Market Review and Prediction

Indeks di bursa Wall Street pada akhir pekan lalu kembali ditutup melemah melanjutkan koreksi pada perdagangan sehari sebelumnya. Peralihan dari saham sektor teknologi ke saham sektor lain serta profit taking masih berlangsung pada perdagangan akhir pekan lalu. Sementara itu adanya pemadaman TI global terkait dengan masalah di perusahaan keamanan siber CrowdStrike membuat indeks di bursa Eropa melemah, namun tidak berdampak terhadap perdagangan di bursa New York. Harga minyak mentah mengalami koreksi karena adanya harapan genjatan senjata di Gaza. Sedangkan harga emas berlanjut melemah akibat penguatan dollar AS. Data ekonomi AS yang akan dirilis pada pekan ini diantaranya existing home sales, new home sales, GDP Q2, durable orders dan PCE prices.

IHSG pada perdagangan Jumat 19 Juli 2024 ditutup melemah 0,36% pada level 7294. Saham sektor basic material mengalami koreksi terbesar, sedangkan saham sektor kesehatan menjadi satu-satunya sektor yang menguat. Investor asing mencatatkan net buy Rp81,90 miliar termasuk transaksi di pasar non regular. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7265/7220 dan resistance 7330/7350. Stock pick: BBRI, BMRI, BBCA, BBNI, ASII, ITMG, UNTR, INDY, JSMR, INDF, ICBP

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