Market Review and Prediction :

Indeks di bursa Wall Street pada perdagangan akhir pekan lalu ditutup menguat, rebound dari koreksi tajam sehari sebelumnya. Yield US-Treasury dengan tenor 10 tahun rebound pada level 1,36%, yang meredakan kekhawatiran akan perlambatan pemulihan ekonomi. Namun penguatan saham sektor teknologi tertahan setelah Presiden Joe Biden menandatangani perintah eksekutif baru yang bertujuan untuk menindak praktik anti-persaingan di perusahaan teknologi besar, tenaga kerja dan banyak sektor lainnya. Perintah yang mencakup 72 tindakan dan rekomendasi itu dimaksudkan untuk membentuk kembali pemikiran seputar konsolidasi perusahaan dan UU anti monopoli. Sementara itu harga minyak mentah menguat seiring dengan turunnya cadangan minyak AS. Data ekonomi AS yang akan dirilis pada pekan ini diantaranya CPI, PPI, initial claims, industrial production dan retail sales.
IHSG pada perdagangan Jumat 9 Juli 2021 ditutup cenderung stagnan melemah tipis 0,001% pada level 6039, setelah sebelumnya sempat menguat hingga level 6060. Saham sektor consumer cyclical mengalami koreksi terbesar. Investor asing net buy Rp23,28 miliar. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6015/5985 dan resistance 6090/6114. Stock pick: TLKM, EXCL, ANTM, TINS, INCO, ICBP, INDF, ASII

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