Market Review and Prediction:

Indeks di bursa Wall Street ditutup menguat, meskipun data pertumbuhan ekonomi AS pada Q2 2021 lebih rendah dari estimasi. Ekonomi AS pada Q2 2021 tumbuh 6,5% yoy, sedikit lebih tinggi dibandingkan Q1 2021 yang sebesar 6,3% yoy, namun lebih rendah dibandingkan estimasi yang sebesar 8,4% yoy. Investasi domestik swasta turun 3,5% karena penurunan inventori. Data initial claims pekan lalu turun menjadi 400 ribu turun dari 424 ribu, namun lebih tinggi dibandingkan estimasi yang sebesar 380 ribu. Data PDB dan initial claims yang di bawah estimasi tersebut tidak direspon negatif oleh pasar karena sesuai dengan pendekatan The Fed yang masih menunggu peningkatan ekonomi yang lebih signifikan sebelum mengubah kebijakan moneternya. Harga minyak menguat karena turunnya cadangan minyak AS. Harga emas menguat seiring dengan pelemahan dollar AS.
IHSG pada perdagangan Kamis 29 Juli 2021 ditutup menguat 0,53% pada level 6120. Saham sektor infrastruktur membukukan kenaikan terbesar. Investor asing net buy Rp49,77 miliar. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6090/6065 dan resistance 6144/6165. Stock pick: BBRI, EXCL, ADRO, ITMG, PTBA, CPIN, INCO, ANTM, HRUM

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