Market Review and Prediction

Indeks di bursa Wall Street kembali ditutup menguat yang dipicu oleh optimisme akan earning season yang lebih baik dari perkiraan. Hingga saat ini sudah hampir 130 emiten dalam indeks S&P500 yang telah merilis laporan keuangan, di mana sebanyak 70% membukukan laba yang melebihi estimasi. Pasar menantikan hasil pertemuan The Fed dan komentar Chairman The Fed yang akan diumumkan nanti malam. Pasar memprediksi The Fed akan menaikkan suku bunga sebesar 0,25% pada pertemuan ini, namun pasar tidak yakin kebijakan moneter apa yang akan dilakukan The Fed pada pertemuan September mendatang. Sementara itu IMF menaikkan proyeksi pertumbuhan ekonomi dunia tahun 2023 menjadi 3%, dari proyeksi sebelumnya 2,8%. Untuk proyeksi pertumbuhan ekonomi global tahun 2024 masih sama pada level 3%. Harga minyak mentah menguat karena ketatnya suplay. Harga emas juga menguat seiring pelemahan dollar AS dan menantikan hasil pertemuan The Fed dan prospek kebijakan moneter selanjutnya.

IHSG pada perdagangan Selasa 25 Juli 2023 ditutup menguat 0,26% pada level 6917. Saham sektor basic materials membukukan kenaikan terbesar, sedangkan saham sektor consumer noncyclicals mengalami koreksi terbesar. Investor asing mencatatkan net buy Rp636,14 miliar termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6897/6880 dan resistance 6940/6960. Stock pick: BBRI, ASII, MEDC, INCO, SMGR, INTP, AALI, KLBF, ERAA, ACES

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