Global Update:

August 04th, 2022

Good morning,

Stocks rally to reverse two-day slide, surging on rosy earnings results and economic data

U.S. stocks rallied Wednesday, clawing back losses from earlier in the week, as traders cheered better-than-expected economic data that helped allay recession fears.

Dow…….32813 +416.3 +1.29%
Nasdaq.12668 +319.4 +2.59%
S&P 500..4155 +63.98 +1.56%

FTSE…….7446 +36.6 +0.49%
Dax……..13588 +138.4 +1.03%
CAC……..6472 +62.3 +0.97%

Nikkei….27742 +147.2 +0.53%
HSI……..19767 +77.9 +0.40%
Shanghai..3164 -22.6 -0.71%
ST Times..3252 +12.9 +0.40%

IDX…….7046.64 +58.48 +0.84%
LQ45…..999.95 +11.34 +1.15%

IDX Energy…1812.83 -2.89 -0.16%
IDX Bsc Mat.1294.97 +7.38 +0.57%
IDX Industrl..1327.61 -1.01 -0.08%
IDXNONCYC..702.14 -3.05 -0.43%
IDX Hlthcare.1431.37 -3.15 -0.22%
IDXCYCLIC…..886.80 -9.53 -1.06%
IDX Techno..7883.27 +246.11 +3.22%
IDX Transp…1988.43 -5.04 -0.25%
IDX Infrast…..1021.65 +22.64+2.27%
IDX Finance 1518.99 +14.22 +0.94%
IDX Banking..1142.53 +10.67 +0.94%
IDX Property…….69r +o.94 -0.26%

Indo10Yr….7.3249 +0.0394 +0.54%
ICBI……..332.3687 -0.5567 -0.17%
US10Yr…..2.74i0 +0.0070 +0.26%
VIX…………21.95 -1.87 -8.27%‼️

USDIndx 106.5060 +0.2650 +0.25%‼️
Como Indx..281.72 -1.98 -0.70%
(Core Commodity CRB)
BCOMIN…..152.47 -1.83 -1.19%

*IndoCDS…127.15 – – *
(5-yr INOCD5)

IDR……14911.50 +22.50 +0.15%‼️
Jisdor..14917.00 +29.00 +0.19%‼️

Euro………1.0164 -0.0006 -0.06%

TLKM……..29.88 +1.28 +4.48%‼️
(4457)
EIDO………23.38 +0.24 +1.04%
EEM………39.74 +0.31 +0.79%

Oil…………91.02 -2.68 -2.86%
Gold ……1780.60 +7.00 +0.39%
Timah. .24249.00 -651.00 -2.61%
( Closed 02/8)
Nickel…22552.00 +210.00 +0.94%
(Closed 03/8)
Silver…….20.00 +0.08 +0.40%
Copper….347.25 -0.15 -0.04%

Nturl Gas…..8.288 +0.612 +7.97%‼️

Ammonia….3856.67 +83.34 +2.21%
China
(Domestic Price)(02/8)

Coal price….393.50 -10.00 -2.48%
(Agt/Newcastle)
Coal price….378.55 -17.20 -4.35%‼️
(Sept/Newcastle)
Coal price….355.00 -11.05 -3.01%
(Agt/Rotterdam)
Coal price…336.45 -14.55 -4.15%‼️
(Sept/ Rotterdam)

CPO(Okt)…..3860 +19 +0.49%
(Source: bursamalaysia.com)
Corn…………596.25 +2.00 +0.34%
SoybeanOil…61.00 -0.39 -0.64%
Wheat………763.75 -11.00 -1.42%

Wood pulp…6722.00 +6 +0.09%
(Closed 03/8)

©️Phintraco Sekuritas
Broker Code: AT
Desy Erawati/ DE

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

Kemaren IHSG ijo tebel, closing market rata2 ijo semua, kecuali shanghai yang minus. US kenceng banget, semoga jadi pendorong index kita ijo tebel lagi hari ini, biar cepet tutup gap diatas dulu

Oil turun lagi, terus stay dibawah 100 usd per barrel, coal dibawah 400 usd per MT, rada cocok buat bawa energy koreksi wave c. Metal tipis tipis kecuali timah yang agak jauh turunnya. ANTM TINS INCO sideways dulu kayanya. Gas naik tinggi, semoga PGAS lanjut jalan. CPO naik dikit, belum jadi bawa AALI sama LSIP ke atas

Terlalu optimis dengan outlook IHSG dengan elliot wave nya? Mungkin, tapi gpp lah, namanya juga forecast optimistic…

Stochastic signal buy lagi, MACD masih Up, supertrend masih up, alligator up, bagu breakout cloud ichimoku, parabolic sar masih UP, LR channel target cocok sama gap closing. Semoga bener sampe minimal gap closing sebelum wave 2

Global Update:

Agust 01st, 2022

Good morning,

Stocks rally for a third day to cap a winning week, major averages post best month since 2020

Stocks climbed for a third consecutive session on Friday as investors digested strong tech earnings and looked past concerns about high inflation and a recessionary environment.

Dow…….32845 +315.5 +0.97%
Nasdaq.12391 +228.1 +1.88%
S&P 500..4130 +57.9 +1.42%

FTSE…….7423 +78.2 +1.06%
Dax……..13484 +201.9 +1.52%
CAC……..6449 +109.3 +1.72%

Nikkei….27802 -13.8 -0.05%
HSI……..20157 -466.2 -2.26%
Shanghai..3253 -29.3 -0.89%
ST Times..3212 -9.1 -0.28%

IDX…….6951.12 -5.69 -0.08%
LQ45…..978.64 -1.62 -0.17%

IDX Energy…1857.72 +18.76 +1.02%
IDX Bsc Mat.1283.61 -15.37 -1.18%
IDX Industrl..1308.51 +49.10 +3.90%
IDXNONCYC..702.60 -5.60 -0.79%
IDX Hlthcare.1453.47 -39.79 -2.66%
IDXCYCLIC…..903.35 +5.38 +0.60%
IDX Techno..7714.31 -55.38 -0.71%
IDX Transp…1964.07 -6.99 -0.35%
IDX Infrast……988.71 -1.38 -0.14%
IDX Finance 1499.84 +0.72 +0.05%
IDX Banking..1119.00 +9.54 +0.86%
IDX Property…….689 -0.70 -0.10%

Indo10Yr….7.3011 -0.0267 -0.36%
ICBI……..332.6399 +1.7064 +0.52%👍
US10Yr…..2.6420 -0.0390 -1.45%
VIX…………21.33 -1.00 -4.48%

USDIndx 105.9030 -0.4480 -0.42%‼
Como Indx..292.06 +3.04 +1.05%
(Core Commodity CRB)
BCOMIN…..157.99 +5.98 +3.93%‼

IndoCDS…115.04 -13.21 -10.30%👍
(5-yr INOCD5)

IDR……14834.00 -87.50 -0.59%
Jisdor..14860.00 -98.00 -0.66%

Euro………1.0220 +0.0028 +0.27%

TLKM……..28.50 -0.05 -0.18%
(4235)
EIDO………23.11 unch +0%
EEM………39.96 -0.19 -0.47%

Oil…………98.62 +1.26 +1.29%
Gold ……1781.80 +12.60 +0.71%
Timah. .25047.00 +694.00 +2.85%‼
( Closed 29/7)
Nickel…23854.00 +2020.00 +9.25%‼
(Closed 29/7)
Silver…….20.20 +0.33 +1.66%
Copper….357.35 +8.00 +2.29%

Nturl Gas…..8.286 +0.115 +1.41%

Ammonia….3690.00 -133.33 -3.49%
China
(Domestic Price)(28/7)

Coal price….405.50 -13.00 -3.11%‼
(Agt/Newcastle)
Coal price….394.50 -11.60 -2.86%
(Sept/Newcastle)
Coal price…372.00 -10.50 -2.75%
(Agt/Rotterdam)
Coal price…359.50 -2.50 -2.84%
(Sept/ Rotterdam)

CPO(Okt)…..4306 +345 +8.71%‼
(Source: bursamalaysia.com)
Corn…………620.00 +1.00 +0.16%
SoybeanOil…65.66 +2.41 +3.81%
Wheat………807.75 -9.25 -1.13%

Wood pulp…6660.00 unch +0%
(Closed 31/7)

©️Phintraco Sekuritas
Broker Code: AT
Desy Erawati/ DE

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

Closing jum’at asia merah, eropa dan amerika ijo tebel

Komoditas naik semua kecuali coal, walau masih bertahan diatas 400usd/MT. Nikel dan CPO naik significant. Swing di LSIP menarik banget ini. ANTM INCO TINS keliatannya lanjut juga

IHSG ketemu hidden bearish divergence, candle terakhir kaya candle rejection, bikin inverted hammer. Candle ciri reversal sih.

Liat dari stochastic nya udah jenuh juga, 833 nya udah oversold, 1066 nya udah flat.

Tapi somehow saya masih yakin masih mau naik dulu, soalnya big banks release LK pada bagus, yang berarti kemungkinan pada naik harganya, dan index consequently akan ikut keangkat

Target tutup gap di 7174 dulu baru koreksi wave 2 skenario yang paling mungkin. Tapi whatever happens, technically bearish trend nya sudah bisa dianggap selesai, walau nanti konfirmasinya kalo level harga breakout ke atas titik wave B

Global Update:

July 29th, 2022

Good morning,

Stock futures rise after strong Apple, Amazon reports as Wall Street heads for winning week

Stock futures rose on Thursday evening as Wall Street looked to finish the week higher, fueled by strong quarterly reports from key tech companies.

Dow…….32529 +332.04 +1.03%
Nasdaq.12163 +130.2 +1.08%
S&P 500..4072 +48.8 +1.21%

FTSE…….7345 -2.98 +0.57%
Dax……..13282 +115.7 +0.88%
CAC……..6339 +81.3 +1.30%

Nikkei….27815 +99.7 +0.36%
HSI……..20623 -47.4 -0.23%
Shanghai..3283 +6.8 +0.21%
ST Times..3221 +15.5 +0.48%

IDX…….6956.82 +58.60 +0.85%
LQ45…..980.25 +5.78 +0.59%

IDX Energy…1838.96 +34.38 +1.90%
IDX Bsc Mat.1298.97 +31.06 +2.45%
IDX Industrl..1259.41 +21.52 +1.74%
IDXNONCYC..708.20 -8.88 -1.24%
IDX Hlthcare.1493.26 -21.32 -1.41%
IDXCYCLIC…..897.97 +17.11 +1.94%
IDX Techno..7769.69 +70.37 +0.91%
IDX Transp…1971.06 +18.85 +0.97%
IDX Infrast……990.08 +0.39 +0.04%
IDX Finance 1499.11 +26.23 +1.78%
IDX Banking..1109.45 +4.95 +0.45%
IDX Property…….690 +13.00 +1.92%

Indo10Yr….7.3728 -0.1027 -1.38%
ICBI……….330.9335 +1.2239 +0.37%
US10Yr…..2.6810 -0.0530 -1.94%
VIX…………22.33 -0.91 -3.92%

USDIndx 106.3510 -0.1010 -0.09%‼️
Como Indx..289.02 -0.06 -0.02%
(Core Commodity CRB)
BCOMIN…..152.02 +2.48 +1.66%

IndoCDS…128.25 -7.42 -5.47%👍
(5-yr INOCD5)

IDR……14921.50 -88.50 -0.59%
Jisdor..14958.00 -62.00 -0.41%

Euro………1.0192 +0.0002 +0.02%

TLKM……..28.55 +0.17 +0.60%
(4271)
EIDO………23.11 +0.29 +1.27%
EEM………40.15 +0.17 +0.43%

Oil…………97.36 -0.91 -0.93%
Gold ……1769.20 +16.80 +0.96%
Timah. .24344.00 -126.00 -0.51%
( Closed 27/7)
Nickel…21834.00 +134.00 +0.62%
(Closed 28/7)
Silver…….19.87 +0.83 +4.36%
Copper….349.35 +1.60 +0.46%

Nturl Gas…..8.171 -0.463 -5.36%

Ammonia….3823.33 -66.67 -1.71%
China
(Domestic Price)(27/7)

Coal price….411.40 -0.10 -0.02%
(Jul/Newcastle)
Coal price…418.50 -5.60 -1.32%
(Agt/Newcastle)
Coal price…390.25 +3.25 +0.83%
(Jul/Rotterdam)
Coal price…382.50 +2.50 +0.66%
(Agt/ Rotterdam)

CPO(Okt)…..3961 +137 +3.58%‼️
(Source: bursamalaysia.com)
Corn…………619.00 +16.00 +2.65%
SoybeanOil…63.25 +4.06 +6.86%‼️
Wheat………817.00 +26.75 +3.38%‼️

Wood pulp…6660.00 unch +0%
(Closed 28/7)

©️Phintraco Sekuritas
Broker Code: AT
Desy Erawati/ DE

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

Kemarin hampir semua index regional lanjut hijau, kecuali hangseng

Energy turun semua, coal turunnya tipis. Metal metal naik

ANTM INCO TINS kemungkinan lanjut, tapi hari ini bisa jadi pullback dulu. ANTM naik diatas 10% kemarin, rawan profit taking kecuali timah. CPO naik tinggi

Big banks release lapkeu, semua naik, BBRI naiknya sampe 90%. Ini bisa jadi pendorong index lanjut impulse wave

https://www.cnbcindonesia.com/market/20220729005751-17-359474/bank-kakap-ri-sudah-rilis-laporan-keuangan-siapa-jagoannya

Setiap impulse wave akan ketemu koreksi di wave 2, keliatannya kalo mau koreksi index ya setelah tutup gap paling pas… Di 7174

Global Update:

July 27th, 2022

Good morning,

Dow sheds more than 200 points after Walmart profit warning, S&P 500 falls 1%

U.S. stocks fell Tuesday after Walmart cut its earnings forecast, sending other retail shares lower and adding to concern that consumer spending might not be strong enough to keep the U.S. out of a recession.

Dow…….31762 -228.5 -0.71%
Nasdaq.11563 -220.1 -1.87%
S&P 500..3921 -45.8 -1.15%

FTSE…….7306 -0.02 -0.00%
Dax……..13097 -113.4 -0.86%
CAC……..6211 -26.1 -0.42%

Nikkei….27655 -44.04 -0.16%
HSI……..20906 +342.9 +1.67%
Shanghai..3277 +27.1 +0.83%
ST Times..3192 +11.7 +0.37%

IDX…….6871.54 +13.13 +0.19%
LQ45…..968.48 +1.35 +0.14%

IDX Energy…1762.10 +21.00 +1.21%
IDX Bsc Mat.1270.86 -4.39 -0.34%
IDX Industrl..1221.16 +1.34 +0.11%
IDXNONCYC..721.07 -3.54 -0.49%
IDX Hlthcare.1509.16 -5.80 -0.38%
IDXCYCLIC…..881.11 -6.12 -0.69%
IDX Techno..7632.21 -185.40 -2.37%
IDX Transp…1957.78 +2.17 +0.11%
IDX Infrast……989.59 +7.44 +0.75%
IDX Finance 1478.35 +14.17 +0.97%
IDX Banking..1101.28 +11.21 +1.03%
IDX Property…….676 -1.20 -0.18%

Indo10Yr….7.4649 -0.0268 -0.36%
ICBI……….329.0763 +0.5530 +0.17%
US10Yr…..2.7870 -0.0330 -1.17%
VIX…………24.69 +1.33 +5.69%

USDIndx 107.1890 +0.7060 +0.66%‼
Como Indx..286.50 +1.74 +0.61%
(Core Commodity CRB)
BCOMIN…..148.42 +0.22 +0.15%

IndoCDS…135.05 +2.78 +2.10%
(5-yr INOCD5)

IDR……14993.00 unch +0%
Jisdor..14984.00 -8.00 -0.05%

Euro………1.0129 -0.0091 -0.89%

TLKM……..28.13 +0.18 +0.64%
(4215)
EIDO………22.49 -0.11 -0.49%
EEM………39.25 -0.31 -0.78%

Oil…………95.52 -0.79 -0.82%
Gold ……1734.30 -0.50 -0.03%
Timah. .24947.00 -317.00 -1.27%
( Closed 25/7)
Nickel..22102.50 -430.00 -1.95%
(Closed 26/7)
Silver…….18.56 +0.26 +1.42%
Copper….339.95 +4.55 +1.36%

Nturl Gas…..8.785- +0.167 +1.94%

Ammonia….3890.00 +200 +5.42%‼
China
(Domestic Price)(25/7)

Coal price….414.00 +3.75 +0.91%
(Jul/Newcastle)
Coal price…440.00 +28.95 +7.04%‼
(Agt/Newcastle)
Coal price…389.50 +2.15 +0.56%
(Jul/Rotterdam)
Coal price…388.00 +24.00 +6.59%‼
(Agt/ Rotterdam)

CPO(Okt)…..3788 +142 +3.89%‼
(Source: bursamalaysia.com)
Corn…………600.75 +17.00 +2.91%
SoybeanOil…57.95 +0.40 +0.69%
Wheat………803.75 +33.75 +4.38%‼

Wood pulp…6650.00 +10 +0.15%
(Closed 26/7)

©️Phintraco Sekuritas
Broker Code: AT
Desy Erawati/ DE

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

US lanjut merah rada dalem… europe juga merah, asia kebanyakan ijo kecuali nikkei

Masih membuka kemungkinan index tutup gap dulu

Oil gold tin nickel turun, silver copper gas naik, coal lanjut naik lagi, cpo juga

Kemungkinan ANTM INCO TINS koreksi dulu while saham saham coal lanjut naik. AALI LSIP kemarin diperkirakan langsung lanjut tapi malah koreksi, semoga ini lanjut naik lagi

In general sektor sektor tidak menggembirakan. Walau ada beberapa saham di dalam masing2 sektor yang terlihat bergerak, kaya saham2 coal, UNTR.