Market Review and Prediction :

Indeks di bursa Wall Street ditutup menguat setelah Presiden Joe Biden mengumumkan telah mencapai kesepakatan program infrastruktur dengan sekelompok senator setelah membahas rencana untuk pembangunan jalan, jembatan dan broadband negara sehari sebelumnya. Namun masih perlu untuk membahas bagaimana cara pembiayaan rencana tersebut, karena Partai Republik menolak untuk mengubah program pemotongan pajak tahun 2017 dan Presiden Biden menyatakan tidak akan menaikkan pajak gas atau biaya penggunaan kendaraan listrik. Kesepakatan infrastruktur tersebut diperkirakan mencakup lebih dari USD500 miliar pengeluaran baru, di atas dari yang ditetapkan Kongres namun lebih sedikit dari yang diusulkan Partai Demokrat pertama kali. Saham sektor keuangan, energi dan telekomunikasi membukukan kenaikan terbesar. Data initial claims pekan lalu turun mencapai 411 ribu, lebih banyak dari estimasi 380 ribu. Hasil stress test perbankan oleh The Fed, yang dirilis setelah penutupan perdagangan, menyatakan bahwa gabungan bank besar akan menderita kerugian namun memiliki modal yang lebih banyak dari yang dibutuhkan sehingga The Fed akan mencabut batasan buyback saham dan dividen yang telah diberlakukan sejak awal pandemi.
IHSG pada perdagangan Kamis 24 Juni 2021 ditutup melemah 0,37% pada level 6012, setelah dibuka menguat hingga level 6060 dan sempat melemah hingga level 6003. Saham sektor infrastruktur mengalami pelemahan terbesar. Investor asing net buy Rp 86,79 miliar. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 5944/5885 dan resistance 6050/6090. Stock pick: BBRI, SCMA, ASII, AGRO, BRPT, BSDE, INCO

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