Saham Big Caps BBRI, BREN dan AMMN Jadi Movers
IHSG ditutup +0,51% ke 7.277,06 di sesi I Jumat (26/7). Sektor transportasi +1,08% dengan SMDR +2,40%. Sektor barang konsumen primer naik 1,04% dengan HMSP +1,49%. Sektor energi +0,97% dengan PGAS +2,25%. Sektor teknologi -0,63% dengan GOTO -1,85%. Dari jajaran saham big caps BBRI pimpin kenaikan 2,13% BREN +1,79% dan AMMN +1,08%.
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TVTranscript
00:00Join us and in this segment, we will review how the trade is going all day today
00:05where the Samkabungan family is more likely to experience the strength of the weekend holidays
00:10and we remind you again, you can still participate in interactive WhatsApp
00:14at 0812.8788.723
00:18as shown on your television screen
00:21and today we have been in touch via Zoom with Mr. Yosep Gabetua
00:24as a Senior Analyst of Creative Trading System, we will directly interview him
00:29Mr. Yosep, good afternoon, how are you?
00:31Good afternoon, Mr. David, how are you?
00:34Thank you, Mr. Yosep, for taking the time for IDX Channel
00:38Today is quite different, sir, for the Samkabungan family
00:41when at the end of the week, usually prone to profit taking
00:45today actually experienced an increase of almost 7,300
00:49and today also marked the correction that occurred in the three days of watching
00:53Your analysis?
00:55Okay, if you look at the movement of smart money, actually
01:01it is still prone to profit taking
01:04there are some indicators that I see, for example, the inflow from foreign investors
01:11it's actually still quite big, especially for BUMN banks
01:17BUMN B-CAPS banks such as BRI, Bang Mandiri
01:22BNI is still under pressure, the share of foreign investors
01:26the share of foreign profit taking investors is still high
01:29but if for example on the side of private banks, the other one is BCA
01:36it's already quite big, so if we look throughout this week
01:40the total foreign inflow in BCA is already 774 billion
01:45like that, this is quite a contrast to the three BUMN banks
01:49So, in my opinion, BUMN is still under pressure, still prone to profit taking
01:56if there is a fresh cash, usually at the beginning of the month there is a new fresh cash
02:02just wait and see until we see that there is really an inflow from foreign investors
02:08especially for stocks that have been dominated by foreign investors
02:13Okay, where is the direction for the next week, Mr. Yosep?
02:17when you said that the position of BUMN is still not safe
02:22there is still a potential to experience a re-correction
02:26Yes, actually, as I said earlier, there is still a potential for profit taking
02:33but for some stocks such as BCA, or for example, this is more interesting
02:39I mean, Mr. Yosep, where is the direction of ISG for next week with the potential for profit taking?
02:45still prone to profit taking, like that, there will still be a re-correction
02:50so what can be observed is that maybe some stocks that have been dominated by foreign investors
02:54for example, BCA, Aman Mineral, can be observed
02:58From the point of view of support and resistance, where will the technical side go, sir, for ISG?
03:02For ISG, if we use an optimistic scenario
03:11maybe the support that can be observed is at 7200
03:16like that, this is with a note that the inflow of foreign investors will be quite large today
03:22because today we see the movement of some banks
03:26also like BRI, this is the main supporter of ISG today
03:30like that, so if they are really bribed by foreign investors
03:37using an optimistic scenario, maybe next week it can reach 7300
03:41like that, but if you look at the last few days
03:46maybe the support is still at 7200
03:51at 7200, the support, but the profit target is only 7300 small, like that
04:02Okay, Mr. Yosef, from the BICAP bank, the movement is quite diverse, sir
04:07Is it tight enough? Is it related to the release of their energy in the second quarter or the first quarter of 2024?
04:14especially for the two BICAP banks, BBCA and BBRI
04:18BBCA's position is still above 10% year-on-year
04:22while BBRI's increase is only slight
04:25and yesterday BBRI had a fairly deep weakness
04:30How do you see the reaction from these investors?
04:32Is this a mirage and today BBRI is experiencing a strengthening or reverse direction again?
04:38Does this also indicate that the investors are still quite optimistic about the future of BBRI?
04:45In the long run, there is no need to worry too much
04:51the total outflow of foreign investors yesterday was 200 billion
04:56so actually when it was released, BBRI had an issue that the NPL ratio was quite high
05:07but when it was released, the financial report still grew even though it was thin
05:12so it looks like if we look at it here, it hasn't been able to make foreign investors
05:20can't make institutional investors
05:23so it looks like BBRI is the same as before
05:26because what is seen is that their concerns are still high
05:30with what is indicated by the outflow of foreign investors that is still large
05:36so in my opinion, when the financial report was released, what they did was actually selling
05:45In the future, where is the direction of BBRI?
05:47The support and resistance of today's closing is 4,760, which is 1.28% in that cycle
05:53Actually, if we look at it in the longer term, I am still optimistic about the condition of BBRI
06:01especially seeing that the performance is still good
06:04with the note that the performance of BBRI will continue to be like this and even continue to improve
06:11I am still optimistic, but again, the one that moves the stock price is the transaction that is done in the market
06:17not in the banking business, that's not what moves the stock price
06:22but the optimism that leads the money is brought to the market, to the BBRI
06:32when it is right-handed, when the optimism is high, they do it right-handed, finally the stock price of BBRI can go up
06:38What is the technical direction of BBRI?
06:42Technically, the support that can be considered is 4,600
06:50This can be considered with a profit target of 5,000
07:00Okay, let's go straight to BBCA, the resistance is still quite strong so far
07:05even though the strength is limited, but the resistance of 10,400 has been achieved intraday throughout today's trading
07:13What is your analysis for BBCA, support and resistance, and also the recommendations?
07:18For BCA, I am still very optimistic with a position like this
07:23It's not for buying now, it can be in a buy-on-weakness condition
07:29If the support can be considered at 10,000, maybe the psychological level, the support can also be considered at 10,000
07:40If the inflow is still large, buy at 10,000 with a profit target at the all-time high level
07:49Okay, at what level is that, sir?
07:5110,400 all-time high, right?
07:55Yes, intraday today has reached that, Mr. Yosef
07:59Yes, I can't give you a picture if it's much higher, right?
08:06I mean, BCA hasn't reached that level yet
08:10Okay, 10,325 strengthens at 0.24%, intraday today at 10,400 rupiahs per share
08:17From BBCA's resistance, Mr. Yosef, and other BBCA's that are also supporting today
08:22There is Aman Mineral, sir, or with the stock code AMN, today it strengthens at 1.08%
08:30I also did a research earlier, it turns out that this strengthening is also supported by the performance of Aman
08:36The growth of the clean lab position in the first semester in 2024 reached 300%, sir
08:44Is this also one of the indicators that Aman strengthens today?
08:49Then, what are the technical recommendations and analysis for Aman?
08:52Okay, for Aman Mineral, I'm actually still quite optimistic
08:57This is true, Aman Mineral's lab is up 300%
09:02And one thing that is quite interesting, actually, Aman Mineral has been corrected quite a bit since the end of May
09:14From around 14,900 to now at 11,600, it has been corrected
09:21But in this period of decline, there are a lot of institutional investors
09:27If we look, there is Vanguard, there is Blackrock, they are quite a lot in Aman Mineral
09:33So with the position that they have a strong narrative that the lab is significantly increasing
09:39And backed by the position of buying from many institutional investors, I am still optimistic about the position of Aman Mineral
09:47Especially at the current level, which has been sideways from the end of June until now
09:53So maybe if the support that can be observed at the level of 11,000 is also in my choice, if I'm not mistaken, Aman Mineral
10:02Wait a minute, there is this, at 10,800 with a target of 14,000
10:11Okay, how long is the target, Mr. Yosef, 14,000 projection?
10:15If you look at Aman's volatility, it's actually not too high
10:19So maybe 2-3 months if you look at it like that
10:24Okay, from Aman, a B-Cap company that is also joining today as a supporter, we turn to the brand, sir
10:30When it was Aman, the volatility was not that high, but this time the brand's volatility is quite high, sir
10:38How do you see the significant increase that happened today, especially in the first hour of the closing of the trading session in the second session, sir?
10:45At 8,800 for the brand, intraday today at 8,850, the analysis?
10:51Okay, actually for the shares of the Barito Group, it's a bit confusing if we analyze the transactions
11:02Their sectors are different, but their movements are similar, they move with the same wave
11:08So when one goes up, usually everything goes up, one goes down, everything goes down, like that
11:14So in my opinion, what can be benefited from the groups, in the Barito Group, in the Paprayo Gopangestu Group, is the volatility
11:24So if you look at it from the brand itself, it has indeed been declining since July
11:33But actually, if we look at the smart money, what is actually seen is actually doing profit-taking
11:40So I'm quite worried about this kind of increase, because it turns out that a lot of smart money is doing profit-taking
11:49It's not in line with the increase, so I don't really recommend it for a position like this
11:57Okay, it's also prone to profit-taking?
12:00Prone to profit-taking
12:01Okay, for the brand, 8,500 strengthens today at 5.07%
12:06Earlier, from the technical analysis side, then also the risk profile that has been announced
12:10And again, the decision to invest is still in the hands of the shareholders of IDX Channel
12:14Mr. Yosef, we hold first, I will try to convey the trading closure update in the second session today
12:20And also some graphical information that was successfully collected by our redaction team
12:25And the shareholders of IDX Channel are still moving in the green zone and have been closed in the second session
12:31By experiencing a strength of 0.6% and closed at the level of 7,288.167
12:39The highest level today is at 7,298.956
12:43Intraday, throughout today's trading, again, IDX Channel is not able to pass above the level of 7,300
12:51You can analyze the graphics on your television screen to check the position of the closure update of several other indexes
12:57Like MNC36, strengthens at 0.44%
13:00Jakarta Islamic Index, strengthens at 0.63%
13:06LQ45, strengthens at 0.46%
13:09Check at 920.386
13:12Next, we turn to the sectoral movement rotation
13:15There is energy leading the strengthening at 1.31%
13:19Transportation and Logistics, strengthens at 1.07%
13:23Technology, weakens at 0.65%
13:26And health is stressed at 0.33%
13:30You can watch the graphics on your television screen to check the sectoral movement rotation
13:37We turn to the next graph
13:39The shares that today experienced significant strength that entered the top gainers range
13:44From the peak cap, there is BBRI, strengthens at 4,760
13:48After the previous day, it experienced a fairly deep correction
13:51Astra International, still accelerating and already at 4,600
13:55Then there is also MSJA, strengthens at 3,420
13:58And Brent, we also reviewed earlier, strengthens at 8,800
14:02Next, the shares that today experienced a fairly deep pressure
14:07BSBK, stressed at 72%
14:09SMEA, weakens at 292%
14:12Gotoh, stressed back to 53 rupiah per share
14:15And Bull, closed, weakens at 125 rupiah per share
14:21You can watch the graphics on your television screen to check the shares that today experienced a fairly deep weakness
14:27That entered the top losers range
14:33That's the trading closing update in the second session
14:36And hopefully it can be one of your references
14:40We will be back and stay in your place
14:42Because after this, we will only see the recommended Samsung Philips
14:45And we will be back soon