilis laporan keuangan dimana sebesar 70% membukukan kinerja di atas estimasi menurut FactSet. Sementara itu harga minyak mentah rebound didorong oleh optimisme meningkatnya permintaan dari China seiring dengan pembukaan kembali ekonominya serta dirilisnya sejumlah data ekonomi China kemarin di mana walaupun melemah namun masih lebih baik dari perkiraan sebelumnya. Sebaliknya harga emas mengalami koreksi karena penguatan dollar AS.

IHSG pada perdagangan Selasa 17 Januari 2023 ditutup menguat 1,18% pada level 6767. Saham sektor teknologi membukukan penguatan terbesar, sedangkan saham sektor properti mengalami koreksi terbesar. Investor asing net buy Rp20,65 miliar, termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6725/6688 dan resistance 6800/6850. Stock pick: BMRI, BBRI, BBCA, BBNI, MDKA, TINS, ANTM, INCO, INDF

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