Lanjutkan Reli IHSG Tembus Resistance 7.300
IHSG kembali reli di sesi I Jumat (17/5) naik 1,12% dan kembali menembus 7.300 san, di level 7.328,155. IDX-Basic 2,01%, dengan NIKL +11%, MBMA +9,01% di tengah kenaikan harga nikel sentuh level tertinggi satu tahun. IDX-Finance +1,58% dengan BMRI +3.15%, BBCA +2,34% dan BBRI 1,24% dan IDX-Health 1,44% dengan KLBF 4,84%.
Dari global, Dow mencapai level intraday tertinggi 40.000 untuk kali pertama, Kamis, namun berakhir di zona merah. Indeks ini pulih dari posisi terendahnya di Oktober 2022, didukung ketahanan pertumbuhan ekonomi Amerika Serikat meski ada kenaikan suku bunga yang tajam oleh the Fed.
Dari global, Dow mencapai level intraday tertinggi 40.000 untuk kali pertama, Kamis, namun berakhir di zona merah. Indeks ini pulih dari posisi terendahnya di Oktober 2022, didukung ketahanan pertumbuhan ekonomi Amerika Serikat meski ada kenaikan suku bunga yang tajam oleh the Fed.
Category
📺
TVTranscript
00:00And in this segment, we will review how the trade is going on throughout the day.
00:04And we remind you again, you can still participate in our interactive WhatsApp
00:08at 0812 8788 3723, as shown on your television screen later.
00:15And now we are connected through Zoom with Mr. Yosef Gabetua.
00:19We will go straight to him.
00:21Hello, good afternoon, Mr. Yosef. How are you, sir?
00:24Good afternoon, Mr. David. How are you?
00:26Thank you, Mr. Yosef, for your time on IDX Channel.
00:30In the last few days, there has been good news from Indekargasam Kabungan.
00:34The rally is still going on, Mr. Yosef.
00:36And today, it has reached the level of 7,300.
00:40Mr. Yosef, the strong resistance at 7,300 has been broken through, sir.
00:46What is the direction of Indekargasam Kabungan for the future?
00:49Is 7,300 the latest support for Indekargasam Kabungan?
00:54Okay, if you look at it from the current position, I'm still optimistic that the ISG is still going on.
01:01It's been three consecutive days, the ISG has increased significantly.
01:04And if we look at it, maybe five years ago, the ISG movement was indeed a majority of foreign investors.
01:13So we see the same companies that are dominated by foreign investors, such as BCA, BRI, Astra, Telkom, etc.
01:21Now, we can see that the top market cap that has the greatest impact on the ISG has gradually changed.
01:32The brand has become the company with the largest capitalization.
01:35The position of TPIA has also entered the top three.
01:41If you look at the data from the last two days, the capitalization of TPIA is already Rp790 trillion.
01:51So it's higher than BRI, it's higher than Bang Mandiri.
01:56So the rotation of the new ISG movement is starting to occur.
02:02So, in my opinion, as long as the shares of local conglomerates like this are still moving up,
02:09still supporting the ISG strongly, the ISG seems to have two supports,
02:14so it seems to have two forces that can move.
02:17If foreign investors can't do it anymore, there are local conglomerate shares that can support the ISG.
02:23Okay, has it been illustrated in the last few days, Mr. Yosep,
02:27that foreign investors have quite a lot of interest in Samsung conglomerates
02:30rather than big cap banks that have been favored by foreign investors so far?
02:37If you look at the flow of funds, both of them, in the current condition,
02:43the condition of the last one and two days, both of them are much favored by foreign investors.
02:49For example, BRI and BCA have also increased significantly in the last two days.
02:56So they also support the ISG, maybe less volatile, not as volatile as BRPT,
03:05as a brand, not as volatile as that, but it's like we have an addition,
03:12I mean, there is a new strength for the ISG.
03:15So, in my opinion, it's still strong enough for this bullish trend to continue.
03:24Okay, Mr. Yosep, in the sectoral movement rotation throughout today's trading,
03:28the steel goods sector leads Mr. Yosep's strength quite significantly, above 2% earlier,
03:33where from the information side, it has been announced that the price of nickel
03:37has reached its highest level in the last year,
03:40and this condition seems to be illustrated to the shares in this sector,
03:44including also some shares from the Rayogo Pangestu Group.
03:47Now, Mr. Yosep, there is a question on our interactive WhatsApp.
03:51I will try to read this, I will try to check, from Mr. Ari from Jakarta.
03:59Oh, I will try to check again, Mr. Yosep, there are quite a lot of questions today.
04:04I will try to check, there is a question from Mr. Bambang Febria Mito,
04:09this is asking Mr. Yosep, with the increase in the price of nickel,
04:12it has even exceeded Rp 20,000,
04:15will it reach Rp 1,900 at the end of June, and Rp 700 at the end of the year?
04:21But before we discuss from the technical side,
04:23how do you see the correlation between the increase in the price of nickel,
04:26including also the movement of some shares in the middle of some other sectors,
04:31which are still moving positively on the third day? Mr. Yosep.
04:35Okay, if we look at the trend, we have seen that nickel is an all-time high.
04:42The commodity price is soaring.
04:45So, simply put, if the goods that are sold, the goods that they produce,
04:50the selling value is high, it will affect the revenue.
04:54So, this revenue will later be seen as an optimistic narrative to investors.
05:01Do investors want to see this as a positive sentiment
05:05for the price of the stock to increase?
05:10So, it's like supply and demand.
05:13When there are few goods available, many people want to cheat,
05:16the price of the stock will eventually rise.
05:19So, the correlation is actually optimism that becomes the bargaining power.
05:25If people don't see it as an optimistic narrative for the stock, it's very difficult.
05:30But praise God, today, if we look at MBMA, we look at INKO,
05:34it's also moving significantly today, right?
05:38This is quite relevant to the price of the stock.
05:44Okay, Antam has taken a position at IDR 1,900.
05:46Mr. Yosep, what is the analysis like in HOU? Averaging down?
05:51If Antam, wait a minute.
05:53For Antam, actually, if you look at it technically,
05:58the price of the stock has fallen relatively far.
06:01But if we look at it from the transaction pattern,
06:05there is no accumulation pattern.
06:07There is no indication of accumulation.
06:09So, in my opinion, this is less interesting
06:13than the other stock, which is MBMA and INKO.
06:16Those are two stocks that have sentiments.
06:20And if we look at the transaction,
06:22there is indeed an accumulation of big players in these two stocks.
06:26So, in my opinion, the more interesting choice is in these two stocks than Antam.
06:31Okay, Antam had a position at IDR 1,700.
06:35Mr. Yosep, just hold it.
06:36IDR 1,625 closing today.
06:39In my opinion, just hold it.
06:41If it's averaged down, I don't think so.
06:46But if you want to enter, what is the recommendation like?
06:49And coincidentally, Mr. Bob from Jakarta
06:51just entered our interactive WhatsApp.
06:53Yes, if you want to enter,
06:57for the nickel sentiment itself, I prefer the previous two.
07:01I don't recommend Antam.
07:03Okay, it's not recommended for Antam.
07:06What is MBMA, support and resistance?
07:08Just briefly, Mr. Yosep.
07:10For MBMA,
07:12at IDR 700 or IDR 720,
07:16I think it's still possible
07:19for resistance, a profit target that can be achieved.
07:23And maybe the support is at IDR 500.
07:26That's what we can pay attention to.
07:28If it's lower than that, it's already an all-time low.
07:31So it's better to cut it there.
07:34Okay, analysis from Antam, MBMA,
07:37and at the same time answering the questions
07:39that have entered our interactive WhatsApp.
07:42There is Antam.
07:43Earlier, MBMA, Mr. Bob also from Jakarta
07:45has also been reviewed.
07:46Not yet recommended for this site.
07:48And again, the decision to invest
07:50is still in the hands of the IDR Channel.
07:52Okay, but among those sums,
07:55you also mentioned earlier, Mr. Yosep,
07:58is this condition only temporary,
08:01or will it continue until trading next week, Mr. Yosep?
08:06If you look at the trend of the ISG,
08:10like now, I think it's still possible to continue.
08:13The ISG transaction is really big today.
08:15Especially if we look at the BRPT itself,
08:18it's Rp 1.5 trillion, if I'm not mistaken.
08:24So the liquidity is high.
08:27In my opinion, it is very unfortunate
08:29if they don't take advantage of this
08:31to move the stock price.
08:34So in my opinion, the bullish trend
08:37in the medium or long term
08:40is still very likely to happen for the ISG
08:43or for the commodity.
08:45Okay, in addition to the stocks,
08:46as we mentioned earlier, Mr. Yosep,
08:49today's BKB is also a supporter.
08:53Especially the BBRI,
08:54its strength is the strongest during today's trading.
08:57And coincidentally, Mr. Andrew from Tanggrang Selatan
08:59asked the BBRI and BMRI stocks,
09:02whether it can be bought at the current price
09:05or can it still go down in trading next week?
09:08Let's go to the BBRI first, Mr. Yosep,
09:10whose strength is the highest today at 3.54%,
09:15and the BBRI at 6.575%.
09:17Is today's closing level recommended, Mr. Yosep?
09:19For the BBRI, in my opinion,
09:23this is quite good, this is a strong stock.
09:29And if we look at the current position,
09:31the reversal of the trend is also beginning to be seen.
09:33In my opinion, at the current level,
09:35it can be used as an entry point.
09:37Hopefully on Monday,
09:39the rise is not too high,
09:41or even the correction, in my opinion,
09:43the position will be better.
09:45So the support that can be observed is at 6.100%,
09:49and the target is probably at the all-time high level,
09:53for the BMRI.
09:57The support is at 6.100%,
09:59the target is at the all-time high level for the BMRI.
10:01For the BBRI,
10:03the analysis is technically,
10:05whether it has been recommended to enter,
10:07whether the strength in the last few days
10:09is one of the positive signals for the BBRI,
10:11the BBRI will continue to strengthen.
10:13Actually, if we look at the last few days,
10:17the BRI seems to be rising.
10:23But if we look at the pullback
10:25from the end of the third quarter,
10:27from March 27,
10:29the BRI has fallen quite deep.
10:31So in my opinion,
10:33this is a good entry point.
10:37From my perspective,
10:41this is a good entry point.
10:43The price of the stock has fallen far,
10:45even though so far,
10:47it seems that foreign investors are still outflow.
10:49But in my opinion,
10:51to buy in stocks like this,
10:53stocks that we know have very strong fundamentals,
10:55I don't think it's a problem.
10:57Next, Mr. Victor from Malang,
10:59thank you for joining us,
11:01asking about the BBNI stock,
11:03can it be included in today's closing price?
11:05The conditions are different,
11:07for the BBNI technically,
11:09today is more tense,
11:11even though it was at 52.75,
11:13your analysis,
11:15flashback before,
11:17the BBNI was also the fastest
11:19compared to some other big cap banks.
11:21For BNI,
11:23this is one of the biggest inflows
11:25compared to other big caps banks.
11:27So I'm quite optimistic,
11:29it's actually corrections like this
11:31that we can take advantage of
11:33to enter the BNI stock again.
11:35So in my opinion,
11:37the level entry
11:39can be taken,
11:41can be bought for BNI
11:43with the support
11:45that can be observed
11:47at 4,700-4,600,
11:49it can be used as support.
11:51If the target is
11:53a stock like this,
11:55in my opinion, the all-time high still makes sense.
11:57Okay, the answer for Mr. Victor
11:59from Malang for BBNI,
12:01175 momentum
12:03that can be used with the corrections that happened,
12:05the support was at 4,700
12:07and again, the decision to invest
12:09is still in the hands of the viewers of IDX Channel.