Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah, menghentikan reli indeks Dow Jones yang sudah ditutup menguat selama 13 hari berturut-turut. Pelemahan indeks antara lain dipicu oleh profit taking dan kenaikan yield US-Treasury. Pelemahan indeks Dow Jones juga dikontribusikan oleh koreksi pada saham Honeywell setelah merilis laporan keuangan yang lebih baik dari estimasi namun pendapatan lebih rendah dari yang diharapkan. Meta Platform melaporkan kinerja keuangan yang lebih baik dari estimasi. Pertumbuhan ekonomi AS pada Q2 2023 sebesar 2,3% lebih baik dari estimasi yang sebesar 2,0%. Data GDP AS ini juga mengindikasikan tekanan harga berkurang, dengan indeks harga pengeluaran konsumen personal menjadi 2,6%, turun dari kuartal sebelumnya 4,1% dan lebih rendah dari perkiraan 3,2%. Sementara itu ECB juga menaikkan suku bunga sebesar 0,25% menjadi 3,75%, serta mengindikasikan akan mempertimbangkan apakah tidak akan menaikkan suku bunga pada pertemuan September mendatang.

IHSG pada perdagangan Kamis 27 Juli 2023 ditutup melemah 0,74% pada level 6896. Saham sektor transportasi mengalami koreksi terbesar, sedangkan saham sektor consumer cyclical membukukan kenaikan terbesar. Investor asing mencatatkan net sell Rp480,44 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6870/6850 dan resistance 6950/6970. Stock pick: BMRI, AKRA, RMKE, ISAT, MAPI, INDF

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