Market Review and Prediction

Indeks di bursa Wall Street pada perdagangan kemarin ditutup melemah, setelah sehari sebelumnya ditutup mix. Indeks bergerak fluktuatif setelah dirilisnya Fed minutes yang menunjukkan The Fed akan melanjutkan kenaikan suku bunga secara agresif hingga inflasi melambat. Pada waktu yang sama, The Fed juga mengindikasikan akan memperlambat kecepatan naiknya suku bunga karena dapat berpengaruh terhadap pertumbuhan ekonomi AS. Investor juga mencermati laporan keuangan emiten ritel yang di bawah estimasi. Data penjualan ritel bulan Juli juga tumbuh stagnan. Yield US-Treasury dengan tenor 10 tahun juga mengalami kenaikan, di tengah kekhawatiran akan resesi dan ketidakpastian kenaikan suku bunga The Fed selanjutnya. Kenaikan yield obligasi tersebut mendorong koreksi pada saham sektor teknologi.

IHSG pada perdagangan Selasa 16 Agustus 2022 ditutup menguat 0,57% pada level 7133. Saham sektor teknologi membukukan penguatan terbesar, sedangkan saham sektor infrastruktur mengalami koreksi terbesar. Investor asing net buy Rp940,04 miliar, termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7080/7020 dan resistance 7160/7180. Stock pick: BMRI, ASII, CPIN, BBNI

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