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_

July 19th, 2024

Good morning,

Dow slides more than 500 points, S&P 500 closes lower in sharp sell-off Thursday

Stocks fell Thursday as investors continued to pare positions in high-flying technology names while taking profit on recent runs elsewhere.

Dow......40665  -533.1   -1.28%
Nasdaq17371  -125.7   -0.70%
S&P 500.5555  -437      -0.78%

FTSE.....8205   +17.4     +0.21%
Dax......18355  -82.5       -0.45%
CAC......7586   +15.7     +0.21%

*Nikkei..40126    -971.3     -2.36%*
HSI......17778    +39.0       +0.22%
Shanghai.2977 +14.3       +0.48%

*IDX....7321.07 +96.85* +1.34%
*LQ45..922.78*  +12.71  +1.34%
*IDX30.461.44*  +6.63    +1.46%

IDXEnergy..2457.70  +41.20  +1.70%
IDX BscMat1383.37  -0.07     -0.00%
IDX Indstrl.1022.87   +4.79    +0.47%
IDXNONCYC.718.81 +3.96    +0.55%
IDX Hlthcare1419.34 -1.18     -0.08%
IDXCYCLIC...749.93   -2.79     -0.37%
IDXTechno3296.12   -26.79    -0.81%
IDX Transp 1365.09 +1.52    +0.11%
IDX Infrast  1601.43 +18.24  +1.15%
IDX Finance1404.85 +12.32 +0.88%
IDX Banking1252.65 +21.62 +1.76%
IDX Property.....642   +1.40   +0.22%

*Indo10Yr.7.0030 -0.0136 -0.19%*
*ICBI...382.9876  +0.1669 +0.04%*
*US2Yr.4.471*   +0.033   +0.74%
*US5Yr 4.117*   +0.036   +0.88%
*US10Yr4.197*  +0.037   +0.89%
*US30Yr.4.421* +0.045   +1.03%
*VIX..15.93   +1.45  +10.01%*‼️

*USDIndx 104.1730  +0.425  +0.41%*
Como Indx....285.59   -0.47     -0.16%
*BCOMIN......   144.66*  -2.38   -1.62%

*IndoCDS..72.71* -0.04  -0.06%
  (5-yr INOCD5) (17/07)

*IDR.....16155.00  +55.00   +0.34%*
*Jisdor.16129.00  +31.00   +0.19%*

*Euro...1.0898*  -0.0042   -0.38%

*TLKM...19.80  -0.50  -2.46%*
*( 3194)*
*EIDO....20.27* +0.14   +0.67%
EEM.....43.16      -0.42    -0.95%

*Oil.......82.36*  -0.83   -1.00%
*Gold.....2446.60  -15.50*  -0.63%
*Timah..31604.00 -1346.00  -4.08%*‼️
(Closed 18/07)
*Nickel..16469.00*  -50.50    -0.30%
(Closed 18/07)
*Silver....29.97  -0.63  -2.06%*
*Copper.426.00 -15.55 -3.52%*‼️

Iron Ore 62% 108.94  -0.45  -0.41%
(17/07)
*Nturl Gas. 2.101  +0.051  +2.49%*
*Ammonia China 2783.33*.   unch  +0%
(Domestic Price)(17/07)

Coal price.135.00  +0.25  +0.19%
(Jul/Newcastle)
Coal price.139.10  +1.20  +0.87%
(Agt/Newcastle)
Coal price.139.60  +1.10  +0.79%
(Sept/Newcastle)
Coal price 139.80  +0.85  +0.61%
(Oct/Newcastle)

Coal price.104.65   +0.05   +0.05%
(Jul/Rotterdam)
Coal price..107.90 +0.70  +0.65%
(Agt/Rotterdam)
Coal price.108.80  +0.40  +0.37%
(Sept/Rotterdam)
Coal price 108.75  +0.90  +0.83%
(Oct/Rotterdam)

CPO(Oct)..3938   +6     -0.15%
(Source: bursamalaysia.com)     

Corn........405.00   -6.75   -1.64%
SoybeanOil 44.33 +0.34 +0.77%
Wheat.....535.25   -4.00   -0.74%

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_

News In 19 Juli 2024

1. Alert! BI Sebut Kredit Macet UMKM Bengkak di Semester I/2024
https://finansial.bisnis.com/read/20240718/90/1783338/alert-bi-sebut-kredit-macet-umkm-bengkak-di-semester-i2024

2. Beda Nasib BUMN Karya: WSKT-WIKA vs PTPP-ADHI
https://www.bloombergtechnoz.com/detail-news/43918/beda-nasib-bumn-karya-wskt-wika-vs-ptpp-adhi

3. Private Placement Tuntas, Ini Penyerap OWK Apexindo (APEX) Rp1,6T
https://www.emitennews.com/news/private-placement-tuntas-ini-penyerap-owk-apexindo-apex-rp16t

4. Kebut Merger HK dan Waskita, BUMN: Tidak ada Pengurangan Karyawan
https://katadata.co.id/finansial/korporasi/66991ed03279c/kebut-merger-hk-dan-waskita-bumn-tidak-ada-pengurangan-karyawan

5. Tekan Impor Listrik dari Malaysia, ARKO Bangun PLTA Berkapasitas 150 Megawatt di Kalimantan
https://www.idxchannel.com/market-news/tekan-impor-listrik-dari-malaysia-arko-bangun-plta-berkapasitas-150-megawatt-di-kalimantan

6. Caplok 39 Persen Saham Proline, PRDA Pasang Target Laba Naik 3 Persen
https://www.emitennews.com/news/caplok-39-persen-saham-proline-prda-pasang-target-laba-naik-3-persen

7. DOID Bakal Diversifikasi dan Reduksi Ketergantungan Batubara Thermal Hingga 50%
https://industri.kontan.co.id/news/doid-bakal-diversifikasi-dan-reduksi-ketergantungan-batubara-thermal-hingga-50

8. HM Sampoerna (HMSP) juga Kena Downgrade, Tak Hanya Gudang Garam (GGRM)
https://investor.id/market/367354/hm-sampoerna-hmsp-juga-kena-downgrade-tak-hanya-gudang-garam-ggrm

9. Honda Buka Peluang Produksi Mobil Hybrid di Indonesia
https://industri.kontan.co.id/news/honda-buka-peluang-produksi-mobil-hybrid-di-indonesia

10. Kementerian Kaji IPO MIND ID hingga Pelindo
https://www.bloombergtechnoz.com/detail-news/43924/kementerian-kaji-ipo-mind-id-hingga-pelindo

July 22nd, 2024

Good morning,

Dow tumbles more than 370 points, S&P 500 posts worst week since April as investors dump big tech

Stocks retreated Friday, as Wall Street wrapped up the week defined by a rotation out of this year’s megacap winners in favor of smaller names.

Dow......40288 -377.5 -0.93%
Nasdaq17727 -144.3 -0.81%
S&P 500.5505 -39.6 -0.71%

FTSE.....8156 -49.2 -0.60%
Dax......18172 -182.8 -1.00%
CAC......7535 -52.03 -0.69%

Nikkei..40064 -62.6 -0.25%
*HSI......17418 -360.7 -2.03%*
Shanghai.2982 +5.2 +0.17%

IDX....7294.50 -26.57 -0.36%
LQ45..919.53 -3.25 -0.35%
IDX30.459.72 -1.72 -0.37%

IDXEnergy..2455.72 -1.99 -0.08%
IDX BscMat1364.42 -18.94 -1.37%
IDX Indstrl.1018.75 -4.12 -0.40%
IDXNONCYC.717.07 -1.74 -0.24%
IDX Hlthcare1429.56 +10.22 +0.72%
IDXCYCLIC...748.73 -1.20 -0.16%
IDXTechno3265.59 -30.53 -0.93%
IDX Transp 1356.94 -8.15 -0.60%
IDX Infrast 1593.69 -7.74 -0.48%
IDX Finance1400.34 -4.51 -0.32%
IDX Banking1250.41 -2.24 -0.18%
IDX Property.....639 -0.10 -0.60%

*Indo10Yr.6.9880👍 -0.0014 -0.02%*
*ICBI...382.8649 +0.1226 +0.03%*
*US2Yr.4.517* +0.046 +1.02%
*US5Yr 4.170* +0.053 +1.29%
*US10Yr4.243* +0.046 +1.10%
*US30Yr.4.451* +0.030 +0.68%
*VIX..16.52 +0.59 +3.70%*‼️

*USDIndx 104.3960 +0.223 +0.21%*
*Como Indx....280.36 -5.23 -1.83%*
*BCOMIN...... 142.98* -1.68 -1.16%

*IndoCDS..74.19* -0.00 -0.00%
(5-yr INOCD5) (19/07)

*IDR.....16191.00 +36.00 +0.22%*
*Jisdor.16199.00 +39.00 +0.24%*

*Euro...1.0882* -0.0016 -0.15%

*TLKM...19.83 +0.03* +2.46%
*( 3212)*
EIDO.....20.20 -0.07 -0.35%
EEM.....42.74 -0.39 -0.89%

*Oil.......80.13 -2.23 -2.71%*
*Gold.....2446.60* +0.20 +0.01%
*Timah..31050.00 -554.00* -1.75%
(Closed 19/07)
*Nickel..16274.00* -195.00 -1.18%
(Closed 19/07)
*Silver....29.30 -0.67 -2.24%*
Copper.423.65 -2.35. -0.55%

Iron Ore 62% 108.45 -0.28 -0.26%
(19/07)
*Nturl Gas. 2.124* +0.023 +1.09%
Ammonia China 2800.00 +16.67 +0.60%
(Domestic Price)(19/07)

Coal price.135.10 +0.10 +0.07%
(Jul/Newcastle)
Coal price.139.00 -0.10 -0.07%
(Agt/Newcastle)
Coal price.139.50 -0.10 -0.07%
(Sept/Newcastle)
Coal price 139.60 -0.10 -0.07%
(Oct/Newcastle)

Coal price.105.20 +0.55 +0.53%
(Jul/Rotterdam)
Coal price..108.65 +0.75 +0.70%
(Agt/Rotterdam)
Coal price.109.90 +1.10 +1.01%
(Sept/Rotterdam)
Coal price 109.85 +1.10 +1.01%
(Oct/Rotterdam)

CPO(Oct)..3960 +22 +0.56%
(Source: bursamalaysia.com)

Corn........404.75 -0.25 -0.06%
SoybeanOil 43.97 -0.36 -0.81%
Wheat.....542.75 +7.50 +1.40%

Wood pulp..5196 unch +0%
(Closed 21/07)

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

News In 22 Juli 2024

1. Bank Jago (ARTO) Raup Rp1,63 Miliar usai Realisasikan MESOP Tahap I
https://www.idxchannel.com/market-news/bank-jago-arto-raup-rp163-miliar-usai-realisasikan-mesop-tahap-i

2. Penjualan Sari Roti (ROTI) Tembus Rp1,92 Triliun Semester I/2024, Laba Naik 21,81%
https://market.bisnis.com/read/20240719/192/1783785/penjualan-sari-roti-roti-tembus-rp192-triliun-semester-i2024-laba-naik-2181

3. RMKE Akuisisi Tiga Tambang di Jambi, Nilai Transaksi Tembus Rp1,3 Triliun
https://www.idxchannel.com/market-news/rmke-akuisisi-tiga-tambang-di-jambi-nilai-transaksi-tembus-rp13-triliun

4. Akuisisi Anak Usaha Bundamedik (BMHS), Jinxin Fertility Group Gelontorkan Rp 422,03 M
https://investasi.kontan.co.id/news/akuisisi-anak-usaha-bundamedik-bmhs-jinxin-fertility-group-gelontorkan-rp-42203-m

5. Emiten Prajogo Pangestu TPIA Operasikan Jasa Kepelabuhan Laut
https://market.bisnis.com/read/20240719/192/1783781/emiten-prajogo-pangestu-tpia-operasikan-jasa-kepelabuhan-laut

6. Laba BSBK Melejit 203%, Sahamnya Mendadak Lompat dari Area Gocap
https://investor.id/market/367573/laba-bsbk-melejit203-sahamnya-mendadak-lompat-dari-area-gocap

7. BEI Kaji Perluasan Underlying Waran Terstruktur ke IDX80
https://market.bisnis.com/read/20240719/7/1783782/bei-kaji-perluasan-underlying-waran-terstruktur-ke-idx80

8. Terungkap! Perpanjangan Restrukturisasi Covid-19 Hanya untuk KUR
https://finansial.bisnis.com/read/20240719/90/1783716/terungkap-perpanjangan-restrukturisasi-covid-19-hanya-untuk-kur

9. Harga Tembaga Turun ke Level Terendah 3 Bulan, Dipicu Ketiadaan Stimulus dari China
https://investasi.kontan.co.id/news/harga-tembaga-turun-ke-level-terendah-3-bulan-dipicu-ketiadaan-stimulus-dari-china

10. Emiten Batubara Optimistis Ekspor Batubara Meningkat di Semester II-2024
https://industri.kontan.co.id/news/emiten-batubara-optimistis-ekspor-batubara-meningkat-di-semester-ii-2024

July 23th, 2024

Good morning,

US tech stocks ripped higher on Monday as investors assessed the political landscape following President Joe Biden's exit from the presidential race and braced for the start of megacap tech earnings.

Dow......40415  +127.9 +0.32%
Nasdaq18008  +280.6  +1.58%
S&P 500.5564  +59.4    +1.08%

FTSE.....8199   +43.1     +0.53%
Dax......18407  +235.1   +1.29%
CAC......7622   +87.50   +1.16%

Nikkei..39599    -464.8      -1.16%
HSI......17635   +218.2      +1.25%
Shanghai.2964 -18.1         -0.61%

IDX....7321.96 +27.48  +0.38%
LQ45..923.25  +3.72     +0.40%
IDX30.462.24  +2.51     +0.55%

IDXEnergy..2492.82  +37.11 +1.51%
IDX BscMat1359.38  -5.05     -0.37%
IDX Indstrl.1031.98  +13.23  +1.30%
IDXNONCYC.717.07 unch     +0%
IDX Hlthcare1425.18 -4.38    -0.31%
IDXCYCLIC...748.23   -0.50    -0.07%
IDXTechno3289.00   +23.41 +0.72%
IDX Transp 1371.12  +14.19 +1.05%
IDX Infrast  1601.87  +8.18   +0.51%
IDX Finance1407.61 +7.27   +0.52%
IDX Banking1260.51 +10.10 +0.81%
IDX Property.....644   +5.00   +0.78%

*Indo10Yr.7.0084 +0.0204 +0.29%*
*ICBI...382.6415  -0.3684  -0.10%*
*US2Yr.4.521*   +0.004   +0.09%
*US5Yr 4.175*   +0.005   +0.12%
*US10Yr4.255*  +0.012   +0.28%
*US30Yr.4.473* +0.022   +0.49%
*VIX..14.91   -1.61  -9.75%*‼️

*USDIndx 104.3140  -0.082  -0.08%*
Como Indx....283.09  +2.73    +0.97%
*BCOMIN......   140.87*  -2.10   -1.47%

*IndoCDS..74.19* -0.00  -0.00%
  (5-yr INOCD5) (19/07)

*IDR.....16220.00❗️  +29.00   +0.18%*
*Jisdor.16228.00❗️  +29.00   +0.18%*

*Euro...1.0891*  +0.0009  +0.08%

*TLKM...19.37  -0.46   -2.02%*
*( 3143)*
EIDO.....20.34    +0.14   +0.67,%
EEM.....43.11     +0.33   +0.76%

Oil...........79.78        -0.37         -0.46%
*Gold.....2444.90*  -1.70        -0.07%
*Timah..29888.00 -1162.00  -3.74%*‼️
(Closed 20/07)
*Nickel..16213.00*  -61.00   -0.37%
(Closed 20/07)
Silver......29.28   -0.02   -0.07%
Copper.419.20   -4.45.  -1.05%

Iron Ore 62% 108.45  -0.28  -0.26%
(19/07)
*Nturl Gas. 2.278  +0.154  +7.25%*
Ammonia China 2800.00   +16.67   +0.60%
(Domestic Price)(19/07)

Coal price.135.00  -0.10    -0.07%
(Jul/Newcastle)
Coal price.139.40 +0.40   +0.29%
(Agt/Newcastle)
Coal price.139.65  +0.15  +0.11%
(Sept/Newcastle)
Coal price 139.85  +0.25  +0.18%
(Oct/Newcastle)

Coal price.105.00   -0.20    -0.19%
(Jul/Rotterdam)
Coal price..107.95   -0.70   -0.64%
(Agt/Rotterdam)
Coal price.108.40    -1.50   -1.36%
(Sept/Rotterdam)
Coal price 108.60   -1.25   -1.14%
(Oct/Rotterdam)

CPO(Oct)..3988   +28     +0.71%
(Source: bursamalaysia.com)     

*Corn........415.00  +10.25 +2.53%*
*SoybeanOil 44.85 +0.88    +2.00%*
Wheat.....548.00   +5.25  +0.97%

Wood pulp..5196  unch   +0%
(Closed 22/07)

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

News In 23 Juli 2024

1. Saham Golden Energy Mines (GEMS) ARA, Tersengat Kabar Ini?
https://www.idxchannel.com/market-news/saham-golden-energy-mines-gems-ara-tersengat-kabar-ini

2. Grup Pelindo (IPCC) Bukukan Laba Rp80,68 Miliar Semester I/2024, Naik 2,24%
https://market.bisnis.com/read/20240722/192/1784215/grup-pelindo-ipcc-bukukan-laba-rp8068-miliar-semester-i2024-naik-224

3. Bundamedik (BHMS) Gandeng Jinxin Fertility, Garap Ini
https://www.emitennews.com/news/bundamedik-bhms-gandeng-jinxin-fertility-garap-ini

4. Usai Akuisisi Startup Dekoruma, Blibli Akan Rambah Bisnis Baru
https://katadata.co.id/digital/e-commerce/669e3c112ae73/usai-akuisisi-startup-dekoruma-blibli-akan-rambah-bisnis-baru

5. Jual Lahan dengan Nilai Jumbo ke Ciputra, Saham EMDE Sentuh ARA
https://www.idxchannel.com/market-news/jual-lahan-dengan-nilai-jumbo-ke-ciputra-saham-emde-sentuh-ara

6. MNC Land (KPIG) Incar Recurring Income Rp 1 Triliun
https://investor.id/market/367783/mnc-land-kpig-incar-recurring-income-rp-1-triliun

7. Masuk Pantauan Khusus, Pengendali Ini Obral 1,42 Miliar Saham WMUU
https://www.emitennews.com/news/masuk-pantauan-khusus-pengendali-ini-obral-142-miliar-saham-wmuu

8. Waskita Karya Garap 83 Proyek PSN
https://investor.id/business/367752/waskita-karya-garap-83-proyek-psn

9. Raup Rp7,1 Triliun dari Batu Bara, Pemerintah Perluas Simbara ke Nikel dan Timah
https://ekonomi.bisnis.com/read/20240722/9/1784228/raup-rp71-triliun-dari-batu-bara-pemerintah-perluas-simbara-ke-nikel-dan-timah

10. Ada 50 Emiten Terancam Delisting, OJK Siapkan Aturan Turunan Buyback
https://market.bisnis.com/read/20240722/7/1784420/ada-50-emiten-terancam-delisting-ojk-siapkan-aturan-turunan-buyback

July 24th, 2024

Good morning,

Stocks close slightly lower as Wall Street gears up for major tech earnings

The S&P 500
hovered near the flatline Tuesday as traders readied for earnings reports from major technology behemoths.

Dow......40358 -57.4 -0.14%
Nasdaq17997 -10.2 -0.06%
S&P 500.5556 -8.7 -0.16%

FTSE.....8167 -31.4 -0.38%
Dax......18558 +150.6 +0.82%
CAC......7589 -23.4 -0.31%

Nikkei..39594 -4.6 -0.01%
HSI......17469 -166.5 -0.94%
Shanghai.2915 -48.9 -1.65%

IDX....7313.86 -8.11 -0.11%
LQ45..923.26 +0.02 +0.00%
IDX30.460.95 -1.29 -0.28%

IDXEnergy..2467.96 -24.87 -1.00%
IDX BscMat1365.21 +5.83 +0.43%
IDX Indstrl.1023.64 -8.34 -0.81%
IDXNONCYC.712.97 -4.10 -0.57%
IDX Hlthcare1434.60+9.42 +0.66%
IDXCYCLIC...745.17 -3.06 -0.41%
*IDXTechno3438.72 +149.72 +4.55%*‼️
IDX Transp 1376.79 +5.67 +0.41%
IDX Infrast 1607.34 +5.47 +0.34%
IDX Finance1405.23 -2.37 -0.17%
IDX Banking1252.42 -8.09 -0.64%
IDX Property.....644 -0.10 -0.01%

*Indo10Yr.7.0303 +0.0219 +0.31%*
*ICBI...382.4694 -0.1720 -0.04%*
*US2Yr.4.496* -0.025 -0.55%
*US5Yr 4.166* -0.009 -0.22%
*US10Yr4.261* +0.006 +0.14%
*US30Yr.4.487* +0.014 +0.31%
*VIX..14.72* -0.19 -1.27%

*USDIndx 104.4470* +0.133 +0.13%
Como Indx....280.44 -2.65 -0.94%
*BCOMIN.....139.67* -1.20 -0.85%

*IndoCDS..76.19 -2.00 +2.70%*
(5-yr INOCD5) (22/07)

*IDR.....16213.50❗ -6.50 -0.04%*
*Jisdor.16204.00❗ -24.00 -0.15%*

*Euro...1.0850* -0.0041 -0.38%

*TLKM...19.38* +0.01 +0.03%
*( 3140)*
EIDO.....20.24 -0.10 -0.47,%
EEM.....42.72 -0.38 -0.88%

*Oil...........77.42‼️ -2.36 -2.96%*
(WTI,Nymex)
*Oil..........81.01* -1.39 -1.69%
(Brent)
*Gold.....2457.50* +12.60 +0.52%
*_(Comex)_*
*Gold......2408.59* -1.05. -0.04%
*_(Spot/XAUUSD)_*
*Timah..29418.00 -470.00‼️ -1.57%*
(Closed 23/07)
*Nickel..16213.00* -61.00 -0.37%
(Closed 23/07)
Silver......29.36 +0.08 +0.27%
Copper.415.45 -3.75. -0.89%

Iron Ore 62% 108.16 -0.29 -0.27%
(22/07)
*Nturl Gas. 2.205 -0.074 -3.25%*
Ammonia China 2833.33 +33.33 +1.19%
(Domestic Price)(23/07)

Coal price.134.70 -0.30 -0.22%
(Jul/Newcastle)
Coal price.138.20 -1.20 -0.86%
(Agt/Newcastle)
Coal price.138.40 -1.25 -0.90%
(Sept/Newcastle)
Coal price 138.40 -1.45 -1.04%
(Oct/Newcastle)

Coal price.105.25 +0.25 +0.24%
(Jul/Rotterdam)
Coal price..109.60 +1.65 +1.53%
(Agt/Rotterdam)
Coal price.109.95 +1.55 +1.43%
(Sept/Rotterdam)
Coal price 110.35 +1.75 +1.61%
(Oct/Rotterdam)

CPO(Oct)..3953 -21 -0.53%
(Source: bursamalaysia.com)

Corn........417.25 +2.25. +0.54%
SoybeanOil 45.13 +0.28 +0.62%
Wheat.....542.75 -5.25 -0.96%

Wood pulp..5170 -26 -0.50%
(Closed 24/07)

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

News In 24 Juli 2024

1. UMKM dan Perbankan Sambut Opsi Perpanjangan Restrukturisasi Kredit Covid-19
https://keuangan.kontan.co.id/news/umkm-dan-perbankan-sambut-opsi-perpanjangan-restrukturisasi-kredit-covid-19

2. Konglomerat Prajogo Pangestu Dapat 107,54 Juta Saham BRPT
https://market.bisnis.com/read/20240723/7/1784591/konglomerat-prajogo-pangestu-dapat-10754-juta-saham-brpt

3. Laba Resource Alam (KKGI) Naik 10% Jadi Setara Rp 488 Miliar di Semester I-2024
https://investasi.kontan.co.id/news/laba-resource-alam-kkgi-naik-10-jadi-setara-rp-488-miliar-di-semester-i-2024

4. Laba Semester I-2024 Turun 16 Persen, Produsen Keramik (ARNA) Raup Rp203,15 Miliar
https://www.idxchannel.com/market-news/laba-semester-i-2024-turun-16-persen-produsen-keramik-arna-raup-rp20315-miliar

5. Jelang Rilis Laporan Kinerja Kuartal II-2024, Saham GOTO Melesat 11,76%
https://investasi.kontan.co.id/news/jelang-rilis-laporan-kinerja-kuartal-ii-2024-saham-goto-melesat-1176

6. Mandala Multifinance Buka Suara Skema Bisnis Setelah Tender Wajib MUFG
https://finansial.bisnis.com/read/20240723/89/1784584/mandala-multifinance-buka-suara-skema-bisnis-setelah-tender-wajib-mufg

7. Dirut Antam (ANTM) Beberkan Kabar Proyek Smelter RKEF dan HPAL
https://www.idxchannel.com/economics/dirut-antam-antm-beberkan-kabar-proyek-smelter-rkef-dan-hpal

8. Genting Plantations Beli Lahan Milik Sentul City (BKSL) Rp2 Triliun
https://www.emitennews.com/news/genting-plantations-beli-lahan-milik-sentul-city-bksl-rp2-triliun

9. Bakrie Brothers (BNBR) Lepas Saham VKTR buat Bayar Utang
https://www.idxchannel.com/market-news/bakrie-brothers-bnbr-lepas-saham-vktr-buat-bayar-utang

10. Jababeka (KIJA) Gagal Lagi Dapat Restu Lakukan Aksi Korporasi Ini
https://www.emitennews.com/news/jababeka-kija-gagal-lagi-dapat-restu-lakukan-aksi-korporasi-ini

July 25th, 2024

Good morning,

Stocks smoked, Nasdaq falls over 3.5% in worst day since 2022 after Tesla, Alphabet trigger Big Tech sell-off

Tesla shares close down 12% after earnings miss for biggest slump since 2020

Tesla
shares plummeted the most since 2020 after the electric vehicle maker reported weaker-than-expected quarterly earnings and another drop in automotive revenue.

The stock closed down 12% on Wednesday at $215.99. It’s now down 13% for the year, while the Nasdaq is up 16% over that stretch.

Dow......39854 -504.2 -1.25%
*Nasdaq17342 -654.9 -3.64%*‼️
*S&P 500.5527 -128.6 -2.31%*

FTSE.....8153 -13.7 -0.17%
Dax......18387 -170.2 -0.92%
CAC......7514 -84.9 -1.12%

Nikkei..39155 -439.5 -1.26%
HSI......17311 -158.3 -0.91%
Shanghai.2902 -13.4 -0.46%

IDX....7262.76 -51.10 -0.70%
LQ45..917.17 -6.09 -0.66%
IDX30.460.95 -1.29 -0.28%

IDXEnergy..2452.53 -15.42 -0.62%
IDX BscMat1359.81 -5.40 -0.40%
IDX Indstrl.1029.33 +5.69 +0.56%
IDXNONCYC.707.89 -5.09 -0.71%
IDX Hlthcare1429.22 -5.38 -0.38%
IDXCYCLIC...745.41 +0.24 +0.03%
IDXTechno.3381.22 -57.51 -1.67%
IDX Transp 1387.38 +10.59 +0.77%
IDX Infrast 1607.34 +5.47 +0.34%
IDX Finance1583.38 -23.96 -1.49%
IDX Banking1242.87 -9.55 -0.76%
IDX Property.....644 - -%

*Indo10Yr.7.0256 -0.0047 -0.07%*
*ICBI...382.7787 +0.3092 +0.08%*
*US2Yr.4.433* -0.063 -1.40%
*US5Yr 4.175* +0.009 +0.22%
*US10Yr4.282* +0.019 +0.45%
*US30Yr.4.542* +0.055 +1.23%
*VIX..18.04 +3.32 +22.55%*‼️

*USDIndx 104.3910* -0.056 -0.05%
Como Indx....279.75 -0.69 -0.25%
*BCOMIN.....138.78* -0.89 -0.64%

*IndoCDS..73.23 -2.96 -3.88%*❗
(5-yr INOCD5) (23/07)

*IDR.....16215.00❗ +1.50 +0%*
*Jisdor.16224.00❗ +20.00 +0%*

*Euro...1.0838* -0.0012 -0.11%

*TLKM...18.98 -0.38 -1.94%*
*( 3080)*
EIDO.....20.02 -0.23 -1.11%
EEM.....42.10 -0.63 -1.46%

*Oil...........77.48* +0.06 +0.08%
(WTI,Nymex)
*Oil..........81.71* +0.70 +0.86%
(Brent)
*Gold.....2443.90* -13.60 -0.55%
*_(Comex)_*
*Gold......2394.89* -13.70 -0.57%
*_(Spot/XAUUSD)_*
*Timah..29790.00 +372.00 +1.26%*
(Closed 24/07)
*Nickel..16213.00* -61.00 -0.37%
(Closed 24/07)
Silver......29.03 -0.33 -1.12%
Copper.408.75 -6.70 -1.61%

Iron Ore 62% 108.16 -0.29 -0.27%
(22/07)
Nturl Gas. 2.165 -0.040 -1.81%
Ammonia China 2843.33 +10.00 +0.35%
(Domestic Price)(24/07)

Coal price.134.75 +0.05 +0.04%
(Jul/Newcastle)
Coal price.138.55 +0.35 +0.25%
(Agt/Newcastle)
Coal price.138.95 +0.55 +0.40%
(Sept/Newcastle)
Coal price 139.45 +1.05 +0.76%
(Oct/Newcastle)

Coal price.106.40 +1.15 +1.09%
(Jul/Rotterdam)
*Coal price.112.45 +2.85 +2.60%*
(Agt/Rotterdam)
*Coal price.112.65 +2.70 +2.46%*
(Sept/Rotterdam)
*Coal price 112.90 +2.55 +2.31%*
(Oct/Rotterdam)

CPO(Oct)..3926 -27 -0.68%
(Source: bursamalaysia.com)

Corn........417.25 +2.25. +0.54%
*SoybeanOil 44.10 -1.03 -2.28%*
Wheat.....547.00 +4.25 +0.78%

Wood pulp..5160 -10 -0.19%
(Closed 24/07)

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

NEWS IN 25 Juli 2024

1. Pertamina Geothermal (PGEO) Pastikan Bakal Caplok PLTP
https://investor.id/market/367997/pertamina-geothermal-pgeo-pastikan-bakal-caplok-pltp

2. PIK2 (PANI) Tercepat, Summarecon (SMRA) Melambat
https://investor.id/market/367962/pik2-pani-tercepat-summarecon-smra-melambat

3. Laba Bersih Unilever (UNVR) Turun 10,54% di Semester I 2024
https://investasi.kontan.co.id/news/laba-bersih-unilever-unvr-turun-1054-di-semester-i-2024

4. Laba Matahari Department Store (LPPF) Turun 8% Jadi Rp 626 Miliar di Semester I-2024
https://investasi.kontan.co.id/news/laba-matahari-department-store-lppf-turun-8-jadi-rp-626-miliar-di-semester-i-2024

5. Laba Eastparc Hotel (EAST) Turun 9,56% di Semester I 2024
https://investasi.kontan.co.id/news/laba-eastparc-hotel-east-turun-956-di-semester-i-2024

6. Formosa Ingredient Factory (BOBA) Catat Kenaikan Penjualan 34,78% pada Semester I
https://investasi.kontan.co.id/news/formosa-ingredient-factory-boba-catat-kenaikan-penjualan-3478-pada-semester-i

7. Laba Bersih Sido Muncul (SIDO) Melesat 36% Menjadi Rp 608 Miliar pada Semester I-2024
https://investasi.kontan.co.id/news/laba-bersih-sido-muncul-sido-melesat-36-menjadi-rp-608-miliar-pada-semester-i-2024

8. Bank BCA (BBCA) Raup Laba Bersih Rp 26,9 Triliun di Semester I 2024, Tumbuh 11,1%
https://keuangan.kontan.co.id/news/bank-bca-bbca-raup-laba-bersih-rp-269-triliun-di-semester-i-2024-tumbuh-111

9. Laba Bersih BRI hanya Tumbuh 0,95% hingga Semester I-2024
https://keuangan.kontan.co.id/news/laba-bersih-bri-hanya-tumbuh-095-hingga-semester-i-2024

10. HM Sampoerna (HMSP) Catat Penjualan Rp57,81 Triliun Semester I/2024
https://market.bisnis.com/read/20240724/192/1785104/hm-sampoerna-hmsp-catat-penjualan-rp5781-triliun-semester-i2024

11. Bank Amar Raup Laba Rp97,79 Miliar pada Semester I/2024, Naik 14,99%
https://finansial.bisnis.com/read/20240724/90/1784993/bank-amar-raup-laba-rp9779-miliar-pada-semester-i2024-naik-1499