Market Review and Prediction:

Indeks di bursa Wall Street pada perdagangan akhir pekan lalu ditutup melemah akibat koreksi pada saham Amazon yang merilis laporan keuangan di bawah estimasi serta proyeksi yang melemah. Meningkatnya kekhawatiran akan penyebaran virus varian delta dan dampaknya terhadap momentum pembukaan aktivitas ekonomi, juga menjadi sentimen negatif. Sementara itu data personal consumption AS pada bulan Juni meningkat 1%, membaik dari bulan sebelumnya yang turun 0,1% serta lebih baik dari perkiraan yang sebesar 0,7%. Konsumen mengalihkan pengeluarannya ke sektor jasa seperti restoran dan perjalanan. Core PCE price, di luar makanan dan energi, tercatat 0,4%, sedikit turun dibandingkan bulan sebelumnya 0,5% serta di bawah estimasi 0,7%. Namun secara tahunan meningkat menjadi 3,5% dari bulan sebelumnya 3,4%, tapi masih di bawah estimasi pasar yang sebesar 3,7%. Pada pekan ini beberapa data indikator ekonomi AS yang akan dirilis diantaranya ISM manufacturing index, ADP Employment, ISM non manufacturing index, nonfarm payrolls dan unemployment rate.
IHSG pada perdagangan Jumat 30 Juli 2021 ditutup melemah 0,83% pada level 6070. Saham sektor consumer noncyclical mengalami koreksi terbesar. Investor asing net sell Rp562,25 miliar. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6050/6015 dan resistance 6090/6135. Stock pick: ASII, EMTK, SCMA, TPIA, TLKM, EXCL, TBIG, TOWR, INCO, TINS, ADRO, PTBA

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