Daily Analysis 20220721

Global update:

July 21th, 2022

Good morning,

Stocks rose on Wednesday, fueled by a rally in tech stocks, as all major averages reached their highest point since early June.

Dow…….31874 +47.8 +0.15%
Nasdaq.11898 +184.5 +1.58%
S&P 500..3960 +23.2 +0.59%

FTSE…….7264 -31.97 -0.44%
Dax……..13282 -26.4 -0.20%
CAC……..6185 -16.6 -0.27%

Nikkei….27680 +718.6 +2.67%
HSI……..20890 +229.2 +1.11%
Shanghai..3305 +25.3 +0.77%
ST Times..3170 +52.5 +1.68%

IDX…….6874.74 +138.65 +2.06%
LQ45…..973.95 +24.80 +2.61%

IDX Energy…1695.21 +24.09 +1.44%
IDX Bsc Mat.1260.17 +2.53 +0.20%
IDX Industrl..1216.93 +29.06 +2.45%
IDXNONCYC..719.11 +3.55 +0.50%
IDX Hlthcare.1546.49 +19.03 +1.25%
IDXCYCLIC…..885.99 +9.07 +1.03%
IDX Techno….7893.67 +168.56 +2.18%
IDX Transp…1998.70 +46.t3 +2.38%
IDX Infrast……973.99 +5.30 +0.55%
IDX Finance 1470.68 +34.60 +2.41%
IDX Banking..1097.94 +42.81 +4.06%
IDX Property…….675 +0.47 +3.10%

Indo10Yr….7.4932 +0.0200 +0.27%
ICBI……….328.0570 -0.6853 -0.21%
US10Yr…..3.0360 +0.0170 +0.56%
VIX…………23.88 -0.62 -2.53%

USDIndx 107.0760 +0.3940 +0.37%‼
Como Indx..287.04 +1.57 +0.55%
(Core Commodity CRB)
BCOMIN…..146.75 +2.76 +1.91%

IndoCDS…145.48 -11.01 -7.04%‼
(5-yr INOCD5)

IDR……14989.50 +13.00 +0.09%‼
Jisdor..14984.00 -8.00 -0.05%‼

Euro………1.0187 -0.0052 -0.51%

TLKM……..27.61 +0.05 +0.18%
(4137)
EIDO………22.46 +0.34 +1.54%
EEM………39.37 -0.17 -0.43%

Oil………..102.26 -1.96 -1.88%
Gold …….1712.10 +2.00 +0.12%
Timah. .24810.00 +91.00 +0.37%
( Closed 19/7)
Nickel..21133.50 +443.50 +2.14%
(Closed 20/7)
Silver…….18.61 -0.09 -0.48%
Copper….331.70 +1.80 +0.55%

Nturl Gas…..7.872 +0.579 +7.94%‼

Ammonia….3890.00 -93.33 -2.37%
China
(Domestic Price)(19/7)

Coal price….408.60 +8.95 +2.24%
(Jul/Newcastle)
Coal price…382.15 +11.15 +2.92%
(Agt/Newcastle)
Coal price…376.95 +1.95 +0.52%
(Jul/Rotterdam)
Coal price…335.90 +3.25 +0.98%
(Agt/ Rotterdam)

CPO(Okt)…..3937 +125 +3.28%‼
(Source: bursamalaysia.com)
Corn…………590.00 -5.25 -0.88%
SoybeanOil…57.60 -1.92 -3.23%‼
Wheat……….819.50 +7.25 +0.89%

Wood pulp…6630.00 +30 +0.45%
(Closed 20/7)

©️Phintraco Sekuritas
Broker Code: AT
Desy Erawati/ DE

Source: Bloomberg, Investing, IBPA, CNBC, yBursa Malaysia
Copyright: Phintraco Sekuritas
.

Asia ijo tebel, eropa merah. US Ijo

Oil silver turun, komoditas lain naik semua. Gas Coal CPO naik tinggi

MACD sudah bilang buy, semoga rallynya panjang, langsung bikin elliot wave impulse wave. Tapi kalo liat sekarang baru juli, kayanya sih belum, hehehe

Eh, tapi tahun kemaren start elliot wavenya juga di bulan mei sih. bisa aja

Masih basic materials, industrials sama finance, transport. Kalo lagi rally semua juga ijo, tapi biasanya yang cacing RSI nya bagus yang lebih jauh geraknya karena emang giliran manggung

BRPT masih menolak koreksi, yang reversal confirmed ANTM INCO TINS MDKA. INKP TKIM masih malu malu

BRPT – kalo liat stoch nya sih bentar lagi turun, tapi ya saham punya hajat mah bebas, mau naik terus juga. Yang jelas ga ok buat masuk sembarangan, buy pas beres koreksi aja

ANTM – yang belum punya barang belum terlalu terlambat, cuma buy nya pas dip aja, udah naik kemaren

MDKA – BOW, all good

INKP – BOW juga, all good

UNTR ASII

UNTR – keliatan ok, tapi momentum entry lebhi baik nunggu tutup gap sekalian retracement pattern dan stochastic 833 nya keliatan mau bawa koreksi dulu

ASII – BOW, all good, consensus price di atas harga sekarang, technical ok,

BTPS BMRI BBNI

BTPS – relatively ok, tapi gerakan finance gimana kebijakan pemerintah dan pemain besar, kalo mau bawa index naik ya naik. Chart cacing sih sampe sekarang masih menunjukkan mau naik, dari candle stick index juga sama.

Kalo niat swing ok, kalo trading pendek2 doang lebih harus hati2

Stoch Buy Signal

Index naik ya banyak yang buy, hehehe… Harus selektif aja cari yang emang punya hajat

Biar pas index turun kalopun koreksi ga jauh

MACD buy signal

Just play safe, masuknya di sektor yang lagi manggung aja