Market Review and Prediction

Indeks di bursa Wall Street kembali ditutup menguat terbatas, menantikan data indeks PCE prices yang merupakan indikator inflasi yang dilihat oleh The Fed yang akan dirilis nanti malam. Data tersebut akan menjadi indikator bagi pasar untuk memprediksi kapan The Fed akan mulai menurunkan suku bunga. IMF memprediksi bahwa indeks PCE core AS akan berada di level 2,5% pada akhir tahun ini serta akan mencapai level 2% pada pertengahan tahun 2025, lebih awal dari prediksi The Fed tahun 2026. Sementara itu harga minyak mentah menguat karena ketegangan politik. Sedangkan harga emas rebound dipicu oleh koreksinya dollar AS.

IHSG pada perdagangan Kamis 27 Juni 2024 ditutup menguat 0,90% pada level 6967. Saham sektor keuangan membukukan penguatan terbesar, sedangkan saham sektor industrial mengalami koreksi terbesar. Investor asing mencatatkan net sell Rp5,37 triliun termasuk transaksi di pasar non regular. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6920/6900 dan resistance 7000/7030. Stock pick: BBRI, BMRI, BBCA, BBNI, BBTN, TLKM, EXCL, UNVR, MYOR, INDF, ICBP, ADRO, ADMR, TINS, NCKL, MBMA

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