July 22nd, 2024

Good morning,

Dow tumbles more than 370 points, S&P 500 posts worst week since April as investors dump big tech

Stocks retreated Friday, as Wall Street wrapped up the week defined by a rotation out of this year’s megacap winners in favor of smaller names.

Dow……40288 -377.5 -0.93%
Nasdaq17727 -144.3 -0.81%
S&P 500.5505 -39.6 -0.71%

FTSE…..8156 -49.2 -0.60%
Dax……18172 -182.8 -1.00%
CAC……7535 -52.03 -0.69%

Nikkei..40064 -62.6 -0.25%
HSI……17418 -360.7 -2.03%
Shanghai.2982 +5.2 +0.17%

IDX….7294.50 -26.57 -0.36%
LQ45..919.53 -3.25 -0.35%
IDX30.459.72 -1.72 -0.37%

IDXEnergy..2455.72 -1.99 -0.08%
IDX BscMat1364.42 -18.94 -1.37%
IDX Indstrl.1018.75 -4.12 -0.40%
IDXNONCYC.717.07 -1.74 -0.24%
IDX Hlthcare1429.56 +10.22 +0.72%
IDXCYCLIC…748.73 -1.20 -0.16%
IDXTechno3265.59 -30.53 -0.93%
IDX Transp 1356.94 -8.15 -0.60%
IDX Infrast 1593.69 -7.74 -0.48%
IDX Finance1400.34 -4.51 -0.32%
IDX Banking1250.41 -2.24 -0.18%
IDX Property…..639 -0.10 -0.60%

Indo10Yr.6.9880👍 -0.0014 -0.02%
ICBI…382.8649 +0.1226 +0.03%
US2Yr.4.517 +0.046 +1.02%
US5Yr 4.170 +0.053 +1.29%
US10Yr4.243 +0.046 +1.10%
US30Yr.4.451 +0.030 +0.68%
VIX..16.52 +0.59 +3.70%‼️

USDIndx 104.3960 +0.223 +0.21%
Como Indx….280.36 -5.23 -1.83%
BCOMIN…… 142.98 -1.68 -1.16%

IndoCDS..74.19 -0.00 -0.00%
(5-yr INOCD5) (19/07)

IDR…..16191.00 +36.00 +0.22%
Jisdor.16199.00 +39.00 +0.24%

Euro…1.0882 -0.0016 -0.15%

TLKM…19.83 +0.03 +2.46%
( 3212)
EIDO…..20.20 -0.07 -0.35%
EEM…..42.74 -0.39 -0.89%

Oil…….80.13 -2.23 -2.71%
Gold…..2446.60 +0.20 +0.01%
Timah..31050.00 -554.00 -1.75%
(Closed 19/07)
Nickel..16274.00 -195.00 -1.18%
(Closed 19/07)
Silver….29.30 -0.67 -2.24%
Copper.423.65 -2.35. -0.55%

Iron Ore 62% 108.45 -0.28 -0.26%
(19/07)
Nturl Gas. 2.124 +0.023 +1.09%
Ammonia China 2800.00 +16.67 +0.60%
(Domestic Price)(19/07)

Coal price.135.10 +0.10 +0.07%
(Jul/Newcastle)
Coal price.139.00 -0.10 -0.07%
(Agt/Newcastle)
Coal price.139.50 -0.10 -0.07%
(Sept/Newcastle)
Coal price 139.60 -0.10 -0.07%
(Oct/Newcastle)

Coal price.105.20 +0.55 +0.53%
(Jul/Rotterdam)
Coal price..108.65 +0.75 +0.70%
(Agt/Rotterdam)
Coal price.109.90 +1.10 +1.01%
(Sept/Rotterdam)
Coal price 109.85 +1.10 +1.01%
(Oct/Rotterdam)

CPO(Oct)..3960 +22 +0.56%
(Source: bursamalaysia.com)

Corn……..404.75 -0.25 -0.06%
SoybeanOil 43.97 -0.36 -0.81%
Wheat…..542.75 +7.50 +1.40%

Wood pulp..5196 unch +0%
(Closed 21/07)

©️Phintraco Sekuritas
Broker Code: AT
Desy Erawati/ DE
Source: Bloomberg, Investing, IBPA, CNBC, Bursa Malaysia
Copyright: Phintraco Sekuritas

Jum’at merah semua, US bond yield juga naik, ini lanjut merah lagi keliatannya hari ini, biar beres dulu koreksi wave 2 lah, biar enak re-entry nya nanti dibawah

USD index up, metal2 kebanyakan down kecuali gold, semoga ANTM masih kebawa sentimen emas, tapi kalopun harus turun dulu ya gpp kita pasang trailing stop. oil down gas up coal down, kemaren2 ADRO dkk udah naik tinggi padahal coal price nya biasa biasa aja, biar ikut koreksi dulu lah sama index, kita masuk lagi pas firm beres bikin higher low

IHSG – MACD almost sell, stoch udah sell duluan, terakhir memang FNB tipis tapi vol transaksi juga turun, sabar tunggu beres koreksi

Walau banyak yang terlihat jalan tapi jangan terjebak pas index turun, yang menarik dicermati Healtcare yang baru mulai nongol dan consumer yang arahnya bagus dan memang sering jadi ganjel pas index merah

Stochastic Buy Signal banyak: ACES ADRO ARTO INDF INKP SIDO UNTR BFIN ENRG INDY LPPF MAPA MPMX SMSM. Big accum ADRO UNTR LPPF SMSM

MACD Buy Signal: INCO