Market Review and Prediction

Indeks di bursa Wall Street ditutup mix, di mana indeks Dow Jones ditutup melemah sedangkan indeks S&P500 dan Nasdaq Composite ditutup menguat. Sebelumnya ketiga indeks utama melemah signifikan, akibat kekhawatiran akan potensi terjadinya resesi ekonomi AS. Beberapa ekonom memprediksi pertumbuhan ekonomi AS mengalami penurunan pada dua kuartal, yang merupakan sinyal resesi. Yield US-Treasury dengan tenor 2 tahun diperdagangkan di atas yield tenor 10 tahun, yang disebut dengan inverted, mengindikasikan akan adanya potensi perlambatan ekonomi. Saham-saham yang pro pertumbuhan ekonomi mengalami koreksi paling dalam. Namun saham sektor teknologi mengalami penguatan karena turunnya yield US-Treasury tenor 10 tahun. Harga minyak mentah juga mengalami penurunan akibat kekhawatiran akan resesi ekonomi.

IHSG pada perdagangan Selasa 5 Juli 2022 ditutup menguat 0,96% pada level 6703. Semua sektor menguat dengan kontribusi penguatan terbesar pada saham sektor energi. Investor asing net sell Rp575,98 miliar, termasuk transaksi di pasar negosiasi. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6670/6620 dan resistance 6780/6810. Stock pick: BMRI, BBRI, BBCA, BBNI, ITMG, UNTR, ADRO, ADMR, PGAS

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