Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah cukup signifikan setelah beberapa data ekonomi AS menunjukkan tanda-tanda perlambatan ekonomi sehingga menimbulkan kekhawatiran akan potensi resesi ekonomi. Data initial claims pekan lalu menunjukkan kenaikan jumlah tenaga kerja yang mengajukan klaim pengangguran pada level tertinggi sejak Agustus 2023. Indeks ISM manufaktur turun pada level 46,8, lebih buruk dari perkiraan serta memasuki area kontraksi ekonomi. Yield US-Treasury dengan tenor 10 tahun turun di bawah level 4% untuk pertama kalinya sejak Februari 2024. Sementara itu Bank of England menurunkan suku bunga acuannya sebesar 0,25% menjadi 5%. Harga minyak mentah melemah akibat kekhawatiran akan dampak perlambatan ekonomi, meskipun adanya eskalasi konflik di Timur Tengah. Sedangkan harga emas menguat, menantikan data nonfarm payrolls yang akan dirilis nanti malam.

IHSG pada perdagangan Kamis 1 Agustus 2024 ditutup menguat 0,97% pada level 7325. Saham sektor properti membukukan kenaikan terbesar, sedangkan saham sektor infrastruktur mengalami koreksi terbesar. Investor asing mencatatkan net buy Rp897,17 miliar termasuk transaksi di pasar non regular. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7300/7275 dan resistance 7350/7370. Stock pick: BBRI, BMRI, BBTN, BBCA, TLKM, UNTR, SMRA, CTRA, BRPT

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