Good morning,
July 23th, 2025
S&P 500 ekes out new record amid wave of earnings, trade updates
US stocks closed mixed Tuesday, but the benchmark S&P 500 was able to eke out a new record as Wall Street digested a new batch of earnings, including a tariff warning from General Motors (GM), while also weighing the latest trade developments.
Dow…..44502 +179.1 +0.40%
Nasdaq 20893 -81.5 -0.39%
S&P 500 6310 +3.99 +0.06%
FTSE…..9024 +10.8 +0.12%
Dax…..24042 -266.9 -1.09%
CAC…..7744 -53.8 -0.69%
Nikkei….39775 -44.2 -0.11%
HSI………25130 +135.9 +0.54%
Shanghai.3582 +22.1 +0.62%
IDX..7344.74 -53.46 -0.72%
LQ45..782.13 -6.67 -0.85%
IDX30.405.08 -3.55 -0.87%
IDXEnergy.2952.29 -5.80 -0.20%
IDX BscMat1558.49 -70.97 -4.36%‼️
IDX Indstr…..961.46 -0.14 -0.01%
IDXNONCYC.687.99 -3.69 -0.53%
IDX Hlthcare1579.02-6.48 -0.41%
IDXCYCLC…701.66 -6.03 -0.85%
IDX Techno.8310.21 -24.14 -0.29%
IDX Transp 1538.69 -9.52 -0.52%
IDX Infrast .1876.99 +31.27 +1.69%
IDX Finance.1369.60 -5.62 -0.41%
IDX Banking 1015.46 -3.59 -0.35%
IDX Property..742 -6.40 -0.86%
Indo10Yr.6.6137👍 -0.02690 -0.4%
ICBI….418.0929👍 +0.4372 +0.10%
US2Yr.3.833 -0.028 -0.73%
US5Yr 3.885 -0.032 -0.82%
US10Yr4.350 -0.027 -0.62%
US30Yr.4. 918 -0.027 -0.55%
VIX..16.50 -0.15 -0.90%
USDIndx..97.3920❗️-0.461 -0.47%
Como Indx.303.79 -1.00 -0.33%
BCOMIN..157.89 +1.32 +0.84%
IndoCDS 5yr.71.98👍 -0.53 -0%
(5-yr INOCD5) (21/07)
IDR…….16319.50❗️-3.50 -0.02%
Jisdor…16307.00❗️-23.00 -0.14%
Euro..1.1750❗️+0.0056 +0.48%
TLKM..17.47 +0.29 +1.69%
( 2805)
EIDO….17.56 -0.17 -0.96%
EEM…49.43 +0.03 +0.06%
Oil…66.21 -0.99 -1.47%
(WTI,Nymex)
Oil…68.59 -0.62 -0.90%
(Brent)
Gold.3441.70‼️+28.70 +0.84%
(Comex)
Gold.3428.79‼️ +28.58 +0.84%
(Spot/XAUUSD)
Timah..33908.00 +97.00 +0.29%
(Closed 22/07)
Nickel…15494.88 +12.50 +0.08%
(Closed 22/07)
Silver….39.67 +0.39 +0.99%
Copper.576.40 +12.05 +2.14%
Iron Ore 62% 98.11 +0.27 +0.28%
(22/07)
Nturl Gas .3.254 -0.063 -1.89%
Ammonia China.2360.00 +50.00 +2.16%
(Domestic Price 22/07)
Coal price.110.10 +0.25 +0.23%
(Jul/Newcastle)
Coal price112.50 +2.55 +2.32%
(Agt/Newcastle)
Coal price 113.60 +2.85 +2.57%
(Sept/Newcastle)
Coal price.115.30 +2.60 +2.31%
(Oct/Newcastle)
Coal price.104.15 -0.05 -0.05%
(Jul/Rotterdam)
Coal price 101.65 +1.45 +1.45%
(Agt/Rotterdam)
Coal price.102.55 +1.60 +1.58%
(Sep/Rotterdam)
Coal price.103.50 +1.80 +1.77%
(Oct/Rotterdam)
CPO(Oct) 4263 +37 +0.87%
(Source: bursamalaysia.com)
Corn……..418.00 -4.25 -1.01%
SoybeanOil 55.39 -0.43 -0.77%
Wheat…549.50 +7.25 +1.34%
Wood pulp..5923.33 -26.67 -0.45%
(Closed 22/07)
©️Phintraco Sekuritas
Broker Code: AT
Desy Erawati/ DE
Source: Bloomberg, Investing, IBPA, CNBC, Bursa Malaysia
Copyright: Phintraco Sekuritas
DJI up nasdaq down, SP500 bikin new record high, europe varied, asia varied, IHSG merah walau masih banyak saham yang ijo, US treasury bond yield down, ada harapan IHSG bisa ijo hari ini
USD index down, metal2 up, oil down gas down coal up, CPO up, semoga ADRO dkk lanjut ijo tebel hari ini
IHSG – stoch almost sell, macd masih up, MFI up, w% uptrend, BD dist, FNS tambah gede, reg bear div MACD, banyak gap di bawah, bahaya ini, tapi SP500 bikin new record high masih berharap bahwa belum akan longsor dulu index, walau memang kemungkinan wave 3 ini juga complex kaya wave 2, bisa jadi mini elliot wave atau abc. Yang jelas, stop loss dan trailing stop harus on
Infrastructure, Technology, Energy (walau melemah), Basic Materials yang baru mulai lagi
Stochastic Buy Signal: ADMR CMRY, big accum ADMR. Sell signal AKRA ELSA, kita check oil price
MACD Buy Signal: MIDI, sell signal MEDC
Oil Price – MACD nya masih bottoming tapi 833 nya emang sell, semoga ga panjang ke bawahnya, masih valid harusnya hidden bullish divergence nya
Supertrend Buy Signal: ADMR ADRO TLKM SIDO, big accum ADMR SIDO TKLM
ADMR – stoch rev buy, macd still up, MFI up w% uptrend, supertrend buy, BD FF acc, ada spike, swing up terus udah bikin 3 higher low, PBV agak tinggi dibanding tambang lain tapi PER masih ok banget, kalo ga pegang ADRO full banget saya entry ini ADMR
Ada spike, yang lama belum done di 1125 an, ga terlalu jauh ya, spec buy bisa BOW di admr yang belum pegang
CMRY – PBV kemahalan, BD FF big dist pula, skip
ADRO – stoch up macd up supertrend buy MFI up w% sw, BD FF acc, spike, undervalued, CNH in the making, gap gede di atas, ok banget ini ADRO, yang belum punya bisa nyusul, idealnya sih BOW tengah candle kemaren. Saya masih hold, minimal sampe gap ketutup
SPike baru kecil, yang lama belum done target 2350
TLKM – stoch up macd up MFI up w% uptrend, BD FF big acc, spike, IHNS, higher low udah 3 kali, ada 4 gap di atas, sektor infrastructure jalan, almost perfect sih, yang belum punya bisa BOW target ideal lepas di gap closing, minimal yang gap nya gede di 3400 an
spike done, belum ada lagi yang tinggi, tapi tetep spike sih, duit gede masuk harusnya, di big cap memang relatif jarang. BOW TLKM yang belum punya, tapi kalo masuk sekarang2 pantau ketat takut pullback
