Sahamology

04 Jul 2023 01:55

Beebo tertarik BELI karena 2 hal : business model dan Djarum Group. Sahamnya pun dikontrol penuh sehingga gak jatuh jatuh amat

Sahamology

04 Jul 2023 01:50

uniknya BUKA malah lebih untung dari aktivitas investasinya

Sahamology

04 Jul 2023 01:49

sedangkan tech di Indonesia adalah startup startup naik kelas dari Unicorn ke IPO

Sahamology

04 Jul 2023 01:48

kebanyakan saham tech di US itu kategorinya bukan lagi big caps tapi sudah MEGA CAP

Sahamology

04 Jul 2023 01:38

Siapa yang nunggu BUKA BELI dan GOTO manggung tahun ini ??

Sahamology

04 Jul 2023 01:36

BRIEFING.COM MARKET UPDATE
Closing Summary
The stock market closed today's abbreviated session, which marked the start of the new month, new quarter, and second half of the year, on a slightly higher note. Volume was naturally lighter due to the early close ahead of the Fourth of July holiday, but decent for a shortened day of trading. As a reminder, equity and bond markets will be closed tomorrow.
Overall, conviction was lacking today as many participants extended the holiday break into a four-day weekend. The major indices traded around their flat lines for the entire session, ultimately settling near their highs of the day with modest gains.
There were some notable pockets of strength in the market with specific catalysts. EV makers Tesla (TSLA 279.82, +18.05, +6.9%) and Rivian (RIVN 19.56, +2.90, +17.4%) were top standouts after impressing investors with their Q2 delivery numbers.
Another pocket of strength was the banking industry. The SPDR S&P Regional Banking ETF (KRE) rose 2.3% and the SPDR S&P Bank ETF (KBE) rose 1.9%. These moves followed capital return plans announced by some banks after the stress test results. Morgan Stanley (MS 86.41, +1.01, +1.2%) was among the best performers from the space, having announced a dividend increase and the reauthorization of a multi-year stock repurchase program up to $20 billion.
Aside from Tesla, mega caps were relatively weak. The Vanguard Mega Cap Growth ETF (MGK) fell 0.1% while the Invesco S&P 500 Equal Weight ETF (RSP) rose 0.3%. Apple (AAPL 192.46, -1.51, -0.8%) was an influential laggard after FT reported it's making large cuts to its Vision Pro production forecasts.
Nine of the 11 S&P 500 sectors closed with gains. The consumer discretionary (+1.1%) and real estate (+0.9%) sectors led the pack. Meanwhile, the health care (-0.8%) and information technology (-0.3%) sectors were the lone laggards to close in negative territory. 
Market participants received some economic data this morning that didn't move equities much, but garnered some knee-jerk buying efforts in the Treasury market. The ISM Manufacturing Index fell further into contraction territory (i.e. sub-50% readings) in June to 46.0% from 46.9% in May.
The 2-yr note yield, which dropped to 4.85% in response to the data, is up four basis points to 4.91% now. The 10-yr note yield, which fell to 3.78%, is up four basis points to 3.85%. As a reminder, the Treasury market is open until 2:00 p.m. ET today. 
Nasdaq Composite: +32.0% YTD
S&P 500: +16.1% YTD
S&P Midcap 400: +8.2% YTD
Russell 2000: +7.7% YTD
Dow Jones Industrial Average: +3.8% YTD
Reviewing today's economic data:
The June ISM Manufacturing Index fell to 46.0% (Briefing.com consensus 47.1%) from 46.9% in May. The dividing line between expansion and contraction is 50.0%, so the sub-50.0% reading for June reflects a general contraction in manufacturing activity for the eighth straight month.
The key takeaway from the report is that the manufacturing sector continues to operate in a state of contraction as optimism about the second half of 2023 weakens amid recession concerns. According to the ISM, a Manufacturing PMI above 48.7%, over a period of time, generally indicates an expansion of the overall economy.
Total construction spending increased 0.9% month-over-month in May (Briefing.com consensus 0.4%) after increasing a downwardly revised 0.4% (from 1.2%) in April. Total private construction was up 1.1% month-over-month while total public construction rose 0.1% month-over-month. On a year-over-year basis, total construction spending was up 2.4%.
The key takeaway from the report is the renewed strength in new single family construction, which reflects the pickup in demand for housing despite the jump in mortgage rates.


Copyright (C) 2023 Briefing.com

Sahamology

04 Jul 2023 01:22

July 04th, 2023

Good morning,

Stocks eke out small gain to start second half of 2023, Tesla rises 6%

Stocks rose slightly Monday in a shortened session that kicked off the second half of what’s already been a stellar year on Wall Street.

Dow......34418 +10.9 +0.03%
Nasdaq13817 +28.9 +0.21%
S&P 500.4456 +5.2 +0.12%

FTSE.....7527 -4.3 -0.06%
Dax......16081 -66.9 -0.41%
CAC......7387 -13.4 -0.18%

Nikkei.....33753 +564.3 +1.70%
HSI.........19307 +390.2 +2.06%
Shanghai.3244 +41.9 +1.31%

IDX.....6696.72 +34.84 +0.52%
LQ45....952.57 +6.88 +0.73%
IDX30...495.03 +377 +0.77%

IDXEnergy...1765.88 +27.91 +1.61%
IDX BscMat..995.97 +2.96 +0.30%
IDX Indstrl...1166.72 +4.65 +0.40%
IDXNONCYC.747.42 +5.01 +0.67%
IDX Hlthcare1473.66 -7.96 -0.54%
IDXCYCLIC....877.76 +1.54 +0.18%
IDX Techno.4745.25 -35.07 -0.73%
IDX Transp..1906.75 +6.06 +0.32%
IDX Infrast... .851.07 +0.58 +0.07%
IDX Finance.1417.79+0.09 +0.01%
IDX Banking.1193.02+5.08 +0.43%
IDX Property..727 +0.40 +0.06%

Indo10Yr.6.3272 -0.0177-0.28%
ICBI..367.7378 +0.2839+0.08%
US2Yr.4.9400 +0.0360 +0.73%
US5Yr 4.1910 +0.0340 +0.82%
US10Yr3.8530 +0.0120 +0.31%
US30Yr.3.8610 -0.0030 -0.08%
VIX.......13.57 -0.02 -0.15%

USDIndx102.9880 +0.0760 +0.07%
Como Indx...260.90 -1.10 -0.42%
(Core Commodity CRB)
BCOMIN......141.67 +0.32 +0.22%

IndoCDS.88.14 -0.99 -1.11%
(5-yr INOCD5) (30/06)
IDR.....15030.00‼️ -35.50 -0.24%
Jisdor.15034.00‼️ +34.00 +0.23%

Euro......1.0914 +0.0005 +0.05%

TLKM...26.42 -0.25 -0.94%
(3972)
EIDO....23.12 +0.07 +0.30%
EEM....40.00 +0.44 +1.11%

Oil.......70.15 -0.49 -0.69%
Gold...1928.90 -0.50 -0.03%
Timah..26787.00 - -%
(Closed 30/06)
Nickel..20433.50 +210.00 +1.03%
(Closed 03/07)
Silver..... 23.11 +0.09 +0.39%
Copper..379.30 +3.35 +0.89%

Iron Ore 62% 112.57 -0.05 -0.04%
(30/06)
Nturl Gas.2.697 -0.077 -2.78%

Coal price.148.05 -1.65 -1.10%
(Jul/Newcastle)
Coal price.154.45 -1.85 +1.18%
(Agt/Newcastle)
Coal price.157.30 -0.50 -0.32%
(Sept/Newcastle)
Coal price.157.50 -1.75 -1.10%
(Oct/Newcastle)

Coal price121.45 -3.20 -2.57%
(Jul/Rotterdam)
Coal price.119.05 -3.00 -2.46%
(Agt/ Rotterdam)
Coal price.117.95 -2.95 -2.44%
(Sept/Rotterdam)
Coal price.117.20 -2.70 -2.25%
(Oct/Rotterdam)

CPO(Sept)..3985 +202 +5.34%‼️
(Source: bursamalaysia.com)

Corn.....493.50 -1.25 -0.25%
SoybeanOil 60.19 +1.22 +2.07%
Wheat...641.75 -9.25 -1.42%

Wood pulp..4210.00 unch +0.23%
(Closed 03/07)

©️Phintraco Sekuritas
Broker Code: AT
Desy Erawati/ DE
Source: Bloomberg, Investing, IBPA, CNBC, Bursa Malaysia
Copyright: Phintraco Sekuritas

Sahamology

03 Jul 2023 12:22

https://www.instagram.com/p/CuO0NHIJs19/?igshid=MTc4MmM1YmI2Ng==

Sahamology

03 Jul 2023 11:03

Cuan apa hari ini ??

Sahamology

03 Jul 2023 10:53

BTPS masih bisa buy and hold ya

Sahamology

03 Jul 2023 09:51

Tadi yang nanya kalau obligasi jatuh tempo masuk ke RDN kapan

Ini udah cair ya pokok obligasi Beebo

Sahamology

03 Jul 2023 09:33

Udah mulai ada yang TP kayaknya di INDY

Sahamology

03 Jul 2023 07:08

Market Summary 03/07/2023
Tim Riset https:sahamology.id/
IHSG : 6,683.5 Naik 0.32% (21.64)
H: 6,692.5 (30.6) L: 6,662.3 (0.5)
Value Perdagangan : 6,066.9B
Lot perdagangan : 80,508,893

Top Freq
-PAMG
-LAJU
-PTBA
-IRSX
-BBCA

Top Val
-BMRI
-BBCA
-BBRI
-PTBA
-TLKM

Top Win
-TAYS
-BLUE
-UNIQ
-BTPS
-SKRN

Top Lose
-WIFI
-AYLS
-HAJJ
-CBRE
-PRDA

Sahamology

03 Jul 2023 05:53

Hari ini udah TP BTPS di 2210

Sahamology

03 Jul 2023 05:05

Dulu sempat jaya, sekarang merana https://economy.okezone.com/read/2023/07/02/278/2840041/rugi-perusahaan-telekomunikasi-milik-bakrie-btel-kian-bengkak-jadi-rp117-9-miliar

Sahamology

04 Jul 2023 01:51

mungkin kalau untuk investasi jangka panjang saham saham kayak BELI dan GOTO karena punya model business yang jelas bisa diinvestasikan pelan pelan ketika nanti 3-5 tahun saat mereka udah jadi business yang lebih profitable akan bisa dirasakan indahnya

Sahamology

04 Jul 2023 01:50

belum ada cerita laba sama sekali dari kegiatan operasionalnya kayak GOTO BELI dan BUKA

Sahamology

04 Jul 2023 01:49

mereka juga relatively perusahaan yang exist cukup lama dan sudah punya success story dalam cetak laba

Sahamology

04 Jul 2023 01:38

Kenapa bisa beda ya US dan Indo soal tech nya ?

Sahamology

04 Jul 2023 01:37

Menarik banget liat US Market, saham saham tech nya udah rebound 32% tahun ini kalahkan S&P500 DJIA dan Russell 2000

Sahamology

04 Jul 2023 01:22

Happy 4th of July. Semoga di moment hari kemerdekaan ini kita bisa MERDEKA FINANSIAL

Sahamology

03 Jul 2023 14:09

sayang bukan BUMN. kalau BUMN aja pasti banyak yang komen "Bismillah jadi komisaris BEBS". https://www.cnbcindonesia.com/market/20230703103317-17-450666/dirut-dan-komisaris-berkah-beton--bebs--kompak-resign.

Sahamology

03 Jul 2023 11:13

Alhamdulillah
YTD porto bertumbuh 82%
Semoga semester 2 bisa lanjut bertumbuh diatas S&P500

Sahamology

03 Jul 2023 11:03

Analisa saham lebih mudah pakai SAHAMOLOGY Download sekarang https://cutt.ly/SahamologyApp

Sahamology

03 Jul 2023 10:13

https://www.cnbcindonesia.com/market/20230703074028-17-450593/transaksi-harian-lesu-bei-uangnya-dipakai-buat-liburan


Selalu ada alasan

Sahamology

03 Jul 2023 09:40

semoga jadi kabar baik buat emiten property https://www.detik.com/properti/berita-terkini/d-6803284/kabar-gembira-beli-rumah-bebas-ppn-lanjut-sampai-2024

Sahamology

03 Jul 2023 09:33

Analisa saham INDY lebih mudah pakai SAHAMOLOGY Download sekarang https://cutt.ly/SahamologyApp

Sahamology

03 Jul 2023 06:16

Karena udah cuan maka Beebo ama BroJack mau ke KOKAS dulu lunch

Sahamology

03 Jul 2023 05:46

Kisah om Burhan

https://www.instagram.com/p/CuOHk9zpDFI/?igshid=MzRlODBiNWFlZA==

Sahamology

03 Jul 2023 05:00

Beebo auto debet untuk beli BBCA BBRI BMRI TLKM dan ASII