Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat pada perdagangan akhir pekan lalu, rebound dari tekanan jual pada pekan lalu. Namun selama sepekan kemarin ketiga indeks utama mengalami koreksi. Selama sepekan lalu Dow Jones -1,1%, S&P500 –0,6% dan Nasdaq Composite -0,7% dibandingkan pekan sebelumnya, akibat kekhawatiran akan tapering The Fed di tengah ancaman penyebaran virus varian delta. Pada perdagangan Jumat, saham yang terkait dengan teknologi membukukan kenaikan terbesar, didorong oleh turunnya yield US-T note serta ekspektasi saham sektor teknologi lebih tahan dalam menghadapi pandemi. Pada pekan ini data ekonomi AS yang akan dirilis diantaranya existing home sales, new home sales, durable orders, initial claims, PCE prices, personal income, personal spending. Pasar juga menantikan pertemuan tahunan bank sentral di Simposium Jackson Hole pada 26-28 Agustus 2021, untuk mencari petunjuk dari Chairman The Fed mengenai tahap pemulihan ekonomi dan rencana waktu untuk melakukan pengetatan kebijakan moneter.
IHSG pada perdagangan Jumat 20 Agustus 2021 ditutup menguat 0,64% pada level 6030. Saham sektor infrastruktur membukukan kenaikan terbesar. Investor asing net buy Rp156,43 miliar. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 5948/5913 dan resistance 6057/6110. Stock pick: BRIS, AGRO, TLKM, EXCL, ISAT, SCMA, FREN, EMTK

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