Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah cukup signifikan setelah Fitch menurunkan peringkat utang AS yang memicu tekanan jual. Fitch Ratings memangkas peringkat penerbit mata uang asing jangka panjang untuk AS menjadi AA+ dari AAA karena perkiraan penurunan fiskal selama tiga tahun ke depan. Sebelumnya terakhir kali AS mendapat penurunan peringkat dari lembaga pemeringkat utama adalah pada tahun 2011 ketika Standard & Poor's memangkas peringkat menjadi AA+ dari AAA. Penurunan peringkat oleh Fitch tersebut memicu investor melakukan aksi profit taking. Saham sektor teknologi memimpin pelemahan indeks, karena kenaikan yield obligasi pemerintah AS dengan tenor 10 tahun mencapai level tertinggi sejak November 2022. Harga minyak mentah dan emas juga mengalami koreksi.

IHSG pada perdagangan Rabu 2 Agustus 2023 ditutup melemah 0,46% pada level 6854. Sektor teknologi mengalami koreksi terbesar, sedangkan saham sektor kesehatan membukukan penguatan terbesar. Investor asing mencatatkan net buy Rp4,859 triliun termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6830/6810 dan resistance 6880/6900. Stock pick: BBRI, BMRI, BBCA, BBNI, BSDE

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