Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah setelah Moody’s menurunkan peringkat saham perbankan regional. Hal tersebut mendorong pelemahan pada saham-saham perbankan. Beberapa laporan keuangan emiten yang di bawah estimasi juga mendorong pelemahan indeks. Sementara itu harga minyak mentah menguat setelah EIA (Energy Information Administration) menaikkan proyeksi pertumbuhan ekonomi AS tahun ininmenjadi 1,9% dari proyeksi sebelumnya 1,5%. EIA juga memperkirakan harga minyak mentah Brent rata-rata USD86/barel pada paruh kedua tahun 2023, naik sekitar USD7 dari perkiraan sebelumnya. Produksi minyak mentah AS diperkirakan akan meningkat 850.000 barel per hari menjadi 12,76 juta barel per hari pada 2023, melampaui level tertinggi terakhir pada 12,3 juta barel per hari pada 2019. Sedangkan harga emas melemah akibat penguatan dollar AS.

IHSG pada perdagangan Selasa 8 Agustus 2023 ditutup melemah 0,25% pada level 6868. Saham sektor teknologi mengalami koreksi terbesar, sedangkan saham sektor infrastruktur membukukan penguatan terbesar. Investor asing mencatatkan net buy Rp256,91 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6840/6810 dan resistance 6905/6925. Stock pick: BMRI, BBTN, ASII, TLKM, ISAT, EXCL, ACES, RALS, MAPI, CTRA, BSDE, MYOR, CPIN, JPFA

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