Market Review and Prediction

Indeks di bursa Wall Street kembali ditutup variatif dimana indeks Dow Jones ditutup menguat sedangkan indeks S&P500 dan Nasdaq Composite ditutup melemah. Data PDB AS yang lebih baik dari estimasi mendorong pembelian terhadap saham-saham yang terkait dengan ekonomi. Saham Caterpillar, McDonald's dan Honeywell yang membukukan kinerja lebih baik dari estimasi, menjadi kontributor penguatan indeks Dow Jones. Sebaliknya koreksi pada saham sektor teknologi membebani indeks S&P500 dan Nasdaq Composite. Ekonomi AS pada Q3 2022 tumbuh 2,6%, lebih baik dibandingkan estimasi yang sebesar 2,3%. Indeks PCE prices selama Q3 2022 lalu turun menjadi 4,2% dari Q2 2022 yang sebesar 7,3%. Data ini merupakan indikator inflasi The Fed. Hal tersebut mendorong harapan pasar bahwa The Fed akan memperlambat kenaikan suku bunganya setelah pertemuan November.

IHSG pada perdagangan Kamis 27 Oktober 2022 ditutup menguat 0,68% pada level 7091. Saham sektor consumer cyclical membukukan kenaikan terbesar, sedangkan saham sektor teknologi mengalami koreksi terbesar. Investor asing net buy Rp896,74 miliar termasuk transaksi di pasar non regular. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7030/7000 dan resistance 7108/7130. Stock pick: BBCA, PTBA, ADRO, INDY, ANTM, TINS, INCO, ICBP, MYOR

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