Market Review and Prediction

Indeks di bursa Wall Street ditutup mix pada akhir pekan lalu, dimana indeks Dow Jones dan S&P500 menguat, sedangkan Nasdaq Composite ditutup melemah tipis. Yield US-Treasury dengan tenor 10 tahun kembali menguat dan menyentuh level 2,5%. Investor mulai mengantisipasi kenaikan suku bunga The Fed yang lebih agresif, setelah pada awal pekan lalu Chairman The Fed Jerome Powell menyatakan akan memerangi inflasi yang dianggap sudah terlalu tinggi. Powell menyatakan The Fed dapat menaikkan suku bunga lebih tinggi dari 0,25% menjadi 0,5% jika diperlukan. Akibatnya saham sektor teknologi melemah, namun saham perbankan menguat. Selanjutnya pasar akan mencermati data ekonomi AS yang akan dirilis pada pekan ini, diantaranya indeks harga rumah, consumer confidence, ADP Employment, personal income, personal spending, PCE prices, initial claims, nonfarm payrolls unemployment rate dan ISM manufacturing index.

IHSG pada perdagangan Jumat 25 Maret 2022 ditutup melemah 0,67% pada level 7002. Saham sektor infrastruktur mengalami koreksi terbesar, sedangkan saham sektor transportasi menjadi satu-satunya sektor yang menguat. Investor asing net buy Rp1,054 triliun, termasuk transaksi di pasar negosiasi atas saham TLKM dengan net buy investor asing sebesar Rp240,08 miliar. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6970/6930 dan resistance 7055/7075. Stock pick: BBRI, BBNI, BBTN, INCO, ANTM, ITMG, EXCL, AKRA, BRPT, BSDE, SMRA

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