Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat signifikan yang antara lain didorong oleh laporan keuangan beberapa emiten yang lebih baik dari perkiraan meredakan kekhawatiran akan potensi resesi. Selain itu saham sektor teknologi yang telah oversold mengalami rebound. Beberapa emiten yang kemarin merilis laporan keuangan lebih baik dari estimasi adalah Bank of America dan Bank of New York Mellon. Beberapa emiten besar seperti Netflix, Tesla dan IBM juga dijadwalkan akan merilis laporan keuangan pada pekan ini. Sentimen juga berasal dari perkembangan politik di Inggris, dimana hampir semua rencana pemotongan pajak akan dibatalkan sehingga membuat poundstering menguat. Yield US-Treasury dengan tenor 2 tahun turun pada level 4,45%, setelah menyentuh level tertinggi dalam 15 tahun terakhir pada pekan lalu. Yield US-Treasury dengan tenor 10 tahun tetap di atas level 4%. Harga emas menguat seiring dengan pelemahan dollar AS.

IHSG pada perdagangan Senin 17 Oktober 2022 ditutup menguat 0,24% pada level 6831. Saham sektor kesehatan membukukan penguatan terbesar, sedangkan saham sektor transportasi mengalami koreksi terbesar. Investor asing net buy Rp2,396 triliun termasuk transaksi di pasar non regular atas saham DNET senilai Rp2,64 triliun. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6778/6739 dan resistance 6880/6900. Stock pick: BBCA, BBRI, BBNI, ASII, TLKM, PGAS, ADMR, KLBF, MIKA, INKP, TKIM

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