Global Update:

July 08th, 2022

Good morning,

S&P 500 gains for fourth day to match year’s longest win streak, Dow jumps 300 points

U.S. stocks rose on Thursday as Wall Street built on its modest winning streak ahead of a key jobs report.

Dow…….31385 +346.9 +1.12%
Nasdaq.11621 +259.5 +2.28%
S&P 500..3903 +57.5 +1.50%

FTSE…….7189 +81.3 +1.14%
Dax……..12843 +248.7 +1.97%
CAC……..6007 +94.3 +1.60%

Nikkei….26491 +382.9 +1.47%
HSI……..21644 +56.9 +0.26%
Shanghai..3364 +9.1 +0.27%
ST Times..3129 +25.7 +0.83%

IDX…….6652.59 +6.18 +0.09%
LQ45…..946.58 -0.57 -0.06%

IDX Energy…1631.61 -2.51 -0.15%
IDX Bsc Mat.1170.42 +8.16 +0.70%
IDX Industrl..1155.42 -2.18 -0.19%
IDXNONCYC..707.14 -0.67 -0.09%
IDX Hlthcare.1511.14 -1.48 -0.10%
IDXCYCLIC…..869.08 +5.52 +0.64%
IDX Techno….7556.91 +142.63 +1.92%
IDX Transp…1863.39 +32.72 +1.79%
IDX Infrast……959.35 +3.90 +0.41%
IDX Finance 1390.08 +9.64 +0.70%
IDX Property…….670 +7.30 +1.11%

Indo10Yr….7.3720 -0.0100 -0.14%
ICBI……….331.0947 +0.3341 +0.10%
US10Yr…..3.0080 +0.0950 +3.26%
VIX…………26.08 -0.65 -2.43%

USDIndx 107.1300 +0.0340 +0.03%‼
Como Indx..285.08 +8.95 +3.24%
(Core Commodity CRB)
BCOMIN…..151.58 +3.45 +2.33%

IndoCDS…150.30 +3.78 +2.58%‼
(5-yr INOCD5)  .

IDR……15001.50 +2.50 +0.02%‼
Jisdor..15015.00 -29.00 -0.19%‼

Euro………1.0162 -0.0023 -0.23%

TLKM……..26.88 +0.19 +0.71%
(4036)
EIDO………21.70 +0.10 +0.46%
EEM……….40.09 +0.79 +2.01%

Oil…………102.55 +4.34 +4.42%‼
Gold …….1739.30 +1.80 +0.10%
Timah. .24712.00 -1288 -4.95%‼
( Closed 06/7)
Nickel…21499.00 -198.00 -0.91%
(Closed 07/7)
Silver…….19.15 -0.03 -0.16%
Copper….354.25 +1.06 +3.08%

Nturl Gas…..5.541 +0.6470 +11.68%‼

Ammonia ..4473.33 -116.67 -2.54%‼
China
(Domestic Price)(06/7)

Coal price…410.00 +10.30 +2.58%
(Jul/Newcastle)
Coal price…412.00 +15.60 +3.92%‼
(Agt/Newcastle)
Coal price…385.00 +0.25 +0.06%
(Jul/Rotterdam)
Coal price…369.30 +5.70 +1.54%
(Agt/ Rotterdam)

CPO(Sept)…..4135 +79 +1.95%
(Source: bursamalaysia.com)
Corn…………596.25 +11.25 +1.92%
SoybeanOil…59.59 +2.95 +5.21%‼
Wheat………836.50 +32.00 +3.98%‼

Wood pulp…6600.00 unch +0.%
(Closed 04/7)

©️Phintraco Sekuritas
Broker Code: AT
Desy Erawati/ DE

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

Semua regional index ijo kemaren, idx juga ijo walau tipis. Good sign untuk koreksi mungkin sudah beres di level 6500 an, ga jadi dibawa tutup gap 6162

Tetep very selective buying di saham saham yang punya hajat sendiri, yang tetep ijo walau index merah

Oil Gas Coal naik tinggi, semakin besar tanda rebound untuk sektor energy yang rata2 memang sudah mulai keluar signal buy di stochastic

Kalo MACD buy signal keluar, kita entry

BRPT kemaren rally 10%, hari ini kemungkinan besar dibanting dulu, selain biasanya, pasti retrace dulu karena oil naik tinggi, bahan baku industri petrokimia kan dari minyak. Minyak naik biaya produksi naik

Gold CPO Copper ijo, solver nickel merah. Timah drop. Ngehambat trio kwek kwek ANTM INCO TINS aja nih, heu

Seandainya koreksi beres di level 6500, kita bisa proyeksikan gerakan selanjutnya kesini

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 28th, 2022

Good morning,

U.S. stocks fell on Monday following a major rebound last week from this year’s steep declines. Wall Street is preparing to wrap up the worst first half for stocks in decades.

Dow…….31438 -62.4 -0.20%
Nasdaq.11525 -83.1 -0.72%
S&P 500..3900 -11.6 -0.30%

FTSE…….7258 +49.5 +0.69%
Dax……..13186 +67.9 +0.52%
CAC……..6047 -26.04 -0.43%

Nikkei….26871 +379.3 +1.43%
HSI……..22230 +510.5 +2.35%
Shanghai..3379 +29.4 +0.88%
ST Times..3138 +25.9 +0.83%

IDX…….7016.06 -26.88 -0.38%
LQ45….1010.74 -8.25 -0.81%

IDX Energy…1646.83 -22.57 -1.35%
IDX Bsc Mat.1280.56 -8.60 -0.67%
IDX Industrl..1235.82 +8.76 +0.71%
IDXNONCYC..726.37 +2.81 +0.39%
IDX Hlthcare.1498.36 -0.08 -0.01%
IDXCYCLIC…..897.11 -2.77 -0.31%
IDX Techno..7816.59 -21.94 -0.28%
IDX Transp…2086.89 +98.38 +5.00%
IDX Infrast……977.53 +8.13 +0.84%
IDX Finance 1472.24 +4.40 +0.30%
IDX Property…….690 +2.10 +0.31%

Indo10Yr….7.4283 -0.0259 -0.35%
ICBI……….329.8951 +0.9667 +0.29%
US10Yr….3.1940 +0.0690 +2.21%
VIX…………26.95 -0.28 -1.03%

USDIndx 103.9390 -0.2460 -0.24%
Como Indx….298.78 +0.23 +0.08%
(Core Commodity CRB)
BCOMIN……..159.14 +1.31 +0.83%

IndoCDS…127.82 – -%
(5-yr INOCD5) .

IDR……14797.50 -50.50 -0.34%‼️
Jisdor..14802.00 -44.00 -0.30%‼️

Euro………1.0582 +0.0029 +0.27%

TLKM……..27.59 unch +0%
(4084)
EIDO……….22.89 -0.36 -1.55%
EEM……….40.70 +0.05 +0.12%

Oil………….109.88 +2.26 +2.10%
Gold …… .1823.10 -7.20 -0.39%
Timah. .24590.00 – -%‼️
( Closed 24/6)
Nickel..22938.00 +810.00 +3.66%‼️
(Closed 27/6)
Silver……….21.16 unch +0%
Copper…..376.00 +1.70 +0.45%

Nturl Gas…..6.444 +0.269 +4.35%

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

Coal price…392.45 +5.45 +1.41%
(Jul/Newcastle)
Coal price…375.90 +4.40 +1.18%
(Agt/Newcastle)
Coal price…372.00 +4.80 +1.31%
(Jul/Rotterdam)
Coal price…354.50 +2.80 +0.80%
(Agt/ Rotterdam)

CPO(Sept)…4920 +264 +5.67%
(Source: bursamalaysia.com)
Corn…………653.00 -21.00 -3.12%
SoybeanOil…..65.68 +0.73 +1.12%
Wheat………917.50 -19.00 -2.03%

Wood pulp…6600.00 unch +0%
(Closed 27/6)

©️Phintraco Sekuritas
Broker Code: AT
Desy Erawati/ DE

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

Giliran US merah, ihsg suka ikutan, kemaren US ijo asia ijo europe ijo kita merah juga padahal… Oil NIkel Coal Gas rebound, gold turun copper naik… Waktunya rebound buat saham saham coal dan trio kwek kwek ANTM INCO TINS

Ini ABC correction IHSG tahun kemaren, setelah MACD nya sell, balik lagi buy, tapi cuma dibawa sideways akhirnya turun lagi sampai level flat correction

Mungkin akan kejadian gitu lagi, karena simple ABC pattern kayanya dah ga mungkin, semua sektor mau gerak, susah dipaksa turun tajem indexnya, paling sideways dulu, sampe pada cape, baru dibawa turun lagi