IHSG bergerak flat dan menguat tipis 0 ,03% ke 7.331,04 Kamis (29/2). Sektor infrastruktur naik 0,83% ditopang BREN +4,20% dan ISAT +4,47%. Bahkan ISAT hari ini kembali menyentuh level All Time Hight (ATH) di Rp12.250 di tengah kolaborasi dengan salah satu emiten teknologi terbesar AS NVDIA.
Dari global, Wall Street berakhir di zona merah, Rabu, sehari menjelang pembacaan inflasi PCE AS yang diperkirakan naik 0,3% Januari dalam basis bulanan. Inflasi PCE merupakan ukuran inflasi pilihan the Fed.
Dari global, Wall Street berakhir di zona merah, Rabu, sehari menjelang pembacaan inflasi PCE AS yang diperkirakan naik 0,3% Januari dalam basis bulanan. Inflasi PCE merupakan ukuran inflasi pilihan the Fed.
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03:06 affect the future flower project, because it will show the installation plan, right?
03:12 Ibu Liza?
03:13 If, for example, the result is yes
03:16 Yes, more in the direction of technical indexes and the allocation,
03:19 are you still in 73 for trading tomorrow with the current scan?
03:24 Okay, if we look at the actual position, it still enters quite a lot.
03:31 I think the level of 7,300, 7,280, the support can still be maintained.
03:36 But for a larger uptrend, I think it has to go through 73,70 first,
03:42 then there is an opportunity to return to the all-time high of 7,400.
03:45 Okay, Ibu Liza, tomorrow is the trading activity this weekend for February,
03:51 will end soon, we will enter March.
03:54 We also mentioned earlier, the RUPST, like Dividend and some Big Cap banks,
03:59 will be around, will happen in early March 2024.
04:03 Connected to the sentiment that is developing today, then the development of sentiment in March,
04:09 will this give a balance?
04:10 Even if later, when the banks experience an increase again, Ibu Liza?
04:14 Okay, the RUPST will discuss the dividend.
04:20 If for example, a leak from one of the big banks, BBRI,
04:25 it seems they will give a dividend with a payout ratio of 70-80%.
04:31 Hopefully, this can again attract the shares, especially the finance sector is the backbone of IHSB.
04:38 Especially the position of the bank's shares, now I also see,
04:44 not too many down, as if there is still support by the nearest support.
04:49 For example, BRI, still a real estate stage above 6,000, the round number becomes a psychological level.
04:56 Even if it can reach 6,000, maybe it's time for us to buy on weakness.
05:00 So, yes, I think that's the sentiment surrounding the finance sector now.
05:05 Okay, Ibu Liza, I want to go to the telecommunications infrastructure, Ibu, from the sector side.
05:10 Infrastructure earlier led the strengthening, especially at the closing of the first session.
05:14 There is a brand there.
05:15 But what is quite interesting from the telecommunications infrastructure, Ibu Liza,
05:19 there is ISAT, which was also included in our list of companies to update today.
05:24 Indeed, throughout today's trading, ISAT at the closing of the second session,
05:28 its strength is more towards the limit, but in intraday, the ultimate today is 12,250.
05:35 Strengthening is not only today for ISAT, but has also happened in some recent trades.
05:41 From the fundamental side first, how do you see the impact of cooperation with the largest technology emitters in the United States?
05:49 And earlier, I also had the opportunity to get a reading, not only with NVIDIA, but also with Huawei,
05:55 also doing a cooperation analysis.
05:57 Your analysis from the fundamental side, the future prospects for ISAT.
06:00 Okay, this ISAT holds a prospect in the future that is quite interesting.
06:07 Because we know that NVIDIA is a chip company based on AI, which increased last year, it was very fantastic.
06:15 Even managed to drag the NASDAQ rally recently.
06:20 Moreover, now there is an MOU with Indosat for digital development or AI-based apps.
06:28 Indosat is also quite expansive, not only with NVIDIA, but also with Huawei.
06:35 Both of them, with NVIDIA, will develop AI Cloud services, which will also have a new generation of data centers,
06:46 which is hyper-connected and equipped with AI.
06:49 This automatically becomes justification for the price of ISAT to reach the highest point today, 12,250.
06:57 Which indeed ISAT has been in the trend since early 2023.
07:03 So we see that this is the time for sell-on news.
07:09 Because the position, the highest point today is very precise with resistance if we look at it technically.
07:16 Moreover, from the indicator side, it also shows the existence of RSP negative divergence.
07:23 So the best thing we can advise for ISAT is today for sell-on strength.
07:29 At the level of today's closing, it's not a problem, at 11,425.
07:33 Or maybe from today's technical, the intraday has also been seen.
07:36 When it reached 12,250, investors are slowly doing profit-taking action, so the strength is more limited.
07:45 Okay, if today it has dropped to 11,425 and has not yet sold, it is better to reduce the position a bit.
07:54 Tomorrow if it can go up again, then sell more to get a better selling price.
08:00 Okay, will buyback be recommended again later, and at what level, Mrs. Lisa?
08:04 Yes, of course. Because overall, in the long run, the trend is good.
08:10 But now it feels like it's overheating, the indicator also says so.
08:16 So the support is the fastest at around 11,000 to 10,850.
08:23 Then even better if we can get it at the price of 10,500 up to 10,000 to 98.
08:30 That would be a better point for my own weakness.
08:33 Okay, analysis for ISAT which today is one of the drivers of the infrastructure sector.
08:38 At the closing of the second session today at 11,425, the strength is more limited at 2.24%.
08:45 Sell-on strength is more recommended.
08:47 But it is recommended again to do buyback, seeing the prospects in the medium and long term.
08:52 It is still promising and again, the decision to invest is still in the hands of the IDX channel.
08:58 Okay, Mrs. Lisa, from ISAT, I will try to move to Telkom.
09:03 We will try to discuss the other telecommunications industry players.
09:07 Today, it is back to 4000, intraday today at 4040.
09:12 It was pressed to 3950 earlier.
09:15 The price range from Telkom in the last few times is quite narrow, Mrs. Lisa.
09:19 39 to 4000, your analysis for Telkom.
09:23 Okay, the closing position of 4000 is just in time to save Telkom at the psychological level, the number of heads is 4.
09:33 But it is not completely out of the danger of further decline.
09:38 Especially, maybe the danger can be quite low,
09:42 other than 3900 or more likely to 3800 can still be.
09:49 Unless Telkom can go above 4070 or safer,
09:55 if 4100, it will be safer in the uptrend swing.
10:00 Okay, next for XL, Mrs. XL is also in the year to date,
10:06 this is also more prone to experiencing strength, although it is not able to reach 2.4%.
10:11 But intraday today has passed 2.4%, Mrs.
10:15 Yes, that's right. And today's breakthrough is actually the trend is the opposite of Telkom.
10:21 Actually, XL I see is healthier for the short term,
10:24 even more potential to reach 2450 to 2500
10:29 or not covered by the possibility of a high level of efficiency around August, which is at 2550.
10:36 Okay, Mrs. Lisa, before we update the closing position in the second session today,
10:40 I will try to review for Goto, Mrs.
10:42 Today also joined as a focus of the Samgabungan family.
10:46 In the second session today, for Goto, the closing is tight,
10:50 able to survive at 71, but intraday at 69 rupiah per share.
10:55 And coincidentally, there are already some questions that entered our interactive WhatsApp,
10:58 asking for Goto shares.
11:00 Mr. Sultan from Palembang, analysis for Goto.
11:03 Then also Mr. John from Jakarta,
11:06 how much can it be for Goto?
11:09 Just briefly, Mrs. Lisa, analysis for Goto.
11:11 Right, Goto with today's closing,
11:14 I prefer to suggest reducing the position a little bit,
11:19 because this is a bigger chance to go down to 60,
11:23 but if tomorrow the resistance, Goto can go back again to above around 74,
11:28 then the situation is safe to handle.
11:31 Okay, today Goto is closed at 71, 5.33% weakness,
11:36 and at the same time answering the question of Mr. Sultan in Palembang,
11:39 and earlier also Mr. John from Jakarta.
11:41 Is there still room for correction for Goto?
11:44 What do you think, Mrs. Lisa?
11:46 Yes, it's better to reduce the position a little bit.
11:49 Okay, for those who have taken a position.
11:51 Analysis for Goto and again, the decision to invest is still in the hands of the shareholders of IDX Channel.
11:56 Before we go, I will try to tell you first,
12:00 how is the closing of IDX Channel in the second session today.
12:03 You can also watch the trading board on your television screen,
12:07 where IDX Channel is still moving in the red zone and closed in the red zone,
12:12 but the weakness is more to the limit at 0.17%,
12:16 and still able to survive at the level of 7,300,
12:19 precisely at 7,316.11.
12:22 Let's just go to the first graph,
12:24 we will try to see how other trading data is collected by our red team.
12:30 First, we switch to the graphics of other closing indexes, such as MNC 36.
12:36 This is closed at 0.48%,
12:39 Jakarta Islamic Index also weak at 0.28%,
12:43 LQ45 also experienced a fairly deep pressure at 0.71%,
12:49 as well as the weakness of the Samkapungan index in the second session today.
12:54 You can also watch the first graph on your television screen,
12:58 the update of the closing of several other indexes in the second session today.
13:02 We switch to the next graph, the rotation of the sectoral movement.
13:06 It looks like the stock market is taking over the investors,
13:09 leading the strength today at 1.30%.
13:13 There is Aman Mineral, which today rises quite high.
13:15 Technology is still a burden, still lagging at 1.75%.
13:19 There is Gotoh, we also reviewed earlier.
13:21 Non-premier consumption is still under pressure at 0.76%,
13:25 and energy is also weakening at 0.03%.
13:29 We switch to the next graph,
13:31 the stocks that today experienced significant strength
13:34 and became the support of the Samkapungan index,
13:38 so that the pressure is not too deep.
13:40 The first is Aman Mineral, which is closed strongly at IDR 8,500 per share.
13:45 Medco is also strong at IDR 1,320.
13:48 ISAT, which we also reviewed earlier, is closed at IDR 11,425.
13:52 INKP, which today also rises quite high, is closed at IDR 8,800 per share.
13:58 Meanwhile, the position of the stock markets that today became a burden.
14:03 We go to the next graph, there is Gotoh,
14:05 closed weak at IDR 71, Boga at IDR 1,115,
14:10 PKTR at IDR 177, while Pegas also weakened at IDR 1,100 per share.
14:16 That's the trading update in the second session today,
14:18 and hopefully it can be a reference for you,
14:20 especially in dealing with trading tomorrow, the weekend, the weekend.
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