Saham Bank Raksasa Menghijau, BBRI Menguat 12% Dalam Sebulan
IHSG bergerak lebih tinggi +0,59% ke level 7.293,859 di sesi I Selasa (9/7). IDX-Finance +1,12% dengan BBRI +3,16% menambah 21,66 poin dalam sebulan sudah naik 12% dan BBNI +3,43%. IDX-Trans + 0,66% dengan ASSA +2,10%. IDX-Infra +0,65% dengan TOWR +4%, EXCL +2,71%. Konsumen primer dengan INDF -3,63% di Ex Dividen tahun buku 2023.
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TVTranscript
00:00Thank you for joining us.
00:02In this segment, we will review how the trade is going throughout the day,
00:06where Samkabungan continues to strengthen.
00:09However, in the last 6 minutes during the closing of the second session today,
00:12the strengthening is more limited.
00:14And we remind you again, you can still participate in our interactive WhatsApp,
00:18as shown on your television screen later.
00:21And now we are connected via Zoom with Mr. Hari Suwanda,
00:26who is the CEO of Akela Trading System.
00:28We will talk to him now.
00:30Good afternoon, Mr. Hari. How are you?
00:33Good afternoon, Mr. Dev.
00:35Thank you for the invitation.
00:37Thank you for taking the time to be on IDA Channel.
00:41Mr. Hari, Samkabungan continues to strengthen,
00:45even though in the first session this morning,
00:47you moved to the red zone,
00:49but you experienced a significant improvement.
00:52Intraday, today you even passed the 7302 level,
00:57but again, this level is not able to be maintained.
01:00Strengthening is more limited,
01:02especially in the last minutes of the closing of the second session today.
01:05A standard technical analysis,
01:07Mr. Hari, IHSG seems unable to maintain the level of 7300
01:12in the middle of the strengthening that took place.
01:16Okay, actually if we look at it from now,
01:21so if I draw a line,
01:23we can see that if we connect the peak point
01:29that took place in mid-March and mid-May,
01:33it is right here.
01:36So this gives the potential of profit taking here
01:41and a few days ahead,
01:44maybe there will be a short term pullback
01:47before continuing the rally again.
01:51But in terms of technical construction,
01:55when IHSG experienced a decline like this,
02:00starting from mid-May to mid-June,
02:03then continued to rebound,
02:07exceeding more than 50% of this decline,
02:10then this is a very positive construction.
02:14And the big opportunity for IHSG in the medium term ahead
02:21can continue the bull market again.
02:25Like that, Mr. D.
02:27In terms of technical, yes.
02:29It means that the opportunity for IHSG to return to 7300,
02:33even having a chance to return,
02:37at least not approaching the all-time high level
02:39until the end of 2024,
02:41how many days ahead?
02:43Yes, so there is a possibility
02:47that there will be a small retracement,
02:49a minor pullback,
02:51before continuing the rally
02:54and then breaking 7300,
02:57which we are waiting for, of course.
03:00So something like that, Mr. D.
03:02In terms of support,
03:03maybe, Mr. D,
03:04that can be monitored
03:06and maybe must be observed
03:08in the middle of the strengthening of IHSG, right?
03:11Yes, if we talk about support,
03:13then this level 7149
03:16yesterday was the closest resistance here.
03:22And this has been bricked,
03:25has been successfully penetrated.
03:26In theory,
03:28if there is a resistance that succeeds in being bricked like this,
03:31then the resistance now turns into support.
03:36Therefore, I can determine here
03:39that this is the 7149 level of support.
03:44Okay, 7149 on the level of support
03:46that can be observed by the audience
03:48while at the closing of the second session today
03:50it was closed at level 7269.
03:53Today's pick-up aircraft
03:54became a driving motor
03:56of the Indekargasam Kabungan Pahari.
03:58Although at the closing of the second session,
04:00the strengthening of Samsung's pick-up aircraft
04:02is more limited,
04:04except for the BBNI, which is still fast today,
04:06above 4%.
04:08I want to go to the BBRI first, sir.
04:10Your analysis with the strengthening that happened today,
04:13the chance for the BBRI to break through
04:16above level 5000 again
04:18in the short and medium term.
04:22Well, this is what I said earlier
04:25that the construction is positive
04:29technically.
04:31If this bullish is supported by the Big Cap Bank,
04:36then it is very positive.
04:39So, in this way,
04:41today I also give a buy signal
04:46on today's pick-up aircraft,
04:48and one of them is the BBRI.
04:50And the chance of the BBRI
04:52is 5100,
04:54the closest point, even 5225.
04:57Our target is 5225.
05:00Well, if it's 5225,
05:02then the question you asked earlier,
05:05is there a chance to break through 5000?
05:07Of course, there is a big chance for that.
05:11Okay, the closest target is 5100.
05:14The next target is 5225 BBRI.
05:18Today's closing is 4870.
05:20The intraday today was 4930.
05:23Again, the decision to invest
05:25is still in the hands of the IDX channel.
05:27Next for the BBNI,
05:30Mr. Hari, today you made your own significance.
05:34In terms of valuation,
05:36maybe the BBNI is affordable
05:38compared to other Big Cap banks.
05:40What do you think?
05:42The daily rate during our meeting
05:45a few weeks ago,
05:47at that time,
05:49it was a crash at that time.
05:52My analysis is,
05:54I said that the BBNI and BBRI
05:57are two Big Cap banks
05:59that actually have no problem
06:01in the fundamental of the company.
06:05And because the correction is so deep,
06:08the valuation is very attractive.
06:11And now,
06:13those stocks are starting to rebound.
06:16The others have rebounded earlier,
06:18but this is the latter,
06:20they have just started to rebound.
06:22BNI and BRI.
06:24Therefore,
06:26at this time,
06:28the second trading opportunity
06:30in the stock market
06:32that I proposed today is BBNI.
06:34And BBNI is currently at 4860.
06:36The closest target of BBNI
06:39is 5100 too,
06:43and 5225 is also the same.
06:45The next resistance is at 5275.
06:495275 is the closest resistance
06:52of BBNI.
06:54So this is far, Mr. Adi.
06:56Why?
06:58Because the highest point in the middle of May
07:00is 5275.
07:02So I can say that the next resistance
07:04is at 5275.
07:06Okay. Analysis for BBNI.
07:08Today's analysis is fast, above 4%.
07:10Finally, for the bank,
07:12the question is,
07:14how do you see the outlook in 2024?
07:16With a few months to go,
07:18you said earlier,
07:20the gap is still quite wide.
07:22Will the second quarter's working release
07:24still meet the market's expectations,
07:26even though there is a slight delay?
07:28And also,
07:30the opportunity of Bank Indonesia
07:32to hold the stock market in the fourth quarter.
07:36Yes.
07:38The need for BI
07:40to hold the stock market
07:42is supported by the opportunity of DEFED
07:44to hold the stock market
07:46in September.
07:48And with the latest inflation data,
07:50coupled with
07:52a slightly higher
07:54unemployment rate
07:56than expected.
07:58So now it's at 4.1%.
08:00This is the highest unemployment rate
08:02since COVID-19.
08:04Since the recovery from COVID-19.
08:06And thus,
08:08it's clear that the US economy
08:10has slowed down.
08:12Inflation has fallen as expected.
08:14So there is no reason
08:16to not normalize
08:18the stock market
08:20to a more
08:22flexible level.
08:24It doesn't need to be this tight.
08:28And the market
08:30has anticipated
08:32that it will happen
08:34in the FOMC in September.
08:36And of course, in the fourth quarter,
08:38BI will also follow suit.
08:40Okay.
08:42Mr. Hari, the analysis from Fundamental and Technical,
08:44hopefully it can be a reference
08:46for the viewers of IDX Channel.