Monthly Archives: May 2026
Rabobank Peringatkan Penutupan Selat Hormuz Memperketat Pasokan Minyak saat Pelaku Pasar Menimbang Serangan AS Baru ke Iran
Written on May 18, 2026 at 11:27 am, by davin
Hormuz kekal ‘tertutup’ hari ke-79, stok minyak global merosot pantas; Brent sekitar US$135 dengan backwardation ekstrem. Pasaran bimbang serangan AS ke Iran berulang, berisiko lonjakan harga fizikal dan saham susut.
ECB Soroti Risiko Inflasi dari Guncangan Harga Minyak Timur Tengah saat SocGen Nilai Peluang Kenaikan Suku Bunga Juni Meningkat
Written on May 18, 2026 at 11:24 am, by davin
Minyak Brent >US$105 susulan ketegangan Timur Tengah nyalakan semula inflasi Eurozone; ECB lebih bimbang harga daripada pertumbuhan. Pasaran kini harga >80% peluang kenaikan 25bps Jun, risiko pertumbuhan 2027.
Kihara Jepang memperingatkan pasar dalam pengawasan ketat seiring USD/JPY mendekati 160, risiko intervensi meningkat
Written on May 18, 2026 at 11:21 am, by davin
Tokyo pantau pasaran dengan “urgensi tinggi” ketika USD/JPY hampir 158.80, menghidupkan semula risiko intervensi jika menembusi 160. Jurang kadar AS-Jepun kekal menekan yen; strategi opsyen beli volatiliti kian relevan.
Emas dan perak melemah seiring kenaikan imbal hasil dan penguatan dolar mengalahkan permintaan aset safe haven
Written on May 18, 2026 at 11:19 am, by davin
Logam berharga tergelincir: emas jatuh hampir 2.5% ke sekitar US$4,540, perak merosot 9%. Didorong lonjakan hasil bon, dolar kukuh dan minyak mahal; sokongan emas US$4,452 jadi tumpuan.
Dividend Adjustment Notice – May 18 ,2026
Written on May 18, 2026 at 10:38 am, by anakin
Dear Client, Please note that the dividends of the following products will be adjusted accordingly. Index dividends will be executed separately through a balance statement directly to your trading account, and the comment will be in the following format “Div & Product Name & Net Volume”. Please refer to the table below for more details: Continue Reading
Dividend Adjustment Notice – May 18 ,2026
Written on May 18, 2026 at 10:00 am, by anakin
Dear Client, Please note that the dividends of the following products will be adjusted accordingly. Index dividends will be executed separately through a balance statement directly to your trading account, and the comment will be in the following format “Div & Product Name & Net Volume”. Please refer to the table below for more details: Continue Reading
Saham global melemah seiring imbal hasil obligasi naik dipicu kekhawatiran fiskal dan minyak; sektor energi mengungguli, volatilitas meningkat
Written on May 18, 2026 at 9:28 am, by davin
Pasaran global merudum: Asia, niaga hadapan AS/Eropah lemah ketika bon dijual, minyak melonjak dan Hormuz tegang. Yield 10 tahun 4.75%, VIX ~28. Strategi: put TLT, put spread S&P, call XLE, pairs XLK/XLP.
Lagarde Ambil Sikap Waspada di G7 saat Aksi Jual Obligasi dan Risiko Harga Minyak Membayangi Prospek Euro
Written on May 18, 2026 at 9:25 am, by davin
Pasaran bergolak: Lagarde beri isyarat waspada, bukan panik, ketika bon global dijual besar-besaran. Inflasi 2.7% dan minyak Brent >US$95 akibat risiko Hormuz dorong ECB kekal hawkish; euro stabil, disokong dolar lemah.
Hasil Kuartal I Nvidia Bakal Uji Permintaan AI, Opsi Mematok Pergerakan Tajam di Tengah Ekspektasi Tinggi atas Panduan Kinerja
Written on May 18, 2026 at 8:57 am, by davin
Semua mata tertumpu pada laporan Q1 FY2027 Nvidia 20 Mei: konsensus EPS US$1.77, hasil US$78.9b dipacu data center. Tumpuan Blackwell/Rubin, margin 75%. Risiko: kekangan bekalan, China, persaingan, capex AI.
Rupee melemah karena arus keluar ekuitas dan kenaikan biaya impor minyak mendongkrak permintaan dolar
Written on May 18, 2026 at 8:55 am, by davin
Rupee India merosot hampir 12% setahun, terburuk di Asia, ditekan arus keluar asing >USD20b dan lonjakan bil minyak. RBI campur tangan, ketat emas; jika minyak tinggi, tekanan berpanjangan.
