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

July 26th, 2024

Good morning,

S&P 500, Nasdaq close lower Thursday as tech comeback attempt falters

The S&P 500 and Nasdaq Composite dropped on Thursday, building on the previous session’s losses as investors continued to dump some of 2024′s leading technology stocks.

Dow......39935 +81.2 +0.20%
Nasdaq17181 -160.7 -0.93%
S&P 500.5399 -27.9 -0.51%

FTSE.....8186 -32.7 -0.40%
Dax......18299 -88.7 -0.48%
CAC......7427 -86.7 -1.15%

*Nikkei..37870 -1285.3 -3.28%*‼️
*HSI......17005 -306.1 -2.04%*
Shanghai.2887 -15.2 -0.52%

IDX....7240.28 -22.48 -0.31%
LQ45..916.16 -1.01 -0.11%
IDX30.457.69 +0.76 +0.17%

IDXEnergy..2429.23 -23.20 -0.95%
IDX BscMat1336.74 -23.07 -1.70%
IDX Indstrl.1018.27 -11.06 -1.07%
IDXNONCYC.706.14 -1.75 -0.25%
IDX Hlthcare1436.96 +7.75 +0.54%
IDXCYCLIC...741.00 -4.41 -0.59%
IDXTechno.3367.19 -14.03 -0.41%
IDX Transp 1363.51 -23.87 -1.72%
IDX Infrast 1580.49 -2.89 -0.18%
IDX Finance1388.78 -7.15 -0.51%
IDX Banking1239.57 -3.30 -0.27%
IDX Property.....642 -2.00 -0.31%

*Indo10Yr.7.0210 -0.0046 -0.06%*
*ICBI...383.0348 -0.2562 -0.07%*
*US2Yr.4.435* +0.002 +0.05%
*US5Yr 4.134* -0.041 -0.98%
*US10Yr4.241* -0.037 -0.86%
*US30Yr.4.488* -0.054 -1.18%
*VIX..18.46 +0.32 +2.33%*

*USDIndx 104.3550* -0.036 -0.03%
Como Indx....279.69 -0.06 -0.02%
*BCOMIN.....138.32* -0.45 -0.33%

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

*IDR.....16250.00❗ +35.00 +0.22%*
*Jisdor.16268.00❗ +44.00 +0.27%*

*Euro...1.0849* +0.0011 +0.10%

*TLKM...19.10 +0.10 +0.53%*
*( 3107)*
*EIDO.....19.94* -0.08 -0.40%
EEM.....41.93 -0.16 -0.38%

*Oil...........78.29* +0.81 +1.05%
(WTI,Nymex)
*Oil..........82.37* +0.66 +0.81%
(Brent)
*Gold.....2408.80 -35.10* -1.44%
*_(Comex)_*
*Gold......2362.82 -32.07* -1.34%
*_(Spot/XAUUSD)_*
*Timah..29416.00 -374.00 -1.26%*
(Closed 25/07)
*Nickel..15817.00* -10.00 -0.06%
(Closed 25/07)
*Silver...27.99 -1.04 -3.58%*
Copper.411.40 +2.65 +0.65%

Iron Ore 62% 108.16 -0.29 -0.27%
(22/07)
Nturl Gas. 2.165 -0.040 -1.81%
Ammonia China 2823.33 -20.00 -0.70%
(Domestic Price)(25/07)

Coal price.134.75 unch +0%
(Jul/Newcastle)
Coal price.138.40 -0.15 -0.11%
(Agt/Newcastle)
Coal price.138.80 -0.15 -0.11%
(Sept/Newcastle)
Coal price 139.40 -0.05 -0.04%
(Oct/Newcastle)

Coal price.106.25 -0.15 -0.14%
(Jul/Rotterdam)
Coal price.112.70 +0.25 +0.22%
(Agt/Rotterdam)
Coal price.113.00 +0.35 +0.31%
(Sept/Rotterdam)
Coal price 112.95 +0.05 +0.04%
(Oct/Rotterdam)

CPO(Oct)..3918 -8 -0.20%
(Source: bursamalaysia.com)

Corn........420.75 +2.75. +0.66%
SoybeanOil 44.17 +0.07 +0.16%
Wheat.....537.75 -9.25 -1.69%

Wood pulp..5150 -10 -0.19%
(Closed 25/07)

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

News In 26 Juli 2024

1. BEI Rebalancing Indeks LQ45, IDX30, IDX80, Cek Daftar Lengkapnya
https://market.bisnis.com/read/20240725/7/1785558/bei-rebalancing-indeks-lq45-idx30-idx80-cek-daftar-lengkapnya

2. BTN (BBTN) Cetak Laba Bersih Rp1,5 Triliun per Semester I/2024
https://finansial.bisnis.com/read/20240725/90/1785527/btn-bbtn-cetak-laba-bersih-rp15-triliun-per-semester-i2024

3. Bank Raya Cetak Laba 20 Miliar, Melonjak 115,9% di Semester I 2024
https://katadata.co.id/finansial/keuangan/66a24433d2fca/bank-raya-cetak-laba-20-miliar-melonjak-115-9-di-semester-i-2024

4. Emiten CPO Grup Triputra TAPG Cetak Laba Bersih Rp966 Miliar Semester I/2024
https://market.bisnis.com/read/20240725/192/1785526/emiten-cpo-grup-triputra-tapg-cetak-laba-bersih-rp966-miliar-semester-i2024

5. Metrodata (MTDL) Kantongi Laba Rp276,05 Miliar di Semester I-2024, Ini Penopangnya
https://www.idxchannel.com/market-news/metrodata-mtdl-kantongi-laba-rp27605-miliar-di-semester-i-2024-ini-penopangnya

6. Meski Pendapatan Turun di Semester I-2024, Laba AKRA Stabil di Level Rp 1 Triliun
https://investasi.kontan.co.id/news/meski-pendapatan-turun-di-semester-i-2024-laba-akra-stabil-di-level-rp-1-triliu

7. MPX Logistics (MPXL) Dulang Laba Rp7,36 Miliar di Semester I, Naik 69 Persen
https://www.idxchannel.com/market-news/mpx-logistics-mpxl-dulang-laba-rp736-miliar-di-semester-i-naik-69-persen

8. Laba Bank Oke (DNAR) Rp17,27 Miliar pada Semester I/2024, Naik 50,82%
https://finansial.bisnis.com/read/20240725/90/1785345/laba-bank-oke-dnar-rp1727-miliar-pada-semester-i2024-naik-5082

9. Melejit 69 Persen, Laba HEAL Paruh Pertama 2024 Sentuh Rp343 Miliar
https://www.emitennews.com/news/melejit-69-persen-laba-heal-paruh-pertama-2024-sentuh-rp343-miliar

10. Pendapatan Merosot, Kerugian Waskita Karya Bengkak Jadi Rp 2,15 Triliun
https://katadata.co.id/finansial/korporasi/66a25eeb2622f/pendapatan-merosot-kerugian-waskita-karya-bengkak-jadi-rp-2-15-triliun

11. Laba Bersih Clipan Finance (CFIN) Merosot 80,26% di Semester I-2024
https://keuangan.kontan.co.id/news/laba-bersih-clipan-finance-cfin-merosot-8026-di-semester-i-2024

12. Penjualan Turun 7 Persen, Bir Bintang (MLBI) Cetak Laba Rp444,1 Miliar di Semester I-2024
https://www.idxchannel.com/market-news/penjualan-turun-7-persen-bir-bintang-mlbi-cetak-laba-rp4441-miliar-di-semester-i-2024

13. Bos Blue Bird (BIRD) Beri Kisi-Kisi Lapkeu Semester I/2024
https://market.bisnis.com/read/20240725/192/1785336/bos-blue-bird-bird-beri-kisi-kisi-lapkeu-semester-i2024

14. AKR Corporindo (AKRA) Umumkan Dividen Interim, Segini per Sahamnya
https://investor.id/market/368111/akr-corporindo-akra-umumkandividen-interim-segini-per-sahamnya

15. BTN (BBTN) Cetak Laba Bersih Rp1,5 Triliun per Semester I/2024
https://finansial.bisnis.com/read/20240725/90/1785527/btn-bbtn-cetak-laba-bersih-rp15-triliun-per-semester-i2024

*EVALUASI INDEKS LQ45, IDX80, KOMPAS100, PEFINDO25*


(Periode Efektif 1 Agustus 2024 s.d. 31 Oktober 2024)


*INDEKS LQ45*

*Baru* : JSMR
*Keluar* : SRTG


*INDEKS IDX80*

*Baru* : CMRY, SILO
*Keluar* : ASSA, PTPP


(Periode Efektif 1 Agustus 2024 s.d. 31 Januari 2025)

*INDEKS KOMPAS100*

*Baru* : AMMN, AVIA, BBYB, BNGA, CMRY, GJTL, HMSP, KIJA, MAHA, NCKL, PANI, ULTJ, VKTR
*Keluar* : ADHI, AGRO, ASSA, CFIN, DRMA, GTRA, HRTA, IMAS, LPPF, MTMH, RAJA, TRON, WIIM


*INDEKS PEFINDO25*

*Baru* : AVIA, BRMS, CFIN, HEAL, KIJA, MTDL, PTRO, SCMA
*Keluar* : ADMR, DILD, DOID, HRUM, LPPF, MAPI, MPMX, MYOR


*(Listri, Source IDX)*

July 29th, 2024

Good morning,

Stocks soar, Dow closes 650 points higher buoyed by bullish inflation report

Stocks jumped Friday, and Wall Street capped off a turbulent week on a positive note as investors weighed fresh U.S. inflation data.

Dow......40589 +654.3 +1.64%
Nasdaq17358 +176.2 +1.03%
S&P 500.5459 +59.9 +1.11%

FTSE.....8286 +99.4 +1.21%
Dax......18418 +118.8 +0.65%
CAC......7518 +90.7 +1.22%

Nikkei..37667 -202.1 -0.53%
HSI......17021 +16.3 +0.10%
Shanghai.2890 +4.2 +0.14%

IDX....7288.17 +47.89 +0.66%
LQ45..920.39 +4.23 +0.46%
IDX30.459.30 +1.81 +0.40%

IDXEnergy..2461.26 +31.93 +1.31%
IDX BscMat1346.80 +10.06 +0.76%
IDX Indstrl.1027.56 +9.29 +0.91%
IDXNONCYC.708.47 +2.34 +0.33%
IDX Hlthcare1432.26 -4.71 -0.33%
IDXCYCLIC...745.78 +4.78 +0.65%
IDXTechno.3345.21 -21.98 -0.65%
IDX Transp 1378.07 +14.56 +1.07%
IDX Infrast 1584.90 +4.41 +0.28%
IDX Finance1395.98 +7.20 +0.52%
IDX Banking1244.93 +5.35 +0.43%
IDX Property.....633 +1.30 +0.20%

*Indo10Yr.6.9988 -0.0022 -0.32%*
*ICBI...383.3348 +0.3000 +0.08%*
*US2Yr.4.387* -0.046 -1.08%
*US5Yr 4.077* -0.057 -1.38%
*US10Yr4.199* -0.042 -0.99%
*US30Yr.4.454* -0.034 -0.76%
*VIX..16.39 -2.07 -11.21%*‼️

*USDIndx 104.3160* -0.039 -0.04%
Como Indx....277.40 -2.29 -0.82%
*BCOMIN.....138.71* +0.39 +0.28%

*IndoCDS..75.70* -0.53 -0.70%
(5-yr INOCD5) (26/07)

*IDR.....16301.00‼️ +51.00 +0.31%*
*Jisdor.16294.00❗ +26.00 +0.16%*

*Euro...1.0856* +0.0007 +0.06%

TLKM...19.18 +0.09 +0.47%
*( 3125)*
*EIDO....20.11* +0.18 +0.90%
EEM.....42.36 +0.45 +1.07%

*Oil...........77.16* -1.13 -1.44%
(WTI,Nymex)
*Oil..........81.13* -1.24 -1.51%
(Brent)
*Gold.....2427.90 +19.10* +0.79%
*_(Comex)_*
*Gold......2387.19 +24.37* +1.03%
*_(Spot/XAUUSD)_*
*Timah..29571.00* +155.00 +0.53%
(Closed 26/07)
*Nickel..15826.00* +9.00 +0.06%
(Closed 26/07)
Silver.....28.02 +0.03 +3.11%
Copper.412.40 +1.00 +0.24%

Iron Ore 62% 108.86 -0.28 -0.26%
(26/07)
*Nturl Gas. 2.042 -0.123 -5.68%*‼️
Ammonia China 2823.33 -20.00 -0.70%
(Domestic Price)(25/07)

Coal price.139.25 +0.85 +0.61%
(Agt/Newcastle)
Coal price.139.70 +0.90 +0.65%
(Sept/Newcastle)
Coal price 140.40 +1.00 +0.72%
(Oct/Newcastle)
Coal price.141.00. +1.00 +0.71%
(Nov/Newcastle)

Coal price.114.05 +1.35 +1.20%
(Agt/Rotterdam)
Coal price.114.35 +1.35 +1.19%
(Sept/Rotterdam)
Coal price 114.25 +1.30 +1.15%
(Oct/Rotterdam)
Coal price.114.15 +0.85. +0.75%
(Nov/Rotterdam)

CPO(Oct)..3941 +23 +0.59%
(Source: bursamalaysia.com)

*Corn........410.00 -10.75 -2.56%*
*SoybeanOil 41.83 -2.34 -5.30%*‼️
*Wheat.....523.50 -14.25 -2.65%*

Wood pulp..5150 unch +0%
(Closed 28/07)

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

News In 29 Juli 2024

1. Berkat Tambang Batu Hijau, Laba Amman Mineral (AMMN) Melejit Hingga 300%
https://investasi.kontan.co.id/news/berkat-tambang-batu-hijau-laba-amman-mineral-ammn-melejit-hingga-300

2. Selektif Salurkan Kredit, BTPN Syariah (BTPS) Bukukan Laba Rp552 Miliar
https://www.idxchannel.com/banking/selektif-salurkan-kredit-btpn-syariah-btps-bukukan-laba-rp552-miliar

3. Berkat Kolaborasi, Laba Bank Jago Tumbuh 23% pada Semester I-2024
https://keuangan.kontan.co.id/news/berkat-kolaborasi-laba-bank-jago-tumbuh-23-pada-semester-i-2024

4. Naik Tipis, Pertamina Geothermal (PGEO) Raih Laba US$96,27 Juta
https://market.bisnis.com/read/20240726/192/1785852/naik-tipis-pertamina-geothermal-pgeo-raih-laba-us9627-juta

5. Pengelola Alfamidi (MIDI) Raup Laba Rp 324,7 Miliar, Apa Penopangnya?
https://katadata.co.id/finansial/bursa/66a375fd3defc/pengelola-alfamidi-midi-raup-laba-rp-324-7-miliar-apa-penopangnya

6. Kinerja Tumbuh 29 Persen, Produsen Cimory (CMRY) Raih Laba Rp802 Miliar 
https://www.idxchannel.com/market-news/kinerja-tumbuh-29-persen-produsen-cimory-cmry-raih-laba-rp802-miliar

7. Surplus 23 Persen, Medio 2024 Astra (ASGR) Catat Laba Rp82 Miliar 
https://www.emitennews.com/news/surplus-23-persen-medio-2024-astra-asgr-catat-laba-rp82-miliar

8. Semester I 2024, Cinema XXI (CNMA) Raup Laba Bersih Rp424,5 Miliar
https://industri.kontan.co.id/news/semester-i-2024-cinema-xxi-cnma-raup-laba-bersih-rp4245-miliar

9. Semester I 2024 Laba ASLC Meroket 311 Persen, Telisik Pemicunya
https://www.emitennews.com/news/semester-i-2024-laba-aslc-meroket-311-persen-telisik-pemicunya

10. Ancol (PJAA) Raup Laba Rp59,82 Miliar Semester I/2024
https://market.bisnis.com/read/20240726/192/1785780/ancol-pjaa-raup-laba-rp5982-miliar-semester-i2024

11. Laba Melejit 47 Persen, BNBR Medio 2024 Defisit Rp19,39 Triliun
https://www.emitennews.com/news/laba-melejit-47-persen-bnbr-medio-2024-defisit-rp1939-triliun

12. Laba Anak Usaha Pelindo Jasa Armada Indonesia (IPCM) Menyusut Jadi Rp78,27 Miliar
https://market.bisnis.com/read/20240727/192/1785891/laba-anak-usaha-pelindo-jasa-armada-indonesia-ipcm-menyusut-jadi-rp7827-miliar

13. Drop 58 Persen, Laba Asuransi (TUGU) Juni 2024 Tersisa Rp438 Miliar
https://www.emitennews.com/news/drop-58-persen-laba-asuransi-tugu-juni-2024-tersisa-rp438-miliar

14. Penjualan Alat Berat United Tractors (UNTR) Merosot Semester I/2024
https://market.bisnis.com/read/20240726/192/1785860/penjualan-alat-berat-united-tractors-untr-merosot-semester-i2024

15. Bengkak! Paruh Pertama 2024 KRAS Akumulasi Rugi USD2,39 Miliar
https://www.emitennews.com/news/bengkak-paruh-pertama-2024-kras-akumulasi-rugi-usd239-miliar

16. Emiten EV Grup Bakrie VKTR Bukukan Penurunan Kinerja Semester I/2024, Ini Biang Keroknya
https://market.bisnis.com/read/20240726/192/1785757/emiten-ev-grup-bakrie-vktr-bukukan-penurunan-kinerja-semester-i2024-ini-biang-keroknya

17. Multistrada (MASA) Mau Go Private, Pemegang Saham Bisa Lepas di Harga Premium
https://www.idxchannel.com/market-news/multistrada-masa-mau-go-private-pemegang-saham-bisa-lepas-di-harga-premium

18. Saingi Indosat (ISAT), Telkom (TLKM) Siapkan Infrastruktur AI untuk Startup
https://teknologi.bisnis.com/read/20240726/101/1785768/saingi-indosat-isat-telkom-tlkm-siapkan-infrastruktur-ai-untuk-startup

19. Bos Garuda (GIAA) Buka Suara Soal Saham yang Melonjak 23%
https://market.bisnis.com/read/20240727/192/1785941/bos-garuda-giaa-buka-suara-soal-saham-yang-melonjak-23

20. Harga Batu Bara Menyala Berkat Prediksi IEA
https://investor.id/market/368296/harga-batu-bara-menyala-berkat-prediksi-iea