Market Review and Prediction

Indeks di bursa Wall Street ditutup mix dalam kisaran sempit di mana indeks Dow Jones ditutup melemah, sedangkan indeks S&P500 dan Nasdaq Composite ditutup di area negatif. Pasar masih menantikan hasil pertemuan The Fed pada hari Selasa-Rabu ini serta mencermati kelanjutan earning season. Beberapa emiten besar sektor teknologi, seperti Apple, Meta, Microsoft dan Amazon dijadwalkan akan merilis laporan keuangan triwulan II dalam beberapa hari mendatang. Pasar memprediksi The Fed akan mempertahankan suku bunga tetap pada level 5,25%-5,50% pada pertemuan pekan ini. Namun pasar akan menantikan komentar Chairman The Fed Jerome Powell mengenai kebijakan moneter The Fed untuk mencari indikasi penurunan suku bunga The Fed pada September mendatang. Sementara itu harga minyak mentah melemah meskipun meningkatnya ketegangan politik antara Israel-Iran. Harga emas juga melemah akibat penguatan dollar AS.

IHSG pada perdagangan Senin 29 Juli 2024 ditutup menguat 0,01% pada level 7288. Saham sektor transportasi membukukan kenaikan terbesar, sedangkan saham sektor infrastruktur mengalami koreksi terbesar. Investor asing mencatatkan net buy Rp176,63 miliar termasuk transaksi di pasar non regular. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 7250/7220 dan resistance 7310/7340. Stock pick: BBRI, BMRI, BRIS, ADRO, ADMR, PTBA, PGAS, ASII, ISAT

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