Market Review and Prediction

Bursa Wall Street tutup libur Hari Kemerdekaan AS. Indeks bursa Eropa ditutup menguat. Pasar mencermati hasil pemilu di UK. Indeks bursa Asia juga cenderung ditutup menguat kemarin, yang antara lain disebabkan oleh pernyataan Chairman The Fed Jerome Powell yang mengulangi kembali pernyataannya bahwa ada kemajuan dalam penurunan inflasi AS. Selain itu, beberapa data ekonomi AS yang melemah meningkatkan ekspektasi pasar akan penurunan suku bunga The Fed pada tahun ini. Hal tersebut juga memicu koreksi pada dollar AS terhadap mayoritas mata uang utama lainnya. Selanjutnya pasar akan menantikan data nonfarm payrolls AS yang akan dirilis nanti malam.

IHSG pada perdagangan Kamis 4 Juli 2024 ditutup menguat 0,33% pada level 7220. Saham sektor teknologi membukukan penguatan terbesar, sedangkan saham sektor kesehatan menjadi satu-satunya sektor yang melemah. Investor asing mencatatkan net buy Rp784,05 miliar termasuk transaksi di pasar non regular. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7195/7175 dan resistance 7265/7295. Stock pick: BBRI, BBTN, EXCL, ADMR, MEDC, ELSA, EMTK, SCMA, CPIN, JPFA

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