Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu ditutup menguat di tengah harapan inflasi AS telah mencapai level tertingginya karena sudah mulai menurun pada bulan Juli. Inflasi di sektor produsen juga melambat pada bulan Juli. Demikian juga dengan data harga-harga impor yang turun lebih banyak dari perkiraan. Sementara itu harga minyak mentah melemah karena ekspektasi gangguan suplay di Teluk Mexico akan berkurang serta kekhawatiran akan resesi ekonomi membayangi prospek permintaan. Sedangkan harga emas menguat didorong oleh turunnya yield US-Treasury dan pelemahan dollar AS.

Data ekonomi AS yang akan dirilis pada pekan ini diantaranya housing starts, building permits, industrial production, retail sales, existing home sales dan FOMC minutes. Dari domestik akan dirilis data neraca perdagangan bulan Juli, transaksi berjalan Q2 202, pertumbuhan kredit dan penjualan sepeda motor.

IHSG pada perdagangan Jumat 12 Agustus 2022 ditutup melemah 0,43% pada level 7129. Saham sektor teknologi mengalami koreksi terbesar, sedangkan saham sektor infrastruktur membukukan kenaikan terbesar. Investor asing net buy Rp762,71 miliar, termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7100/7085 dan resistance 7165/7195. Stock pick: BBCA, BBTN, BBYB, BJBR, SRTG, ASLC, INCO, ISAT, ADRO, INTP, SMGR

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