Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah setelah sebelumnya sempat mengalami kenaikan. Penurunan indeks antara lain disebabkan oleh adanya berita bahwa Apple berencana memperlambat pertumbuhan belanja dan perekrutan tahun depan karena adanya potensi penurunan penjualan. Goldman Sachs dan Bank of America merilis laporan keuangan yang di atas estimasi. Sedangkan IBM merilis kinerja keuangan pasca penutupan bursa. Meskipun kecemasan akan terjadinya resesi meningkat, namun rata-rata laba emiten dalam indeks S&P500 pada kuartal II lalu diperkirakan tumbuh 4,2% dan pendapatan meningkat 10,2% yoy. Sedangkan proyeksi pertumbuhan rata-rata laba sepanjang tahun ini diperkirakan tumbuh 9,9% yoy. Sementara itu harga minyak mentah menguat dipicu oleh kekhawatiran terganggunya suplay gas dari Rusia serta pelemahan dollar AS.

IHSG pada perdagangan Senin 18 Juli 2022 ditutup menguat 0,11% pada level 6659. Saham sektor consumer non-cyclicals membukukan kenaikan terbesar, sedangkan saham sektor teknologi mengalami koreksi terbesar. Investor asing net sell Rp550,40 miliar, termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6600/6560 dan resistance 6725/6760. Stock pick: BMRI, BBNI, BBCA, BBRI, ICBP, INDF, JSMR, TLKM, BBYB, ARTO, CPIN

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