Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah setelah beberapa hari mengalami kenaikan. Pasar memonitor perkembangan konflik Ukraina dan pasar obligasi. Harga minyak mentah berbalik menguat didorong oleh turunnya cadangan minyak AS serta potensi adanya penjatahan gas di Jerman karena terbatasnya pasokan gas akibat konflik dengan Rusia. Saham sektor energi menguat karena kenaikan harga minyak mentah. Sedangkan beberapa saham peritel melemah karena laporan keuangan yang mengecewakan. Saham sektor teknologi melemah karena kenaikan harga minyak akan memicu inflasi lebih tinggi yang akan mendorong The Fed lebih agresif dalam menaikkan suku bunga. Namun harga emas menguat akibat pelemahan dollar AS. Data ADP Employment bulan Maret mencatat penyerapan tenaga kerja sektor swasta sebanyak 455 ribu, sedikit di atas estimasi yang sebanyak 450 ribu.

IHSG pada perdagangan Rabu 30 Maret 2022 ditutup menguat 0,59% pada level 7053. Saham sektor teknologi membukukan kenaikan terbesar, sedangkan saham sektor energi mencatatkan koreksi terbesar. Investor asing net buy Rp504,95 miliar, termasuk transaksi di pasar negosiasi atas saham MBAP dengan net sell investor asing sebesar Rp430,77 miliar. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7000/6970 dan resistance 7075/7100. Stock pick: TLKM, BBYB, EMTK, SCMA, JPFA, CPIN, INDF, ICBP

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