Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat dipicu oleh data inflasi AS yang lebih rendah dari perkiraan. Data CPI AS bulan Juni tercatat sebesar 0,2% mom, di atas bulan sebelumnya 0,1%, namun di bawah estimasi 0,3%. Untuk inflasi yoy sebesar 3%, lebih rendah dari bulan sebelumnya 4% dan dari perkiraan 3,1% yoy. Untuk CPI inti juga turun menjadi 0,2% mom dari 0,4% mom dan lebih rendah dari perkiraan 0,3%. Demikian juga untuk inflasi inti yoy menjadi 4,8% yoy dari 5,3% serta lebih rendah dari perkiraan 5%. Data inflasi tersebut meningkatkan harapan pasar bahwaThe Fed dapat segera menghentikan kebijakan kenaikan suku bunganya dan menghindari ekonomi AS masuk dalam resesi. Data inflasi tersebut juga mendorong kenaikan harga minyak mentah dan emas.

IHSG pada perdagangan Rabu 12 Juli 2023 ditutup menguat 0,17% pada level 6808. Saham sektor teknologi membukukan penguatan terbesar, sedangkan saham sektor energi mengalami koreksi terbesar. Investor asing mencatatkan net buy Rp544,33 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6785/6766 dan resistance 6820/6850. Stock pick: BBRI, BMRI, BBCA, TLKM, ISAT, INCO, AMRT

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