August 11th, 2023

 

Good morning,

 

Dow ends Thursday slightly higher, lifted by weaker-than-expected inflation data, Disney pops nearly 5%

 

The Dow Jones Industrial Average

edged higher Thursday, helped by a post-earnings Disney

rally and a key inflation reading showing slightly less year-over-year inflation growth than expected.

 

Dow……35176  +52.8      +0.18%

Nasdaq13738  +15.98    +0.12%

S&P 500.4469  +1.1         +0.03%

 

FTSE…..7619   +31.3       +0.41%

Dax……15997  +143.9     +0.91%

CAC……7434   +111.6     +1.52%

 

Nikkei…32474   +269.3  +0.84%

HSI…….19248   +2.2       +0.01%

Shanghai.3254 +10.1     +0.31%

 

IDX…..6893.23   +18.16    +0.12%

LQ45….966.48   +1.18       +0.12%

IDX30…501.45   +0.28       +0.06%

 

IDXEnergy…1940.94  +28.82 +1.51%

IDX BscMat.1098.97 +0.35   +0.03%

IDX Indstrl…1204.59  -7.90    -0.65%

IDXNONCYC.750.22 +0.17    +0.02%

IDX Hlthcare1490.49+1.59    +0.11%

IDXCYCLIC….913.88  -0.89    -0.10%

IDX Techno.4484.67 +30.83 +0.69%

IDX Transp..1873.52 +15.12 +0.81%

IDX Infrast… .858.21 +3.24   +0.38%

IDX Finance.1428.13 -2.54    -0.18%

IDX Banking.1228.06+1.50   +0.12%

IDX Property..755       -2.00   -2.70%

 

*Indo10Yr.6.3964* -0.0013  -0.02%

*ICBI….369.5720* +0.2564 +0.07%

*US2Yr.4.8500*  -0.040    -0.83%

*US5Yr 4.2340   +0.095   +2.30%*

*US10Yr4.1150  +0.1050 +2.62%*

*US30Yr.4.2680 +0.103   +2.47%*

*VIX…….15.85   -0.11      -0.69%*

 

*USDIndx 102.6230* +0.1330 +0.13%

Como Indx…279.96  -2.08   -0.74%

(Core Commodity CRB)

BCOMIN….142.56    -0.35    -0.24%

 

 

*IndoCDS.80.21  -0.02  -0.02%*

(5-yr INOCD5) *(09/08)*

 

*IDR…..15185.00‼️-4.50    -0.03%*

*Jisdor.15204.00 ‼️-2.00   -0.01%*

 

*Euro……1.0982  +0.0005  +0.05%*

 

TLKM…24.57  -0.01   -0.04%

*(3736)*

EIDO….23.10   +0.03  +0.13%

EEM…..40.15   +0.06  +0.15%

 

*Oil…..82.90‼️  -1.33   -1.58%*

*Gold…1944.90‼️* -4.00  -0.21%

Timah..27259.00  -41.00   -0.15%

*(Closed 09/08)*

Nickel..20430.50  -88.00   -0.43%

(Closed 10/08)

Silver…… 22.76  +0.02   +0.09%

Copper.375.65   -2.95     -0.78%

 

*Iron Ore 62%  104.70 +0.29 +0.28%*

(09/08)

Nturl Gas.2.7850  -0.0070  -0.25%

*Ammonia  China..3366.67 unch  +0%*

(Domestic Price)(10/08)

 

Coal price..143.00 +0.50 +0.35%

(Agt/Newcastle)

Coal price.149.00 +0.75  +0.51%

(Sept/Newcastle)

Coal price.152.25 +1.35  +0.89%

(Oct/Newcastle)

Coal price.155.50 +1.25  +0.81%

(Nov/Newcastle)

 

Coal price117.50  +1.65  +1.42%

(Agt/Rotterdam)

Coal price.120.25  -0.35   -0.29%

(Sept/ Rotterdam)

Coal price.120.55  -0.10   -0.08%

(Oct/Rotterdam)

Coal price.122.10  -0.30   -0.25%

(Nov/Rotterdam)

 

CPO(Oct)..3727  -38   -1.00%

(Source: bursamalaysia.com)

 

Corn………496.25  +2.00   +0.40%

SoybeanOil 60.48 +0.05   +0.08%

Wheat……663.75  +2.00   +0.40%

 

*Wood pulp..4620.00‼️* +20  +0.43%

(Closed 09/08)

 

©️Phintraco Sekuritas

Broker Code: *_AT_*

_Desy Erawati/ *DE*_

*Source*: Bloomberg, Investing, IBPA, CNBC, Bursa Malaysia

_Copyright: Phintraco Sekuritas_

US ijo europe ijo, asia ijo, ayo ijo lagi IHSG hari ini…

USD index naik, kebanyakan commodities turun kecuali silver, iron ore sama coal. Bagus buat PTBA dkk, tapi tambang mineral mineral logam jadi kurang OK

IHSG – stoch rev up almost buy, MACD down rev, BD flat, FNB 5 days straight, triangle keliatan mau breakout ke atas, semoga lanjut

Basic Materials dan Industrials rada slow down, Infrastructure Property Financials sama Consumer Non-Cyclicals jalan

Stochastic Buy Signal: INDY ITMG SRTG TOWR UNTR ABMM HMSP SMAR. Big accum: INDY ITMG SRTG TOWR. Kayanya emang coal mau hajatan ini…

MACD Buy Signal: SIDO ADMR JPFA CEKA

Alligator Buy Signal: BUKA

Supertrend Buy Signal: BBNI

Agt 07th, 2023

Good morning,

S&P 500 and Nasdaq tumble for four straight days, notch worst weeks since March

The S&P 500 and Nasdaq Composite slumped Friday for a fourth straight session, and notched their worst weeks since March, as traders seemed to book profits following the latest corporate earnings releases and U.S. jobs data.

Dow……35065 -150.3 -0.43%
Nasdaq13909 -50.5 -0.36%
S&P 500.4478 -23.9 -0.83%

FTSE…..7564 +35.2 +0.47%
Dax……15952 +58.5 +0.37%
CAC……7315 +54.6 +0.75%

Nikkei…32193 +33.5 +0.10%
HSI…….19539 +118.6 +0.61%
Shanghai.3288 +7.6 +0.23%

IDX…..6852.84 -45.24 -0.66%
LQ45….958.97 -8.06 -0.83%
IDX30…498.29 -4.43 -0.88%

IDXEnergy…1921.42 +8.72 +0.46%
IDX BscMat.1100.89 -4.36 -0.39%
IDX Indstrl…1208.13 +4.82 +0.40%
IDXNONCYC.747.34 -0.93 -0.12%
IDX Hlthcare1502.23 -15.19 -1.00%
IDXCYCLIC….914.34 +2.73 +0.30%
IDX Techno.4567.96 -88.77 -1.91%
IDX Transp..1880.11 +9.06 +0.48%
IDX Infrast… .846.81 -0.33 -0.04%
IDX Finance.1420.8 -9.13 -0.64%
IDX Banking.1208.36 -10.11 -0.83%
IDX Property..763 +7.40 +0.98%

Indo10Yr.6.3830+0.0146 +0.24%
ICBI….368.8396 -0.2931 -0.08%
US2Yr.4.7680 -0.023 -0.47%
US5Yr 4.1390 -0.026 -0.63%
US10Yr4.0420 -0.020 -0.50%
US30Yr.4.2030 -0.012 -0.29%
VIX…….17.10 +1.18 +7.41%‼️

USDIndx 102.0170 -0.53 -0.51%
Como Indx…279.46 +0.98 +0.35%
(Core Commodity CRB)
BCOMIN….145.85 -0.61 -0.41%

IndoCDS.78.72 -1.96 -2.43%👍
(5-yr INOCD5) (25/07)

IDR…..15170.50‼️ -16.00 -0.11%
Jisdor.15198.00 ‼️-30.00 -0.20%

Euro……1.1006 +0.0100 +0.52%

TLKM…24.06 -0.15 -0.62%
(3657)
EIDO….23.07 -0.14 -0.60%
EEM…..40.54 -0.05 -0.12%

Oil…..82.82 +1.27 +1.56%
Gold…1976.10 +7.30 +0.37%
Timah..27700.00 -323.00 -1.15%
(Closed 04/08)
Nickel..21328.50 -278.50 -1.29%
(Closed 26/07)
Silver…. 23.72 +0.02 +0.08%
Copper.386.75 -3.20 -0.82%

Iron Ore 62% 105.18 +0.92 +0.88%
(04/08)
Nturl Gas.2.5790 +0.0140 +0.55%
Ammonia China..3483.33 -50.00 -1.42%
(Domestic Price)(26/07)

Coal price..137.00 +0.15 +0.11%
(Agt/Newcastle)
Coal price.140.50 -1.00 -0.71%
(Sept/Newcastle)
Coal price.145.00 unch +0%
(Oct/Newcastle)
Coal price.150.00 -0.55 -0.37%
(Nov/Newcastle)

Coal price108.25 -0.25 +0.23%
(Agt/Rotterdam)
Coal price.109.50 -1.45 -1.31%
(Sept/ Rotterdam)
Coal price.111.70 -1.20 -1.06%
(Oct/Rotterdam)
Coal price.113.60 -1.20 -1.05%
(Nov/Rotterdam)

CPO(Oct)..3865 +41 +1.07%
(Source: bursamalaysia.com)

Corn………497.25 +3.75 +0.76%
SoybeanOil 61.52 +1.48 +2.46%
Wheat……633.00 +6.00 .+0.96%

Wood pulp..4520.00 unch +0%
(Closed 25/07)

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

US closing jum’at merah, europe ijo, asia ijo kecuali IDX yang sebelumnya ijo sendirian. lumayan dalem, bisa diharapkan rebound tipis tudei

USD index merah, gold silver langsung ijo, iron ore juga ijo, timah nikel copper tapi merah. oil gas coal ijo CPO ijo. menarik ini buat saham2 basic materials dan energy

IHSG – technical indicators masih jelek, masih FNS juga, tapi dari itungan fibonacci udah cukup koreksinya, dan biasanya kalo run pendek koreksinya ga ABC correction. Bisa diharapkan sideways dulu tapi ga lanjut ke bawah, semoga malah pelan2 langsung naik. Tapi tetep, namanya technical masih jelek, hati2 pegang saham, yang ragu2 jual dulu, pegang cash, tunggu momentum lagi

Basic Materials, Industrials, Infrastructure

Stochastic Buy Signal: BBNI BBTN BUKA EMTK SMGR TBIG AVIA BELI BSDE ELSA JSMR LPPF MIKA MMIX MTMH

Yang big accum BBNI BSDE ELSA

MACD Buy Signal: BBNI AVIA RDTX

Alligator buy signal: ASII PTRO

July 21st 2023

Good morning,

Dow rises more than 100 points to notch first 9-day rally since 2017. Nasdaq tumbles 2%

The Dow Jones Industrial Average jumped for a ninth consecutive day on Thursday after better-than-expected earnings results from drugmaker Johnson & Johnson. It was the Dow’s best daily winning streak since 2017.

But the broader market suffered after post-earnings declines in trader favorites Netflix and Tesla.

Dow……35225 +163.97 +0.47%
*Nasdaq14064 -294.7 -2.05%*
S&P 500.4535 -30.9 -0.68%

FTSE…..7646 +57.9 +0.76%
Dax……15204 +95.3 +0.59%
CAC……7385 +57.97 +0.79%

Nikkei…32491 -406.51 -1.23%
HSI…….18928 -24.3 -0.13%
Shanghai.3170 -29.3 -0.92%

IDX…..6864.19 +33.99 +0.50%
LQ45….961.53 +3.16 +0.33%
IDX30…499.59 +2.06. +0.41%

IDXEnergy…1896.18 +29.14 +1.56%
IDX BscMat.1046.76 +7.52 +0.72%
IDX Indstrl…1191.18 +1.29 +0.10%
IDXNONCYC.754.31 -2.09 -0.28%
IDX Hlthcare1533.91 -8.01 -0.52%
IDXCYCLIC….928.05 +2.33 +0.25%
IDX Techno.4883.29 -48.05 -0.97%
IDX Transp..1904.44 +6.92 +0.36%
IDX Infrast… .851.03 +3.27 +0.39%
IDX Finance.1434.67 +12.02 +0.85%
IDX Banking.1205.89 +12.24 +1.03%
*IDX Property..766 +11.50 +1.53%*

*Indo10Yr.6.3110*+0.0043 +0.07%
*ICBI….369.1376* -0.031 -0.01%
*US2Yr.4.8450* +0.077 +1.61%
*US5Yr 4.1050 +0.123 +3.09%‼️*
*US10Yr3.8510 +0.097 +2.58%*
*US30Yr.3.9200*+0.069 +1.79%
*VIX…….13.99 +0.23 +1.67%*

*USDIndx 100.8800* +0.5990 +0.60%
Como Indx…274.+0 +1.61 +0.59%
(Core Commodity CRB)
BCOMIN…….143.77 +1.18 +0.83%

*IndoCDS.82.24 – -%*
(5-yr INOCD5) *(18/07)*

*IDR…..14986.00 -11.00 -0.07%*
*Jisdor.14991.00 -3.00 -0.02%*

*Euro……1.1134* -0.0069 -0.62%

TLKM…25.63 -0.07 -0.27%
*(3793)*
EIDO….23.47 -0.06 -0.25%
EEM…..40.38 -0.30 -0.74%

Oil…..75.63 +0.40 +0.53%
*Gold…2011.40* -7.10 -0.35%
Timah..28540.00 – -%
*(Closed 18/07)*
*Nickel..21332.00 +400.50 +1.91%*
(Closed 20/07)
Silver…. 24.96 -0.35 -1.38%
Copper.382.95 +1.75 +0.46%

Iron Ore 62% 112.08 -0.09 -0.08%
(19/07)
*Nturl Gas.2.747 +0.1260 +4.81%‼️*
Ammonia China..2816.67 -16.66 -0.59%
(Domestic Price)(19/07)

Coal price.132.00 unch +0/%
(Jul/Newcastle)
Coal price.140.00 +1.60 +1.16%
(Agt/Newcastle)
Coal price.141.95 +1.80 +1.28%
(Sept/Newcastle)
Coal price.145.00 +2.25 +1.58%
(Oct/Newcastle)

Coal price109.75 +1.75 +1.62%
(Jul/Rotterdam)
*Coal price.111.60 +5.60 +5.28%‼️*
(Agt/ Rotterdam)
*Coal price.111.35 +5.85 +5.55%‼️*
(Sept/Rotterdam)
*Coal price.111.00 +5.80 +5.51%‼️*
(Oct/Rotterdam)

*CPO(Okt)..4047 +153 +3.92%‼️*
(Source: bursamalaysia.com)

Corn….546.25 -6.75 -1.22%
SoybeanOil 62.42 +0.98 +1.60%
Wheat…727.00 -0.75 -0.10%

*Wood pulp..4380.00* unch +0%
(Closed 20/07)

©️Phintraco Sekuritas
Broker Code: *_AT_*
_Desy Erawati/ *DE*_
*Source*: Bloomberg, Investing, IBPA, CNBC, Bursa Malaysia
_Copyright: Phintraco Sekuritas_

DJI lanjut naik, Nasdaq drop. Europe ijo, asia merah kecuali IHSG. Semoga lanjut ijo IHSG hari ini.

USD index naik lagi, gols silver merah copper merah, nickel ijo, oil gas coal naik udah waktunya energy jalan lagi kayanya. CPO naik tinggi kita tunggu bangunnya AALI LSIP

Reminder !
LQ45 Major Rebalancing Jul23

Estimasi announcement akan dipublish pada minggu depan & efektif per penutupan market diperdagangan 31 Juli 2023. Beberapa saham potensial masuk & potensial keluar dengan asumsi memperhatikan likuiditas transaksi selama 1Q-2Q 2023 antara lain :

• Potential Inclusion
BUMI, ADMR, GGRM, ISAT, BRMS, MAPI
• Potential Exclusion
TINS, SIDO, SCMA, JPFA, TPIA, EMTK

*Disclaimer On
IndoPremier Wealth Management

Harus hati2 sama EMTK nih, masih ada di porto, kalo beneran keluar LQ45 kemungkinan besar dibanting lagi

IHSG – stoch sell, 833 down, MACD still up, FNB terus, BD acc, IHNS target udah done kemaren udah koreksi, kita liat target triple bottom yang lebih besar. MInimal target ke fibo 61 dulu

Technology Healthcare Property, Basic Materials sama Energy masih leading tapi lagi shaky. Yang ga asiknya financials slow down, padahal index ga bisa jalan kalo financials ga jalan

Stochastic Buy Signal: BBNI PGAS TBIG ENRG RAJA

MACD buy signal: EXCL BTPS GGRM PWON RAJA TOBA

Alligator Buy Signal: ANTM BFIN

Supertrend Buy Signal: BSDE

July 11th, 2023

Good morning,

Dow……33944 +209.6 +0.62%
Nasdaq13685 +24.8 +0.18%
S&P 500.4410 +10.6 +0.24%

FTSE…..7274 +16.9 +0.23%
Dax……15673 +69.8 +0.45%
CAC……7173 +31.8 +0.45%

Nikkei…32190 -198.7 -0.61%
HSI…….18480 +114.02 +0.62%
Shanghai.3204+7.10 +0.22%

IDX…..6731.14 +14.58 +0.22%
LQ45….949.16 +1.43 +0.15%
IDX30…492.73 +0.07 +0.18%

IDXEnergy…1837.59 +20.04 +1.10%
IDX BscMat.1024.84 -1.15 -0.11%
IDX Indstrl…1193.98 +5.60 +0.47%
IDXNONCYC.755.46 +3.02 +0.40%
IDX Hlthcare1479.79 +2.13 +0.14%
IDXCYCLIC….910.81 -4.79 -0.52%
IDX Techno.4707.77 -35.82 -0.76%
IDX Transp..1916.38 -2.23 -0.12%
IDX Infrast… .856.84 -4.44 -0.52%
IDX Finance.1415.56 +1.24 +0.09%
IDX Banking.1178.71 +0.50 +0.04%
*IDX Property..747 +14.10 -0.34%*

*Indo10Yr.6.3558 +0.0130 +0.20%*
*ICBI….367.4560 -0.2432 -0.07%*
*US2Yr.4.8640* -0.086 -1.74%
*US5Yr 4.2390 -0.119 -2.73%*
*US10Yr3.9970* -0.069 -1.70%
*US30Yr.3.9970* -0.024 -0.59%
*VIX…….15.07 +0.24 +1.62%*

*USDIndx101.9720👍* -0.3000 -0.29%
Como Indx…264.38 -0.08 -0.03%
(Core Commodity CRB)
BCOMIN……141.38 +0.13 +0.09%

*IndoCDS.88.63* – -%*
(5-yr INOCD5) *(07/07)*
*IDR…..15204.50 +62.00 +0.41%‼️*
*Jisdor.15192.00 +56.00 +0.37%‼️*

*Euro……1.1001* +0.0034 +0.31%

TLKM…25.92 -0.25 -0.96%
*(3938)*
EIDO….22.89 -0.03 -0.13%
EEM…..39.42 +0.03 +0.08%

Oil…..73.12 -0.54 -0.73%
Gold…1930.10 -0.80 -0.04%
Timah..28342.00 – -%
*(Closed 07/07)*
Nickel..20961.50 +137.50 +0.66%
(Closed 10/07)
Silver….. 23.34 +0.05 +0.21%
Copper..378.90 +1.15 +0.30%

*Iron Ore 62% 110.54* – -%
(07/07)
*Nturl Gas.2.653 +0.090 +3.51%*

*Coal price.133.70 -4.30 -3.11%‼️*
(Jul/Newcastle)
*Coal price.137.05 -4.75 -3.35%‼️*
(Agt/Newcastle)
*Coal price.140.95 -4.50 -3.09%‼️*
(Sept/Newcastle)
*Coal price.144.10 -4.10 -2.76%*
(Oct/Newcastle)

*Coal price110.95 -5.40 -4.64%‼️*
(Jul/Rotterdam)
*Coal price.107.25 -6.00 -5.30%‼️*
(Agt/ Rotterdam)
*Coal price.107.10 -6.35 -5.59%‼️*
(Sept/Rotterdam)
*Coal price.107.15 -6.60 -5.80%‼️*
(Oct/Rotterdam)

*CPO(Sept)..3923 +90 +2.35%*
(Source: bursamalaysia.com)

*Corn….506.50 +13.00 +2.53%*
*SoybeanOil 59.24 -2.16 -3.52%‼️*
*Wheat…668.00 -16.25 -2.41%*

*Wood pulp..4350.00* unch +0%
(Closed 10/07)

©️Phintraco Sekuritas
Broker Code: *_AT_*
_Desy Erawati/ *DE*_
*Source*: Bloomberg, Investing, IBPA, CNBC, Bursa Malaysia
_Copyright: Phintraco Sekuritas_

Regional ijo semua, harusnya lanjut ijo lagi IHSG hari ini

USD index turun, gold turun tipis, silver copper ijo, tin closed, nickel ijo, oil merah, gas ijo coal merah, CPO ijo. Masih ok basic materials terkait mineral, coal hati hati tapi

IHSG – stoch up, MACD up, MFI up, w% uptrend, tembus lagi fibo 23, semoga lanjut ke fibo 38, IHNS jalan harusnya. Optimis!!!

Masih Basic Materials, Industrials, Consumer Cyclicals, Consumer Non-Cyclicals, Property

Stochastic Buy Signal: ASII EMTK SRTG BBHI BSDE MTMH UNIC MPMX EKAD.

Yang big accum MTMH, yang ada faktor lain Spike di EMTK sama MPMX

MACD Buy Signal: MTMH SGER UNIC

Alligator Buy Signal MDKA HEAL PNBN RMKE WINS