Daily Analysis 20220725
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
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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