Market Review and Prediction

Indeks di bursa Wall Street ditutup mix di mana indeks Dow Jones ditutup melemah tipis, sedangkan indeks S&P500 dan Nasdaq Composite ditutup menguat. Investor kembali melakukan aksi pembelian pada saham-saham sektor teknologi sehingga Nasdaq Composite mengalami penguatan terbesar. Sementara itu Bank of England menaikkan suku bunga sebesar 0,5% menjadi 5%, yang merupakan kenaikan selama 13 kali berturut-turut, menyusul data inflasi UK bulan Mei sebesar 8,7% yang lebih tinggi dari estimasi. Swiss National Bank juga menaikkan suku bunga sebesar 0,25%. Kenaikan suku bunga oleh Bank of England yang lebih besar dari ekspektasi ini memicu kekhawatiran akan prospek ekonomi dan permintaan bahan bakar sehingga mendorong koreksi tajam pada harga minyak mentah, meskipun data cadangan AS secara tak terduga mengalami penurunan. Harga emas juga melemah karena indikasi The Fed masih akan menaikkan suku bunga sebanyak dua kali lagi pada tahun ini. Koreksi harga emas sempat berkurang setelah dirilisnya data initial claims pekan lalu yang masih relatif stabil pada level tertinggi selama 20 bulan terakhir, yang merupakan indikasi awal melunaknya pasar tenaga kerja.

Dari domestik, seperti yang diperkirakan dalam RDG kemarin BI tetap mempertahankan suku bunga acuan BI7DRR pada level 5,75%. IHSG pada perdagangan Kamis 22 Juni 2023 ditutup melemah 0,75% pada level 6652. Saham sektor teknologi mengalami koreksi terbesar, sedangkan saham sektor keuangan membukukan kenaikan terbesar. Investor asing mencatatkan net sell Rp163,37 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6626/6598 dan resistance 6670/6692. Stock pick: BBTN, BBCA, BRIS, AGRO, ISAT, AKRA, ADMR

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