Market Review and Prediction

Indeks di bursa Wall Street kembali ditutup menguat, dipicu oleh data inflasi tingkat produsen yang juga lebih rendah dari estimasi, sehingga meningkatkan optimisme akan berlanjutnya penurunan inflasi. Indeks PPI bulan Juni tercatat sebesar 0,1%, lebih rendah dari perkiraan yang sebesar 0,2%. Indeks core PPI sebesar 0,1%, juga di bawah perkiraan. Namun data initial claims pekan lalu yang di bawah perkiraan, dapat menjadi indikasi pasar tenaga kerja masih cenderung ketat. Sementara itu harga minyak mentah menguat dipicu oleh data inflasi yang lebih rendah dari perkiraan. Demikian juga dengan harga emas yang menguat dipicu oleh pelemahan dollar AS dan yield US-Treasury.

IHSG pada perdagangan Kamis 13 Juli 2023 ditutup menguat 0,03% pada level 6810. Saham sektor kesehatan membukukan penguatan terbesar, sedangkan saham sektor properti mengalami koreksi terbesar. Investor asing mencatatkan net sell Rp191,98 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6796/6775 dan resistance 6850/6865. Stock pick: BBRI, BMRI, BBCA, BBTN, INCO, KLBF, INDF

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