Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup variatif, di mana indeks Dow Jones ditutup menguat sedangkan indeks S&P500 dan Nasdaq Composite ditutup di area negatif. Data inflasi yang menjadi indikator bagi The Fed, yaitu indeks PCE prices bulan Agustus tercatat sebesar 0,1% mom, sesuai dengan estimasi. Sehingga untuk data tahunan menjadi 2,2% yoy, di bawah estimasi yang sebesar 2,3% yoy. Data tersebut menimbulkan optimisme pasar bahwa inflasi berlanjut menurun sehingga makin terbuka peluang bagi The Fed untuk melanjutkan penurunan suku bunga pada pertemuan berikutnya. Pasar berharap dengan berlanjutnya penurunan inflasi dan suku bunga pinjaman dapat terus dilonggarkan, maka akan meringankan beban neraca perusahaan dan rumah tangga.

Data ekonomi AS yang akan dirilis pada pekan ini diantaranya indeks ISM manufacturing, ADP Employment change, indeks ISM non-manufacturing, nonfarm payrolls dan unemployment rate. Dari domestik, data ekonomi yang akan dirilis diantaranya indeks PMI manufaktur, inflasi September dan tingkat kunjungan wisatawan.

IHSG pada perdagangan Jumat 27 September 2024 ditutup melemah 0,62% pada level 7696. Saham sektor infrastruktur mengalami koreksi terbesar, sedangkan saham sektor energi membukukan penguatan terbesar. Investor asing mencatatkan net sell Rp493,25 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7670/7630 dan resistance 7720/7750. Stock pick: BBRI, BBCA, ADRO, PTBA, INDY, CTRA, SMRA, NCKL, ANTM

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