Market Review and Prediction

Indeks di bursa Wall Street pada perdagangan kemarin ditutup menguat. Indeks S&P500 dan Nasdaq Composite ditutup pada rekor tertinggi baru, dipicu oleh reli saham Nvidia yang kapitalisasi pasarnya telah melampaui Microsoft sebagai perusahaan publik paling berharga. Saham sektor teknologi menguat yang dipicu oleh turunnya yield US-Treasury setelah data penjualan ritel AS lebih rendah dari ekspektasi yang meningkatkan harapan akan penurunan suku bunga The Fed. Sementara itu harga minyak mentah menguat yang antara lain didorong oleh ekspektasi kenaikan permintaan pada musim panas, data penjualan ritel China yang meningkat serta potensi pedagang menutup posisi shortnya. Sedangkan harga emas menguat karena turunnya yield US-Treasury dan dollar AS.

Data ekonomi AS yang akan dirilis pada pekan ini diantaranya housing starts, building permits, existing home sales. Dari domestik data ekonomi yang akan dirilis pada pekan ini diantaranya neraca perdagangan dan Rapat Dewan Gubernur BI.

IHSG pada perdagangan Jumat 14 Juni 2024 ditutup melemah 1,42% pada level 6734. Semua sektor melemah dengan koreksi terbesar pada saham sektor teknologi. Investor asing mencatatkan net sell Rp729,87 miliar termasuk transaksi di pasar non regular. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6700/6640 dan resistance 6750/6770. Stock pick: ASII, BRIS, ADRO, PTBA, UNVR, NCKL, MEDC

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