Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah setelah selama dua hari berturut-turut mengalami penguatan. Sentimen negatif berasal dari kenaikan tajam yield US-Treasury dengan tenor 10 tahun pada level 4,136%, yang merupakan level tertinggi sejak tahun 2008. Dampak dari kenaikan suku bunga telah terlihat di pasar properti, di mana data housing starts pada bulan September mengalami penurunan lebih banyak dari perkiraan. Saham sektor teknologi juga mengalami dampak dari kenaikan suku bunga. Meskipun demikian saham Netflix menguat setelah merilis laporan keuangan yang lebih baik dari estimasi. Beberapa laporan keuangan emiten yang lebih baik dari perkiraan membuat tekanan koreksi indeks tertahan. Tesla merilis laporan keuangan pasca penutupan bursa, di mana pendapatan turun, namun laba di atas perkiraan. Sementara itu harga emas melemah akibat penguatan dollar AS dan yield US-Treasury.

IHSG pada perdagangan Rabu 19 Oktober 2022 ditutup menguat 0,38% pada level 6860. Saham sektor keuangan membukukan penguatan terbesar, sedangkan saham sektor energi menjadi satu-satunya sektor yang melemah. Investor asing net buy Rp93,84 miliar termasuk transaksi di pasar non regular. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6785/6747 dan resistance 6890/6925. Stock pick: BBNI, BBCA, BBRI, BMRI, ASII, ADMR, INTP, SMGR, INCO, AALI

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