Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat didorong oleh data inflasi AS tingkat konsumen yang mengalami penurunan. Inflasi bulan Juli tercatat sebesar 2,9% yoy, turun dari bulan sebelumnya 3% yoy, dan merupakan level terendah sejak Maret 2021. Inflasi secara mom sesuai dengan estimasi pada level 0,2% mom. Data inflasi tersebut sesuai dengan perkiraan bahwa The Fed akan menurunkan suku bunga pada pertemuan bulan depan, yang menjadi pertanyaan adalah apakah The Fed akan menurunkan suku bunga sebesar 0,25% atau 0,5% pada pertemuan tersebut. Sementara itu harga minyak mentah melemah setelah adanya potensi gencatan senjata di Timur Tengah. Sedangkan harga emas melemah karena peluang penurunan suku bunga The Fed diperkirakan tidak sebesar estimasi sebelumnya karena penurunan inflasi sesuai dengan perkiraan.

IHSG pada perdagangan Rabu 14 Agustus 2024 ditutup menguat 1,08% pada level 7436. Saham sektor consumer cyclical membukukan kenaikan terbesar, sedangkan saham sektor properti menjadi satu-satunya sektor yang melemah. Investor asing mencatatkan net buy Rp577,91 miliar termasuk transaksi di pasar non regular. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7400/7375 dan resistance 7460/7480. Stock pick: BBTN, BBRI, PTBA, HRUM, MDKA, ISAT, EXCL, MYOR, INKP, TKIM, BRPT, BREN

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