Market Review and Prediction

ndeks di bursa Wall Street pada akhir pekan lalu ditutup menguat, meskipun demikian selama pekan lalu masing-masing indeks utama di bursa Wall Street ditutup melemah, di mana indeks Dow Jones -1,3%, indeks S&P500 -2,2% dan Nasdaq Composite -4,1%. Investor kembali fokus pada peringkatan dari beberapa emiten yang menurunkan target labanya, sehingga menambah kekhawatiran investor akan dampak inflasi dan kenaikan suku bunga terhadap laba emiten. Data manufaktur AS pada bulan Juni juga melambat dari perkiraan sebelumnya. Namun beberapa pelaku pasar di Wall Street mulai optimis bahwa indeks akan pulih pada akhir tahun 2022 seiring dengan langkah kebijakan The Fed untuk menurunkan inflasi. Sementara itu harga minyak mentah rebound akibat kekkhawatiran akan ketatnya suplay. Data ekonomi AS yang akan dirilis pada pekan ini diantaranya factory orders, ISM non-manufacturing index, ADP Employment Change, nonfarm payrolls dan unemployment rate.

IHSG pada perdagangan Jumat 1 Juli 2022 ditutup melemah 1,69% pada level 6794. Semua sektor melemah dengan kontribusi pelemahan terbesar pada saham sektor transportasi. Investor asing net sell Rp63,05, termasuk transaksi di pasar negosiasi. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6672/6620 dan resistance 6860/6890. Stock pick: BBCA, BBNI, ADMR, UNVR, PGAS

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