Market Review and Prediction

Indeks di bursa Wall Street ditutup mix, di mana indeks Dow Jones ditutup menguat mencapai rekor tertinggi baru, sedangkan indeks S&P500 dan Nasdaq Composite ditutup melemah. Peralihan dari saham-saham teknologi yang telah menguat beberapa waktu lalu ke saham-saham yang lainnya, kembali berlanjut. Saham semikonduktor juga mengalami koreksi setelah Bloomberg News melaporkan bahwa pemerintahan Biden sedang mempertimbangkan pembatasan perdagangan yang lebih ketat jika perusahaan terus memberikan akses kepada China atas teknologi buatan AS. Sementara itu harga minyak mentah menguat karena turunnya cadangan minyak AS serta pelemahan dollar AS. Sedangkan harga emas koreksi setelah mencapai rekor tertinggi baru.

Sesuai dengan perkiraan, Bank Indonesia mempertahankan BI rate pada level 6,25%. IHSG pada perdagangan Rabu 17 Juli 2024 ditutup melemah 0,001% pada level 7224. Saham sektor kesehatan mengalami koreksi terbesar, sedangkan saham sektor consumer non cyclical membukukan penguatan terbesar. Investor asing mencatatkan net sell Rp86,10 miliar termasuk transaksi di pasar non regular. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7196/7160 dan resistance 7250/7275. Stock pick: BRIS, BBRI, BBTN, BMRI, ASII, TLKM, PTBA, ADRO, INCO, TINS, ANTM, INDF

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