Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat di mana indeks Dow Jones ditutup menguat signifikan dan mencapai rekor tertinggi baru. Optimisme bahwa The Fed berpeluang akan menurunkan suku bunga pada September mendatang telah mendorong penguatan saham secara keseluruhan. Peralihan dari saham sektor teknologi ke saham sektor siklikal dan saham berkapitalisasi kecil telah berlangsung sejak pekan lalu setelah data inflasi mengalami penurunan pada level terendah selama tiga tahun terakhir sehingga meningkatkan optimisme pasar bahwa The Fed berpeluang menurunkan suku bunga pada September mendatang. Hal tersebut mendorong penguatan harga emas pada rekor tertinggi. Sedangkan harga minyak mentah melemah karena kekhawatiran akan perlambatan ekonomi China.

Hari ini pasar domestik akan menantikan hasil RDG Bank Indonesia, yang diperkirakan akan mempertahankan BI rate pada level 6,25%. IHSG pada perdagangan Selasa 16 Juli 2024 ditutup melemah 0,75% pada level 7224. Saham sektor consumer noncyclical mengalami koreksi terbesar, sedangkan saham sektor consumer cyclical membukukan penguatan terbesar. Investor asing mencatatkan net sell Rp529,54 miliar termasuk transaksi di pasar non regular. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7196/7160 dan resistance 7240/7260. Stock pick: ISAT, ADRO, UNTR, HRUM, MDKA, TPIA, PTBA, JPFA, BBTN, MYOR

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