Daily Analysis 20220802
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
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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
