Market Review and Prediction:

Indeks di bursa Wall Street ditutup menguat pada perdagangan akhir pekan lalu yang antara lain dipicu oleh laporan keuangan Disney yang lebih baik dari estimasi. Hingga saat ini sudah sebanyak 90% emiten dalam indeks S&P500 yang telah merilis laporan keuangan, dengan sebesar 88% membukukan laba di atas estimasi. Menurut data Refinitiv, rata-rata pertumbuhan laba emiten pada Q2 2021 lalu diperkirakan sebesar 92,9% yoy. Sementara itu indeks Michigan Sentiment bulan Agustus turun pada level 70,2 dari 81,2 dan di bawah estimasi 81, serta merupakan level terendah sejak Desember 2011. Harga minyak mentah melemah akibat penyebaran virus varian delta memperlambat pemulihan permintaan minyak. Sedangkan harga emas menguat didorong oleh pelemahan dollar AS. Data ekonomi AS yang akan dirilis pada pekan ini diantaranya retail sales, industrial production, housing starts, building permits, FOMC minutes dan initial claims.
IHSG pada perdagangan Jumat 13 Agustus 2021 ditutup melemah 0,003% pada level 6139. Saham sektor consumer cyclical mengalami pelemahan terbesar. Investor asing net buy Rp444,93 miliar. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6070/6050 dan resistance 6165/6190. Stock pick: BMRI, BBRI, BRIS, AGRO, JSMR, AKRA, CPIN, JPFA

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