Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah terbatas, setelah beberapa hari mengalami kenaikan. Setelah reli selama beberapa hari terakhir, indeks melemah terbatas akibat profit taking. Pasar menantikan indikasi selanjutnya mengenai kebijakan moneter The Fed. Nanti malam akan dirilis minutes dari pertemuan The Fed sebelumnya. Selanjutnya pasar juga menantikan pidato Chairman The Fed Jerome pada hari Jumat di simposium Jackson Hole. Pasar mencari petunjuk apakah The Fed akan menurunkan suku bunga sebesar 0,25% atau 0,5% pada pertemuan September mendatang. Sementara itu harga minyak mentah berlanjut melemah akibat kekhawatiran akan penurunan permintaan global. Sedangkan harga emas menguat mencapai rekor tertinggi dipicu oleh pelemahan dollar AS dan ekspektasi penurunan suku bunga The Fed.

IHSG pada perdagangan Selasa 20 Agustus 2024 ditutup menguat 0,90% pada level 7533. Semua sektor menguat dengan kontribusi penguatan terbesar pada saham consumer cyclical. Investor asing mencatatkan net buy Rp1,66 triliun termasuk transaksi di pasar non regular. Hari ini pasar akan menantikan Rapat Dewan Gubernur BI yang menurut konsensus masih akan mempertahankan BI Rate pada level 6,25%. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7500/7480 dan resistance 7550/7570. Stock pick: BBRI, BBNI, BBTN, BDMN, ASII, ACES, EMTK, BREN, EXCL, INDF, BRPT

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