Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah akibat sentimen negatif dari meningkatnya ketegangan politik antara AS-China karena kunjungan ketua DPR AS ke Taiwan serta komentar dari Presiden The Fed mengenai arah kebijakan The Fed selanjutnya. Beberapa presiden The Fed menyatakan bahwa The Fed masih berlanjut memerangi inflasi dan berharap The Fed akan menaikkan suku bunga sebesar 0,5% pada September dan berlanjut menaikkan suku bunga sebesar 0,25% hingga awal Q2 2023. Pasar akan mencermati perkembangan selanjutnya setelah kunjungan Nancy Pelosi ke Taiwan. Pasar juga menantikan kelanjutan sejumlah earning season emiten serta data nonfarm payrolls pada pekan ini.

IHSG pada perdagangan Selasa 2 Agustus 2022 ditutup menguat 0,28% pada level 6988. Saham sektor industri membukukan kenaikan terbesar, sedangkan saham sektor energi mengalami koreksi terbesar. Investor asing net buy Rp892,15 miliar, termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6900/6860 dan resistance 7005/7030. Stock pick: TLKM, ISAT, BMRI, BBNI, BBRI, ASII, TLKM, EXCL, INDF, ICBP

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