August 01st, 2024

Good morning,

S&P 500 posts best day since February as Powell points to possible September rate cut

Stocks rallied Wednesday after the Federal Reserve kept interest rates unchanged, as expected, while highlighting inroads against inflation. Traders also poured back into megacap tech as chip names soared.

Dow......40843 +99.5 +0.24%
*Nasdaq17599 +451.98 +2.64%*
S&P 500.5522 +85.9 +1.58%

FTSE.....8368 +93.6 +1.13%
Dax......18509 +97.5 +0.53%
CAC......7532 +56.6 +0.76%

Nikkei..39102 +575.9 +1.48%
*HSI......17345 +341.7 +2.01%*
*Shanghai.2939 +59.5 +2.06%*

IDX....7255.76 +13.90 +0.19%
LQ45...913.71 +2.96 +0.32%
IDX30.454.76 +1.78 +0.39%

IDXEnergy..2451.41 -0.80 -0.03%
IDX BscMat1363.62 +9.81 +0.72%
IDX Indstrl.1040.73 +16.12 +1.57%
IDXNONCYC.704.74 -1.07 -0.15%
IDX Hlthcare1435.96+10.64 +0.75%
IDXCYCLIC...759.28 +3.04 +0.40%
IDXTechno.3287.50 -57.01 -1.70%
IDX Transp 1380.69 +2.78 +0.20%
IDX Infrast 1575.40 +13.96 +0.89%
IDX Finance1401.87 +2.76 +0.20%
IDX Banking1237.74 +3.97 +0.32%
IDX Property.....636 -1.50 -0.23%

*Indo10Yr.6.9420❗ -0.0369 -0.53%*
*ICBI...384.5790❗ +0.4830 +0.13%*
*US2Yr.4.260 -0.101 -2.32%*
*US5Yr 3.917👍 -0.118 -2.92%*
*US10Yr4.048 -0.097 -2.34%*
*US30Yr.4.306 -0.099 -2.25%*
*VIX..16.36 -1.33 -7.52%*‼️

*USDIndx 104.0960* -0.458 -0.44%
Como Indx....278.12 +3.38 +1.23%
*BCOMIN.....140.43 +3.50 +2.56%*

*IndoCDS..75.20* +0.47 +0.63%
(5-yr INOCD5) (29/07)

*IDR.....16260.00❗ -40.00 -0.25%*
*Jisdor.16320.00❗ -26.00 -0.16%*

*Euro...1.0826* +0.0013 +0.12%

*TLKM...17.84* +1.14 +0.79%*
*( 2911)*
*EIDO....20.14* +0.28 +1.38%
*EEM.....42.95 +0.93 +2.20%*

*Oil...........78.56 +2.80 +3.70%*‼️
(WTI,Nymex)
*Oil..........80.72 +2.09 +2.66%*
(Brent)
*Gold.....2492.30 +38.5 +1.57%*‼️
*_(Comex)_*
*Gold......2448.00 +63.69 +2.67%*‼️
*_(Spot/XAUUSD)_*
*Timah..30056.00 +1277.00 +4.44%*‼️
(Closed 31/07)
*Nickel..16511.00 +426.50 +2.65%*‼️
(Closed 31/07)
*Silver....29.22 +0.74 +2.60%*
*Copper.419.35 +1.06 +2.59%*

Iron Ore 62% 106.25 -0.34 -0.32%
(30/07)
*Nturl Gas. 2.042 -0.083 -3.91%*
*Ammonia China 2576.67* unch +0%
(Domestic Price)(30/07)

Coal price.140.10 +0.85 +0.61%
(Agt/Newcastle)
Coal price.141.40 +1.30 +1.29%
(Sept/Newcastle)
Coal price 142.00 +1.75 +1.25%
(Oct/Newcastle)
Coal price.143.15. +1.65 +1.17%
(Nov/Newcastle)

Coal price.116.85 +0.70 +0.60%
(Agt/Rotterdam)
Coal price.116.80 +1.05 +0.91%
(Sept/Rotterdam)
Coal price 116.55 +0.85 +0.73%
(Oct/Rotterdam)
Coal price.116.55 +0.65 +0.56%
(Nov/Rotterdam)

CPO(Oct)..3909 -7 -0.18%
(Source: bursamalaysia.com)

Corn........399.75 -5.25 -1.30%
SoybeanOil 42.32 +0.42 +1.00%
Wheat.....527.25 +3.25 +0.62%

Wood pulp..5150 unch +0%
(Closed 31/07)

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

22. Laba Gudang Garam Anjlok 71,8% pada Semester I 2024
https://industri.kontan.co.id/news/laba-gudang-garam-anjlok-718-pada-semester-i-2024

23. Rugi Emiten Prajogo TPIA Bengkak 7.999% Jadi Rp778,12 Miliar Semester I/2024
https://market.bisnis.com/read/20240731/192/1787105/rugi-emiten-prajogo-tpia-bengkak-7999-jadi-rp77812-miliar-semester-i2024

24. Ambles 40,3 Persen, Laba Wismilak (WIIM) Sisa Rp147M di Semester I
https://www.emitennews.com/news/ambles-403-persen-laba-wismilak-wiim-sisa-rp147m-di-semester-i

25. Rugi Bersih Bank Neo (BBYB) Rp6,16 Miliar pada Semester I/2024
https://finansial.bisnis.com/read/20240731/90/1786982/rugi-bersih-bank-neo-bbyb-rp616-miliar-pada-semester-i2024

August 02nd, 2024

Good morning,

Dow closes nearly 500 points lower Thursday as investors’ recession fears awaken

Stocks sold off Thursday, with the Dow Jones Industrial Average
tumbling nearly 500 points, as investors’ fears over a recession surfaced.

Dow......40348 -494.8 -1.21%
*Nasdaq17194 -405.3 -2.30%*
S&P 500.5447 -75.6 -1.37%

FTSE.....8283 -84.6 -1.01%
*Dax......18083 -425.6 -2.30%*
*CAC......7570 -161.04 -2.14%*

*Nikkei..38126 -975.9 -2.49%*
HSI........17305 -39.6 -0.34%
Shanghai.2932 -6.4 -0.22%

IDX....7325.98 +70.22 +0.97%
LQ45...925.51 +11.76 +1.29%
IDX30.461.45 +6.69 +1.47%

IDXEnergy..2459.65 +8.23 +0.34%
IDX BscMat1371.22 +7.60 +0.56%
IDX Indstrl.1036.57 -4.17 -0.40%
IDXNONCYC.705.02+0.29 +0.04%
IDX Hlthcare1448.34 -1.06 -0.07%
IDXCYCLIC...759.81 +0.53 +0.07%
IDXTechno.3284.23 -3.28 -0.10%
IDX Transp 1391.58 +10.89 +0.20%
IDX Infrast 1568.46 -6.94 -0.44%
IDX Finance1417.15 +15.2 +1.09%
*IDX Banking1263.32 +25.59 +2.07%*
IDX Property.....649 +8.20 +1.29%

*Indo10Yr.6.9175❗ -0.0245 -0.35%*
*ICBI...384.4484❗ +0.8774 +0.23%*
*US2Yr.4.156 -0.104 -2.44%*👍
*US5Yr 3.844👍 -0.073 -1.86%*
*US10Yr3.970👍 -0.0789 -1.93%*
*US30Yr.4.280* -0.026 -0.60%
*VIX..18.59 +2.23 +13.63%*‼️

*USDIndx 104.4210* +0.325 +0.31%
Como Indx....273.59 -4.53 -1.63%
BCOMIN.....139.10 -1.33 -0.94%

*IndoCDS..75.20* +000 +0.00%
(5-yr INOCD5) (31/07)

*IDR.....16237.00❗ -23.00 -0.14%*
*Jisdor.16294.00❗ -51.00 -0.31%*

*Euro...1.0789* -0.0037 -0.34%

*TLKM...17.59* -0.26 -1.46%*
*( 2866)*
*EIDO....20.19* +0.05 +0.27%
EEM......42.20 -0.73 -1.70%

*Oil...........76.79 -1.77 -2.25%*
(WTI,Nymex)
Oil..........79.52 -1.20 -1.49%
(Brent)
*Gold.....2489.20* -3.10 -0.12%
*_(Comex)_*
*Gold......2448.00* -2.74 -0.11%
*_(Spot/XAUUSD)_*
*Timah..29894.00* -162.00 -0.54%
(Closed 01/08)
*Nickel..16235.00 -276.00* -0.92%
(Closed 01/08)
*Silver....28.61 -0.61 -2.09%*
*Copper.406.70 -12.65 -3.02%*‼️

Iron Ore 62% 105.94 -0.31 -0.29%
(31/07)
*Nturl Gas 1.978‼️ -0.064 -3.13%*
*Ammonia China 2346.67 -196.66 -7.73%*‼️
(Domestic Price)(01/08)

Coal price.142.55 +2.45 +1.75%
(Agt/Newcastle)
Coal price.143.80 +2.40 +1.70%
(Sept/Newcastle)
*Coal price 145.25 +3.25 +2.29%*
(Oct/Newcastle)
*Coal price.146.65 +3.50 +2.44%*
(Nov/Newcastle)

*Coal price.119.95 +3.10 +2.65%*
(Agt/Rotterdam)
*Coal price.120.80 +4.00 +3.42%*‼️
(Sept/Rotterdam)
*Coal price 120.45 +3.90 +3.35%*‼️
(Oct/Rotterdam)
*Coal price.120.55 +4.00 +3.43%*‼️
(Nov/Rotterdam)

CPO(Oct)..3871 -38 -0.97%
(Source: bursamalaysia.com)

Corn........398.50 -1.25 -0.31%
*SoybeanOil 41.45 -0.87 -2.06%*
Wheat.....532.00 +4.75 +0.90%

Wood pulp..5150 unch +0%
(Closed 01/08)

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

*Konflik Geopolitik Memanas, Saham Migas Bakal Moncer?*

JAKARTA, investor.id - Seiring dengan semakin memanasnya konflik geopolitik, analis memprediksi saham-saham sektor minyak dan gas (migas) Indonesia, seperti PT Energi Mega Persada Tbk (ENRG), PT Medco Energi Internasional Tbk (MEDC), dan PT Perusahaan Gas Negara (PGAS), berpotensi memberikan keuntungan menggiurkan bagi para investor.

https://investor.id/market/368897/konflik-geopolitik-memanas-saham-migas-bakal-moncer

August 05th, 2024

Good morning,

Dow closes down 600 points, Nasdaq enters correction after weak jobs report

Stocks fell sharply on Friday as a much weaker-than-anticipated jobs report for July ignited worries that the economy could be falling into a recession.

Dow.......39737 -610.7 -1.51%
*Nasdaq16776 -417.98 -2.43%*
S&P 500.5347 -100.6 -1.84%

FTSE.....8175 -108.7 -1.31%
*Dax......17661 -421.8 -2.33%*
*CAC......7252 -118.7 -1.61%*

*Nikkei..35910 -2216.7 -5.81%*‼️
*HSI.....16946 -359.5 -2.08%*
Shanghai.2905 -27.1 -0.92%

IDX....7308.12 -17.86 -0.24%
LQ45...919.37 -6.14 -0.66%
IDX30.461.45 +6.69 +1.47%

IDXEnergy..2479.49 +19.86 +0.81%
IDX BscMat1360.74 -10.48 -0.76%
IDX Indstrl.1036.58 +0.01 +0.00%
IDXNONCYC.701.00 -4.02 -0.57%
IDX Hlthcare1441.80 -6.55 -0.45%
IDXCYCLIC...764.18 +4.37 +0.57%
IDXTechno.3272.03 -12.19 -0.37%
IDX Transp 1377.07 -14.51 -1.04%
IDX Infrast 1557.37 -11.09 -0.71%
IDX Finance1412.80 -4.35 -0.31%
IDX Banking1259.19 -4.13 -0.33%
IDX Property.....652 +3.10 +0.48%

*Indo10Yr.6.9083❗ -0.0092 -0.13%*
*ICBI...385.6435❗ +0.1951 +0.05%*
*US2Yr.3.878👍 -0.282 -6.78%*‼️
*US5Yr 3.615👍 -0.229 -5.96%*‼️
*US10Yr3.792👍 -0.178 -4.48%*‼️
*US30Yr.4.109 -0.171 -3.99%*‼️
*VIX..23.39‼️ +4.80 +25.82%*‼️

*USDIndx 103.2080👍 -1.213 -1.16%*
Como Indx....270.13 -3.46 -1.26%
BCOMIN.....138.20 -0.90 -0.66%

*IndoCDS..77.20 +2.50 +3.35%*‼️
(5-yr INOCD5) (31/07)

*IDR.....16200.00❗ -37.00 -0.23%*
*Jisdor.16234.00❗ -9.00 -0.06%*

*Euro...1.0789* -0.0037 -0.34%

*TLKM...17.55* -0.04 -0.20%*
*( 2849)*
*EIDO....20.30* +0.12 +0.57%
EEM......41.60 -0.61 -1.44%

*Oil...........76.79 -3.27 -4.25%*‼️
(WTI,Nymex)
*Oil..........76.81 -2.71 -3.41%*
(Brent)
*Gold.....2469.80* -19.40 -0.78%
*_(Comex)_*
*Gold......2443.24* -4.76 -0.19%
*_(Spot/XAUUSD)_*
*Timah..30188.00* +234.00 +0.98%
(Closed 01/08)
*Nickel..16365.50 +130.50* +0.80%
(Closed 01/08)
Silver....28.39 -0.22 -0.77%
Copper.410.30 +3.60 +0.89%

Iron Ore 62% 104.00 +1.17 +1.14%
(02/08)
*Nturl Gas 1.978‼️ -0.064 -3.13%*
*Ammonia China 2346.67 -196.66 -7.73%*‼️
(Domestic Price)(01/08)

Coal price.144.10 +1.55 +1.09%
(Agt/Newcastle)
Coal price.145.75 +1.95 +1.36%
(Sept/Newcastle)
Coal price 146.90 +1.65 +1.14%
(Oct/Newcastle)
Coal price.148.40 +1.75 +1.19%
(Nov/Newcastle)

Coal price.121.35 +1.40 +1.17%
(Agt/Rotterdam)
Coal price.122.20 +1.40 +1.16%
(Sept/Rotterdam)
Coal price 121.75 +1.30 +1.08%
(Oct/Rotterdam)
Coal price.121.10 +1.55 +1.29%
(Nov/Rotterdam)

CPO(Oct)..3858 +35 +0.92%
(Source: bursamalaysia.com)

Corn........403.25 +4.75 +1.19%
SoybeanOil 40.81 -0.64 -1.54%
Wheat.....539.00 +7.009 +1.32%

Wood pulp..5150 unch +0%
(Closed 04/08)

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

News In 5 Agustus 2024

1. Astra (ASII) Buka-bukaan Rencana Investasi, Siapkan Dana Rp32 Triliun
https://market.bisnis.com/read/20240803/192/1787923/astra-asii-buka-bukaan-rencana-investasi-siapkan-dana-rp32-triliun

2. Petrosea (PTRO) Teken Manajemen Kontraktor dengan Bumi Barito Mineral
https://www.emitennews.com/news/petrosea-ptro-teken-manajemen-kontraktor-dengan-bumi-barito-mineral

3. Ekspansi, (PGEO) Jajaki Akuisisi PLTP Domestik dan Internasional di Tahun 2025
https://industri.kontan.co.id/news/ekspansi-pgeo-jajaki-akuisisi-pltp-domestik-dan-internasional-di-tahun-2025

4. Konsensus Bloomberg: Ekonomi RI Kuartal II-2024 Tumbuh 5%
https://www.bloombergtechnoz.com/detail-news/45312/konsensus-bloomberg-ekonomi-ri-kuartal-ii-2024-tumbuh-5

5. Harga Batu Bara Terus Membara Ditopang Sentimen dari Rusia
https://investor.id/market/369027/harga-batu-bara-terus-membara-ditopang-sentimen-dari-rusia

6. Sari Roti (ROTI) Segera Buyback Rp149,6 Miliar, Cek Target Harga Sahamnya
https://www.idxchannel.com/market-news/sari-roti-roti-segera-buyback-rp1496-miliar-cek-target-harga-sahamnya

7. Laba Bersih Total Bangun (TOTL) Naik 66,6% di Semester I-2024, Ini Pendorongnya
https://investasi.kontan.co.id/news/laba-bersih-total-bangun-totl-naik-666-di-semester-i-2024-ini-pendorongnya

8. Naik 827 Persen, Intiland (DILD) Juni 2024 Raup Laba Rp366,85 Miliar
https://www.emitennews.com/news/naik-827-persen-intiland-dild-juni-2024-raup-laba-rp36685-miliar

9. Maybank Indonesia Catat Laba Sebelum Pajak Rp548 M, Naik 6,2%
https://www.bloombergtechnoz.com/detail-news/45278/maybank-indonesia-catat-laba-sebelum-pajak-rp548-m-naik-6-2

10. Pendapatan Drop, Laba ADHI Paruh Pertama 2024 Melejit 11 Persen
https://www.emitennews.com/news/pendapatan-drop-laba-adhi-paruh-pertama-2024-melejit-11-persen

11. Laba Bank Milik Anthony Salim (BINA) Melorot jadi Rp68,88 Miliar per Semester I/2024
https://finansial.bisnis.com/read/20240804/90/1787972/laba-bank-milik-anthony-salim-bina-melorot-jadi-rp6888-miliar-per-semester-i2024

12. Laba Bank Mega (MEGA) Merosot 38,52% pada Semester I-2024
https://keuangan.kontan.co.id/news/laba-bank-mega-mega-merosot-3852-pada-semester-i-2024

13. Turun Tipis, Juni 2024 Bank CT (BBHI) Raup Laba Rp200 Miliar  
https://www.emitennews.com/news/turun-tipis-juni-2024-bank-ct-bbhi-raup-laba-rp200-miliar

14. Terkoreksi, Laba Indoritel (DNET) Semester I-2024 Sisa Rp444,89 Miliar
https://www.emitennews.com/news/terkoreksi-laba-indoritel-dnet-semester-i-2024-sisa-rp44489-miliar

15. Drop 52 Persen, Laba Bank Sri Tahir (MAYA) Juni 2024 Sisa Rp24 Miliar
https://www.emitennews.com/news/drop-52-persen-laba-bank-sri-tahir-maya-juni-2024-sisa-rp24-miliar

16. Kerugian Pyridam Farma (PYFA) Membengkak 155% di Semester I-2024
https://industri.kontan.co.id/news/kerugian-pyridam-farma-pyfa-membengkak-155-di-semester-i-2024

17. Penjualan Drop 74,3 Persen, Indofarma (INAF) Rugi Rp44,3M di Kuartal I
https://www.emitennews.com/news/penjualan-drop-743-persen-indofarma-inaf-rugi-rp443m-di-kuartal-i

18. Merosot 76 Persen, Laba INDY Juni 2024 Tersisa USD21 Juta 
https://www.emitennews.com/news/merosot-76-persen-laba-indy-juni-2024-tersisa-usd21-juta

19. Acset Indonusa (ACST) Catat Rugi Rp 135,98 Miliar di Semester I-2024
https://investasi.kontan.co.id/news/acset-indonusa-acst-catat-rugi-rp-13598-miliar-di-semester-i-2024

20. Data Tenaga Kerja AS Suram, Harga Minyak Jatuh ke Level Terendah 8 Bulan
https://market.bisnis.com/read/20240803/94/1787831/data-tenaga-kerja-as-suram-harga-minyak-jatuh-ke-level-terendah-8-bulan

August 06th, 2024

Good morning,

Dow tumbles 1,000 points, S&P 500 posts worst day since 2022 in global market sell-off

Stocks fell sharply on Monday, with the Dow Jones Industrial Average
posting its worst day in nearly two years, as worries over the health of the U.S. economy sparked a global market sell-off.

*Dow.......38703 -1033.99 -2.60%*‼️
*Nasdaq. 16201 -576.1 -3.43%*‼️
*S&P 500 5186 -160.2 -3.00%*‼️

*FTSE..8008.2 -166.5 -2.04%*
Dax......17339 -322.2 -1.82%
CAC......7149 -102.8 -1.42%

*Nikkei..31458‼️ -4451.3 -12.40%*‼️
HSI.......16698 -247.2 -1.46%
Shanghai.2861 -44.6 -1.55%

*IDX....7059.65‼️ -248.47 -3.40%*‼️
*LQ45...890.71 -28.66 -3.12%*‼️
*IDX30.443.34 -15.20 -3.32%*‼️

*IDXEnergy.2356.94 -122.55 -4.94%*‼️
*IDX BscMat1296.94 -63.70 -4.69%*‼️
*IDX Indstrl.997.88 -38.70 -3.73%*‼️
IDXNONCYC.688.56 -12.44 -1.77%
IDX Hlthcare1431.38 -10.42 -0.72%
*IDXCYCLIC...745.2 -18.89 -2.47%*
*IDXTechno.3176.47 -58.56 -2.92%*
*IDX Transp 1318.81 -58.25 -4.23%*‼️
*IDX Infrast 1508.33 -49.04 -3.15%*‼️
*IDX Finance1374.80 -37.96 -2.69%*
*IDX Banking1217.60 -41.59 -3.30%*‼️
*IDX Property.....632 -19.10 -3.05%*‼️

*Indo10Yr.6.8696❗ -0.0387 -0.56%*
*ICBI...386.5794❗ +0.7910 -0.21%*
*US2Yr.3.902* +0.024 +0.62%
*US5Yr 3.625* +0.010 +0.28%
*US10Yr3.792* unch +0%
*US30Yr.4.066 -0.043 -1.05%*
*VIX..38.57‼️ +15.18 +64.90%*‼️

*USDIndx 102.6890❗ -0.519 -0.50%*
Como Indx....268.79 -1.34 -0.50%
BCOMIN.....136.12 -2.09 -1.51%

*IndoCDS..77.20 +2.50 +3.35%*‼️
(5-yr INOCD5) (31/07)

*IDR.....16189.00❗ -11.00 -0.07%*
*Jisdor.16154.00❗ -80.00 -0.49%*

*Euro...1.0955❗ +0.0166 +1.54%*

*TLKM...17.03 -0.53 -2.99%*
*( 2751)*
*EIDO....19.55 -0.77 -3.79%*‼️
*EEM....40.42 -1.15 -2.76%*

*Oil...........74.03 -2.76 -3.59%*‼️
(WTI,Nymex)
*Oil..........76.30* -0.51 -0.66%
(Brent)
*Gold.....2451.60* -18.20 -0.74%
*_(Comex)_*
*Gold......2408.43 -34.81* -1.42%
*_(Spot/XAUUSD)_*
*Timah..29484.00 -704.00 -2.33%*
(Closed 05/08)
*Nickel..16203.50* -62.50 -0.38%
(Closed 05/08)
*Silver....27.36 -10.30 -3.63%*‼️
*Copper.401.40 -8.90 -2.17%*

Iron Ore 62% 104.00 +1.17 +1.14%
(02/08)
*Nturl Gas 1.976* -0.002 -0.10%
*Ammonia China 2346.67 - -%*
(Domestic Price)(02/08)

Coal price.143.70 -0.40 -0.28%
(Agt/Newcastle)
Coal price.145.75 unch +0%
(Sept/Newcastle)
Coal price 146.75 -0.15 -0.10%
(Oct/Newcastle)
Coal price.147.75 -0.65 -0.44%
(Nov/Newcastle)

*Coal price.119.30 -2.05 -1.69%*
(Agt/Rotterdam)
*Coal price.119.55 -2.65 -2.17%*
(Sept/Rotterdam)
Coal price 119.80 -1.95 -1.60%
(Oct/Rotterdam)
Coal price.119.85 -2.25 -1.84%
(Nov/Rotterdam)

*CPO(Oct)..3740 -118 -3.06%*
(Source: bursamalaysia.com)

Corn........407.00 +3.75 +0.93%
SoybeanOil 40.23 -0.58 -1.42%
Wheat.....539.50 +0.50 +0.09%

Wood pulp..5150 unch +0%
(Closed 05/08)

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

News In 6 Agustus 2024

1. IHSG Anjlok Lebih dari 3%, BEI Tanggapi Risiko Trading Halt
https://market.bisnis.com/read/20240805/7/1788300/ihsg-anjlok-lebih-dari-3-bei-tanggapi-risiko-trading-halt

Ekonomi RI Kuartal II/2024 Tumbuh 5,05%, Masih Kalah dari Malaysia dan Vietnam
https://ekonomi.bisnis.com/read/20240805/9/1788265/ekonomi-ri-kuartal-ii2024-tumbuh-505-masih-kalah-dari-malaysia-dan-vietnam

2. Indeks Nikkei Jepang Merosot 8 Persen, Terburuk sejak 1987
https://www.idxchannel.com/market-news/indeks-nikkei-jepang-merosot-8-persen-terburuk-sejak-1987

3. 5 Saham Konglomerat Prajogo Pangestu Kompak Ambrol saat IHSG Terjun 3,40%
https://market.bisnis.com/read/20240805/7/1788326/5-saham-konglomerat-prajogo-pangestu-kompak-ambrol-saat-ihsg-terjun-340

4. Entitas Astra (ASII) Teken Transaksi Rp320,8M, Cek Detailnya
https://www.emitennews.com/news/entitas-astra-asii-teken-transaksi-rp3208m-cek-detailnya

5. Kantongi Laba Rp938,44 Miliar, Barito Renewables (BREN) Optimalkan Aset Geothermal
https://www.idxchannel.com/market-news/kantongi-laba-rp93844-miliar-barito-renewables-bren-optimalkan-aset-geothermal

6. Sah! OCBC NISP Dapat Restu Merger dengan Bank Commonwealth (PTBC)
https://www.emitennews.com/news/sah-ocbc-nisp-dapat-restu-merger-dengan-bank-commonwealth-ptbc

7. Saham Campina (CAMP) Melonjak 25 Persen, Transaksi Crossing Tembus Rp527,8 Miliar
https://www.idxchannel.com/market-news/saham-campina-camp-melonjak-25-persen-transaksi-crossing-tembus-rp5278-miliar

8. Citra Nusantara Gemilang (CGAS) Raih Pendapatan Rp 262 Miliar di Semester I-2024
https://industri.kontan.co.id/news/citra-nusantara-gemilang-cgas-raih-pendapatan-rp-262-miliar-di-semester-i-2024

9. Investor Singapura Tawar Saham Siloam Hospitals (SILO) Rp2.850 
https://www.idxchannel.com/market-news/investor-singapura-tawar-saham-siloam-hospitals-silo-rp2850

10. Sarana Mitra Luas (SMIL) Kantongi Pendapatan Rp 178 Miliar di Semester I-2024
https://industri.kontan.co.id/news/sarana-mitra-luas-smil-catatkan-pendapatan-rp-17811-miliar-di-semester-i-2024

August 07th, 2024

Good morning,

Dow closes nearly 300 points higher to snap three-day losing run in broad relief rally

Stocks jumped Tuesday, recovering some losses from the previous three trading days as investors took a pause from recession fears and Japanese equities rallied.

Dow.......38998 +294.4 +0.76%
Nasdaq. 16367 +166.8 +1.03%
S&P 500 52540 +53.7 +1.04%

FTSE..8027.2 +18.5 +0.23%
Dax......17354 +15.3 +0.09%
CAC......7130 -18.95 -0.27%

*Nikkei..34675 +3217 +10.23%*‼️
HSI.......16647 -51.02 -0.31%
Shanghai.2867 +6.6 +0.23%

*IDX....7129.22 +69.56 +0.99%*
*LQ45...899.18 +8.47 +0.95%*
*IDX30.443.34 -15.20 -3.32%*

IDXEnergy.2390.51 +32.58 +1.36%
IDX BscMat1306.33 +9.39 +0.72%
IDX Indstrl....997.09 -0.80 -0.08%
IDXNONCYC.693.65 +5.09 +0.74%
IDX Hlthcare1439.73+8.36 +0.58%
IDXCYCLIC...752.14 +6.85 +0.92%
IDXTechno.3179.65 +3.18 +0.18%
IDX Transp 1334.95 +16.13 +1.22%
IDX Infrast 1532.78 +24.46 +1.62%
IDX Finance1387.73 +12.90 +0.94%
IDX Banking1232.04 +14.44 +1.19%
IDX Property.....637 +4.90 +0.78%

*Indo10Yr.6.8778 +0.0082 +0.11%*
*ICBI...386.2847 -0.2947 -0.08%*
*US2Yr.3.992 +0.090 +2.31%*
*US5Yr 3.743 +0.118 +3.26%*‼️
*US10Yr3.886 +0.094 +2.48%*
*US30Yr.4.191 +0.125 +3.07%* ‼️
*VIX..27.71 -10.86 -28.16%*‼️

*USDIndx 102.9690❗+0.28 +0.27%*
Como Indx....270.15 +1.36 +0.51%
BCOMIN.....137.12 +1.00 +0.74%

*IndoCDS..82.18 +4.98 +6.45%*‼️
(5-yr INOCD5) (05/08)

*IDR.....16164.00❗ -24.50 -0.15%*
*Jisdor.16183.00❗ +29.00 +0.18%*

*Euro...1.0930* -0.0025 -0.23%

*TLKM...17.38 +0.35 +2.06%*
*( 2813)*
*EIDO....19.87* +0.33 +1.66%
EEM....40.65 +0.18 +0.43%

*Oil...........72.87*❗ -1.16 -1.57%
(WTI,Nymex)
*Oil..........76.48* +0.18 +0.24%
(Brent)
*Gold.....2430.00 -21.60* -0.88%
*_(Comex)_*
*Gold......2389.02 -19.41* -0.81%
*_(Spot/XAUUSD)_*
*Timah..29651.00* +167.00 +0.57%
(Closed 06/08)
*Nickel..16415.00 +211.50* +1.31%
(Closed 06/08)
Silver....27.01 -0.35 -1.28%
Copper.400.05 -1.35 -0.34%

Iron Ore 62% 104.18 +0.18 +0.17%
(05/08)
*Nturl Gas 2.016* +0.039 +1.97%
*Ammonia China 2480.00 +133.33 +5.68%*‼️
(Domestic Price)(05/08)

Coal price.145.50 +1.80 +1.25%
(Agt/Newcastle)
Coal price.147.50 +1.75 +1.20%
(Sept/Newcastle)
Coal price 149.00 +2.25 +1.53%
(Oct/Newcastle)
Coal price.150.00 +2.25 +1.52%
(Nov/Newcastle)

Coal price.120.80 +1.50 +1.26%
(Agt/Rotterdam)
Coal price.121.70 +2.15 +1.80%
(Sept/Rotterdam)
Coal price 122.20 +2.40 +2.00%
(Oct/Rotterdam)
*Coal price.123.05 +3.20 +2.67%*
(Nov/Rotterdam)

*CPO(Oct)..3707* -33 -0.88%
(Source: bursamalaysia.com)

Corn........405.25 -1.75 -0.43%
SoybeanOil 39.97 -0.27 -0.67%
Wheat.....543.25 +3.75 +0.70%

Wood pulp..5130 -20 -0.39%
(Closed 06/08)

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

News In 7 Agustus 2024

1. Laba Bersih Melonjak 57%, Begini Penjelasan Bos XL Axiata (EXCL)
https://investasi.kontan.co.id/news/laba-bersih-melonjak-57-begini-penjelasan-bos-xl-axiata-excl

2. Melejit 23 Persen, MPMX Paruh Pertama 2024 Raup Laba Rp327 Miliar 
https://www.emitennews.com/news/melejit-23-persen-mpmx-paruh-pertama-2024-raup-laba-rp327-miliar

3. Emiten Prajogo Pangestu, Chandra Asri (TPIA) Gelontorkan Capex US$158,6 Juta
https://market.bisnis.com/read/20240806/192/1788726/emiten-prajogo-pangestu-chandra-asri-tpia-gelontorkan-capex-us1586-juta

4. Rukun Raharja (RAJA) Ekspansif, Modalnya Jumbo
https://investor.id/market/369288/rukun-raharja-raja-ekspansif-modalnya-jumbo

5. Boy Thohir dan TP Rachmat Borong Jutaan Lembar Saham ESSA
https://market.bisnis.com/read/20240806/192/1788570/boy-thohir-dan-tp-rachmat-borong-jutaan-lembar-saham-essa

6. Waskita Karya (WSKT) Resmi Turun dari Daftar Hitam Kementerian ESDM
https://www.idxchannel.com/market-news/waskita-karya-wskt-resmi-turun-dari-daftar-hitam-kementerian-esdm

7. Jual 9 Juta Ton Semen, Juni 2024 Pangsa Pasar INTP Tembus 29,4 Persen
https://www.emitennews.com/news/jual-9-juta-ton-semen-juni-2024-pangsa-pasar-intp-tembus-294-persen

8. Adaro Mineral (ADMR) Catat Produksi Batu Bara Metalurgi Naik 17%
https://market.bisnis.com/read/20240806/192/1788584/adaro-mineral-admr-catat-produksi-batu-bara-metalurgi-naik-17

9. Laba Naik 123 Persen, Juni 2024 SRAJ Akumulasi Rugi Rp515 Miliar
https://www.emitennews.com/news/laba-naik-123-persen-juni-2024-sraj-akumulasi-rugi-rp515-miliar

10. Rugi Menipis, Juni 2024 Matahari (MPPA) Defisit Rp2,74 Triliun
https://www.emitennews.com/news/rugi-menipis-juni-2024-matahari-mppa-defisit-rp274-triliun

Rekomendasi 7 agustus 2024

Saham EXCL berpotensi rebound.

Buy area 2170-2200
target 2340
Stoploss dibawah 2120

ket. swing trading

August 08th, 2024

Stocks close lower on Wednesday as market’s comeback attempt fizzles out

Stocks closed lower on Wednesday as the market’s attempt to fully recover from Monday’s sell-off failed.

Dow.......38763 -234.2 -0.60%
Nasdaq. 16195 -171.1 -1.05%
S&P 500 5193 -40.5 -0.77%

FTSE..8166.9 +140.2 +1.75%
Dax......17615 +260.8 +1.50%
CAC......7266 +135.97 +1.91%

*Nikkei..35090 +414.2* +1.19%
HSI.......16878 +230.5 +1.38%
Shanghai.2870 +2.6 +0.08%

*IDX....7212.13 +82.92* +1.16%
*LQ45...903.79* +4.61 +0.51%
*IDX30.451.88* +4.88 +1.09%

IDXEnergy.2421.41 +31.88 +1.33%
IDX BscMat1322.98 +16.65 +1.27%
IDX Indstrl..1015.19 +18.11 +1.82%
IDXNONCYC.700.65 +6.99 +1.01%
IDX Hlthcare1444.70 +4.97 +0.35%
IDXCYCLIC...758.22 +6.08 +0.81%
IDXTechno.3199.07 +19.42 +0.61%
IDX Transp 1356.76 +21.81 +1.63%
IDX Infrast 1546.26 +13.47 +0.88%
IDX Finance1394.55 +6.81 +0.49%
IDX Banking1239.80 +7.76 +0.63%
IDX Property.....645 +8.60 +1.36%

*Indo10Yr.6.8743 -0.0035 -0.05%*
*ICBI...386.3727 +0.0880 +0.02%*
*US2Yr.3.983* -0.009 -0.23%
*US5Yr 3.776* +0.033 +0.88%
*US10Yr3.926* +0.042 +1.08%
*US30Yr.4.191* +0.062 +1.48%
*VIX..27.85* +0.14 +0.51%

*USDIndx 103.1970❗+0.228 +0.22%*
Como Indx....273.70 +3.55 +1.31%
BCOMIN.....135.90 -1.22 -0.89%

*IndoCDS..80.12❗ -2.06 -2.51%*
(5-yr INOCD5) (05/08)

*IDR.....16035.00❗ -129.50 -0.80%*
*Jisdor.16100.00❗ -83.00 -0.51%*

*Euro...1.0926* -0.0004 -0.04%

TLKM...17.36 -0.02 -0.12%
*( 2795)*
*EIDO.20.05* +0.18 +0.91%
EEM....40.90 +0.28 +0.69%

*Oil...........75.45 +2.58 +3.54%*‼️
(WTI,Nymex)
*Oil..........78.33 +1.85 +2.42%*
(Brent)
*Gold.....2422.60* -7.40 -0.31%
*_(Comex)_*
*Gold......2384.07 -38.53 -1.59%*
*_(Spot/XAUUSD)_*
*Timah..29991.00 +340.00 +1.15%*
(Closed 07/08)
*Nickel..16233.00 -182.00* -1.11%
(Closed 07/08)
Silver....26.68 -0.33 -1.22%
Copper.393.25 -6.80 -1.70%

Iron Ore 62% 102.86 -1.32 -1.27%
(06/08)
*Nturl Gas 2.089 +0.073 +3.62%*
*Ammonia China 2480.00 - -%*
(Domestic Price)(06/08)

Coal price.145.00 -0.50 -0.34%
(Agt/Newcastle)
Coal price.147.90 +0.40 +0.27%
(Sept/Newcastle)
Coal price 148.95 -0.05 -0.03%
(Oct/Newcastle)
Coal price.149.95 -0.05 -0.03%
(Nov/Newcastle)

Coal price.121.10 +0.30 +0.25%
(Agt/Rotterdam)
Coal price.122.00 +0.30 +0.25%
(Sept/Rotterdam)
Coal price 122.60 +0.40 +0.33%
(Oct/Rotterdam)
Coal price.123.25 +0.20 +0.16%
(Nov/Rotterdam)

*CPO(Oct)..3696* -11 -0.30%
(Source: bursamalaysia.com)

Corn........400.75 -4.50 -1.11%
*SoybeanOil 40.98 +0.92 +2.30%*
Wheat.....538.25 -5.00 -0.92%

Wood pulp..5110 -20 -0.39%
(Closed 07/08)

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

News In 8 Agustus 2024

1. TPIA menggeser posisi AMMN dengan nilai kapitalisasi pasar Rp 923,51 triliun
https://investor.id/market/369378/tpia-geser-ammn

2. Adaro Energy (ADRO) Cetak Produksi Batu Bara 35,74 Juta Ton Semester I/2024
https://market.bisnis.com/read/20240807/192/1788877/adaro-energy-adro-cetak-produksi-batu-bara-3574-juta-ton-semester-i2024

3. Laba Bersih Surya Citra Media (SCMA) Melesat Triple Digit di Semester I-2024
https://investasi.kontan.co.id/news/laba-bersih-surya-citra-media-scma-melesat-triple-digit-di-semester-i-2024

4. Surplus 33 Persen, MLPL Medio 2024 Raup Laba Rp147 Miliar
https://www.emitennews.com/news/surplus-33-persen-mlpl-medio-2024-raup-laba-rp147-miliar

5. Laba Bersih Wijaya Karya Beton (WTON) Tumbuh 31,65% di Semester I 2024
https://investasi.kontan.co.id/news/laba-bersih-wijaya-karya-beton-wton-tumbuh-3165-di-semester-i-2024

6. Mark Dynamics (MARK) Sebar Dividen Interim Rp76M, Cek Jadwalnya
https://www.emitennews.com/news/mark-dynamics-mark-sebar-dividen-interim-rp76m-cek-jadwalnya

7. Anak Usaha Bayan (BYAN) Lakukan Transaksi Afiliasi Senilai Rp306 Miliar
https://www.idxchannel.com/market-news/anak-usaha-bayan-byan-lakukan-transaksi-afiliasi-senilai-rp306-miliar

8. Bos Antam (ANTM) Pastikan JV Smelter HPAL Bareng Afiliasi CATL Rampung Tahun Depan
https://market.bisnis.com/read/20240807/192/1788973/bos-antam-antm-pastikan-jv-smelter-hpal-bareng-afiliasi-catl-rampung-tahun-depan

9. Delta Dunia (DOID) Tepis Rumor Caplok Saham J Resources (PSAB)
https://www.idxchannel.com/market-news/delta-dunia-doid-tepis-rumor-caplok-saham-j-resources-psab

10. Intip Investor Baru Emiten Grup Bakrie (VKTR)
https://www.idxchannel.com/market-news/intip-investor-baru-emiten-grup-bakrie-vktr

August 09th, 2024

S&P 500 notches its best day since 2022 as Wall Street claws its way back from Monday’s rout

Stocks climbed Thursday after new labor market data boosted investors’ confidence in the U.S. economy following a sharp market sell-off earlier in the week.

Dow.......39446 +683.04 +1.76%
*Nasdaq. 16660 +464.2 +2.87%*
*S&P 500 5319 +119.8 +2.30%*

FTSE..8144.97 -21.9 -0.27%
Dax......17680 +85.4 +0.37%
CAC......7247 -18.6 -0.26%

*Nikkei..35090* -258.5 -0.74%
HSI.......16892 +13.97 +0.08%
Shanghai.2870 +0.07 +0.00%

*IDX....7195.12* -17.01 -0.24%
*LQ45...898.90* -4.88 -0.54%
*IDX30.454.12* +2.24 +0.50%

IDXEnergy.2413.17 -8.23. -0.34%
IDX BscMat1297.43 -25.55 -1.93%
IDX Indstrl..1014.66 -0.53 -0.05%
IDXNONCYC.699.81 -0.84 -0.12%
IDX Hlthcare1446.02 +1.31 +0.09%
IDXCYCLIC...753.78 -4.44 -0.59%
IDXTechno.3206.01 +6.94 +0.22%
IDX Transp 1346.48 -10.28 -0.76%
IDX Infrast 1533.81 -12.45 -0.80%
IDX Finance1400.28 +5.74 +0.41%
IDX Banking1249.25 +7.76 +0.63%
IDX Property.....656 +10.60 +1.64%

*Indo10Yr.6.8535 -0.0208 -0.30%*
*ICBI...386.9409 +0.5682 +0.15%*
*US2Yr.4.036* +0.053 +1.33%
*US5Yr 3.826* +0.050 +1.32%
*US10Yr3.989* +0.063 +1.60%
*US30Yr.4.276 +0.085 +2.03%*
*VIX..23.79 -4.06 -14.58%‼️*

*USDIndx 103.2090* +0.012 +0.01%
Como Indx....273.99 +0.29 +0.11%
BCOMIN.....136.13 +0.23 +0.17%

*IndoCDS..79.15❗ -0.97 -1.21%*
(5-yr INOCD5) (05/08)

*IDR.....15893.50👍 -141.50 -0.88%*
*Jisdor.15952.00👍 -148.00 -0.92%*

*Euro...1.0918* -0.0008 -0.07%

*TLKM...17.82 +0.46 +2.65%*
*( 2843)*
*EIDO.20.52 +0.47 +2.32%*
*EEM..41.83 +0.94 +2.29%*

*Oil...........76.04* +0.59 +0.78%
(WTI,Nymex)
*Oil..........79.16* +0.83 +1.06%
(Brent)
*Gold.....2464.80 +42.20 +1.74%*
*_(Comex)_*
*Gold......2425.95 +41.88 +1.76%*
*_(Spot/XAUUSD)_*
*Timah..30494.00 +503.00 +1.68%*
(Closed 08/08)
*Nickel..16200.50* -34.50 -0.21%
(Closed 08/08)
*Silver....27.6/57 +0.89 +3.33%*
Copper.397.70 +4.45 +1.13%

Iron Ore 62% *101.81* -1.15 -1.12%
(06/08)
*Nturl Gas 2.089 +0.073 +3.62%*
*Ammonia China 240.00* -16.67 -0.67%
(Domestic Price)(08/08)

Coal price.145.50 +0.50 +0.34%
(Agt/Newcastle)
Coal price.149.00 +1.10 +0.74%
(Sept/Newcastle)
Coal price 150.20 +1.25 +0.84%
(Oct/Newcastle)
Coal price.151.20 +1.25 +0.83%
(Nov/Newcastle)

Coal price.121.40 +0.30 +0.25%
(Agt/Rotterdam)
Coal price.122.90 +0.90 +0.74%
(Sept/Rotterdam)
Coal price 123.30 +0.70 +0.50%
(Oct/Rotterdam)
Coal price.124.10 +0.85 +0.69%
(Nov/Rotterdam)

*CPO(Oct)..3676* +7 +0.19%
(Source: bursamalaysia.com)

Corn........397.00 -3.75 -0.94%
SoybeanOil 40.86 -0.02 -0.05%
Wheat.....537.50 -0.75 -0.14%

*Wood pulp..5100* -10 -0.20%
(Closed 08/08)

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

News In 9 Agustus 2024

1. Asing Lego AMMN, Borong Tiga Saham termasuk ASII
https://investor.id/market/369570/asing-lego-ammn-borong-tiga-saham-termasuk-asii

2. Arah Investasi Astra (ASII), Perkuat Lini Bisnis Inti hingga Rambah Sektor Anyar
https://market.bisnis.com/read/20240808/192/1789237/arah-investasi-astra-asii-perkuat-lini-bisnis-inti-hingga-rambah-sektor-anyar

3. Boy Thohir Akumulasi 30 Juta Saham Merdeka Copper (MDKA)
https://www.idxchannel.com/market-news/boy-thohir-akumulasi-30-juta-saham-merdeka-copper-mdka

4. Bank Mayapada Milik Tahir Peroleh Laba Rp24,41 Miliar Semester I/2024, Turun 52,74% YoY
https://finansial.bisnis.com/read/20240808/90/1789145/bank-mayapada-milik-tahir-peroleh-laba-rp2441-miliar-semester-i2024-turun-5274-yoy

5. Bukan PSAB, Delta Dunia (DOID) Akuisisi Saham Perusahaan Tambang Australia
https://www.idxchannel.com/market-news/bukan-psab-delta-dunia-doid-akuisisi-saham-perusahaan-tambang-australia

6. Total Bangun Persada (TOTL) Catat Kontrak Baru Rp 4,11 Triliun hingga Juli 2024
https://industri.kontan.co.id/news/total-bangun-persada-totl-catat-kontrak-baru-rp-411-triliun-hingga-juli-2024

7. RUPSLB 30 Agustus, Simon Tak Leung Ho Bakal Jadi CFO Baru GOTO
https://www.idxchannel.com/market-news/rupslb-30-agustus-simon-tak-leung-ho-bakal-jadi-cfo-baru-goto

8. MNC Asia Holding (BHIT) Kembali Serok Saham MNC Land (KPIG)
https://www.emitennews.com/news/mnc-asia-holding-bhit-kembali-serok-saham-mnc-land-kpig

9. Estika Tata Tiara (BEEF) Minta Restu Bagikan Saham Bonus 500:11
https://www.emitennews.com/news/estika-tata-tiara-beef-minta-restu-bagikan-saham-bonus-50011

10. Berniat Ekspansi Bisnis, RAAM Akan Gelar Private Placement 619.4 Juta Saham Baru
https://pasardana.id/news/2024/8/8/berniat-ekspansi-bisnis-raam-akan-gelar-private-placement-6194-juta-saham-baru/

August 12th, 2024

Dow.......39497 +51.1 +0.13%
Nasdaq. 16745 +85.3 +0.51x%
S&P 500 5344 +24.9 +0.47%

FTSE..8168.10 +23.1 +0.28%
Dax......17722 +42.5 +0.24%
CAC......7270 +22.3 +0.31%

*Nikkei..35025* +193.9 +0.56%
HSI........17090 +198.4 +1.17%
Shanghai.2862 -7.7 -0.27%

*IDX....7257.12* +61.88 +0.86%
*LQ45...908.13* +9.23 +1.03%
*IDX30.455.86* +1.74 +0.38%

IDXEnergy.2425.17 +12.00. +0.50%
IDX BscMat1318.38 +20.96 +1.62%
IDX Indstrl..1025.97 +11.31 +1.11%
IDXNONCYC.702.16 +2.36 +0.34%
IDX Hlthcare1452.22 +6.21 +0.43%
IDXCYCLIC...759.82 +6.04 +0.80%
IDXTechno.3224.77 +18.76 +0.59%
IDX Transp 1357.38. +10.91 +0.81%
IDX Infrast 1546.82 +13.02 +0.85%
IDX Finance1406.97 +6.99 +0.48%
IDX Banking1257.44 +8.18 +0.65%
IDX Property.....661 +5.20 +0.79%

*Indo10Yr.6.8349 -0.0186 -0.27%*
*ICBI...387.2557 +0.3148 +0.08%*
*US2Yr.4.057* +0.021 +0.52%
*US5Yr 3.796* -0.030 -0.78%
*US10Yr3.959* -0.030 -0.75%
*US30Yr.4.220* -0.056 -1.31%
*VIX..20.37 -3.42 -14.38%‼️*

*USDIndx 103.2150* +0.006 +0.01%
Como Indx....275.97 +1.97 +0.72%
BCOMIN.....138.06 +1.93 +1.42%

*IndoCDS..80.17* -0.02 -0.02%
(5-yr INOCD5) (09/08)

*IDR.....15924.50 +31.00 +0.19%*
*Jisdor.15914.00 -38.00 -0.24%*

*Euro...1.0913* -0.0005 -0.05%

*TLKM...17.86* +0.04 +0.20%
*( 2836)*
*EIDO.20.48* -0.02 -0.10%
EEM..42.06 +0.21 +0.50%

*Oil...........76.94* +0.90 +1.18%
(WTI,Nymex)
*Oil..........79.16* +0.83 +1.06%
(Brent)
*Gold.....2468.50* +3.70 +0.15%
*_(Comex)_*
*Gold......2430.02* +4.07 +0.17%
*_(Spot/XAUUSD)_*
*Timah..31304.00 +810.00 +2.66%*
(Closed 09/08)
*Nickel..16298.00* +97.50 +0.60%
(Closed 09/08)
Silver....27.49 -0.08 -0.29%
Copper.397.85 +0.15 +0.04%

Iron Ore 62% *101.26* +0.51 +0.51%
(09/08)
*Nturl Gas 2.161 +0.072 +3.45%*
*Ammonia China 2463.33* - -%
(Domestic Price)(09/08)

Coal price.146.00 +0.50 +0.34%
(Agt/Newcastle)
Coal price.150.50 +1.50 +1.01%
(Sept/Newcastle)
Coal price 151.95 +1.75 +1.17%
(Oct/Newcastle)
Coal price.153.20 +2.00 +1.32%
(Nov/Newcastle)

Coal price.122.10 +0.70 +0.58%
(Agt/Rotterdam)
Coal price.124.00 +1.10 +0.90%
(Sept/Rotterdam)
Coal price 124.90 +1.60 +1.30%
(Oct/Rotterdam)
Coal price.125.75 +1.65 +1.33%
(Nov/Rotterdam)

*CPO(Oct)..3717* +41 +1.12%
(Source: bursamalaysia.com)

Corn........395.00 -2.00 -0.50%
SoybeanOil 41.12 +0.26 +0.64%
Wheat.....542.50 +5.00 +0.93%

*Wood pulp..5100* unch +0%
(Closed 11/08)

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

News In 12 Agustus 2024

1. Investor Siap-Siap, Indosat (ISAT) Mau Stock Split Rasio 1:4
https://www.idxchannel.com/market-news/investor-siap-siap-indosat-isat-mau-stock-split-rasio-14

2. Harum Energy (HRUM) Minta Restu Buyback Saham Rp1T, Ini Tujuannya
https://www.emitennews.com/news/harum-energy-hrum-minta-restu-buyback-saham-rp1t-ini-tujuannya

3. Naik 23,61%, Ultrajaya (ULTJ) Cetak Laba Bersih Rp 755,1 Miliar di Semester I-2024
https://investasi.kontan.co.id/news/naik-2361-ultrajaya-ultj-cetak-laba-bersih-rp-7551-miliar-di-semester-i-2024

4. Gencar Ekspansi, Catur Sentosa (CSAP) Raup Pendapatan Rp8,2 Triliun di Semester I-2024
https://www.idxchannel.com/market-news/gencar-ekspansi-catur-sentosa-csap-raup-pendapatan-rp82-triliun-di-semester-i-2024

5. Kino Indonesia (KINO) Catat Laba Bersih Rp 30,93 Miliar di Semester I-2024
https://investasi.kontan.co.id/news/kino-indonesia-kino-catat-laba-bersih-rp-3093-miliar-di-semester-i-2024

6. Lagi! Arthakencana Tampung 10,2 Juta Saham AKRA, Ada Aksi Korporasi?
https://www.emitennews.com/news/lagi-arthakencana-tampung-102-juta-saham-akra-ada-aksi-korporasi

7. Tambah Modal, Provident (PALM) Setor Rp624 Miliar ke Anak Usaha
https://www.idxchannel.com/market-news/tambah-modal-provident-palm-setor-rp624-miliar-ke-anak-usaha

8. Emiten Sinarmas Grup (DSSA) Caplok Perusahaan Teknologi, Ini Tujuannya
https://www.emitennews.com/news/emiten-sinarmas-grup-dssa-caplok-perusahaan-teknologi-ini-tujuannya

9. BI Catat Rp1,62 Triliun Modal Asing Masuk RI pada Pekan Ini
https://ekonomi.bisnis.com/read/20240810/9/1789731/bi-catat-rp162-triliun-modal-asing-masuk-ri-pada-pekan-ini

10. 28 Emiten Antre IPO, Empat Beraset di Atas Rp250 Miliar
https://www.idxchannel.com/market-news/28-emiten-antre-ipo-empat-beraset-di-atas-rp250-miliar

August 13th, 2024

S&P 500, Nasdaq eke out small gains to hold last week’s momentum ahead of key inflation data

Stocks seesawed Monday but managed to maintain the momentum from late last week as investors braced for key inflation data.

Dow.......39577 -140.5 -0.36%
Nasdaq. 16781 +35.3 +0.21%
S&P 500 5344 +0.2 +0.00%

FTSE..8210.3 +42.2 +0.52%
Dax......17727 +3.6 +0.02%
CAC......7251 -19.04 -0.26%

*Nikkei..35025* closed +0%
HSI........17112 +21.4 +0.1%
Shanghai.2858 -3.99 -0.14%

*IDX....7797.63* +40.63 +0.56%
*LQ45...908.20* +0.07 +0.01%
*IDX30.458.65* +2.79 +0.61%

*IDXEnergy.2503.58 +78.40 +3.23%*‼️
IDX BscMat1333.28 +14.89 +1.13%
IDX Indstrl..1036.74 +10.77 +1.05%
IDXNONCYC.703.94 +1.78 +0.25%
IDX Hlthcare1448.20 -4.02 -0.28%
IDXCYCLIC...769.15 +9.33 +1.23%
*IDXTechno 3297.53 +72.75 +2.26%*
IDX Transp 1354.38. -3.01 -0.22%
IDX Infrast 1555.35 +8.52 +0.55%
IDX Finance1409.69 +2.72 +0.19%
IDX Banking1260.42 +2.99 +0.24%
IDX Property.....661 -0.40 -0.06%

*Indo10Yr.6.8450 +0.0101 +0.15%*
*ICBI...387.2510 -0.1496 -0.04%*
*US2Yr.4.021* -0.036 -0.89%
*US5Yr 3.749* -0.047 -1.24%
*US10Yr3.908* -0.051 -1.29%
*US30Yr.4.202* -0.018 -0.43%
*VIX..20.71* +0.34 +1.67%

*USDIndx 103.1390* -0.0760 -0.07%
Como Indx....279.52 +3.56 +1.29%
BCOMIN.....139.33 +1.26 +0.92%

*IndoCDS..80.17* -0.02 -0.02%
(5-yr INOCD5) (09/08)

*IDR.....15955.00 +30.50 +0.19%*
*Jisdor.15963.00 +49.00 +0.31%*

*Euro...1.0933* +0.0020 +0.18%

*TLKM...18.07* +0.22 +1.20%
*( 2885)*
*EIDO.....20.56* +0.07 +0.32%
EEM..........42.20 +0.17 +0.39%

*Oil...........79.66 +2.72 +3.54%*‼️
(WTI,Nymex)
*Oil..........82.30 +3.14 +3.97%*‼️
(Brent)
*Gold.....2513.50‼️ +45.00 +1.82%*
*_(Comex)_*
*Gold......2473.52 +43.50 +1.79%*
*_(Spot/XAUUSD)_*
*Timah..31568.00 +264.00* +0.84%
(Closed 12/08)
*Nickel..16286.50* -11.50 -0.07%
(Closed 12/08)
Silver....28.03 +0.54 +1.96%
*Copper.407.10 +9.25 +2.32%*

Iron Ore 62% *101.26* +0.51 +0.51%
(09/08)
*Nturl Gas 2.165* +0.004 +0.19%
*Ammonia China 2430.00* -33.33 -1.35%
(Domestic Price)(12/08)

Coal price.146.75 +0.75 +0.51%
(Agt/Newcastle)
Coal price.152.50 +2.00 +1.33%
(Sept/Newcastle)
Coal price 153.60 +1.65 +1.09%
(Oct/Newcastle)
Coal price.154.50 +1.30 +1.30%
(Nov/Newcastle)

Coal price.122.75 +0.65 +0.53%
(Agt/Rotterdam)
Coal price.124.35 +0.35 +0.28%
(Sept/Rotterdam)
Coal price 125.50 +0.60 +0.48%
(Oct/Rotterdam)
Coal price.126.50 +0.75 +0.60%
(Nov/Rotterdam)

*CPO(Oct)..3709* -38 -1.01%
(Source: bursamalaysia.com)

Corn........401.50 +6.50 +1.65%
SoybeanOil 40.47 -0.65 -1.58%
Wheat.....536.75 -5.75 -1.06%

*Wood pulp..5100* unch +0%
(Closed 12/08)

©️Phintraco Sekuritas
Broker Code: *_AT_*
_Desy Erawati/ *DE*_
*Source*: Bloomberg, Investing, IBPA, CNBC, Bursa Malaysia
_Copyr«ight: Phintraco Sekuritas_9

News In 13 Agustus 2024

1. Pantai Indah (PANI) Gelar Private Placement di Harga Premium 
https://www.idxchannel.com/market-news/pantai-indah-pani-gelar-private-placement-di-harga-premium

2. Bantah Lepas Saham TPIA, Ini Penjelasan Gamblang BRPT
https://www.emitennews.com/news/bantah-lepas-saham-tpia-ini-penjelasan-gamblang-brpt

3. Penjualan Mobil Astra (ASII) Tembus 43.747 Unit, Pangsa Pasar LCGC Ngebut
https://market.bisnis.com/read/20240812/192/1790329/penjualan-mobil-astra-asii-tembus-43747-unit-pangsa-pasar-lcgc-ngebut

4. Investasi Rp2,6 Triliun, Intiland (DILD) Mulai Bangun Hunian di IKN
https://www.idxchannel.com/market-news/investasi-rp26-triliun-intiland-dild-mulai-bangun-hunian-di-ikn

5. Akuisisi 91,99% Suryamas Dutamakmur (SMDM), BSDE Rogoh Kas Internal
https://market.bisnis.com/read/20240812/192/1790205/akuisisi-9199-suryamas-dutamakmur-smdm-bsde-rogoh-kas-internal

6. Citra Marga Nusaphala (CMNP) Kantongi Pendapatan Rp 1,68 Triliun di Semester I 2024
https://investasi.kontan.co.id/news/citra-marga-nusaphala-cmnp-kantongi-pendapatan-rp-168-triliun-di-semester-i-2024

7. Soal Merger Bank MNC (BABP) dan NOBU, OJK Bilang Begini
https://www.emitennews.com/news/soal-merger-bank-mnc-babp-dan-nobu-ojk-bilang-begini

8. Mitratel (MTEL) Baru Serap Capex 20% di Semester I-2024
https://industri.kontan.co.id/news/mitratel-mtel-baru-serap-capex-20-di-semester-i-2024

9. BEI Terus Menggodok Rencana Implementasi Short Selling, Begini Updatenya
https://investasi.kontan.co.id/news/bei-terus-menggodok-rencana-implementasi-short-selling-begini-updatenya

10. OJK Sebut Harga Karbon di RI Turun 24 Persen
https://www.idxchannel.com/market-news/ojk-sebut-harga-karbon-di-ri-turun-24-persen