Market Review and Prediction

Indeks di bursa Wall Street pada perdagangan kemarin ditutup melemah akibat turunnya penjualan ritel serta meningkatnya kekhawatiran akan perlambatan ekonomi global. Data penjualan ritel bulan Juli turun 1,1%, setelah bulan sebelumnya naik 0,7%, serta lebih buruk dibandingkan estimasi yang turun 0,2%. Saham sektor teknologi juga melemah di tengah meningkatnya kecemasan akan perlambatan ekonomi global setelah data ekonomi China pada hari Senin mengecewakan. Harga minyak mentah melemah akibat prospek melemahnya permintaan dari Asia. Harga emas melemah akibat penguatan dollar AS.
Pada perdagangan hari Senin, indeks di bursa Wall Street ditutup mix, dimana indeks Dow Jones dan S&P500 ditutup menguat pada rekor tertinggi baru sedangkan Nasdaq Composite melemah. Penguatan dipicu oleh ekspektasi menjelang dirilisnya data dan laporan kinerja ritel pada pekan ini. Sebelumnya mayoritas indeks melemah akibat kekhawatiran akan perlambatan ekonomi global di tengah data ekonomi China yang melambat serta turunnya harga minyak mentah. Yield US-T note melemah pada level 1,26% seiring dengan kenaikan harga obligasi akibat kekhawatiran akan perlambatan ekonomi global. Sentimen negatif juga berasal dari meningkatnya dukungan dari para pejabat The Fed untuk mengumumkan pengurangan pembelian obligasi pada bulan September.
IHSG pada perdagangan Senin 16 Agustus 2021 ditutup melemah 0,84% pada level 6087. Saham sektor teknologi mengalami pelemahan terbesar. Investor asing net buy Rp555,50 miliar. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6042/6002 dan resistance 6140/6180. Stock pick: BBRI, TLKM, EXCL, ASII, CPIN, JPFA

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