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

July 30th, 2024

Good morning,

S&P 500, Nasdaq eke out small gain Monday as investors gear up for big tech earnings this week

The S&P 500 ticked higher Monday as Wall Street geared up for a busy week of corporate earnings and looked ahead to a key policy announcement from the U.S. central bank.

Dow......40540 -49.4 -0.12%
Nasdaq17370 +12.3 +0.07%
S&P 500.5464 +4.4 +0.08%

FTSE.....8292 +6.6 +0.08%
Dax......18321 -96.9 -0.53%
CAC......7444 -73.8 -0.98%

*Nikkei..38469 +801.2 +2.13%*
HSI......17238 +217.03 +1.27%
Shanghai.2892 +0.95 +0.03%

IDX....7288.90 +0.73 +0.01%
LQ45..920.60 +0.22 +0.02%
IDX30.457.58 -1.93 -0.42%

IDXEnergy..2462.00 +0.74 +0.03%
IDX BscMat1357.15 +10.35 +0.77%
IDX Indstrl.1025.16 -2.40 -0.23%
IDXNONCYC.705.22 -3.25 -0.46%
IDX Hlthcare1425.32 -6.94 -0.48%
IDXCYCLIC...754.11 +8.33 +1.12%
IDXTechno.3344.77 -0.44 -0.01%
IDX Transp 1394.61 +16.54 +1.20%
IDX Infrast 1574.69 -10.21 -0.64%
IDX Finance1400.66 +4.68 +0.34%
IDX Banking1241.55 -3.37 -0.27%
IDX Property.....638 +4.70 +0.75%

*Indo10Yr.6.9813 -0.0175 -0.25%*
*ICBI...383.9000 +0.4202 +0.11%*
*US2Yr.4.402* +0.015 +0.34%
*US5Yr 4.073* -0.004 -0.10%
*US10Yr4.183* -0.016 -0.38%
*US30Yr.4.423* -0.031 -0.70%
*VIX..16.60* +0.21 +1.28%

*USDIndx 104.5640* +0.248 +0.24%
Como Indx....274.94 -2.46 -0.89%
*BCOMIN.....137.27* -1.45 -1.04%

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

*IDR.....16281.00❗ -20.00 -0.12%*
*Jisdor.16286.00❗ -8.00 -0.05%*

*Euro...1.0823* -0.0033 -0.30%

*TLKM...18.91* -0.28 -1.46%
*( 3080)*
*EIDO....20.04* -0.08 -0.37%
EEM.....42.22 -0.16 -0.38%

*Oil...........75.76 -1.40 -1.81%*
(WTI,Nymex)
*Oil..........79.78 -1.35 -1.66%*
(Brent)
*Gold.....2429.10* +1.20 +0.05%
*_(Comex)_*
*Gold......2384.31* -2.80 -0.12%
*_(Spot/XAUUSD)_*
*Timah..29296.00 -275.00* -0.93%
(Closed 29/07)
*Nickel..15933.50* +107.50 +0.68%
(Closed 29/07)
Silver.....28.04 +0.02 +0.07%
Copper.408.80 -3.60 -0.87%

Iron Ore 62% 108.86 -0.28 -0.26%
(26/07)
*Nturl Gas. 2.056* +0.014 +0.69%
Ammonia China 2790.00 -33.33 -1.18%
(Domestic Price)(26/07)

Coal price.140.10 +0.85 +0.61%
(Agt/Newcastle)
Coal price.140.25 +0.55 +0.39%
(Sept/Newcastle)
Coal price 141.00 +0.60 +0.43%
(Oct/Newcastle)
Coal price.142.00. +1.00 +0.71%
(Nov/Newcastle)

Coal price.115.25 +1.20 +1.05%
(Agt/Rotterdam)
Coal price.115.20 +0.85 +0.74%
(Sept/Rotterdam)
Coal price 115.30 +1.05 +0.92%
(Oct/Rotterdam)
Coal price.115.30 +1.35 +1.18%
(Nov/Rotterdam)

CPO(Oct)..3909 -32 -0.81%
(Source: bursamalaysia.com)

Corn........412.25 +2.25 +0.55%
SoybeanOil 41.98 +0.15 +0.36%
Wheat.....531.00 +7.50 +1.43%

Wood pulp..5150 unch +0%
(Closed 29/07)

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

Deretan Broker Transaksi Saham GOTO Jelang Rilis Lapkeu
https://market.bisnis.com/read/20240729/7/1786259/deretan-broker-transaksi-saham-goto-jelang-rilis-lapkeu

News In 30 Juli 2024

1. Astra Otoparts (AUTO) Cetak Laba Rp1,01 Triliun Semester I/2024
https://market.bisnis.com/read/20240729/192/1786238/astra-otoparts-auto-cetak-laba-rp101-triliun-semester-i2024

2. Semester I 2024, Laba Astra Agro Lestari Tumbuh 36,31%
https://stockwatch.id/semester-i-2024-laba-astra-agro-lestari-tumbuh-3631/

3. Penjualan Smartphone Moncer, Laba Erajaya (ERAA) Naik 14% jadi Rp523,57 Miliar
https://market.bisnis.com/read/20240729/192/1786317/penjualan-smartphone-moncer-laba-erajaya-eraa-naik-14-jadi-rp52357-miliar

4. Bisnis Fiber Tumbuh 104,9 Persen, Laba Bersih Dayamitra (MTEL) Tembus Rp1 Triliun
https://www.idxchannel.com/market-news/bisnis-fiber-tumbuh-1049-persen-laba-bersih-dayamitra-mtel-tembus-rp1-triliun

5. Laba Adi Sarana (ASSA) Terbang 289,45%, Simak Kembali Target Harga Sahamnya
https://www.investortrust.id/news/laba-adi-sarana-assa-terbang-289-45-simak-kembali-target-harga-sahamnya

6. Laba Naik, Wintermar Offshore Marine (WINS) Cetak Kinerja Moncer di Semester I-2024
https://investasi.kontan.co.id/news/laba-naik-wintermar-offshore-marine-wins-cetak-kinerja-moncer-di-semester-i-2024

7. Mark Dynamics (MARK) Catat Laba Melesat 128,3 Persen di Kuartal II
https://www.emitennews.com/news/mark-dynamics-mark-catat-laba-melesat-1283-persen-di-kuartal-ii

8. Laba Vale Indonesia (INCO) Semester I Longsor hingga 82%
https://investor.id/market/368496/laba-vale-indonesia-inco-semester-i-longsor-hingga-82

9. Laba Antam (ANTM) Tergerus 17% ke Rp1,55 Triliun Semester I/2024
https://market.bisnis.com/read/20240729/192/1786209/laba-antam-antm-tergerus-17-ke-rp155-triliun-semester-i2024

10. Laba PWON Turun 22,97% di Semester I 2024, Ini Kata Manajemen
https://investasi.kontan.co.id/news/laba-pwon-turun-2297-di-semester-i-2024-ini-kata-manajemen