Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup menguat dipicu oleh laporan keuangan emiten teknologi yang lebih baik dari estimasi. Selama sepekan lalu, indeks Dow Jones +2,97%, indeks S&P500 +4,26% dan Nasdaq Composite +4,7%. Sementara itu indeks PCE prices bulan Juni 1% mom dan indeks PCE prices inti sebesar 0,6% mom, yang masing-masing sesuai dengan estimasi. Sedangkan secara yoy, masing-masing sebesar 6,8% yoy dan 4,8% yoy, meningkat dari bulan Mei yang masing-masing sebesar 6,3% yoy dan 4,7% yoy dan merupakan level tertinggi sejak Januari 1982. Data ekonomi AS yang akan dirilis pada pekan ini diantaranya ISM manufacturing index, ADP Employment, ISM non-manufacturing index, nonfarm payrolls dan unemployment rate.

Dari domestik, data ekonomi yang akan dirilis pada pekan ini adalah indeks PMI manufaktur, inflasi Juli, cadangan devisa dan pertumbuhan ekonomi Q2/2022. IHSG pada perdagangan Jumat 29 Juli 2022 ditutup melemah 0,08% pada level 6951. Saham sektor kesehatan mengalami koreksi terbesar, sedangkan saham sektor industri membukukan kenaikan terbesar. Investor asing net buy Rp621,18 miliar, termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6925/6860 dan resistance 7030/7085. Stock pick: ASII, PTBA, BMRI, BBRI, ISAT, EXCL

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