Global Update:

Agust 02nd, 2022

Good morning,

Stock were flat in overnight trading after a new month of trading kicked off for the markets.

Dow…….32798 -46.7 -0.14%
Nasdaq.12368 -21.7 -0.18%
S&P 500..4119 -11.7 -0.28%

FTSE…….7413 -10.01 -0.13%
Dax……..13480 -4.4 -0.03%
CAC……..6437 -11.6 -0.18%

Nikkei….27933 +191.7 +0.69%
HSI……..20166 +9.3 +0.05%
Shanghai..3260 +6.7 +0.21%
ST Times..3239 +27.2 +0.85%

IDX…….6968.78 +17.66 +0.25%
LQ45…..981.99 +3.36 +0.34%

IDX Energy…1866.79 +9.07 +0.49%
IDX Bsc Mat.1296.25 +12.65 +0.99%
IDX Industrl..1305.00 -3.51 -0.27%
IDXNONCYC..708.11 +5.51 +0.78%
IDX Hlthcare.1433.44 -20.03 -1.38%
IDXCYCLIC…..896.41 -6.94 -0.77%
IDX Techno..7654.70 -59.61 -0.77%
IDX Transp…2000.56 +36.50 +1.86%
IDX Infrast……996.08 +7.38 +0.75%
IDX Finance 1504.50 +4.66 +0.31%
IDX Banking..1121.79 +2.80 +0.25%
IDX Property…….691 +1.60 +0.23%

Indo10Yr….7.2101 -0.0236 -0.32%👍
ICBI……..333.1013 +0.3337 +0.10%👍
US10Yr…..2.6060 -0.0360 -1.36%
VIX…………22.84 +1.51 +7.08%

USDIndx 105.4500 -0.4530 -0.43%‼️
Como Indx..286.11 -5.95 -2.04%
(Core Commodity CRB)
BCOMIN…..156.76 -1.23 -0.78%

IndoCDS…120.08 +5.04 +4.38%
(5-yr INOCD5)

IDR……14873.00 +39.00 +0.26%
Jisdor..14874.00 +14.00 +0.09%

Euro………1.0262 +0.0042 +0.41%

TLKM……..28.74 +0.24 +0.84%
(4275)
EIDO………23.23 +0.12 +0.52%
EEM………39.62 -0.34 -0.85%

Oil…………93.91 -5.01 -5.08%‼️
Gold ……1788.90 +7.10 +0.40%
Timah. .25047.00 – –
( Closed 29/7)
Nickel…24344.00 +490.00 +2.05%‼️
(Closed 01/8)
Silver…….20.32 +0.12 +0.59%
Copper….353.60 -3.75 -1.05%

Nturl Gas…..8.218 -0.068 -0.82%

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

Coal price….405.00 -0.50 -0.12%
(Agt/Newcastle)
Coal price….393.40 -1.10 -0.28%
(Sept/Newcastle)
Coal price….372.00 -6.50 -1.75%
(Agt/Rotterdam)
Coal price…353.30 -6.20 -1.72%
(Sept/ Rotterdam)

CPO(Okt)…..4073 -233 -5.41%‼️
(Source: bursamalaysia.com)
Corn…………609.75 -10.25 -1.65%
SoybeanOil…63.26 -2.40 -3.66%
Wheat………800.25 -7.50 -0.93%

Wood pulp…6690.00 +30 +0.45%
(Closed 01/8)

©️Phintraco Sekuritas
Broker Code: AT
Desy Erawati/ DE

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

Kebanyakan index regional tipis tipis, ada yang ijo tipis ada yang merah tipis. Jepang sama Singapore aja yang rada tebel.

Harga komoditas terkait energy turun semua,mungkin ini mulai mau pullback dulu di energy, walau sebenernya oil belum jalan jalan amat sih. Long run masih ok, yang masih mau hold asal punya modal bawah masih ok, TP sebagian lebih rekomended, nanti re buy di saat rebound

Metal2 an naik kecuali copper, CPO drop lagi, padahal diperkirakan saham CPO mau start rally tadinya

IHSG – Alligator Buy, Supertrend Up, ada gap di atas, LR seems to test upper channel, MACD looking good, inside ichimoku cloud, hopefully breaks upwards. Stochastic nya yang udah sell signal, minta turun…

Semoga sesuai skenario yang diharapkan, tutup gap dulu terus pullback pas efek LK big banks lewat, pas tutup gap kita profit taking dulu

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 28th, 2022

Good morning,

U.S. stocks rallied in late trading Wednesday, with Nasdaq leading the way after the Federal Reserve raised its benchmark overnight interest rate by three-quarters of a percentage point and comments by Chairman Jerome Powell reassured investors

Powell said in a news conference following the Fed announcement that he did not believe the U.S. economy is currently in a recession but it is softening.

He also said the lack of clear visibility into the future of the economy means the Fed can provide reliable guidance about where its policy is headed only on a “meeting-by-meeting” basis.

Dow…….32198 +436.1 +1.37%
Nasdaq.12032 +469.9 +4.06%
S&P 500..4024 +102.6 +2.62%

FTSE…….7348 +41.95 +0.57%
Dax……..13166 +69.5 +0.53%
CAC……..6258 +46.5 +0.75%

Nikkei….27716 +60.5 +0.22%
HSI……..20670 -235.8 -1.13%
Shanghai..3276 -1.7 -0.05%
ST Times..3205 +13.02 +0.41%

IDX…….6898.22 +26.68 +0.39%
LQ45…..974.46 +5.98 +0.62%

IDX Energy…1804.59 +42.49 +2.41%
IDX Bsc Mat.1267.91 -2.96 -0.23%
IDX Industrl..1237.90 +16.74 +1.37%
IDXNONCYC..717.08 -3.99 -0.55%
IDX Hlthcare.1514.58 +5.41 +0.36%
IDXCYCLIC…..880.86 -0.26 -0.03%
IDX Techno..7699.33 +67.11 +0.88%
IDX Transp…1952.21 -5.57 -0.28%
IDX Infrast……989.69 +0.10 +0.01%
IDX Finance 1472.89 -5.47 -0.37%
IDX Banking..1104.50 +3.21 +0.29%
IDX Property…….676 -1.20 -0.18%

Indo10Yr….7.4305 -0.0344 -0.46%
ICBI……….329.7096 +0.6333 +0.19%
US10Yr…..2.7340 -0.0530 -1.90%
VIX…………23.24 -1.45 -5.87%

USDIndx 106.4520 -0.7370 -0.69%‼️
Como Indx..289.08 +2.58 +0.90%
(Core Commodity CRB)
BCOMIN…..149.54 +1.12 +0.75%

IndoCDS…135.67 +0.62 +0.46%
(5-yr INOCD5)

IDR……15010.00 unch +0%‼️
Jisdor..15020.00 +36.00 +0.05%‼️

Euro………1.0190 +0.0061 +0.60%

TLKM……..28.38 +0.25 +0.89%
(4263)
EIDO………22.82 +0.33 +1.47%
EEM………39.98 +0.73 +1.86%

Oil…………98.27 +2.75 +2.88%
Gold ……1752.40 +18.10 +1.04%
Timah. .24470.00 -477.00 -1.91%
( Closed 26/7)
Nickel..21700.00 -402.50 -1.82%
(Closed 27/7)
Silver…….19.04 +0.48 +2.59%
Copper….347.75 +7.80 +2.29%

Nturl Gas…..8.640 -0.145 -1.65%

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

Coal price….411.50 -2.50 -0.60%
(Jul/Newcastle)
Coal price…424.10 -15.90 -3.61%
(Agt/Newcastle)
Coal price…387.00 -2.50 -0.64%
(Jul/Rotterdam)
Coal price…380.00 -8.00 -2.06%
(Agt/ Rotterdam)

CPO(Okt)…..3824 +36 +0.95%
(Source: bursamalaysia.com)
Corn…………603.00 +2.25 +0.37%
SoybeanOil…50.19 +1.24 +2.14%
Wheat………790.25 -13.50 -1.68%

Wood pulp…6660.00 +10 +0.15%
(Closed 27/7)

©️Phintraco Sekuritas
Broker Code: AT
Desy Erawati/ DE

Source: Bloomberg, Investing, IBPA, CNBC, yBursa Malaysia
Copyright: Phintraco Sekuritas
.
US naik tinggi terutama saham teknologi. Hampir semua index regional juga ijo kecuali hangseng sama shanghai,udah ada bocoran kayanya.
Komodoti hampir semua naik kecuali gas timah dan nikel, coal turun dikit, masih diatas 410 USD/MT

IHSG – MACD masih firm, sudah lewat efek hidden bearish divergence, US news bagus, semoga lanjut rally sampe januari, kalo koreksi minor minor aja