Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah mencermati komentar The Fed dalam minutes pertemuan The Fed bulan lalu. Dalam minutes tersebut, mayoritas pejabat The Fed mengindikasikan kenaikan suku bunga acuan masih akan berlanjut ke depannya namun dengan laju kenaikan yang lebih lambat. Hal tersebut membuat timbulnya kekhawatiran investor akan perlambatan ekonomi di saat pasar mengharapkan akan adanya penurunan suku bunga pada tahun depan. Data factory orders pada bulan Mei lebih rendah dari perkiraan. Pasar menantikan data tenaga kerja pada pekan ini. Sementara itu harga emas melemah akibat penguatan dollar AS dan yield US-Treasury setelah dirilisnya Fed Minutes. Sedangkan harga minyak mentah menguat mengantisipasi kenaikan permintaan dari AS selama liburan musim panas.

IHSG pada perdagangan Rabu 5 Juli 2023 ditutup menguat 0,56% pada level 6718. Semua sektor menguat dengan penguatan terbesar pada saham sektor basic materials. Investor asing mencatatkan net buy Rp205,04 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6670/6650 dan resistance 6725/6750. Stock pick: ADRO, ADMR, TINS, ANTM, INCO, INDF, JSMR, EMTK, SCMA

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