Market Review and Prediction

Indeks di bursa Wall Street pada perdagangan hari Kamis ditutup melemah, yang memasuki pelemahan selama tiga hari berturut-turut. Sentimen negative antara lain berasal dari kinerja keuangan beberapa emiten, data ekonomi serta kenaikan yield US-Treasury. Sehari sebelumnya dirilis minutes pertemuan The Fed pada Juli lalu yang mengungkapkan kekhawatiran para pejabat The Fed akan potensi kenaikan inflasi yang dapat mendorong The Fed untuk menaikkan suku bunga lebih tinggi lagi. Hal tersebut mendorong kenaikan yield obligasi pemerintah AS dengan tenor 10 tahun pada level tertinggi sejak Oktober 2022. Data initial claims pekan lalu menunjukkan klaim pengangguran sebanyak 239 ribu turun dari pekan sebelumnya 250 ribu. Sementara itu harga minyak mentah dan emas melemah akibat kenaikan dollar AS dan yield US-Treasury.

IHSG pada perdagangan Rabu 16 Agustus 2023 ditutup melemah 0,21% pada level 6900. Saham sektor teknologi mengalami koreksi terbesar, sedangkan saham sektor infrastruktur membukukan kenaikan terbesar. Investor asing mencatatkan net sell Rp1,343 triliun termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6875/6850 dan resistance 6935/6950. Stock pick: BMRI, BBNI, TLKM, ISAT, EXCL, TBIG, ADRO, MEDC, INDF, ICBP

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