Market Review and Prediction

Indeks di bursa Wall Street ditutup mix, di mana indeks Dow Jones ditutup menguat sedangkan indeks S&P500 dan Nasdaq Composite ditutup melemah. Investor melakukan profit taking terhadap saham sektor teknologi yang telah mengalami reli selama beberapa hari terakhir. Data inflasi yang rendah mendorong investor melakukan pembelian pada saham small caps serta saham sektor properti dan yang terkait, karena ekspektasi penurunan suku bunga. Data inflasi AS bulan Juni tercatat penurunan sebesar 0,1% mom sehingga secara tahunan menjadi 3% yoy, yang merupakan level terendah sekitar tiga tahun terakhir. Untuk inflasi inti sebesar 0,1% mom dan 3,3% yoy, yang merupakan level terendah sejak April 2021. Data tersebut semakin meningkatkan ekspektasi pasar bahwa The Fed akan menurunkan suku bunga pada pertemuan September mendatang. Namun sebelumnya pasar akan mencermati komentar The Fed pada pertemuan 30-31 Juli nanti. Harga minyak mentah dan emas juga menguat karena ekspektasi penurunan suku bunga The Fed.

IHSG pada perdagangan Kamis 11 Juli 2024 ditutup menguat 0,18% pada level 7300. Saham sektor transportasi membukukan penguatan terbesar, sedangkan saham sektor kesehatan mengalami pelemahan terbesar. Investor asing mencatatkan net buy Rp602,52 miliar termasuk transaksi di pasar non regular. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7270/7250 dan resistance 7330/7350. Stock pick: BRIS, BMRI, BBNI, ISAT, JPFA, CPIN, MYOR, MBMA, ADMR, ANTM, TINS, JSMR

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