Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat setelah awalnya sempat berada di teritori negatif. Indeks menguat di tengah koreksi saham sektor peritel akibat kekhawatiran akan kinerja kuartal kedua ini. Saham sektor energi membukukan kenaikan terbesar, seiring dengan kenaikan harga minyak mentah. Penurunan yield US-Treasury tenor 10 tahun di bawah level 3%, juga menjadi sentimen positif bagi saham. Namun kekhawatiran akan prospek ekonomi, membatasi penguatan indeks. Bank Dunia menurunkan proyeksi pertumbuhan ekonomi global menjadi 2,9% pada tahun ini, dari proyeksi sebelumnya 4,1% dan dari tahun 2021 yang tumbuh 5,7%. Bank Dunia juga memperingatkan akan potensi resesi ekonomi pada beberapa negara akibat ekonomi mengalami periode stagflasi. Pertumbuhan ekonomi negara maju tahun ini diperkirakan tumbuh 2,7%, melambat dari tahun lalu 5,1%. Sedangkan pertumbuhan ekonomi negara berkembang diperkirakan sebesar 3,4%, melambat dari tahun lalu 6,6%.

IHSG pada perdagangan Selasa 7 Juni 2022 ditutup menguat 0,63% pada level 7141. Saham sektor teknologi mengkontribusikan penguatan terbesar, sedangkan saham sektor transportasi mengalami koreksi terbesar. Investor asing net sell Rp821,63 miliar. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7120/7080 dan resistance 7230/7270. Stock pick: BMRI, BBNI, BBCA, INCO, PTBA, ADRO, ADMR, SRTG, INDY

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