IHSG menguat 0,43% ke posisi 7.704,01 sesi I Senin (2/9/2024),bahkan secara intraday kembali menyentuh ke level new ATH di 7726, 18. IDDX-Infra +1,43%, TLKM menjadi penopang terbesar IHSG di 9,6 indeks poin, sementara WIKA +20,00% di hari pertama berlakunya rebelancing indeks MSCI. IDX-Energy +0,82% dan ITMG +2,20% ditengah rencana bagikan dividen interim.
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TVTranscript
00:00Thank you for joining us and in this segment, we will review how the trade is going throughout the day and we remind you again that you can still participate in our interactive WhatsApp at 0812 at 8788.723, as shown on your television screen later.
00:23And right now, we are connected via Zoom with Mr. Maximilianus Nicodemus, who is the Associate Director of Research and Investment at Pilar Mars Investindo Sekuritas.
00:35We will go straight to Mr. Nico, good afternoon, how are you?
00:39Good afternoon, how are you?
00:42Good afternoon, Mr. Nico. Thank you for taking the time to be on IDX Channel. It's been a long time since you last joined us.
00:50Mr. Nico, during the trading session earlier this week, Indek Harga Samkabungan continued to grow and has returned to the 7,700 level.
00:59Intraday trading today touched the highest all-time high of 7,726.188.
01:06Technically, how do you see the growth during today's trading session?
01:11Even though Indek Harga Samkabungan was able to leave the 7,700 level by intraday trading.
01:19Mr. Dev, if we look at it, the animo is already extraordinary.
01:28Why? Because we really hope that this month will be a month filled with anticipation, especially for the blooming of the flower season, the Feb.
01:42This is definitely one of the fuel.
01:47If we look at it, it's like banking, energy, infrastructure.
01:54If we look at infrastructure, it's all experiencing an increase.
02:01If we look at it, it's actually a positive sentiment.
02:06If we look at it, it will be one of the guidelines.
02:10We can also hope that D.I. will be able to follow the level of its relationship.
02:17This will be one of the components, especially for this month.
02:26Why? Because if we look at it, this month is actually quite difficult,
02:31but full of hope.
02:33So if we look at it, this is one of the positive catalysts.
02:38However, we still see it as one of the important points right now.
02:45In the short and medium term, where do you see Samkabungan heading?
02:49With the return to the level of 7,700 today, Mr. Niko.
02:53So if we look at it, in the short term, we have a chance for our index to experience an increase.
03:02Especially, we see the number 7,720 as one of the numbers that we hope to pass.
03:10And so far, if we look at it, it's at 7,726.
03:16What is the hope? Consistent to be able to close above 7,700.
03:23This is one of the very important catalysts.
03:26Therefore, if we look at it in the short term, the sentiment supports it,
03:31but also notice that the index has risen quite high, Mr. Niko.
03:35So the higher the index, the greater the potential for correction.
03:43So we must also pay attention to the momentum,
03:46pay attention to when the time comes, when the time to exit.
03:51That's it, Mr. Niko.
03:52Okay, with the achievement at 7,700, even today's intraday at 7,726,
03:58is there any kind of revision, especially from your analysis,
04:03related to the target of the Samkabungan index by the end of the year?
04:06With the jump that happened?
04:09That's right, Mr. Niko.
04:10Because we see it from the beginning,
04:13starting from geopolitical tensions, inflation, the rise of the flower breed,
04:18all of that, if we look at it, actually, we don't look back,
04:23at 7,460 actually.
04:25But if we look at it until now,
04:27at the end of the day, the stock market can also give hope,
04:32hopefully not THP like that.
04:35What is the hope?
04:37In this month, the index can experience an increase.
04:40Until now, we think we are quite optimistic
04:44that the IHSJ can reach 7,900.
04:49That's it, Mr. Niko.
04:50Okay, until the end of the year, Mr. Niko, 7,900,
04:53there is a revision with a significant jump in the Samkabungan index so far.
04:58Okay, from the sectoral movement side,
05:00today it is also quite interesting to pay attention to,
05:02especially from the infrastructure.
05:03You also mentioned earlier, there is actually Telkom,
05:06then the construction companies of BUM Karya
05:09today also made a significant jump.
05:12I want to go to WIKA first, Mr. Niko.
05:16How is your analysis?
05:18At 17.44%.
05:20Actually, the investors were profit-taking
05:22when the first session was opened,
05:24correction to 316,
05:26then reversed to strengthen.
05:28WIKA, especially for WIKA,
05:30the positive sentiment is quite a lot.
05:32Improved performance,
05:34then changes in debt ratio,
05:36then also entered the MSCI index.
05:38How is your analysis?
05:404.78% intraday today,
05:42it seems to be the highest level in recent years.
05:46That's right, Mr. Dev.
05:47So if we look at it,
05:49there are actually a lot of positive sentiments,
05:51especially from WIKA.
05:54Starting from him,
05:56the investment is number one.
05:58Then the second,
05:59we also pay attention,
06:00he is also able to contribute,
06:04why in the infrastructure,
06:06buildings,
06:07and also if we look at the segment
06:09for the industry,
06:10he also contributes up to 2.2%.
06:14So if we pay attention,
06:15WIKA is actually one of the stocks
06:17that the world has been proud of,
06:19isn't it, Mr. Dev?
06:20So to our ears,
06:22if we look at it,
06:23it's not just WIKA,
06:24but starting from Adi,
06:25there was also like that.
06:27We hope that this positive sentiment
06:30at least able to support
06:32these stocks to rise,
06:35especially for WIKA.
06:36And if we pay attention, Mr. Dev,
06:38up to now,
06:39our short-term target is 500.
06:43If we can achieve it,
06:46that is the highest point,
06:48more or less,
06:49say on September 25, 2023.
06:54Almost 12 months have passed, Mr. Dev.
06:58So if it can reach the number 500,
07:01our great hope is to be able to experience
07:03a further increase.
07:05That's it, Mr. Dev.
07:06Okay, with today's closing position,
07:084.58%,
07:09strong at 17.44%,
07:11is it still recommended to enter, sir?
07:13Or maybe there is a health correction space
07:16first for WIKA?
07:18Sure, Mr. Dev.
07:19So if we pay attention,
07:20actually, can it enter?
07:22If we pay attention,
07:23in the last two to three weeks,
07:26WIKA has experienced a fairly high increase,
07:29Mr. Dev.
07:30Because of the price,
07:32172 something,
07:35it has started to experience an increase.
07:37Even if you say you want to try to enter,
07:41you can,
07:42but pay attention,
07:43first,
07:44this is a stock that has a short-term sentiment,
07:48so pay attention to the fundamentals.
07:51Second,
07:52if we pay attention,
07:53correction may occur,
07:56as long as,
07:57if we pay attention,
07:58don't go below 427.
08:02Okay.
08:03This is wrong,
08:05because today,
08:06it has increased by 17.44%,
08:10Mr. Dev.
08:11That's it.
08:12Okay.
08:13From WIKA,
08:14we move to PTPP.
08:15Mr. Nico,
08:16coincidentally,
08:17there is already a question on our interactive WhatsApp.
08:19I will try to read it.
08:20I want to ask,
08:21for PTPP,
08:22how much is the support and resistance?
08:25It doesn't seem to mention the name and location.
08:28Analysis there for PTPP, sir?
08:30Yes, Mr. Dev.
08:31So far,
08:32PTPP also has a positive sentiment.
08:35If we look at it,
08:37the new contract also increased from 9.65T
08:41to 17T
08:42until August 2024.
08:44And also,
08:46if we pay attention,
08:47the clean rate also increased to 52.46%.
08:50But we are also the same as WIKA,
08:54until now,
08:55the position has also risen quite high,
08:57right, Mr. Dev?
08:58So,
08:59if we want to enter,
09:00pay attention to the support,
09:01it will be at 4.60.
09:05That's the point.
09:07For the bottom,
09:08the top point is at 5.07.
09:11But everything is still being paid attention to
09:13because
09:14right now it's very high
09:16from the volume side, Mr. Dev.
09:18But pay attention
09:19and also support,
09:21in terms of short-term sentiment,
09:22still has the potential to strengthen.
09:25But pay attention,
09:26the direction of the wind can change.
09:28That's it, Mr. Dev.
09:29Okay, I'm still satisfied with that, sir.
09:31With the PTPP position,
09:32support and resistance.
09:34Before we update the closing position,
09:36let's go straight to Adi, sir.
09:38Just a brief review.
09:39Today it also increased
09:40to 4.61%.
09:41If I'm not mistaken,
09:42this will also be
09:43one of your choices later.
09:45That's right, Mr. Dev.
09:46Indeed, if we pay attention,
09:48Adi is actually
09:49we are much happier with Adi
09:52because
09:53in terms of
09:56technical analysis,
09:58this is quite strong,
09:59isn't it, Mr. Dev?
10:00And up to this point,
10:01we also have to pay attention.
10:02Today it also experienced an increase
10:04even above 7%.
10:06Before, Mr. Dev,
10:07in the afternoon,
10:09it was
10:11back to
10:133.10, 3.16, 3.18.
10:16So we think
10:18in the short term,
10:19this has the potential to be corrected.
10:21But we pay attention
10:23to this as a momentum.
10:26At the support limit,
10:293.10,
10:30the upper limit is
10:32at 330, Mr. Dev.
10:34So pay attention to that.
10:36Okay. Analysis from SAMSAM,
10:37BUMN Karya Construction,
10:39which today again
10:40continued to accelerate.
10:41There was a weaker
10:42that was covered quite a lot
10:44by positive sentiments.
10:46The MSCI index today is valid.
10:48Then their energy release
10:49also reversed
10:51from a loss position
10:52in the same year
10:53compared to the previous year.
10:55And also,
10:56improvement from the debt
10:58that has been paid
10:59for those who will fall
11:01due to some commitments
11:02in this sector.
11:03And again,
11:04the decision to invest
11:05is still in the hands of the investors
11:06of IDX Channel.