Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat setelah sebelumnya bergerak melemah, didorong oleh reboundnya saham sektor teknologi. Turunnya yield obligasi pemerintah AS dengan tenor 10 tahun pada level 2,8% setelah sempat berada di atas level 2,9%, mendorong rebound pada saham sektor teknologi yang telah mengalami koreksi sebelumnya. Kekhawatiran akan perlambatan ekonomi global di tengah lockdown di Shanghai akibat Covid-19 yang masih berlangsung, mendorong kenaikan harga obligasi sehingga yield obligasi mengalami penurunan. Wall Street juga menantikan laporan keuangan beberapa emiten teknologi besar yang akan dirilis pada pekan ini, termasuk Amazon, Alphabet, Apple, Meta Platforms dan Microsoft. Sementara itu kekhawatiran akan perlambatan ekonomi global juga mendorong koreksi harga minyak mentah. Harga emas melemah akibat penguatan dollar AS.

IHSG pada perdagangan Senin 25 April 2022 ditutup melemah 0,13% pada level 7215. Saham sektor transportasi mengalami koreksi terbesar, sedangkan saham sektor keuangan menjadi satu-satunya sektor yang menguat. Investor asing net buy Rp3,363 triliun, termasuk transaksi di pasar negosiasi atas saham TBIG dengan net buy investor asing sebesar Rp3,28 triliun. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7165/7120 dan resistance 7250/7275. Stock pick: TLKM, BBCA, BBTN, ASII, EMTK, EXCL

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