Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat pada perdagangan kemarin. Pasar berharap The Fed akan mengurangi laju kenaikan suku bunganya pada pertemuan pekan depan. Berlangsungnya earning season juga menjadi faktor positif bagi pergerakan indeks. Pembukaan kembali aktivitas ekonomi di China juga diharapkan akan mendorong bisnis bagi emiten yang terkait seperti Tesla dan Apple serta saham teknologi lainnya. Pasar berharap The Fed akan menaikkan suku bunga sebesar 0,25% pada pertemuan Selasa-Rabu pekan depan sehingga suku bunga The Fed akan berkisar pada 4,5%-4,75%. Sementara itu sebanyak 40% emiten dalam indeks Dow Jones dijadwalkan akan merilis laporan keuangan pada pekan ini, seperti diantaranya Microsoft, IBM, Tesla, Visa dan Mastercard.

Dari domestik, selain menantikan hasil pertemuan The Fed pekan depan, pasar juga akan mencermati earning season Q4/2022, di mana pada hari ini akan dirilis laporan keuangan BBNI FY2022. IHSG pada perdagangan Jumat 20 Januari 2023 ditutup menguat 0,81% pada level 6874. Saham sektor energi membukukan kenaikan terbesar, sedangkan saham sektor kesehatan mengalami koreksi terbesar. Investor asing net buy Rp331,59 miliar, termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6845/6820 dan resistance 6900/6935. Stock pick: BBRI, BMRI, BBNI, BRIS, ASII, PGAS, ADMR, ITMG, INDY, PTBA, DOID, ANTM, ICBP, UNVR, MYOR

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