Market Review and Prediction

Indeks di bursa Wall Street ditutup menguat. Beberapa data ekonomi AS terbaru yang di bawah estimasi justru menjadi sentimen positif karena meningkatkan ekspektasi pasar bahwa The Fed tidak akan menaikkan suku bunga lagi jika data ekonomi AS melemah. Data ADP Employment bulan Juli mencatat penyerapan tenaga kerja sebanyak 177 ribu, di bawah estimasi yang sebesar 371 ribu. Data pertumbuhan ekonomi AS triwulan II juga direvisi menjadi 2,1% dari estimasi sebelumnya 2,4%. Data ekonomi yang lebih rendah dari estimasi tersebut meningkatkan harapan pasar bahwa The Fed tidak akan menaikkan suku bunga pada pertemuan September mendatang sehingga mendorong kenaikan harga emas. Harga minyak mentah juga kembali menguat seiring dengan turunnya cadangan minyak AS, namun kekhawatiran akan ekonomi China membatasi penguatan harga minyak mentah.

IHSG pada perdagangan Rabu 30 Agustus 2023 ditutup menguat 0,13% pada level 6966. Saham sektor infrastruktur membukukan penguatan terbesar, sedangkan saham sektor transportasi mengalami koreksi terbesar. Investor asing mencatatkan net sell Rp1,004 triliun termasuk transaksi di pasar non reguler. Pada perdagangan hari ini IHSG diperkirakan bergerak pada kisaran support 6940/6920 dan resistance 6980/7020. Stock pick: BMRI, BBNI, BBTN, EXCL, TLKM, ADRO, ADMR, INDY, SMGR, MAPI, KLBF, MDKA, TOWR, TKIM

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