Market Review and Prediction

Indeks di bursa Wall Street kembali melanjutkan penguatannya, meskipun data ekonomi AS pada Q2 lalu kembali mengalami penurunan, yang meningkatkan potensi akan terjadinya resesi. Namun pasar optimis pelemahan ekonomi akan segera berakhir karena The Fed berpotensi akan memperlambat kenaikan suku bunganya. Ekonomi AS turun 0,9% pada Q2, setelah pada Q1 turun 1,6%, dan konsensus naik 0,3%. Data ekonomi ini juga menimbulkan optimisme pasar bahwa pengetatan kebijakan moneter oleh The Fed tidak akan seagresif sebelumnya. Sementara itu harga minyak mentah mix di tengah pulihnya permintaan bensin di AS dan kekhawatiran akan resesi. Harga emas menguat karena data pertumbuhan ekonomi AS yang melemah.

IHSG pada perdagangan Kamis 28 Juli 2022 ditutup menguat 0,85% pada level 6956. Saham sektor basic materials membukukan kenaikan terbesar, sedangkan saham sektor kesehatan mengalami koreksi terbesar. Investor asing net sell Rp21,71 miliar, termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6910/6860 dan resistance 7015/7070. Stock pick: ARTO, BBYB, EMTK, PGAS, ADMR, INCO, TINS, ANTM

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