02.03
Ihsg 8,016 -2.6%

Top value
Medc 1.8T +15.6%
Bnbr 1.6T -14.9%
Bumi 1.3T -3.8%
Enrg 1.3T +25%
Antm 970B +5.9%

- Top picks: $ENRG, $MDKA, $PTBA
- War tension affect energy
- Amati pergerakan future Wti (sosmed and TV dimatikan saja *too many bullsyit)
- Alternatif oil -> coal
- Beberapa stock sudah priced in, beberapa ada yang real
- Jangan FOMO, wait for value stock bottom
- Holiday Ied is coming, profit di TP jangan cuman di foto
- Inflasi Indonesia, ok

Enrgy sector
Medc (distribusi), Enrg, Elsa +17.6% (distribusi)

Gold stock
Antm (divergence), Arci +6.1%, Mdka +5%, Emas +4.5%

Coal stock
Aadi +7%, Indy +15%, Ptba +5.7%, Itmg +3.1%

Worth mention
Adro +2.9%, potential breakout(?)

Nikkei -1.3%, Hang Seng -2.1%, Kospi -1%
ID5YT +2.3%, ID10YT +1%
Vix +17%

Commodities
Wti +7.4%, Ng +3.9%
Gold 5.4k. Tin +1.3%