{"id":10535,"date":"2021-08-04T00:00:00","date_gmt":"2021-08-03T17:00:00","guid":{"rendered":"http:\/\/mandiri.test\/uncategorized-id\/equity-market-commentary-juli-21\/"},"modified":"2026-01-19T15:44:01","modified_gmt":"2026-01-19T08:44:01","slug":"equity-market-commentary-juli-21","status":"publish","type":"post","link":"https:\/\/beta.toffeedev.com\/mandiri-new\/artikel\/equity-market-commentary-juli-21\/","title":{"rendered":"Equity Market Commentary : Performance Decoupling"},"content":{"rendered":"<p>IHSG naik beberapa point sementara LQ45 mengalami penurunan. Perbedaan tersebut menunjukan sektor teknologi mampu membawa indeks IHSG untuk bertahan sementara indeks LQ45 yang didominasi saham <em>blue chip<\/em> berjuang untuk berkinerja baik. Secara umum, kami melihat saham \u2013 saham berusaha untuk bertahan karena naiknya kasus Covid \u2013 19 sehingga pembatasan aktifitas masyarakat yang lebih ketat diberlakukan. Pada awal bulan, rumah sakit dilaporkan penuh dengan <em>Bed Occupancy Ratio<\/em> (BOR) nasional mencapai 77%. Selain itu, masyarakat yang terinfeksi mendapatkan kesulitan untuk mendapatkan pasokan oksigen dan obat \u2013 obatan. Indonesia mungkin sudah melewati puncak dari kasus harian Covid \u2013 19 di bulan Juli, BOR sudah mulai menurun di akhir bulan menjadi 60% dan akhirnya Indonesia mendapatkan pasokan vaksin yang cukup banyak. Kami melihat kesulitan dari pandemi ini mungkin tidak cepat berlalu karena varian delta sangat menular dan tingkat vaksinasi nasional masih rendah.<\/p>\n<p>&nbsp;<\/p>\n<p>Meskipun demikian, menurut kami ini adalah titip balik yang investor boleh pertimbangkan karena masyarakat memahami keadaan saat ini dibandingkan sebelumnya. Disamping itu, kita melihat normalitas telah kembali di banyak negara yang sudah memiliki tingkat vaksinasi yang tinggi meskipun kasus Covid \u2013 19 melonjak yang disebabkan varian delta angka kematian sangat rendah. Maka dari itu, kami berpikir LQ45 atau saham <em>blue chip<\/em> dapat mengejar ketinggalan saat ini karena valuasi cukup atraktif yang disebabkan oleh koreksi harga dan perbaikan angka fundamental.<\/p>\n<p>&nbsp;<\/p>\n<hr \/>\n<p>&nbsp;<\/p>\n<p><em>DISCLAIMER<\/em><br \/>\n<em><br \/>\nPendapat yang diungkapkan dalam artikel adalah untuk tujuan informasi umum saja dan tidak dimaksudkan untuk memberikan saran atau rekomendasi khusus untuk individu atau produk keamanan atau investasi tertentu. Ini hanya dimaksudkan untuk memberikan edukasi tentang industri keuangan. Pandangan yang tercermin dalam konten dapat berubah sewaktu-waktu tanpa pemberitahuan. Seluruh data kinerja dan return investasi yang tertera di artikel ini tidak dapat digunakan sebagai dasar jaminan perhitungan untuk membeli atau menjual suatu efek. Data tersebut merupakan catatan kinerja berdasarkan data historis dan bukan merupakan jaminan atas kinerja suatu efek di masa mendatang. Investasi melalui reksa dana mengandung risiko. Investor wajib membaca dan memahami prospektus sebelum memutuskan untuk berinvestasi melalui reksa dana.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>IHSG naik beberapa point sementara LQ45 mengalami penurunan. Perbedaan tersebut menunjukan sektor teknologi mampu membuat perbedaan.<\/p>\n","protected":false},"author":1,"featured_media":6113,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[351,367],"tags":[346],"class_list":["post-10535","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-artikel","category-market-insights","tag-bahasa-indonesia"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Equity Market Commentary : Performance Decoupling - Mandiri Investasi<\/title>\n<meta name=\"description\" content=\"IHSG naik beberapa point sementara LQ45 mengalami penurunan. 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