Market Review and Prediction

Indeks di bursa Wall Street ditutup melemah dalam kisaran sempit. Pasar mencermati earning season triwulan II 2024, menjelang dirilisnya laporan keuangan Alphabet dan Tesla setelah penutupan bursa. Laporan keuangan kedua perusahaan tersebut akan menandai bagaimana tampilan awal kinerja keuangan emiten sektor teknologi selama tiga bulan terakhir. Hingga saat ini sekitar 20% emiten dalam indeks S&P500 telah merilis laporan keuangan triwulan II 2024, di mana sebesar 80% nya membukukan laba yang melebihi estimasi. Sementara itu harga minyak mentah melemah di level terendah selama enam pekan terakhir akibat kekhawatiran akan turunnya permintaan serta meredanya ketegangan di Timur Tengah. Sedangkan harga emas menguat menjelang dirilisnya data pertumbuhan ekonomi AS dan indeks PCE prices pada pekan ini, dengan harapan data ekonomi tersebut akan mendukung penurunan suku bunga The Fed pada tahun ini.

IHSG pada perdagangan Selasa 23 Juli 2024 ditutup melemah 0,11% pada level 7313. Saham sektor energi mengalami koreksi terbesar, sedangkan saham sektor teknologi membukukan kenaikan terbesar. Investor asing mencatatkan net sell Rp86,94 miliar termasuk transaksi di pasar non regular. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7275/7250 dan resistance 7330/7350. Stock pick: JSMR, INDF, BBCA, TPIA, AMMN, MBMA, MTEL

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