July 09th, 2024

Good morning,

S&P 500, Nasdaq close at all-time highs ahead of inflation data and second-quarter earnings reports

The S&P 500
and Nasdaq closed at record highs on Monday as investors await key inflation data to provide further clues about whether this year’s market rally is sustainable. Earnings from some major financial giants and consumer companies are also on the docket.

Dow......39345 -31.1 -0.08%
Nasdaq18404 +50.98 +0.28%
S&P 500.5573 +5.7 +0.10%

FTSE.....8193 -10.4 -0.13%
Dax......18472 -3.4 -0.02%
CAC......7627 -48.2 -0.63%

Nikkei..40781 -131.8 -0.32%
HSI.....17524 -275.6 -1.55%
Shanghai.2922 -27.5 -0.93%

*IDX....7250.98* -2.39 -0.03%
*LQ45..904.33* -2.31 -0.25%
*IDX30.452.34* +0.09 +0.02%

IDXEnergy..2440.14 -10.81 -0.44%
IDX BscMat1390.64 -3.10 -0.43%
IDX Indstrl. 997.72 +11.58 +1.17%
IDXNONCYC.708.69 +9.02 +1.29%
IDX Hlthcare1447.18+18.20 +1.27%
IDXCYCLIC...738.37 +0.82 +1.21%
IDXTechno3299.93 +39.60 +1.21%
IDX Transp 1303.39 +2.49 +0.19%
IDX Infrast 1572.48 +23.95 +1.55%
IDX Finance1372.13 -2.71 -0.20%
IDX Banking1205.14 -6.85 -0.57%
IDX Property.....613 +13.50 +2.26%

*Indo10Yr.7.0484👍 -0.0174 -0.25%*
*ICBI...381.3072👍 +0.4719 +0.12%*
*US2Yr.4.635* +0.029 +0.63%
*US5Yr 4.241* +0.014 +0.33%
*US10Yr4.275* -0.003 -0.07%
*US30Yr.4.463* -0.013 -0.29%
*VIX..12.37* -0.11 -0.88%

*USDIndx 105.00 +0.125 +0.12%*
Como Indx....290.91 -2.52 -0.86%
BCOMIN...... 154.38 -0.81 -0.52%

*IndoCDS..74.22👍* -0.49 -0.66%
(5-yr INOCD5) *(05/07)*

*IDR.....16257.00❗ -20.00 -0.12%*
*Jisdor.16265.00❗ -47.00 -0.29%*

*Euro...1.0825* -0.0015 -0.14%

TLKM...18.69 +0.06 +0.30%
*( 3040)*
EIDO....19.87 +0.02 +0.10%
EEM.....43.64 +0.01 +0.41%

*Oil.......82.22* -0.94 -1.13%
*Gold.....2366.60 -31.10 -1.30%*
*Timah..34218.00 +344.00* +1.02%
(Closed 08/07)
Nickel..17441.00 +58.00 +0.33%
(Closed 08/07)
Silver....31.08 -0.61 -1.92%
Copper.461.60 -3.70 -0.80%

*Iron Ore 62% 111.31* -1.75 -1.55%
(05/07)
*Nturl Gas. 2.378 +0.048 +2.06%*
Ammonia China 2846.67 -16.60 -0.58%
(Domestic Price)(05/07)

Coal price.135.70 -0.70 -0.52%
(Jul/Newcastle)
Coal price.136.00 -1.45 -1.05%
(Agt/Newcastle)
Coal price.137.35 -1.25 -0.90%
(Sept/Newcastle)
Coal price 138.10 -0.45 -0.32%
(Oct/Newcastle)

Coal price.104.50 -0.50 -0.48%
(Jul/Rotterdam)
Coal price..106.05 -1.00 -0.93%
(Agt/Rotterdam)
Coal price 107.70 -1.10 -1.01%
(Sept/Rotterdam)
Coal price 108.75 -0.60 -0.55%
(Oct/Rotterdam)

*CPO(Sep)..4040* closed +0%
(Source: bursamalaysia.com)

*Corn.....407.75 -16.25 -3.83%*‼️
SoybeanOil 48.26 -0.44 -0.90%
*Wheat...570.50 -20.00 -3.39%*‼️

*Wood pulp..5420* unch +0%
(Closed 08/07)

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

News In 9 Juli 2024

1. Emiten BUMN Karya Usulkan PMN 2025, Begini Rinciannya
https://investasi.kontan.co.id/news/emiten-bumn-karya-usulkan-pmn-2025-begini-rinciannya

2. Isu Perpanjangan Restrukturisasi Kredit Covid-19, Dirkeu BCA Wanti-wanti Hal Ini
https://finansial.bisnis.com/read/20240708/90/1780319/isu-perpanjangan-restrukturisasi-kredit-covid-19-dirkeu-bca-wanti-wanti-hal-ini

3. Akuisisi Bank Muamalat oleh BTN Batal, Kenapa?
https://keuangan.kontan.co.id/news/akuisisi-bank-muamalat-oleh-btn-batal-kenapa

4. Strategi Barito Renewables (BREN) di Bisnis EBT
https://investor.id/market/366357/strategi-barito-renewables-bren-di-bisnis-ebt

5. Apexindo (APEX) Gelar Private Placement Rp1,13T Minggu Depan
https://www.emitennews.com/news/apexindo-apex-gelar-private-placement-rp113t-minggu-depan

6. Usai Jual Danamon, Crazy Rich Hermanto Tanoko Beli BBRI dan BBNI
https://market.bisnis.com/read/20240708/192/1780339/usai-jual-danamon-crazy-rich-hermanto-tanoko-beli-bbri-dan-bbni

7. Sulap Defisit Jadi Laba, Begini Penjelasan Darma Henwa (DEWA)
https://www.emitennews.com/news/sulap-defisit-jadi-laba-begini-penjelasan-darma-henwa-dewa

8. Harga Acuan Biodiesel Naik, Ini Komentar Triputra Agro
https://industri.kontan.co.id/news/harga-acuan-biodiesel-naik-ini-komentar-triputra-agro

9. Rekor, RMKE Angkut 917 Ribu Ton Batu Bara di Juni 2024
https://www.idxchannel.com/market-news/rekor-rmke-angkut-917-ribu-ton-batu-bara-di-juni-2024

10. APBN Defisit Rp 77,3 Triliun pada Semester I
https://investor.id/macroeconomy/366395/apbn-defisit-rp-773-triliun-pada-semester-i

Fed rate cuts: Expect 200 points of easing as economy slows more sharply

The Fed could slash rates by 200 points over 8 straight meetings as the economy heads for a sharper downtrend, Citi says

https://fortune.com/2024/07/07/fed-rate-cuts-outlook-200-points-economy-sharper-slowdown-citi/

July 10th, 2024

Good morning,

S&P 500, Nasdaq build on record highs as Powell testimony keeps rate cut hopes alive

Dow......39292 -52.8 -0.13%
Nasdaq18430 +25.6 +0.14%
S&P 500.5577 +4.1 +0.07%

FTSE.....8139 -53.8 -0.66%
Dax......18236 -235.9 -1.28%
CAC......7509 -118.8 -1.56%

Nikkei..41580 +799.5 +1.96%
HSI.....17523 -0.8 -0.00%
Shanghai.2959 +36.9 +1.26%

*IDX....7269.80* +18.82 +0.26%
*LQ45..909.42* +5.09 +0.56%
*IDX30.454.76* +2.42 +0.53%

IDXEnergy..2421.61 -18.53 -0.76%
IDX BscMat1385.90 -4.75 -0.34%
IDX Indstrl.1008.75 +11.02 +1.10%
IDXNONCYC.707.02 -1.68 -0.24%
IDX Hlthcare1428.64 -18.54 -1.28%
IDXCYCLIC...739.12 +0.75 +0.10%
IDXTechno3295.35 -4.58 -0.14%
IDX Transp 1304.60 +1.21 +0.09%
IDX Infrast 1577.32 +4.85 +0.31%
IDX Finance1391.87 +19.74 +1.44%
*IDX Banking1231.18 +26.04 +2.16%*
IDX Property.....614 +1.00 +0.17%?

*Indo10Yr.7.0582 +0.0098 +0.14%*
*ICBI...381.1188 -0.1884 -0.05%*
*US2Yr.4.626* -0.009 -0.19%
*US5Yr 4.245* +0.004 +0.09%
*US10Yr4.298* +0.023 +0.54%
*US30Yr.4.489* +0.026 +0.58%
*VIX..12.51* +0.14 +1.13%

*USDIndx 105.1290 +0.129 +0.12%*
Como Indx....289.98 -0.93 -0.32%
BCOMIN...... 152.48 -1.90 -1.23%

*IndoCDS..73.70👍* -0.52 -0.70%
(5-yr INOCD5) *(08/07)*

*IDR.....16251.00 -6.50 -0.04%*
*Jisdor.16281.00 +16.00 +0.10%*

*Euro...1.0815* -0.0010 -0.09%

TLKM...18.99 +0.29 +1.55%
*( 3092)*
*EIDO....20.01* +0.16 +0.18%
EEM.....43.82 +0.18 +0.41%

*Oil.......81.68* -0.54 -0.66%
*Gold.....2370.20* +3.60 +0.15%
*Timah..34350.00 +132.00* +0.39%
(Closed 09/07)
Nickel..17149.00 -292.00 -1.67%
(Closed 09/07)
Silver....31.07 -0.01 -0.03%
Copper.457.90 -3.70 -0.80%

Iron Ore 62% 110.02 -1.29 -1.16%
(05/07)
Nturl Gas. 2.351 -0.027 -1.14%
Ammonia China 2850.00 +3.30 +0.12%
(Domestic Price)(08/07)

Coal price.135.25 +0.25 +0.15%
(Jul/Newcastle)
Coal price.136.00 unch +0%
(Agt/Newcastle)
Coal price.136.60 -0.75 -0.55%
(Sept/Newcastle)
Coal price 137.15 -0.95 -0.69%
(Oct/Newcastle)

Coal price.103.00 -1.50 -1.44%
(Jul/Rotterdam)
*Coal price..104.00 -2.05 -1.93%*
(Agt/Rotterdam)
*Coal price 105.50 -2.20 -2.04%*
(Sept/Rotterdam)
*Coal price 106.00 -2.75 -2.53%*
(Oct/Rotterdam)

*CPO(Sep)..3958 -82 -2.03%*
(Source: bursamalaysia.com)

Corn.....408.50 +0.75 +0.18%
*SoybeanOil 46.31 -1.95 -4.04%*‼️
Wheat...572.00 +1.50 +0.26%

*Wood pulp..5320 -100 -1.85%*
(Closed 09/07)

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

News In 10 Juli 2024

1. Dikabarkan Bakal Divestasi Saham BSI (BRIS), Ini Kata BNI (BBNI)
https://www.idxchannel.com/market-news/dikabarkan-bakal-divestasi-saham-bsi-bris-ini-kata-bni-bbni

2. Penjualan Mobil Astra Meningkat 6,3 Persen Pada Juni 2024
https://www.emitennews.com/news/penjualan-mobil-astra-meningkat-63-persen-pada-juni-2024

3. Pemerintah Bakal Terapkan DMO Gas 60%, Begini Sikap PGN (PGAS)
https://ekonomi.bisnis.com/read/20240709/44/1780847/pemerintah-bakal-terapkan-dmo-gas-60-begini-sikap-pgn-pgas

4. GOTO Realisasikan Buyback 3,83 Miliar Saham, Modal Masih Banyak
https://market.bisnis.com/read/20240709/7/1780851/goto-realisasikan-buyback-383-miliar-saham-modal-masih-banyak

5. SGER Raih Kontrak Impor Batu Bara ke Vietnam USD22,5 Juta
https://www.emitennews.com/news/sger-raih-kontrak-impor-batu-bara-ke-vietnam-usd225-juta

6. Grup Salim Mau Akuisisi Perusahaan Tambang Tembaga di Australia
https://ekonomi.bisnis.com/read/20240709/44/1780830/grup-salim-mau-akuisisi-perusahaan-tambang-tembaga-di-australia

7. Gandeng Citroën, WIR Group (WIRG) Hadirkan Fitur Augmented Reality Interaktif Terbaru
https://www.idxchannel.com/market-news/gandeng-citroen-wir-group-wirg-hadirkan-fitur-augmented-reality-interaktif-terbaru

8. Diam-Diam Ada Pemodal Raksasa Rajin Lego Saham BREN
https://market.bisnis.com/read/20240709/7/1780816/diam-diam-ada-pemodal-raksasa-rajin-lego-saham-bren

9. Jual 26 Juta Saham KKGI, Istri Komisaris Raup Rp13,5 Miliar
https://www.idxchannel.com/market-news/jual-26-juta-saham-kkgi-istri-komisaris-raup-rp135-miliar

10. Emiten Tambak Milik Asabri (IIKP) Minta Akses Buat Aksi Korporasi
https://www.emitennews.com/news/emiten-tambak-milik-asabri-iikp-minta-akses-buat-aksi-korporasi

July 11th, 2024

Good morning,

S&P 500 closes above 5,600 for the first time, lifted by gains in Big Tech

The S&P 500
climbed Wednesday to a fresh record, breaking above 5,600 for the first time, as a sharp rise in semiconductor stocks led the market higher.

*Dow......39721 +429.4* +1.09%
Nasdaq18648 +218.2 +1.18%
S&P 500.5634 +56.9 +1.02%

FTSE.....8193 +53.7 +0.66%
Dax......18407 +171.03 +0.94%
CAC......7574 +64.9 +0.86%

Nikkei..41832 +251.8 +0.61%
HSI.....17472 -51.6 -0.29%
Shanghai.2939 -20.01 -0.68%

*IDX....7287.04* +17.24 +0.24%
*LQ45..912.33* +2.91 +0.32%
*IDX30.455.38* +0.62 +0.14%

IDXEnergy..2419.65 -1.96 -0.08%
IDX BscMat1385.96 +0.07 +0.00%
IDX Indstrl.1013.99 +5.25 +0.52%
IDXNONCYC.710.22 +3.20 +0.45%
IDX Hlthcare1434.08+5.45 +0.38%
IDXCYCLIC...737.03 -2.10 -0.28%
IDXTechno3271.96 -23.48 -0.14%
IDX Transp 1300.73 -3.87 -0.30%
IDX Infrast 1581.77 +4.45 +0.28%
IDX Finance1387.54 -4.33 -0.43%
IDX Banking1225.88 -5.30 -0.43%
IDX Property.....616 +1.60 +0.27%

*Indo10Yr.7.0591 +0.0009 +0.01%*
*ICBI...381.2281 +0.1093 +0.03%*
*US2Yr.4.624* -0.002 -0.04%
*US5Yr 4.237* -0.008 -0.19%
*US10Yr4.280* -0.018 -0.42%
*US30Yr.4.470* -0.019 -0.42%
*VIX..12.82 +0.34 +2.72%*

*USDIndx 105.0480 -0.081 -0.08%*
Como Indx....289.71 -0.27 -0.09%
BCOMIN...... 152.50 +0.02 +0.01%

*IndoCDS..72.72👍 -0.98 -1.33%*
(5-yr INOCD5) *(09/07)*

*IDR.....16240.00❗ -10.50 -0.06%*
*Jisdor.16256.00❗ -25.00 -0.15%*

*Euro...1.0833* +0.0018 +0.17%

*TLKM...19.34* +0.34 +1.55%
*( 3144)*
*EIDO....20.17* +0.16 +0.80%
EEM.....44.07 +0.23 +0.52%

*Oil.......82.39* +0.71 +0.87%
*Gold.....2378.30* +8.10 +0.34%
*Timah..35007.00‼️ +657.00 +1.91%*
(Closed 10/07)
*Nickel..16849.00 -300.00 -1.75%*
(Closed 10/07)
Silver....31.10 +0.03 +0.10%
Copper.459.10 +1.20 +0.26%

Iron Ore 62% 110.51 +0.49 +0.45%
(09/07)
Nturl Gas. 2.325 -0.026 -1.11%
Ammonia China 2850.00 unch +0%
(Domestic Price)(09/07)

Coal price.133.75 -1.50 -1.11%
(Jul/Newcastle)
Coal price.136.00 unch +0%
(Agt/Newcastle)
Coal price.137.05 +0.45 +0.33%
(Sept/Newcastle)
Coal price 137.10 -0.05 -0.04%
(Oct/Newcastle)

Coal price.101.85 -1.15 -1.12%
(Jul/Rotterdam)
Coal price..102.65 -1.35 -1.30%
(Agt/Rotterdam)
Coal price 104.00 -1.50 -1.42%
(Sept/Rotterdam)
Coal price 104.55 -1.45 -1.37%
(Oct/Rotterdam)

*CPO(Sep)..3918 -40 -1.01%*
(Source: bursamalaysia.com)

Corn.....407.25 -1.25 -0.31%
SoybeanOil 45.58 -0.73 -1.58%
Wheat...561.50 -10.50 -1.84%

*Wood pulp..5260 -60 -1.13%*
(Closed 10/07)

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

News In 11 Juli 2024

1. PTPP Bakal Divestasi Aset Rp 3 Triliun, Sudah Ada Tiga Calon Investor
https://katadata.co.id/finansial/korporasi/668e5b02802c5/ptpp-bakal-divestasi-aset-rp-3-triliun-sudah-ada-tiga-calon-investor

2. Medco Percepat Proyek Gas Dayung Facility Optimization (DFO)
https://www.emitennews.com/news/medco-percepat-proyek-gas-dayung-facility-optimization-dfo

3. Ada Agenda Penting Pertamina Geothermal (PGEO) Bulan Ini
https://www.idxchannel.com/market-news/ada-agenda-penting-pertamina-geothermal-pgeo-bulan-ini

4. Transcoal (TCPI) Jual Kapal Induk Rp121,99 Miliar ke Perusahaan Hong Kong
https://www.idxchannel.com/market-news/transcoal-tcpi-jual-kapal-induk-rp12199-miliar-ke-perusahaan-hong-kong

5. Darma Henwa (DEWA) Teken Lagi Perpanjangan Bayar Utang Rp358M
https://www.emitennews.com/news/darma-henwa-dewa-teken-lagi-perpanjangan-bayar-utang-rp358m

6. Direktur Chandra Asri Borong Saham TPIA Rp1,5 Miliar sejak Awal Tahun
https://www.idxchannel.com/market-news/direktur-chandra-asri-borong-saham-tpia-rp15-miliar-sejak-awal-tahun

7. Penjualan Mobil Nasional Kembali Anjlok pada Akhir Semester I-2024
https://industri.kontan.co.id/news/penjualan-mobil-nasional-kembali-anjlok-pada-akhir-semester-i-2024

8. Industri Hulu Migas Diminta Bersiap Hadapi Efek Negatif Impor LNG
https://industri.kontan.co.id/news/industri-hulu-migas-diminta-bersiap-hadapi-efek-negatif-impor-lng

9. Tujuh Barang Impor Ini akan Dikenakan Bea Masuk hingga 200 Persen
https://www.idxchannel.com/economics/tujuh-barang-impor-ini-akan-dikenakan-bea-masuk-hingga-200-persen

10. BEI: Pipeline IPO Masih 30 Calon Emiten, Belum Ada BUMN
https://investasi.kontan.co.id/news/bei-pipeline-ipo-masih-30-calon-emiten-belum-ada-bumn

July 12th, 2024

Good morning,

Stocks fall from records as Tesla, Nvidia lead tech sell-off

US stocks rolled over on Thursday as investors rotated out of tech after a key inflation report showed consumer prices unexpectedly fell on a month-over-month basis for the first time since 2020.

Dow......39754 +32.4 +0.08%
Nasdaq18283 -364.04 -1.95%
S&P 500.5585 -49.4 -0.88%

FTSE.....8223 +29.8 +0.36%
Dax......18535 +127.3 +0.69%
CAC......7627 +53.6 +0.71%

Nikkei..42224 +392.03 +0.94%
*HSI......17832 +360.7 +2.06%*
Shanghai.2970 +31.02 +1.06%

*IDX....7300.41* +13.37 +0.18%
*LQ45..915.36* +3.03 +0.33%
*IDX30.455.86* +0.48 +0.11%

IDXEnergy..2427.34 +7.70 +0.32%
IDX BscMat1388.84 +2.87 +0.21%
IDX Indstrl.1011.60 -2.39 -0.24%
IDXNONCYC.712.45 +2.24 +0.32%
IDX Hlthcare1428.92 -5.17 -0.36%
IDXCYCLIC...741.43 +4.40 +0.60%
IDXTechno3293.55 +21.59 +0.66%
*IDX Transp 1327.02 +26.29 +2.02%*
IDX Infrast 1595.06 +13.29 +0.84%
IDX Finance1387.39 -0.16 -0.01%
IDX Banking1228.89 +3.01 +0.25%
IDX Property.....616 - -%

*Indo10Yr.7.0513 -0.0078 -0.11%*
*ICBI...381.5177 +0.2896 +0.08%*
*US2Yr.4.515 -0.109 -2.36%*👍
*US5Yr 4.144 -0.093 -2.19%*👍
*US10Yr4.209* -0.071 -1.66%
*US30Yr.4.423* -0.074 -1.05%
*VIX..12.92* +0.07 +0.54%

*USDIndx 104.4400👍 -0.608 -0.58%*
Como Indx....290.41 +0.70 +0.24%
BCOMIN...... 151.00 -1.50 -0.98%

*IndoCDS..72.73* -0.98 -1.33%
(5-yr INOCD5) *(10/07)*

*IDR.....16194.50❗ -46.00 -0.28%*
*Jisdor.16200.00❗ -56.00 -0.34%*

*Euro...1.0868* +0.0035 +0.32%

*TLKM...19.58* +0.25 +1.29%
*( 3172)*
*EIDO....20.29* +0.12 +0.57%
EEM.....44.33 +0.27 +0.60%

*Oil.......82.95* +0.56 +0.68%
*Gold.....2418.20 +39.90* +1.68%
Timah..34666.00 -341.00 -0.97%
(Closed 11/07)
*Nickel..16867.50* +18.50 +0.11%
(Closed 11/07)
Silver....31.63 +0.53 +1.70%
Copper.452.15 -6.95 -1.51%

Iron Ore 62% 108.74 -1.77 -1.60%
(10/07)
*Nturl Gas. 2.374 -0.051 -2.32%*
*Ammonia China 2783.33 -66.67 -2.34%*
(Domestic Price)(10/07)

Coal price.133.75 unch +0%
(Jul/Newcastle)
Coal price.134.50 -1.50 -1.10%
(Agt/Newcastle)
Coal price.135.60 -1.45 -1.06%
(Sept/Newcastle)
Coal price 136.30 -0.80 -0.58%
(Oct/Newcastle)

Coal price.102.30 +0.45 +0.44%
(Jul/Rotterdam)
Coal price..102.85 +0.20 +0.19%
(Agt/Rotterdam)
Coal price 103.75 -0.25 -0.24%
(Sept/Rotterdam)
Coal price 104.55 unch +0%
(Oct/Rotterdam)

CPO(Sep)..3935 +17 +0.43%
(Source: bursamalaysia.com)

Corn.....410.75 +3.50 +0.86%
SoybeanOil 46.15 +0.57 +1.25%
Wheat...571.25 +9.75 +1.74%

*Wood pulp..5220* -40 -0.76%
(Closed 11/07)

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

News In 12 Juli 2024

1. Emiten BUMN Karya ADHI, PTPP, WIKA dapat PMN 2025 Rp5,65 Triliun
https://market.bisnis.com/read/20240711/192/1781302/emiten-bumn-karya-adhi-ptpp-wika-dapat-pmn-2025-rp565-triliun

2. Jasa Marga (JSMR) Perbesar Kepemilikan di Tol Cengkareng-Kunciran  
https://investor.id/market/366745/jasa-marga-jsmr-perbesar-kepemilikan-di-tol-cengkarengkunciran

3. Bank OCBC NISP (NISP) Minta Restu Rombak Pengurus
https://www.emitennews.com/news/bank-ocbc-nisp-nisp-minta-restu-rombak-pengurus

4. Rumor Amman Mineral (AMMN) Bakal Ekspansi Tambang, Cari Pinjaman Rp24 T
https://www.idxchannel.com/market-news/rumor-amman-mineral-ammn-bakal-ekspansi-tambang-cari-pinjaman-rp24-t

5. Astra Agro Lestari (AALI) Bakal Bergabung dengan RSPO
https://market.bisnis.com/read/20240711/192/1781581/astra-agro-lestari-aali-bakal-bergabung-dengan-rspo

6. Ada Pengalihan 55,8 Juta Saham, SSIA Jawab Begini ke BEI
https://www.emitennews.com/news/ada-pengalihan-558-juta-saham-ssia-jawab-begini-ke-bei

7. Emiten Arifin Panigoro (MEDC) Ngebor Sumur Migas di Kuartal II, Segini Biayanya
https://www.idxchannel.com/market-news/emiten-arifin-panigoro-medc-ngebor-sumur-migas-di-kuartal-ii-segini-biayanya

8. Saham Termahal Grup Sinarmas (DSSA) Geber Stock Split 1:10 Pekan Depan
https://www.emitennews.com/news/saham-termahal-grup-sinarmas-dssa-geber-stock-split-110-pekan-depan

9. Surge (WIFI) Teken Kontrak Kerja Sama Strategis dengan Perusahaan Jepang
https://investor.id/market/366712/surge-wifi-teken-kontrak-kerja-sama-strategis-dengan-perusahaan-jepang

10. OJK Ungkap Kabar Terbaru soal Kasus Gagal Bayar Investree 
https://www.idxchannel.com/banking/ojk-ungkap-kabar-terbaru-soal-kasus-gagal-bayar-investree

July 15th, 2024

Good morning,

Dow......40001 +247.2 +0.62%
Nasdaq18397 +113.6 +0.62%
S&P 500.5615 +30.8 +0.55%

FTSE.....8253 +29.6 +0.36%
Dax......18748 +213.6 +1.15%
CAC......7724 +97.2 +1.27%

*Nikkei..41191 -1033.3 -2.45%*
*HSI......18293 +461.1 +2.59%*
Shanghai.2971 +0.9 +0.03%

*IDX....7327.58* +27.17 +0.37%
*LQ45..920.38* +5.02 +0.55%
*IDX30.458.40* +2.53 +0.56%

IDXEnergy..2414.48 -12.87 -0.53%
IDX BscMat1386.35 -2.49 -0.18%
IDX Indstrl.1018.84 +7.24 +0.72%
IDXNONCYC.713.88 +1.43 +0.20%
IDX Hlthcare1432.70+3.79 +0.27%
IDXCYCLIC...738.76 -2.67 -0.36%
IDXTechno3275.55 -17.7 -0.54%
IDX Transp 1337.88 +10.86 +0.82%
IDX Infrast 1612.42 +17.36 +1.09%
IDX Finance1387.39 -0.16 -0.01%
IDX Banking1244.49 +15.60 +1.27%
*IDX Property.....643 +19.90 +3.19%*‼️

*Indo10Yr.7.0195 -0.0318 -0.45%*
*ICBI...382.2280 +0.7103 +0.19%*
*US2Yr.4.458* 👍 -0.057 -1.26%
*US5Yr 4.107* -0.037 -0.89%
*US10Yr4.247* +0.038 +0.90%
*US30Yr.4.400* -0.023 -0.52%
*VIX..12.92* +0.07 +0.54%

*USDIndx 104.4400👍 -0.608 -0.58%*
Como Indx....290.41 +0.70 +0.24%
BCOMIN...... 152.09 +1.09 +0.72%

*IndoCDS..71.72* -0.02 -0.03%
(5-yr INOCD5) *(12/07)*

*IDR.....16136.50❗ -58.00 -0.36%*
*Jisdor.16154.00❗ -46.00 -0.28%*

*Euro...1.0868* +0.0035 +0.32%

*TLKM...19.58* +0.25 +1.29%
*( 3172)*
*EIDO....20.29* +0.12 +0.57%
EEM.....44.33 +0.27 +0.60%

*Oil.......82.95* +0.56 +0.68%
*Gold.....2418.20 +39.90* +1.68%
*Timah..33695.00 -971.00 -2.80%*
(Closed 12/07)
*Nickel..16923.00* +55.50 +0.33%
(Closed 12/07)
Silver....31.63 +0.53 +1.70%
Copper.452.15 -6.95 -1.51%

Iron Ore 62% 109.58 +0.84 +0.77%
(10/07)
*Nturl Gas. 2.313 -0.061 -2.56%*
*Ammonia China 2783.33 -66.67 -2.34%*
(Domestic Price)(10/07)

Coal price.133.75 unch +0%
(Jul/Newcastle)
Coal price.134.50 -1.50 -1.10%
(Agt/Newcastle)
Coal price.135.60 -1.45 -1.06%
(Sept/Newcastle)
Coal price 136.30 -0.80 -0.58%
(Oct/Newcastle)

Coal price.102.30 +0.45 +0.44%
(Jul/Rotterdam)
Coal price..102.85 +0.20 +0.19%
(Agt/Rotterdam)
Coal price 103.75 -0.25 -0.24%
(Sept/Rotterdam)
Coal price 104.55 unch +0%
(Oct/Rotterdam)

CPO(Sep)..3935 +17 +0.43%
(Source: bursamalaysia.com)

Corn.....410.75 +3.50 +0.86%
SoybeanOil 46.15 +0.57 +1.25%
Wheat...571.25 +9.75 +1.74%

*Wood pulp..5220* -40 -0.76%
(Closed 11/07)

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

News In 15 Juli 2024

1. XL Axiata (EXCL) Akuisisi 100 Persen Saham AGS, Ini Tujuannya
https://www.emitennews.com/news/xl-axiata-excl-akuisisi-100-persen-saham-ags-ini-tujuannya

2. Siap Produksi Kuartal IV, Proyek Smelter Amman Mineral Masuk Proses Komisioning
https://industri.kontan.co.id/news/siap-produksi-kuartal-iv-proyek-smelter-amman-mineral-masuk-proses-komisioning

3. Delta Dunia (DOID) Buka Peluang Akuisisi Tambang Baru
https://market.bisnis.com/read/20240712/192/1781805/delta-dunia-doid-buka-peluang-akuisisi-tambang-baru

4. Laba Bersih ESSA Industries (ESSA) Melonjak 418,63% pada Semester I-2024
https://investasi.kontan.co.id/news/pendapatan-essa-industries-essa-di-semester-i-2024-turun-10

5. Tuntas! Saham Hasil Buyback MPMX Tersisa 88,78 Juta Lembar
https://www.emitennews.com/news/tuntas-saham-hasil-buyback-mpmx-tersisa-8878-juta-lembar

6. AKR Corporindo (AKRA) Lepas Saham Hasil Buyback Rp78 Miliar Awal Agustus
https://www.idxchannel.com/market-news/akr-corporindo-akra-lepas-saham-hasil-buyback-rp78-miliar-awal-agustus

7. Kabar Terbaru Holding BUMN Karya, Hanya Waskita & HK yang Dilebur Tahun Ini?
https://market.bisnis.com/read/20240713/192/1781981/kabar-terbaru-holding-bumn-karya-hanya-waskita-hk-yang-dilebur-tahun-ini

8. Bos Bio Farma Pastikan PMN Rp2,21 Triliun Bukan untuk Bayar Pinjol Indofarma
https://www.idxchannel.com/economics/bos-bio-farma-pastikan-pmn-rp221-triliun-bukan-untuk-bayar-pinjol-indofarma

9. Ramayana Lestari (RALS) Putuskan Tahan Saham Treasuri, Ini Alasannya
https://www.emitennews.com/news/ramayana-lestari-rals-putuskan-tahan-saham-treasuri-ini-alasannya

10. Pemerintah Bakal Luncurkan Program Biodiesel B40 pada 2025
https://ekonomi.bisnis.com/read/20240712/44/1781790/pemerintah-bakal-luncurkan-program-biodiesel-b40-pada-2025

July 16th, 2024

Good morning,


Dow rises 200 points to close at a record after Trump survives assassination attempt

The Dow Jones Industrial Average
advanced on Monday as investors bet the unsuccessful assassination attempt on former President Donald Trump will lead to big gains for the Republican presidential candidate and the GOP at the polls in November.

Friendlier fiscal policies ahead were seen as further spurring a broadening out of the bull market that started to take shape last week. Small-cap shares and banks climbed on Monday.

Dow......40212 +210.8 +0.53%
Nasdaq18473 +74.1 +0.40%
S&P 500.5631 +15.9 +0.28%

FTSE.....8183 -69.96 -0.85%
Dax......18591 -157.3 -0.84%
CAC......7633 -91.6 -1.19%

Nikkei..41191 closed +0%
HSI......18015 -277.4 -1.52%
Shanghai.2974 +2.7 +0.09%,

*IDX....7278.86* -46.72 -0.66%
*LQ45..912.58* -7.80 -0.85%
*IDX30.454.63* -3.77 -0.82%

IDXEnergy..2415.15 +0.67 +0.03%
IDX BscMat1378.96 -7.39 -0.53%
IDX Indstrl.1018.19 -0.65 -0.06%
IDXNONCYC.715.02 +1.14 +0.16%
IDX Hlthcare1426.43 -6.28 -0.44%
IDXCYCLIC...740.98 +2.22 +0.30%
IDXTechno3293.20 +17.36 +0.53%
IDX Transp 1349.85 +11.97 +0.89%
IDX Infrast 1595.54 -16.88 -1.05%
IDX Finance1395.74 -5.03 -0.36%
IDX Banking1234.43 -10.06 -0.81%
IDX Property.....643 -0.30 -0.04%

*Indo10Yr.7.0313 +0.0118 +0.17%*
*ICBI...382.0478 -0.3250 -0.08%*
*US2Yr.4.460* +0.002 +0.04%
*US5Yr 4.135* +0.028 +0.68%
*US10Yr4.225* -0.022 -0.52%
*US30Yr.4.459* +0.059 +1.34%
*VIX..13.12 +0.66 +5.30%*‼️

*USDIndx 104.1890👍 -0.211 -0.20%*
Como Indx....288.39 -2.05 -0.71%
BCOMIN...... 150.67 -1.41 -0.93%

*IndoCDS..71.72* -0.08 -0.11%
(5-yr INOCD5) *(12/07)*

*IDR.....16170.00❗+33.50 +0.21%*
*Jisdor.16174.00❗+20.00 +0.11%*

*Euro...1.0895* +0.0027 +0.25%

*TLKM...19.39 -0.37 -1.85%*
*( 3136)*
*EIDO....20.16 -0.36 -1.73%*
EEM.....44.04 -0.46 -1.02%

*Oil.......81.88* -1.07 -1.28%
*Gold.....2426.20* +8.80 +0.33%
*Timah..33246.00 -449.00* -1.33%
(Closed 15/07)
*Nickel..16923.00* -161.50 -0.95%
(Closed 15/07)
*Silver....31.63 -0.74 -2.33%*
Copper.451.00 -1.15 0.25%

Iron Ore 62% 109.58 +0.84 +0.77%
(12/07)
*Nturl Gas. 2.162 -0.151 -6.53%*‼️
*Ammonia China 2783.33*. unch +0%
(Domestic Price)(12/07)

Coal price.134.95 +1.10 +0.82%
(Jul/Newcastle)
Coal price.137.75 +2.40 +1.77%
(Agt/Newcastle)
Coal price.139.05 +2.30 +1.68%
(Sept/Newcastle)
Coal price 139.55 +2.00 +1.45%
(Oct/Newcastle)

Coal price.106.15 +1.85 +1.77%
(Jul/Rotterdam)
*Coal price..109.15 +4.25 +4.05%*‼️
(Agt/Rotterdam)
*Coal price 109.70 +3.90 +3.69%*‼️
(Sept/Rotterdam)
*Coal price 109.70 +3.50 +3.30%*‼️
(Oct/Rotterdam)

CPO(Sep)..3896 -39 -0.99%
(Source: bursamalaysia.com)

*Corn.....404.25 -10.50 -2.53%*
SoybeanOil 44.91 -0.68 -1.49%
*Wheat...532.50 -18.25 -3.31%*‼️

*Wood pulp..5220* unch +0%
(Closed 15/07)

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

July 17th, 2024

Good morning,

Dow rallies 700 points for best day in more than a year, Russell 2000 small-cap index jumps 3%

The Dow Jones Industrial Average
advanced to new highs on Tuesday, as the bull market broadened out beyond technology names on hopes of forthcoming interest rate cuts.

Dow......40955 +742.8 +1.85%
Nasdaq18509 +36.8 +0.20%
S&P 500.5667 +35.98 +0.64%

FTSE.....8165 -18.06 -0.22%
Dax......18518 -72.9 -0.39%
CAC......7580 -52.7 -0.69%

Nikkei..41275 +84.4 +0.43%
HSI......17727 -287.96 -1.60%
Shanghai.2976 +2.3 +0.08%

IDX....7278.86 -46.72 -0.66%
LQ45..912.58 -7.80 -0.85%
IDX30.450.86 -3.78 -0.83%

IDXEnergy..2417.64 +2.49 +0.10%
IDX BscMat1387.86 +8.90 +0.65%
IDX Indstrl.1016.35 -1.85 -0.18%
IDXNONCYC.709.45 -5.57 -0.78%
IDX Hlthcare1426.48 +0.05 +0.00%
IDXCYCLIC...753.01 +12.03 +1.62%
IDXTechno3331.16 +37.96 +1.15%
IDX Transp 1355.87 +6.02. +0.48%
IDX Infrast 1583.78 -11.75 -0.74%
IDX Finance1387.19 -8.55 -0.61%
IDX Banking1223.36 -11.08 -0.90%
IDX Property.....641 -1.80 -0.28%

*Indo10Yr.7.0254 -0.0059 -0.08%*
*ICBI...382.2191 +0.1713 +0.04%*
*US2Yr.4.421*👍 -0.039 -0.87%
*US5Yr 4.076* 👍 -0.059 -1.42%
*US10Yr4.157*👍 -0.068 -1.61%
*US30Yr.4.372* 👍-0.087 -1.95%
*VIX..13.10* -0.02 -0.15%

*USDIndx 104.2700 +0.081 +0.08%*
Como Indx....285.79 -2.60 -0.90%
BCOMIN...... 148.07 -2.60 -1.73%

*IndoCDS..71.73* +0.01 +0.01%
(5-yr INOCD5) *(15/07)*

*IDR.....16179.50❗+9.50 +0.06%*
*Jisdor.16203.00❗+29.00 +0.18%*

*Euro...1.0900* +0.0005 +0.05%

*TLKM...19.32* -0.07 -0.34%
*( 3130)*
*EIDO....20.08* -0.09 -0.42%
EEM.....44.29 +0.24 +0.54%

*Oil.......80.80* -1.08 -1.32%
*Gold.....2473.60‼️ +47.40 +1.95%*
*Timah..33171.00* -75.00 -0.23%
(Closed 16/07)
*Nickel..16733.50* -28.00 -0.17%
(Closed 16/07)
*Silver....31.63 -0.74 -2.33%*
Copper.451.00 -1.15 0.25%

Iron Ore 62% 109.67 +0.09 +0.08%
(15/07)
*Nturl Gas. 2.183* +0.021 +0.97%
*Ammonia China 2783.33*. unch +0%
(Domestic Price)(16/07)

Coal price.134.40 -0.55 -0.41%
(Jul/Newcastle)
Coal price.138.25 +0.50 +0.36%
(Agt/Newcastle)
Coal price.139.50 +0.45 +0.32%
(Sept/Newcastle)
Coal price 140.70 +1.15 +0.82%
(Oct/Newcastle)

Coal price.106.50 +0.35 +0.33%
(Jul/Rotterdam)
Coal price..110.95 +1.80 +1.65%
(Agt/Rotterdam)
Coal price. 111.00 +1.30 +1.19%
(Sept/Rotterdam)
Coal price 110.90 +1.20 +1.09%
(Oct/Rotterdam)

CPO(Oct)..3926 +52 +1.34%
(Source: bursamalaysia.com)

Corn........408.75 +4.50 +1.11%
SoybeanOil 44.94 +0.03 +0.07%
Wheat.....530.75 -1.75 -0.33%

Wood pulp..5220 unch +0%
(Closed 16/07)

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

News In 17 Juli 2024

1. BI Diprediksi Masih Pertahankan Suku Bunga 6,25% pada Juli 2024
https://katadata.co.id/finansial/makro/6696414d4b1e2/bi-diprediksi-masih-pertahankan-suku-bunga-6-25-pada-juli-2024

2. BEI Suspensi Saham Tambang Termahal Grup Sinarmas, Ini Penyebabnya
https://www.emitennews.com/news/bei-suspensi-saham-tambang-termahal-grup-sinarmas-ini-penyebabnya

3. Pantai Indah Kapuk Dua (PANI) Raih Marketing Sales Rp 3,3 Triliun di Semester I-2024
https://investasi.kontan.co.id/news/pantai-indah-kapuk-dua-pani-raih-marketing-sales-rp-33-triliun-di-semester-i-2024

4. Medco Energi (MEDC) Lepas 71,4 Juta Saham Treasuri
https://www.emitennews.com/news/medco-energi-medc-lepas-714-juta-saham-treasuri

5. Genjot Penjualan, Bukit Asam (PTBA) Terus Tingkatkan Kapasitas Angkutan Batu Bara
https://industri.kontan.co.id/news/genjot-penjualan-bukit-asam-ptba-terus-tingkatkan-kapasitas-angkutan-batu-bara

6. Salip BREN, Saham Grup UNTR Arkora (ARKO) Termoncer di Sektor EBT
https://market.bisnis.com/read/20240716/7/1782699/salip-bren-saham-grup-untr-arkora-arko-termoncer-di-sektor-ebt

7. Akuisisi Tokopedia TikTok Shop Jadi e-Commerce Ke 2 Terbesar di Asteng
https://www.emitennews.com/news/akuisisi-tokopedia-tiktok-shop-jadi-e-commerce-ke-2-terbesar-di-asteng

8. Strategi BUMN Karya: ADHI Diversifikasi, PTPP Divestasi
https://market.bisnis.com/read/20240716/192/1782815/strategi-bumn-karya-adhi-diversifikasi-ptpp-divestasi

9. Harga CPO Melesat Seiring Penguatan Minyak Kedelai
https://investor.id/market/367186/harga-cpo-melesat-seiring-penguatan-minyak-kedelai

10. Industri BPR/S Butuh Perpanjangan Relaksasi Restrukturisasi Covid-19
https://keuangan.kontan.co.id/news/industri-bprs-butuh-perpanjangan-relaksasi-restrukturisasi-covid-19

July 18:th, 2024

Good morning,

Nasdaq posts worst day since 2022, Dow gains 200 points as investors rotate out of tech

The S&P 500
and Nasdaq Composite
retreated on Wednesday as the rotation out of high-flying technology shares and into more rate-sensitive names continued

Dow......41198  +243.6   +0.59%
*Nasdaq17997  -512.4   -2.77%*‼️
S&P 500.5588  -78.93     -1.39%

FTSE.....8188   +22.6     +0.28%
Dax......18437  -80.7       -0.44%
CAC......7571   -9.2          -0.12%

Nikkei..41098    -177.4     -0.43%
HSI......17739    +11.4       +0.06%
Shanghai.2963  -13.5       -0.45%

IDX....7224.22  -0.07     -0.00%
LQ45..910.07  +5.52    +0.61%
IDX30.454.82  +3.96    +0.88%

IDXEnergy..2416.50   -1.14    -0.05%
IDX BscMat1383.43  -4.42     -0.32%
IDX Indstrl.1018.09   +1.74    +0.17%
IDXNONCYC.714.86 +5.40    +0.76%
IDX Hlthcare1420.53 -5.96     -0.42%
IDXCYCLIC...752.71  -0.30     -0.04%
IDXTechno3322.92   -8.25     -1.15%
IDX Transp 1363.57  +7.70.  +0.57%
IDX Infrast  1583.19  -0.59     -0.04%
IDX Finance1392.53 +5.34   +0.38%
IDX Banking1231.03 +7.67   +0.63%
IDX Property.....642   +1.40   +0.22%

*Indo10Yr.7.0030 -0.0224 -0.32%*
*ICBI...382.8207  +0.6016 +0.16%*
*US2Yr.4.438*   +0.017   +0.38%
*US5Yr 4.081*   +0.005   +0.12%
*US10Yr4.160*  +0.003   +0.07%
*US30Yr.4.376* +0.004   +0.09%
*VIX..14.48   +1.29  +9.78%*‼️

*USDIndx 103.7480👍  -0.522  -0.50%*
Como Indx....286.06  +0.27     +0.09%
BCOMIN......   147.03  -1.04     -0.70%

*IndoCDS..72.75* +1.02  +1.42%
  (5-yr INOCD5) (16/07)

*IDR.....16100.00  -79.50👍  -0.49%*
*Jisdor.16129.00  -74.00👍 -0.46%*

*Euro...1.0940*  +0.0040   +0.37%

*TLKM...20.30  +0.98  +5.08%*‼️
*( 3274)*
*EIDO....20.13* +0.06   +0.30%
EEM.....43.57      -0.72    -1.63%

*Oil.......83.19  +2.39  +2.96%*❗
*Gold.....2462.10*  -11.50  -0.46%
*Timah..32950.00*  -221.00   -0.67%
(Closed 17/07)
*Nickel..16519.00  -214.50*    -1.28%
(Closed 17/07)
*Silver....30.60  -1.03  -3.26%*‼️
*Copper.441.55 -9.45 -2.10%*

Iron Ore 62% 109.39  -0.28  -0.26%
(16/07)
*Nturl Gas. 2.050  -0.133  -6.09%*
*Ammonia China 2783.33*.   unch  +0%
(Domestic Price)(17/07)

Coal price.134.75 +0.35   +0.26%
(Jul/Newcastle)
Coal price.137.90  -0.35   -0.25%
(Agt/Newcastle)
Coal price.138.50   -0.10   -0.72%
(Sept/Newcastle)
Coal price 138.85   -1.85   -1.31%
(Oct/Newcastle)

Coal price.104.60   -1.90   -1.78%
(Jul/Rotterdam)
*Coal price..107.20  -3.75  -3.38%*
(Agt/Rotterdam)
*Coal price.108.40  -2.60  -2.34%*
(Sept/Rotterdam)
*Coal price 107.85  -3.05  -2.75%*
(Oct/Rotterdam)

CPO(Oct)..3921   -5     -0.13%
(Source: bursamalaysia.com)     

Corn........411.75   +3.00   +0.73%
*SoybeanOil 43.99  -0.96    -2.11%*
Wheat.....539.25   +8.50   +1.60%

Wood pulp..5200  -20   -0.38%
(Closed 17/07)

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