Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah akibat data inflasi September yang lebih besar dari perkiraan. Inflasi pada bulan September tercatat sebesar 0,2% mom dan 2,4 % yoy, di atas estimasi yang masing-masing sebesar 0,1% mom dan 2,3% yoy. Meskipun demikian data inflasi yoy tersebut merupakan yang terendah sejak Februari 2021. Namun data inflasi tersebut meningkatkan kekhawatiran pasar bahwa The Fed akan memperlambat penurunan suku bunganya. Sementara itu harga minyak mentah menguat yang antara lain dipicu oleh adanya badai Milton di Florida, risiko terganggunya suplay dari Timur Tengah, serta potensi naiknya permintaan dari AS dan China. Harga emas menguat ditopang oleh ekspektasi masih berlanjutnya penurunan suku bunga The Fed, seiring dengan data inflasi yoy yang turun dan data initial claims pekan lalu yang menunjukkan kenaikan.

IHSG pada perdagangan Kamis 10 Oktober 2024 ditutup melemah 0,28% pada level 7480. Sektor basic material mengalami koreksi terbesar, sedangkan saham sektor consumer cyclical membukukan penguatan terbesar. Investor asing mencatatkan net sell Rp977,18 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7450/7430 dan resistance 7515/7540. Stock pick: BMRI, BBCA, BBNI, BRIS, INDY, AKRA, INDF, ASII, JPFA, CPIN, TAPG, ANTM, INCO, MDKA

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