Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup mix, dimana indeks Dow Jones dan S&P500 melemah, sedangkan Nasdaq Composite ditutup di area positif. Untuk kinerja selama pekan lalu, masing-masing indeks mengalami kenaikan dibandingkan pekan sebelumnya. Pasar mencermati data nonfarm payrolls yang lebih tinggi dari estimasi, yang akan mendorong The Fed untuk tetap menaikkan suku bunga dengan agresif. Data nonfarm payrolls Juni menunjukkan penyerapan tenaga kerja sebanyak 372 ribu, lebih rendah dibandingkan bulan sebelumnya yang sebesar 384 ribu, namun lebih tinggi dibandingkan estimasi yang sebesar 250 ribu. Tingkat pengangguran tetap pada level 3,6%. Yield US-Treasury meningkat setelah dirilisnya data tersebut, dengan tenor 2 tahun di atas tenor 10 tahun.

Pada pekan ini, pasar akan kembali mencermati data ekonomi serta dimulainya earning season semester I/2022 di Wall Street. Data indikator ekonomi AS yang akan dirilis pada pekan ini diantaranya CPI, PPI, initial claims dan retail sales. Dari domestik data indikator ekonomi yang akan dirilis pekan ini diantaranya retail sales, penjualan mobil dan sepeda motor, serta neraca perdagangan.

IHSG pada perdagangan Jumat 8 Juli 2022 ditutup menguat 1,32% pada level 6740. Saham sektor teknologi membukukan penguatan terbesar, sedangkan saham sektor properti mengalami koreksi terbesar. Investor asing net buy Rp119,91 miliar, termasuk transaksi non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6680/6600 dan resistance 6780/6830. Stock pick: ASII, BBRI, BBCA, EXCL, TOWR, TBIG, ARTO, BBYB, INDF

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