SharpFokus Brief – June 30, 2025
📉 Commodities Quiet… For Now?
Commodity prices are well below the highs of a few years ago.
But now the yield curve has steepened — both in the US and Indonesia — signaling a possible return to growth.
The rupiah is stronger, the US dollar is weaker, and risk has cooled again after last week’s spike.
All signs point toward… commodities.
And in our stock coverage, the biggest gap between cashflow returns and market valuations is in commodity stocks.
That’s where the story might go next.
🔓 Subscribe for full data, daily updates & our model portfolio:
sharpfokus.com/subscribe
For informational purposes only, not investment advice.
⸻
SharpFokus Brief – 30 Juni 2025
📉 Komoditas Masih Sepi… Untuk Sekarang?
Harga komoditas masih jauh di bawah puncaknya beberapa tahun lalu.
Tapi sekarang yield curve di AS dan Indonesia mulai menanjak — sinyal potensi pemulihan pertumbuhan ekonomi.
Rupiah menguat, dolar AS melemah, dan risiko kembali turun setelah lonjakan minggu lalu.
Semua tanda mengarah ke… komoditas.
Dalam cakupan saham kami, selisih terbesar antara imbal hasil cashflow dan valuasi pasar ada di saham komoditas.
Mungkin ini arah cerita selanjutnya.
🔓 Langganan untuk akses data lengkap, update harian & portofolio model kami:
sharpfokus.com/subscribe
Hanya untuk tujuan informasi, bukan saran investasi.
📉 Commodities Quiet… For Now?
Commodity prices are well below the highs of a few years ago.
But now the yield curve has steepened — both in the US and Indonesia — signaling a possible return to growth.
The rupiah is stronger, the US dollar is weaker, and risk has cooled again after last week’s spike.
All signs point toward… commodities.
And in our stock coverage, the biggest gap between cashflow returns and market valuations is in commodity stocks.
That’s where the story might go next.
🔓 Subscribe for full data, daily updates & our model portfolio:
sharpfokus.com/subscribe
For informational purposes only, not investment advice.
⸻
SharpFokus Brief – 30 Juni 2025
📉 Komoditas Masih Sepi… Untuk Sekarang?
Harga komoditas masih jauh di bawah puncaknya beberapa tahun lalu.
Tapi sekarang yield curve di AS dan Indonesia mulai menanjak — sinyal potensi pemulihan pertumbuhan ekonomi.
Rupiah menguat, dolar AS melemah, dan risiko kembali turun setelah lonjakan minggu lalu.
Semua tanda mengarah ke… komoditas.
Dalam cakupan saham kami, selisih terbesar antara imbal hasil cashflow dan valuasi pasar ada di saham komoditas.
Mungkin ini arah cerita selanjutnya.
🔓 Langganan untuk akses data lengkap, update harian & portofolio model kami:
sharpfokus.com/subscribe
Hanya untuk tujuan informasi, bukan saran investasi.