GLobal Update:

July 25th, 2022

Good morning,

The S&P 500 fell nearly 1% on Friday, but finished the week higher, as investors digested disappointing results from Snap that sent social media shares reeling.

Dow…….31899 -137.6 -0.43%
Nasdaq.11834 -225.5 -1.87%
S&P 500..3962 -37.3 -0.93%

FTSE…….7276 +5.9 +0.08%
Dax……..13254 +7.04 +0.05%
CAC……..6217 +15.7 +0.25%

Nikkei….27915 +111.7 +0.40%
HSI……..20609 +34.5 +0.17%
Shanghai..3270 -2.03 -0.06.%
ST Times..3181 +29.04 +0.92%

IDX…….6887.13 +22.83 +0.33%
LQ45…..974.04 +2.49 +0.26%

IDX Energy…1724.72 +30.26 +1.79%
IDX Bsc Mat.1280.78 +27.71 +2.21%
IDX Industrl..1214.33 +1.69 +0.14%
IDXNONCYC..723.55 -0.81 -0.11%
IDX Hlthcare.1521.78 -6.29 -0.41%
IDXCYCLIC…..887.42 +2.49 +0.28%
IDX Techno….8080.04 +225.02+2.86%
IDX Transp…1993.71 -6.42 -0.32%
IDX Infrast……974.04 +2.49 +0.26%
IDX Finance 1473.08 -1.40 -0.10%
IDX Banking..1097.14 -5.51 -0.50%
IDX Property…….676 +0.20 +0.02%

Indo10Yr….7.5023 -0.0014 -0.02%
ICBI……….327.9024 -0.2157 -0.07%
US10Yr…..2.7830 -0.1270 -4.36%‼
VIX…………23.03 -0.08 -0.35%

USDIndx 106.7300 -0.1800 -0.17%‼
Como Indx..281.16 -0.68 -0.24%
(Core Commodity CRB)
BCOMIN…..149.14 +3.19 +2.19%

IndoCDS…137.24 -3.61 -2.56%👍
(5-yr INOCD5)

IDR……15013.50 -23.00 -0.15%‼
Jisdor..15024.00 +7.00 +0.05%‼

Euro………1.0213 -0.0011 -0.11%

TLKM……..27.94 +0.13 +0.47%
(4198)
EIDO………22.50 +0.02 +0.09%
EEM………39.42 -0.40 -1.00%

Oil…………94.70 -1.83 -1.89%‼
Gold ……1745.30 +11.00 +0.63%
Timah. .24o47.00 +106.00 +0.43%
( Closed 21/7)
Nickel..22373.50 +760.50 +3.52%
(Closed 23/7)
Silver…….18.62 -0.12 -0.64%
Copper….334.95 +3.65 +1.10%

Nturl Gas…..8.305 +0.415 +5.26%‼

Ammonia….369033 -133.33 -3.49‼%
China
(Domestic Price)(21/7)

Coal price….409.20 +5.80 +1.44%
(Jul/Newcastle)
Coal price…399.05 +23.65 +6.30%‼
(Agt/Newcastle)
Coal price…376.30 +0.25 +0.06%
(Jul/Rotterdam)
Coal price…336.80 +4.10 +1.23%
(Agt/ Rotterdam)

CPO(Okt)…..3883 +161 +4.33%‼
(Source: bursamalaysia.com)
Corn………….564.25 -9.25 -1.61%
SoybeanOil…57.87 +1.81 +3.23%‼
Wheat………759.00 -47.25 -5.86%‼

Wood pulp…6630.00 unch +0%
(Closed 23/7)

©️Phintraco Sekuritas
Broker Code: AT
Desy Erawati/ DE

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

Ujung jum’at US merah, sampai closing europe padahal masih pada ijo, kecuali shanghai yang closing merah di waktu market asia

Oil silver turun, gold lead nickel copper gas coal cpo naik

Harusnya ANTM INCO TINS dan saham coal MDKA PGAS AALI LSIP lanjut jalan

Reminder:

Ini mungkin terjadi, ABC correction yang “flat style”

Ini juga mungkin, ABC correction standar

Kita mesti siap menghadapi dua duanya…

Udah ok buat buy beberapa saham dari teknikal dan fundamental si saham itu sendiri, tapi ada resiko keseret kondisi global/regional

Ini yang tahun kemaren, ABC Flat Style Correction, kejadian di bulan Mei, so, sekarang bulan juli dan biasanya akhir tahun selalu ada santa claus rally, bisa jadi sekarang sudah lewat bottom-nya

Global Update:

July 22th, 2022

Good morning,

The Nasdaq Composite rose Thursday as Tesla shares surged on the back of better-than-expected earnings results. Tech stocks also got a boost from a softer U.S. dollar.

The yield on the 10-year Treasury note fell below 3% Thursday as investors digested the ongoing deluge of corporate earnings and continued to assess the outlook for growth and inflation.

Dow…….32037 +162.1 +0.51%
Nasdaq.12060 +161.96 +1.36%
S&P 500..3999 +39.1 +0.99%

FTSE…….7271 +6.2 +0.09%
Dax……..13247 -35.3 -0.27%
CAC……..6201 +16.5 +0.27%

Nikkei….27803 +122.7 +0.44%
HSI……..20575 -315.6 -1.51%
Shanghai..3272 -32.7 -0.99%
ST Times..3152 -17.99 -0.57%

IDX…….6864.13 -10.61 -0.15%
LQ45…..971.55 -2.39 -0.25%

IDX Energy…1694.25 -0.75 -0.04%
IDX Bsc Mat.1253.08 -7.09 -0.56%
IDX Industrl..1212.53 -4.39 -0.36%
IDXNONCYC..724.36 +5.26 +0.73%
IDX Hlthcare.1528.07 -18.42 -1.19%
IDXCYCLIC…..884.92 -1.07 -0.12%
IDX Techno….7855.02 -38.55 -0.49%
IDX Transp…2000.13 +1.42 +0.07%
IDX Infrast……976.33 +2.34 +0.24%
IDX Finance 1474.48 +3.81 +0.26%
IDX Banking..1102.65 +4.71 +0.43%
IDX Property…….676 +1.40 +0.20%

Indo10Yr….7.5037 +0.0107 +0.14%
ICBI……….328.1181 +0.0674 +0.02%
US10Yr…..2.9100 -0.1260 -4.15%‼️
VIX…………23.11 -0.77 -3.22%

USDIndx 106.9110 -0.1660 -0.16%‼️
Como Indx..281.84 -5.20 -1.81%
(Core Commodity CRB)
BCOMIN…..145.95 -0.79 -0.54%

IndoCDS…140.85 -5.10 -3.51%‼️
(5-yr INOCD5)

IDR……15036.50 +47.00 +0.31%‼️
Jisdor..15017.00 +33.00 +0.22%‼️

Euro………1.0224 +0.0037 +0.36%

TLKM……..27.81 +0.20 +0.72%
(4176)
EIDO………22.48 +0.02 +0.09%
EEM………39.82 +0.45 +1.14%

Oil…………96.53 -5.73 -5.60%‼️
Gold ……1734.30 +22.20 +1.30%
Timah. .24691.00 -119.00 -0.48%
( Closed 20/7)
Nickel..21613.00 +478.50 +2.27%
(Closed 21/7)
Silver…….18.74 +0.13 +0.70%
Copper….331.30 -0.40 -0.12%

Nturl Gas…..7.890 +0.018 +0.23%

Ammonia….3823.33 -66.67 -1.71%
China
(Domestic Price)(20/7)

Coal price….403.40 -5.20 -1.27%
(Jul/Newcastle)
Coal price…375.40 -6.75 -1.77%
(Agt/Newcastle)
Coal price…376.05 -0.90 -0.24%
(Jul/Rotterdam)
Coal price…332.70 -3.20 -0.95%
(Agt/ Rotterdam)

CPO(Okt)…..3722 -215 -5.46%‼️
(Source: bursamalaysia.com)
Corn…………573.50 -16.50 -2.80%
SoybeanOil…56.06 -1.54 -2.67%
Wheat……….806.25 -13.25 -1.62%

Wood pulp…6630.00 unch +0%
(Closed 21/7)

©️Phintraco Sekuritas
Broker Code: AT
Desy Erawati/ DE

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

US ijo lagi, europe ijo kecuali jerman, asia kemaren rata2 merah kecuali jepang. Semoga hari ini ihsg ijo lagi. Tapi kemungkinan besar sih mau tutup gap dulu. Semoga cuma bikin shadow panjang ke bawah aja

Oil CPO drop, emas nikel silver gas alam naik, timah copper turun

Harusnya ANTM INCO lanjut. AALI LSIP ELSA MEDC keliatannya koreksi dulu, coal2 juga

Ketemu hidden bearish divergence, ada gap juga di bawah kalo di chart dari mansek, opening gap pas rally 2%. Kalo iya berarti kemungkinan tutup gap dulu ke 6659

Global Update:

June 29th, 2022

Good morning,

Dow falls nearly 500 points as bear market bounce loses steam

U.S. stocks fell on Tuesday, erasing earlier gains as the market failed to keep its rebound from the bear-market lows going

Dow…….30947 -491.3 -1.56%
Nasdaq.11182 -343.01 -2.98%
S&P 500..3822 -78.6 -2.01%

FTSE…….7323 +65.1 +0.90%
Dax……..13232 +45.8 +0.35%
CAC……..6086 +38.7 +0.64%

Nikkei….27050 +178.2 +0.66%
HSI……..22419 +189.5 +0.85%
Shanghai..3409 +30.03 +0.89%
ST Times..3140 +2.7 +0.09%

IDX…….6996.46 -19.60 -0.28%
LQ45….1007.64 -3.10 -0.31%

IDX Energy…1666.37 +19.54 +1.19%
IDX Bsc Mat.1261.96 -18.59 -1.45%
IDX Industrl..1236.21 +0.39 +0.03%
IDXNONCYC..726.84 +0.47 +0.07%
IDX Hlthcare.1500.99 +2.63 +0.01%
IDXCYCLIC…..896.15 -0.96 -0.11%
IDX Techno..7739.02 -77.57 -0.99%
IDX Transp…2076.98 -9.91 -0.47%
IDX Infrast……977.78 +0.25 +0.03%
IDX Finance 1457.07 -15.18 -1.03%
IDX Property…….685 -4.70 -0.68%

Indo10Yr….7.4097 -0.0186 -0.25%
ICBI……….330.1680 +0.2728 +0.08%
US10Yr….3.2060 +0.0120 +0.38%
VIX…………28.36 +1.41 +5.23%

USDIndx 104.5060 +0.5670 +0.55%
Como Indx….301.00 +2.22 +0.74%
(Core Commodity CRB)
BCOMIN……..159.85 +0.71 +0.44%

IndoCDS…127.24 -0.58 -0.45%
(5-yr INOCD5) .

IDR……14830.50 +33.50 +0.23%‼️
Jisdor..14837.00 +33.00 +0.2%‼️

Euro………1.0520 -0.0062 -0.59%

TLKM……..27.21 -0.38 -1.38%
(4037)
EIDO……….22.72 -0.17 -0.74%
EEM……….40.45 -0.25 -0.61%

Oil………….111.82 +1.94 +1.77%
Gold …… .1820.70 -2.40 -0.13%
Timah. .26991.00 +2401 +9.76%‼️
( Closed 27/6)
Nickel..23237.50 +299.50 +1.31%
(Closed 28/6)
Silver……….20.83 -0.33 -1.56%
Copper…..375.85 -0.15 -0.04%

Nturl Gas…..6.645 +0.201 +3.11%

Ammonia ..4883.33 – -%
China
(Domestic Price)(22/6)

Coal price…393.50 +1.05 +0.27%
(Jul/Newcastle)
Coal price…376.45 +0.55 +0.15%
(Agt/Newcastle)
Coal price…366.50 -5.50 -1.48%
(Jul/Rotterdam)
Coal price…348.00 -6.50 -1.83%
(Agt/ Rotterdam)

CPO(Sept)…4985 +65 +1.32%
(Source: bursamalaysia.com)
Corn…………..659.25 +6.25 +0.96%
SoybeanOil…..66.76 +1.08 +1.64%
Wheat………936.00 +18.50 +2.02%

Wood pulp…6616.00 +16 +0.24%
(Closed 28/6)

©️Phintraco Sekuritas
Broker Code: AT
Desy Erawati/ DE

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

US closing merah dalem, europe ijo, asia ijo kecuali IDX. Sudah 2 hari turun, IHSG harusnya ada rebound hari ini.
Timah nikel rebound, saatnya ANTM INCO TINS rebound. Coal lanjut naik, saham2 coal juga sudah lama oversold harusnya rebound
Oil naik lagi ke 111. ELSA MEDC kita assess detail abis ini

Customer Cyclical, Customer Non-cyclical, Property, Infrastructure

Global Update:

June 27th, 2022

Good morning,

Dow rallies 800 points on Friday to cap big comeback week for stocks

The Dow Jones Industrial Average rallied more than 800 points on Friday, rebounding off the lows of the bear market last week and capping its first weekly advance since May.

Dow…….31501 +823.3 +2.68%
Nasdaq.11608 +375.4 +3.34%
S&P 500..3912 +116.01 +3.06%

FTSE…….7209 +188.4 +2.68%
Dax……..13118 +205.5 +1.59%
CAC……..6073 +190.02 +3.23%

Nikkei….26492 +320.7 +1.23%
HSI……..21719 +445.2 +2.09%
Shanghai..3350 +29.6 +0.89%
ST Times..3112 +18.9 +0.61%

IDX…….7042.94 +44.67 +0.64%
LQ45….1018.98 +5.77 +0.57%

IDX Energy…1669.40 +14.19 +0.86%
IDX Bsc Mat.1289.15 +8.09 +0.63%
IDX Industrl..1227.06 -0.48 -0.04%
IDXNONCYC..723.56 +6.76 +0.94%
IDX Hlthcare.1498.44 -20.54 -1.35%
IDXCYCLIC…..899.88 +11.34 +1.28%
IDX Techno..7838.53 +144.48 +1.88%
IDX Transp….1987.51 +9.39 +0.47%
IDX Infrast……969.40 +9.88 +1.03%
IDX Finance 1467.85 +3.65 +0.72%
IDX Property…….688 +2.40 +0.35%

Indo10Yr….7.4542 -0.0190 -0.25%
ICBI……….328.7999 +0.8292 +0.25%
US10Yr….3.1250 +0.0570 +1.86%
VIX…………27.23 -1.82 -6.27%

USDIndx 104.1850 -0.2460 -0.24%
Como Indx….298.55 +1.86 +0.63%
(Core Commodity CRB)
BCOMIN……..157.83 -4.23 -2.61%

IndoCDS…127.82 -5.25 -3.94%‼
(5-yr INOCD5)  .

IDR……14847.50 +7.00 +0.05%‼
Jisdor..14846.00 +11.00 +0.07%‼

Euro………1.0553 +0.0005 +0.05%

TLKM……..27.59 -0.21 -0.76%
(4096)
EIDO……….23.25 +0.18 +0.78%
EEM……….40.65 +0.94 +2.37%

Oil………….107.62 +3.24 +3.10%‼
Gold …… .1830.30 +5.00 +0.27%
Timah. .24590.00 -2395.00 -8.88%‼
( Closed 24/6)
Nickel..22128.00 -1884.00 -7.85%‼
(Closed 25/6)
Silver……….21.16 +0.14 +0.66%
Copper…..374.45 -1.80 -0.48%

Nturl Gas…..6.173 -0.055 0.88%

Ammonia ..4883.33 – -%
China
(Domestic Price)(22/6)

Coal price…387.00 -10.05 -2.53%
(Jul/Newcastle)
Coal price…371.50 -9.80 -2.57%
(Agt/Newcastle)
Coal price…367.20 -12.70 -3.34%
(Jul/Rotterdam)
Coal price…351.70 -13.30 -3.64%
(Agt/ Rotterdam)

CPO(Sept)…4656 -94 -1.97%
(Source: bursamalaysia.com)
Corn…………674.00 +18.25 +2.82%
SoybeanOil…..64.95 +1.06 +1.66%
Wheat………..936.50 -12.75 -1.34%

Wood pulp…6600.00 unch +0%
(Closed 26/6)

©️Phintraco Sekuritas
Broker Code: AT
Desy Erawati/ DE

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

Closing jum’at semua index regional ijo. Semoga kalopun hari ini mulai lanjut koreksi wave c, jangan dalem2 dan saham2 yang sudah keluar buy signal ga keseret kebawah

Oil rebound, kebalikan sama coal yang drop Timah Nikel CPO turun Gold silver gas ijo, copper turun

Techno dah off, yang paling deket 45 derajat Consumer Non-Cyclicals, Healthcare (tapi keangkat sama HEAL doang ini, MIKA dah off juga), Infra, Finance, terus Property