FX risk mereda, saya coba lah screening market indo lewat @arthara_id. Pakai TF weekly 4 periods, sektor Media buat saya cukup menarik dari segi relative strength. 2 stocks yang saya langsung coba liat itu $EMTK dan $SCMA.
Buat kantoran seperti saya, impossible di tengah meeting saya pantau chart tiap hari buat decide entry point. Jadinya https://t.co/v4SzTDrJ9v ngebantu banget untuk liat mana yang saya anggap low risk main swing.
Meridian's first recorded discretionary basket is now +2.54% since entry, with all 4 positions in the green: $ADRO, $AUTO, $ACES, and $GJTL.
JCI is up +1.94% over the same period, so we outperformed in the first week. We will keep updating and tracking the basket from time to time.
This basket isn't built to find which stock will ARA tomorrow, or even to have the top performer next week. The idea is, make more when JCI is bullish, but down less when JCI is bearish. Over the time, hopefully that gives us consistent alpha.
We will mostly stick to liquid and value names, with some tactical picks here and there.
Everything will be tracked on @arthara_id, from the methodology to what changed, what we added, trimmed, or exited, with the platform going live in the next couple of weeks.
Stay tuned!
#MeridianResearch
Di screener juga sudah ditambahkan preset Screener untuk broker ini yaitu "Participation: Broker Activity" dan "Broker Analysis: Proven Flow"
Check it out di https://t.co/6J2ItzAlR2
Arthara juga menyajikan beberapa signal sederhana.
Disini juga bisa cek flow dari sektor/konglo/tema.
Jadi, kalian bisa cek nih broker-broker yang kebetulan punya korelasi berat sama flow grup tersebut.
Market rotation update 20 Agustus 2026
Sektoral di post 1 dan Konglo di post 2
Untuk detail, bisa cek di https://t.co/OYoq8QLQij
1/ 4 sektor yang menarik untuk diperhatikan
Officially Liveโผ๏ธ
Our latest research akan membahas seputar view dan juga thesis kami terhadap thermal coal di Indonesia.
Mulai dari electrification, supply & demand, sampai ke regulasi yang bisa mempengaruhi industri ini kedepannya
Where to read?
๐https://t.co/qMDLA0xqHH