Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat dipicu oleh kenaikan saham sektor teknologi setelah Meta Platform merilis laporan keuangan triwulan I dan proyeksi di atas perkiraan. Indeks menguat meskipun data pertumbuhan ekonomi AS triwulan I lebih rendah dari estimasi, yang menimbulkan harapan beberapa investor bahwa The Fed akan segera menghentikan kebijakan kenaikan suku bunganya. The Fed akan mengumumkan kebijakan moneternya pada pekan depan. Pertumbuhan ekonomi AS pada Q1 lalu sebesar 1,1%, di bawah konsensus yang sebesar 2%. Namun laporan tersebut juga menunjukkan kenaikan inflasi sebesar 4%, lebih tinggi dari perkiraan yang sebesar 3,7%. Sementara itu harga minyak mentah stabil setelah Rusia menyatakan kondisi pasar minyak mentah saat ini dalam keseimbangan. Harga emas cenderung melemah menjelang pertemuan The Fed pada pekan depan yang diperkirakan masih akan menaikkan suku bunga sebesar 0,25%, meskipun beberapa data ekonomi AS akhir-akhir ini menunjukkan perlambatan.

IHSG pada perdagangan Kamis 27 April 2023 ditutup menguat 0,51% pada level 6945. Saham sektor teknologi membukukan penguatan terbesar, sedangkan saham sektor kesehatan mengalami koreksi terbesar. Investor asing mencatatkan net buy Rp397,63 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6910/6870 dan resistance 6970/6987. Stock pick: BBRI, BBCA, BMRI, ISAT, ASII, PTBA, ADRO, ICBP, INCO

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