November 29th, 2022

Good morning,

The Dow fell sharply Monday, as investor sentiment was hurt by Federal Reserve officials reiterating a stance for rates to remain higher for longer at a time when the impact of civil unrest in China stoked fears about slowing global growth.

Dow…….33850 -497.6 -1.45%
Nasdaq.11050 -176.9 -1.58%
S&P 500..3964 -62.2 -1.54%

FTSE…….7474 -12.7 -0.17%
Dax……..14383 -158.02 -1.09%
CAC……..6665 -47.3 -0.70%

Nikkei….28163 -120.2 -0.43%
HSI……..17298 -275.6 -1.57%
Shanghai..3079 -23.1 -0.75%
ST Times..3240 -4.5 -0.14%

IDX…….7017.36 -35.79 -0.51%
LQ45……996.76 -4.98 -0.50%

IDX Energy..2037.57 -7.74 -0.38%
IDX Bsc Mat.1273.35 -12.28 -0.95%
IDX Industrl..1234.62 +0.14 +0.13%
IDXNONCYC..733.34 +0.12 +0.60%
IDX Hlthcare.1482.32 -3.70 +0.88%
IDXCYCLIC…..890.41 -0.09 -0.01%
IDX Techno.6179.14 -245.76 -3.83%‼️
IDX Transp…1780.24 -18.10 -1.01%
IDX Infrast……895.71 -11.73 -1.29%
IDX Finance 1485.42 -9.33 -0.62%,
IDX Banking 1192.49 -1.73 -0.15%
IDX Property….709 – -%

Indo10Yr….7.1723 -0.0112 -0.16%👍
ICBI……..340.7880 +0.1712 +0.05%👍
US10Yr..3.7030 +0.0120 +0.33%
VIX……22.21 +1.71 +8.34%‼️

USDIndx..106.6570 +0.6980 +0.66%‼️
Como Indx..272.92 -0.33 -0.12%
(Core Commodity CRB)
BCOMIN……155.64 +0.23 +0.15%
.
IndoCDS..105.25 – -%
(5-yr INOCD5) (07/11)

IDR……15722.00 +49.50 +0.32%‼️
Jisdor..15729.00 +61.00 +0.39%‼️

Euro……..1.0343 -0.0052 -0.50%

TLKM……..25.04 -0.51 -.2.00%
(3938)
EIDO………23.28 +0.15 +0.65%
EEM……….37.60 -0.17 -0.45%

Oil………….77.24 +0.96 +1.26%
Gold ……1753.60 -13.50 -0.76%
Timah…..22231 – -%
(Closed 25/11)
Nickel…25594.00 +115.00 +0.45%
(Closed 28/11)
Silver………21.13 -0.48 -2.24%
Copper…..361.55 -1.50 -0.41%

Nturl Gas…..7.329 +0.527 +7.74%‼️

Ammonia..4590.00 – -%
China
(Domestic Price)(24/11)

Coal price….379.00 +18.20 +5.04%‼️
(Dec/Newcastle)
Coal price….368.50 +14.45 +4.08%‼️
(Jan/Newcastle)
Coal price….361.65 +14.60 +4.21%‼️
(Feb/Newcastle)
Coal price….249.00 +7.55 +3.13%‼️
(Des/Rotterdam)
Coal price….249.90 +9.40 +3.91%‼️
(Jan/ Rotterdam)
Coal price….248.40 +8.55 +3.56%‼️
(Feb/Rotterdam)

Coal(ICI 4)…..89.80 – -%
Indonesial Coal Index (17/11)

CPO(Feb)……4134 closed +0%
(Source: bursamalaysia.com)

Corn………….671.25 +0.00 +0.00%
SoybeanOil…73.12 +1.41 +1.97%
Wheat………780.75 -16.25 -2.04%

Wood pulp…6590.00 unch +0%
(Closed 28/11)

©️Phintraco Sekuritas
Broker Code: AT
Desy Erawati/ DE

Source: Bloomberg, Investing, IBPA, CNBC, Bursa Malaysia

Semua merah kemaren, semoga rebound hari ini… Tapi kemungkinan masih lebih besar tetep merah tudei

Komoditi energy mantul, Oil rebound (tapi belum rekomen buy saham2 minyak just yet), Natural Gas loncat lagi, Coal lanjut naik tinggi, saham2 coal yang pasti recommended. CPO masih galau, metal metal juga masih kacaw

IHSG – stoch balik sell, macd juga, masih dalam rangka sideways sih, semoga bukan lanjut ke bawah. Harusnya tetep santa claus rally desember ini… Senin udah FNB lagi, tapi bandar lokal dist, MFI flat, masih wave 3 tapi sidewaysnya rada lama ini… semoga ada sentimen positif terus breakout triangle ke atas. Sementara masih selective buying, terutama di energy, specifically coal stocks…

Financials nya loyo, makanya indexnya juga lemes… Energy Property leading, keliatan gerak juga property sama industrials, consumer non-cyclicals sama healthcare, tapi jangan terlalu aggressive di yang selain 2 leading sectors

November 28th, 2022

Good morning,

Dow closes more than 150 points higher. Stocks notch gains for holiday week

The Dow Jones Industrial Average rose Friday, notching a gain during the holiday-shortened trading week.

Dow…….34347 +152.97 +0.45%
Nasdaq.11226 -58.96 -0.52%
S&P 500..4026 -1.14 -0.03%

FTSE…….7487 +20.1 +0.27%
Dax……..14541 +1.82 +0.01%
CAC……..6713 +5.2 +0.08%

Nikkei….28283 -100.1 -0.35%
HSI……..17574 -87.3 -0.49%
Shanghai..3102 +12.4 +0.40%
ST Times..3245 -8.3 -0.26%

IDX…….7053.52 -27.36 -0.39%
LQ45….1001.74 -2.58 -0.26%

IDX Energy..2045.31 -27.06 -1.31%
IDX Bsc Mat.1285.63 -5.08 -0.39%
IDX Industrl..1232.96 -0.14 -0.01%
IDXNONCYC..733.34 +0.12 +0.02%
IDX Hlthcare.1482.32 -3.70 -0.25%
IDXCYCLIC…..890.50 +0.18 +0.02%
IDX Techno..6424.90 -67.33 -1.04%
IDX Transp…1798.33 -11.47 -0.63%
IDX Infrast……907.43 -4.71 -0.52%
IDX Finance 1494.74 -5.90 -0.39%,
IDX Banking.1194.22 -3.77 -0.31%
IDX Property….709 -2.3 -0.32%

*Indo10Yr….7.1835 -0.0266 -0.37%👍*
*ICBI……..340.4842 +0.2787 +0.08%👍*
*US10Yr..3.6910 -0.0150 -0.40%*
*VIX……20.50 +0.08 +0.39%*

*USDIndx..105.9590 +0.1070 +0.10%*
Como Indx..273.25 -3.62 -1.31%
(Core Commodity CRB)
BCOMIN……155.41 -1.55 -0.99%
.
*IndoCDS..105.25 – -%*
(5-yr INOCD5) *(07/11)*

*IDR……15672.00 +7.50 +0.05%‼️*
*Jisdor..15668.00 +21.00 +0.13%‼️*

*Euro……..1.0395 -0.0015 -0.14%*

TLKM……..25.55 +0.29 +1.15%
*(4003)*
EIDO………23.13 -0.11 -0.47%
EEM……….37.77 -0.18 -0.47%

*Oil………….76.28 -1.66 -2.13%*
Gold ……1768.80 -1.00 -0.06%
Timah…..22231 -7.00 -0.03 %
*(Closed 25/11)*
*Nickel…25594.00 -514.00 -1.97%‼️*
*(Closed 25/11)*
Silver………21.71 -0.10 -0.46%
Copper…..363.05 -0.40 -0.11%

*Nturl Gas…..6.802 -0.427 -5.91%*

Ammonia..4590.00 unch +0%
*China*
(Domestic Price)(24/11)

Coal price….360.80 +4.15 +1.16%
(Dec/Newcastle)
Coal price….354.05 +4.15 +1.19%
(Jan/Newcastle)
Coal price….347.05 +5.00 +1.46%
(Feb/Newcastle)
Coal price….241.45 +3.40 +1.43%
(Des/Rotterdam)
Coal price….240.50 +1.50 +0.63%
(Jan/ Rotterdam)
Coal price….239.85 +1.70 +0.34%
(Feb/Rotterdam)

Coal(ICI 4)…..89.80 – -%
Indonesial Coal Index (17/11)

*CPO(Feb)……4134 +88 +2.17%*
(Source: bursamalaysia.com)

Corn………….671.25 +5.00 +0.75%
SoybeanOil…71.71 -0.49 -0.68%
Wheat………797.00 -16.00 -2.03%

Wood pulp…6590.00 unch +0%
(Closed 27/11)

©️Phintraco Sekuritas
Broker Code: *_AT_*
_Desy Erawati/ *DE*_

*Source*: Bloomberg, Investing, IBPA, CNBC, Bursa Malaysia
_Copyright: Phintraco Sekuritas_

DJI ijo, Nasdaq merah, europe ijo, asia merah kecuali china, masih sideways dulu ini kayanya

Metal2 turun semua, oil gas juga, coal CPO ijo, saham coal harusnya lanjut, saham CPO kita liat dulu nanti

IHGS – stoch up, macd sw, last day NFS, bandar flat, RSI MFI sw, masih jadwal wave 3, belum breakout ascending triangle, masih sideways

Energy, Property, yang mulai keliatan gerak Healthcare, Consumer Cyclicals, Consumer Non-Cyclicals, Infrastructure sama Industrials nyusul

November 25th, 2022

Good morning,

US markets on holiday due to Thanksgiving Day

Dow…….34194 closed +0%
Nasdaq.11285 closed +0%
S&P 500..4027 closed +0%

FTSE…….7467 +1.4 +0.02%
Dax……..14540 +111.97+0.78%
CAC……..6707 +28.2 +0.42%

Nikkei….28383 +267.4 +0.95%
HSI……..17661 +137.1 +0.78%
Shanghai..3088 -7.60 -0.25%
ST Times..3253 -3.1 -0.10%

IDX…….7080.52 +26.39 +0.37%
LQ45….1004.32 +5.82 +0.58%

IDX Energy..2072.36 -14.65 -0.70%
IDX Bsc Mat.1290.71 +2.65 +0.21%
IDX Industrl..1233.10 +3.33 +0.27%
IDXNONCYC..733.21 +2.65 +0.36%
IDX Hlthcare.1486.02 +12.26 +0.83%
IDXCYCLIC…..890.31 +1.67 +0.19%
IDX Techno..6492.24 -78.99 -1.20%
IDX Transp…1809.80 +0.22 +0.01%
IDX Infrast……912.15 +3.12 +0.34%
IDX Finance 1500.64 +3.05 +0.20%,
IDX Banking.1197.99 +5.59 +0.47%
*IDX Property….711 +13.8 +1.98%*

*Indo10Yr….7.2101 -0.0462 -0.64%👍*
*ICBI……..340.2055 +1.1616 +0.34%👍*
*US10Yr..3.7060 closed +0%*
*VIX……20.42 +0.07 +0.34%*

*USDIndx..105.8520 -0.2850 -0.27%👍*
Como Indx..276.87 closed +0%
(Core Commodity CRB)
BCOMIN……156.96 closed +0%
.
*IndoCDS..105.25 – -%*
(5-yr INOCD5) *(07/11)*

*IDR……15665.00 -21.00 -0.14%*
*Jisdor..15647.00 -53.00 -0.34%*

*Euro……..1.0410 +0.0015 +0.14%👍*

TLKM……..25.26 closed +0%
*(3952)*
EIDO………23.24 closed +0%
EEM……….37.95 closed +0%

Oil………….77.96 +0.02 +0.03%
Gold ……1769.80 +9.40 +0.53%
Timah…..22028 -166.00 -0.75 %
*(Closed 23/11)*
Nickel…26108.00 +92.00 +0.35%
*(Closed 24/11)*
Silver………21.71 +0.18 +0.83%
Copper…..363.45 +1.60 +0.44%

Nturl Gas…..7.229 -0.103 -1.40%

Ammonia..4590.00 unch +0%
*China*
(Domestic Price)(23/11)

Coal price….347.35 +0.90 +0.26%
(Nov/Newcastle)
Coal price….356.55 +0.55 +0.15%
(Des/Newcastle)
Coal price….349.90 unch +0%
(Jan/Newcastle)
Coal price….213.80 +0.10 -0.05%
(Nov/Rotterdam)
*Coal price….238.05 -9.10 -3.68%‼️*
(Des/ Rotterdam)
*Coal price….239.00 -11.00 +4.40%‼️*
(Jan/Rotterdam)

Coal(ICI 4)…..89.80 – -%
Indonesial Coal Index (17/11)

*CPO(Feb)……4046 -58 -1.41%*
(Source: bursamalaysia.com)

Corn………….666.25 closed +0%
SoybeanOil…72.20 closed +0%
Wheat………813.00 closed +0%

Wood pulp…6580.00 unch +0%
(Closed 24/11)

©️Phintraco Sekuritas
Broker Code: *_AT_*
_Desy Erawati/ *DE*_

*Source*: Bloomberg, Investing, IBPA, CNBC, Bursa Malaysia
_Copyright: Phintraco Sekuritas_

US tutup, Europe ijo, asia ada yang ijo rada tebel ada yang merah tipis. Semoga lanjut ijo hari ini…

IHSG – Semoga breakout triangle dan midline LR ke atas, teknikal udha ok koq, udah beberapa hari FNB juga

Oil rebound tipis, metal rata2 ijo kecuali timah, tapi tipis tipis, market US tutup jadi ga aggressive keliatannya Gas turun dikit, Coal Newsactle naik tipis, rotterdam future desember turun tajem, future january naik tinggi. Masih positif untuk emiten batubara. CPO turun lagi, emang belum sih ini keliatannya

Energy Property

Financials melemah sedikit, kita check infobank15, index butuh big banks gerak untuk breakout triangle

Infobank15 – Masih tertahan sideways juga ternyata, tapi harapan untuk bisa breakout ada sih, FNB udah seminggu, bar freq analyzer tambah tnggi walau vol nya cenderung rata, alias kebanyakan transaksi lebih banyak big player nya

November 24th, 2022

Good morning,

Stocks close higher for a second day as Fed minutes signal smaller rate hikes ahead

U.S. stocks closed higher Wednesday in a choppy session as meeting minutes from the Federal Reserve showed that the central bank is looking to hand out smaller rate hikes in the coming months as inflation cools off.

Dow…….34194 +95.96 +0.28%
Nasdaq.11285 +110.9 +0.99%
S&P 500..4027 +23.7 +0.59%

FTSE…….7465 +12.00 +0.17%
Dax……..14428 +5.2 +0.04%
CAC……..6679 +21.6 +0.32%

Nikkei….28116 closed +0%
HSI……..17524 +99.4 +0.57%
Shanghai..3097 +7.96 +0.26%
ST Times..3256 -3.6 -0.11%

IDX…….7054.12 +23.53 +0.33%
LQ45……998.50 +1.62 +0.16%

IDX Energy..2087.01 +24.79 +1.20%
IDX Bsc Mat.1288.07 +2.05 +0.16%
IDX Industrl..1229.77 -1.58 -0.13%
IDXNONCYC..730.56 +3.76 +0.52%
IDX Hlthcare.1473.76 -0.57 -0.04%
IDXCYCLIC…..888.64 -0.26 -0.03%
IDX Techno..6571.23 -45.2 -0.68%
IDX Transp…1809.59 +17.07 +0.96%
IDX Infrast……909.02 -0.42 -0.05%
IDX Finance 1497.59 +14.55 +0.99%,
IDX Banking.1192.41 +5.35 +0.45%
IDX Property….693 – -%

*Indo10Yr….7.2563 -0.0349 -0.48%👍*
*ICBI……..339.0439 +0.9718 +0.29%👍*
*US10Yr..3.7060 -0.0520 -1.38%*
*VIX……20.35 -0.94 -4.42%‼️*

*USDIndx..106.1370 -1.0340 -0.96%👍*
Como Indx..276.87 -2.37 -0.85%
(Core Commodity CRB)
BCOMIN……156.96 -0.19 -0.12%
.
*IndoCDS..105.25 – -%*
(5-yr INOCD5) *(07/11)*

*IDR……15686.50 -10.00 -0.06%‼️*
*Jisdor..15700.00 -16.00 -0.10%‼️*

*Euro……..1.0395 +0.0091 +0.88%*

TLKM……..25.26 -0.23 -0.90%
*(3966)*
EIDO………23.22 +0.27 +1.18%
EEM……….37.95 +0.31 +0.82%

*Oil…………77.94 -3.01 -3.72%‼️*
Gold ……1760.40 +6.70 +0.38%
Timah…..22664 – %
*(Closed 21/11)*
Nickel…26108.00 -112.00 -0.43%
*(Closed 23/11)*
Silver………21.53 +0.46 +2.18%
Copper…..361.85 +4.25 +1.19%

*Nturl Gas…..7.332 +0.640 +9.56%‼️*

*Ammonia..4590.00 +16.67 +0.36%*
*China*
(Domestic Price)(22/11)

Coal price….346.45 -0.70 -0.20%
(Nov/Newcastle)
Coal price….356.10 +1.10 +0.31%
(Des/Newcastle)
Coal price….349.90 +10.15 +0.21%
(Jan/Newcastle)
Coal price….213.90 +0.90 +0.42%
(Nov/Rotterdam)
*Coal price….247.15 +9.65 +4.06%‼️*
(Des/ Rotterdam)
*Coal price….250.00 +10.65 +4.45%‼️*
(Jan/Rotterdam)

Coal(ICI 4)…..89.80 – -%
Indonesial Coal Index (1£/11)

*CPO(Feb)……4104 +98 +2.45%‼️*
(Source: bursamalaysia.com)

Corn………….666.25 +7.00 +1.06%
SoybeanOil…72.20 +0.76 +1.06%
Wheat………813.00 +3.00 +0.37%

Wood pulp…6580.00 -10 -0.15%
(Closed 23/11)

©️Phintraco Sekuritas
Broker Code: *_AT_*
_Desy Erawati/ *DE*_

*Source*: Bloomberg, Investing, IBPA, CNBC, Bursa Malaysia
_Copyright: Phintraco Sekuritas_

Semua closing ijo kemaren kecuali singapore, semoga lanjut ijo lagi hari ini…

Metal2 rebound, kecuali nikel yang kemaren udah naik tinggi sekarang giliran koreksi dulu. Oil lanjut drop, semoga industri petrokimia jalan. Gas naik tinggi banget, PGAS belum sempet entry… Coal Newcastle Future price tipis, Rotterdam Price Naik tinggi untuk harga desember-januari. Harusnya tetep positif buat emiten batubara. CPO lanjut naik, kita tunggu buy signal saham2 CPO

IHSG – 2 hari FNB, bandar flat, MFI up, stoch up macd sw 833 sell, masih sideways, tapi bank sudah pada mulai gerak, harusnya bentar lagi mulai jalan, masih jadwal wave 3, masih panjang harusnya bisa santa claus rally

Energy Financials Infrastructures Property