Ditopang Penuh Sektor Keuangan, IHSG Berbalik Menguat Dekati Level 7.600
IHSG +0,37% ke 7.532,25 di sesi I selasa (8/10). IHSG menguat ditopang satu dengan sektor dengan sektor keuangan +0,87% dengan pembalikan arah saham perbankan Big Caps BBRI +2,28%, BMRI +4,00%, BBNI +1,92% dan BBCA +0,97%. Sektor pemberat terbesar barang baku -1,59% INCO -3,86%. Sektor energi -1,19% MEDC -2,82%, ADMR -3,93%. Dari global, Bursa ekuitas Wall Street di zona merah, Senin, ditengah imbal hasil US Treasury melesat, karena trader mengurangi spekulasi untuk pelonggaran suku bunga The Fed.
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TVTranscript
00:00Thank you for staying with us and in this segment we will review how the trade is doing today.
00:11And we remind you again, you can still participate on WhatsApp Interactive 08.12.8788.723
00:19as shown on the television screen and later.
00:22And now we have contacted through Zoom with Mr. Hadrian Maynertaslim,
00:26as the Head of Equity, Sales, and Capital Security.
00:32Good afternoon, Mr. Hadrian. How are you?
00:34Good afternoon, Mr. David.
00:36Thank you Mr. Hadrian for taking the time to be on IDX Channel.
00:40It looks like the good news is also coming from Indekarga Samkabungan.
00:43Today it's going back to strengthen.
00:46The strengthening rate is also quite significant, Mr. Hadrian.
00:50But technically, IHSG has just tried to get closer to the 7600 level and has not been able to pass the analysis there.
00:59Yes, I think there is news that China is holding additional stimulus.
01:06So suddenly there is information coming in and the banking sector is strengthening in session 2.
01:11So in my opinion, there is a positive sentiment.
01:13I think the 7600 level will be tested tomorrow.
01:16And if it breaks out, it will be tested at the 7700 level.
01:19So, friends, this will be quite good for IHSG, which has been under pressure for the past few days.
01:25But overall, with the fluctuation of movements from Indekarga Samkabungan, which was quite high in the last few days, Mr. Hadrian,
01:34you said earlier that China's stimulus is being held.
01:38IHSG is going back to the domestic market.
01:41Will there be any changes for Indekarga Samkabungan in the future?
01:45Because for the past few days, it has been consolidating at the 7400 level.
01:50And today it has just tried to get closer to the 7600 level, Mr. Hadrian.
01:55Yes, I think there will be a technical rebound here.
01:58If it breaks through the 7600 level, especially in the banking sector.
02:04Because foreign investors will usually enter the financial sector first, which has a large market cap and will support IHSG.
02:10So, I think there will be a technical rebound if it can hold on to the 7600 level tomorrow.
02:15So, the changes will be like that. There will be a technical rebound.
02:19Okay, let's just review.
02:22In the first session this afternoon, Mr. Hadrian, the financial sector was the only one to experience strength and become a supporter of Indekarga Samkabungan.
02:30Of the several big cap banks, BMRI is the fastest today, sir.
02:34It was able to strengthen above 4%.
02:37The moving range today is quite wide, from 6700 to the highest level today at 7175.
02:43Your analysis for BMRI.
02:45Yes, BMRI here is a good trading, with a strength of 3.6%, which is very good today.
02:51You can see it in the level support 6, 8, 7, 5 for the level support.
02:55And the resistance in the level 7,500 for the closest.
03:00Today's closing at 7215, I mean, it strengthens at 3.64%.
03:07The position of BMRI when the investors just took this part, Mr. Hadrian.
03:15Recommendations for BMRI.
03:17Yes, I choose to hold or add goods here with the support earlier 6, 8, 7, 5 with a resistance target at 7500 first.
03:26So it's okay to hold or add goods.
03:297500 target until when, Mr. Hadrian, for BMRI?
03:32Yes, usually we target one or two months ahead.
03:36Because it's a bit steep, a little bit.
03:39Okay, for BMRI today, it's quite fast at 3.64%.
03:44From the volume side, can we observe it?
03:47Because the trading activities will only be closed, right?
03:50Yes, the volume is already confirmed.
03:52The transaction rate is 748,000,000.
03:54The average is 700,000,000.
03:56So it's quite active.
03:58So the strengthening is followed by the volume.
04:00So it's quite confirmed for us beyond trading.
04:03Okay, even though on the closing track, the strengthening is more towards the limit, sir?
04:08Yes, it's still okay.
04:10Because in terms of moving average, it's already crossing above 10,000.
04:13So the strengthening is quite confirmed.
04:16Okay, 7,075 strengthens at 2.91%.
04:19For BMRI, the strengthening is more towards the limit, Mr. Mirsa.
04:22We move on to BBRI, sir.
04:24Today it's also moving quite fast.
04:28And it's back above the level of 5,000.
04:30When intraday today is quite far.
04:33Exactly at 4,700, Mr. Hadrian.
04:37Yes, BRI currently has resistance in the 5,000 area.
04:41The 5,000 is quite strong.
04:42And the closing is already visible at 5,000.
04:45BRI will try to test the resistance level at 5,000 again tomorrow.
04:50If it stays at 5,000, it has the potential to test the resistance level in the 5,200 area.
04:55So for me, BBRI is a speculative buy.
04:58The support level can be seen at level 4,800.
05:02What is the speculative buy level for BBRI?
05:04Look at today's closing position.
05:065,100 is a speculative buy.
05:10If it stays at 5,000.
05:12Okay, strengthen at 3.73%.
05:15Waiting for an update for tomorrow's movement.
05:18Is BBRI still able to survive above the level of 5,000?
05:22We move on to BBCA, sir.
05:24Today's strength is also quite high.
05:27And again, the strengthening is more towards the limit after the closing of the second session.
05:31At 10,400, intraday earlier reached 10,500, Mr. Hadrian.
05:37Yes, sorry, what bank?
05:39BBCA, sir.
05:40BBCA.
05:41BBCA is back above the MA50 level at 10,400 for today.
05:47This is also a speculative buy like BBRI.
05:49With the closest target at 10,550.
05:53With support at...
05:55Wait a minute, the support is...
05:59At level 10,125 for BBCA.
06:01So there is a speculative buy in the current area at 10,400.
06:06Okay, but what about the scenario?
06:08In the short term, BBCA will return to the red zone.
06:11Remembering that at the closing of the second session, the strengthening is more towards the limit, Mr. Hadrian.
06:17Yes, it is maintained at level support 10,125 only.
06:20If it reaches 10,125, then the support is in the 10,000 area.
06:24The psychological area.
06:26If it's still up here, it's still safe.
06:29But when BBCA is below level 10,000, then there is psychological support.
06:34Maybe that's why investors tend to take profit or...
06:37This is a balancing portfolio.
06:39Okay, moving on to BBNI.
06:41Today, the highest level is 5,400.
06:44Closing at 5,350.
06:46The strengthening is also limited at the closing of the second session.
06:51Yes, this is indeed...
06:53The banking has been...
06:55Pressured for a few days.
06:56The rebounds are the same, only on the first day.
06:58So the confirmation is a bit limited.
07:01Indeed, BBNI also has resistance at 5,400.
07:04If it breaks through 5,400, it will potentially reach the level of 5,550 at MA20.
07:10So this is also a speculative buy.
07:12Like BNI, like BCA.
07:14With level support, it can be seen at the psychological level, at level 5,000.
07:19BBNI support.
07:20This is still the first day.
07:22Friends, usually if the second day is still strengthening and maintaining at a high level today,
07:27it is more confirmed for additional funds.
07:30Okay, from Big Cap Banking.
07:32Mr. Hadrian, let's move on to the other sector.
07:35Where the energy sector seems to be leading the sectoral movement in the last few days.
07:40Different conditions occur in today's trading.
07:44Energy shares, then stocks, which also have energy subsectors, are also under pressure today.
07:50We also had an update on some community prices earlier.
07:53Raw oil prices, gold prices seem to be falling,
07:56even though the price of coal is already above level 150.
08:01I want to go to Medco, sir.
08:03Today, the pressure is quite deep.
08:053.52% at 13.70.
08:08Intraday today at 14.40.
08:10Analysis and recommendations for Medco in the midst of a downward trend.
08:15Yes, this is a bit ironic.
08:18The price of oil is rising a lot, the price of oil is falling.
08:21But for me, there is still a reverse support at 13.40 for Medco.
08:25So, WNC at 13.40, if it holds, and tomorrow, Mantul can expect to give a reverse support at 1.300.
08:33However, if it goes below 13.40, it will lead to profit taking or replacing other goods.
08:41The resistance is at 14.60 today for Medco.
08:44Today, purely profit taking, no, sir.
08:47As well as the price of raw oil communities, today it tends to fall after passing the highest level a while ago.
08:56Yes, I think this is a profit taking action,
08:59taking advantage of the short-term momentum,
09:01because there is an increase in oil prices from the potential of Israel and Iran in the Middle East.
09:06So, I think this is a profit taking action.
09:08The volume is also quite large, so it is indeed a profit taking action.
09:11But there is a reverse support at 13.40 that we see is still technically sustainable.
09:16However, if it breaks through, then this is a bit less good.
09:20So, maybe that's for investors to see at 13.40 first for Medco.
09:25Okay, let's switch to Inco, sir.
09:27Today also experienced quite a deep pressure,
09:30where the position of Inco at the closing of the second session today,
09:36closed at 41.30.
09:38Weakened by more than 6%, sir.
09:404,400 has been left quite far by Inco.
09:44Yes, Inco is also a profit taking action.
09:47But like Antam, Teens, their friends, Trio Metal,
09:50all of them are taking profit today because of the support of MA10.
09:54For me, Inco is taking profit first.
09:56Later, it can be seen in the next support area at 3,900 up to 3,930.
10:03So, yes, right now it's a profit taking action.
10:05Okay, but overall, the value of some communities has experienced a significant increase.
10:10Some also broke through to the highest level.
10:12Do you see the decrease in the current value of the community
10:15will not last long,
10:17considering that the situation in the Middle East is still heating up to this point?
10:23Yes, in my opinion, this is a momentary collection.
10:25Especially in terms of the medium-term trend,
10:27the community can still tend to strengthen.
10:29Especially with the level of the FET,
10:32so what will we be like in November?
10:35Well, it could be another 4 months for the strengthening of the value of the community.
10:40So, for me, this is a temporary collection.
10:44Mr. Hadrian, it's interesting.
10:45Let's pause for a moment.
10:46I will try to convey the trade closure update in the second session today
10:49and also some graphical information that was collected by our team.
10:54Where the shareholder of Indekargasam Gabungan was closed to strengthen.
10:57The strengthening is more towards the limit at 0.71%
11:00and Indekargasam Gabungan was closed at level 7,557.142.
11:06While the highest intraday level throughout today's auction is at 7,592.884.
11:13Only a few points left for Indekargasam Gabungan to return to the level of 7,600.
11:18While the lowest level is quite far today at 7,449.479.
11:24Let's just go straight to the first graphic.
11:26We will try to see how the position of the closure of several other indexes in the second session today.
11:32You can watch the graphics on your television screen.
11:35Where MNC 36 experienced a 1.44% strengthening.
11:39Jakarta Islamic Index was strengthened at 0.10%.
11:42LQ45 was strengthened at 1.28%.
11:46You can watch the graphs on your television screen.
11:51Let's move on to the other graphics.
11:54We will try to see what the sectoral movement rotation looks like at the closing of the second session today.
11:59It looks like the financial sector is still leading the strengthening at 1.39%.
12:04Properties are encouraged at 1.13%.
12:07Stocks are stressed at 1.77%.
12:10Energy is weakening at 1.37%.
12:13We also reviewed some of the stocks earlier.
12:16Let's move on to the next graphic.
12:18Stocks that experienced a significant strengthening today.
12:22The bearish that came in from Tantogainers.
12:24Dominated by B-cap-backed stocks.
12:27BBRI was closed at 5,000.
12:29BMRI was closed at 7,075.
12:31BBNI was strengthened at 5,350.
12:34Meanwhile, Telkom was also strengthened today, but unable to return to the level of 3,000.
12:40Let's move on to the last graphic.
12:42Stocks that became heavy today.
12:44For Indegargasamkabungan.
12:46Dominated by Samsam Energy and also Barang Baku.
12:49There is BRMS.
12:50Closed weakening at 276.
12:52ARO was stressed at 3,800.
12:55Medco was weakened at 1,370.
12:57Meanwhile, Inco was weakened at 6%.
13:00At 4,130 rupiah per share.
13:04Update on the closing position of trading in the second session.
13:07Hopefully it can be a reference for you.
13:09Especially in terms of trading tomorrow.
13:19We will be back and stay in your place.
13:22After this, we will see what Samsam has recommended.
13:25We will be back soon.