Menguat di Awal Pekan, IHSG Masih Konsisten di Level 7.500-an
IHSG +0,44% ke 7.553,55 di sesi I Senin (14/10). Sektor energi +1,03% BUMI+5,22%, Teknologi +0,99% GOTO +3,33%.Barang baku +0,69% AMMN +3,01%. Kesehatan -0,95% SILO -2,36%, Perindustrian -0,60% ASII -2,07% ditengah masih lesunya penjualan mobil di September 2024 dan ex dividen interim di 14 oktober 2024.
Dari global, Indeks S&P 500 dan DowJones mencatatkan penutupan tertinggi sepanjang sejarah pada hari Jumat (11/10), didorong oleh kenaikan besar saham keuangan setelah emiten perbankan melaporkan hasil kuartalan yang kuat.
Dari global, Indeks S&P 500 dan DowJones mencatatkan penutupan tertinggi sepanjang sejarah pada hari Jumat (11/10), didorong oleh kenaikan besar saham keuangan setelah emiten perbankan melaporkan hasil kuartalan yang kuat.
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TVTranscript
00:00Thank you for staying with us and in this segment we will review the progress of the trade throughout today in the beginning of the week, where the Samkabung family dominantly moved to the green zone, even though it is still in the range of 7,500.
00:20And today we have been in touch via Zoom with Mr. Dharma Putra Hendy Santoso, a branch manager of JUSS Sudirman.
00:27Mr. Hendy, good afternoon, how are you?
00:31Good afternoon, Mr. Dev. How are you?
00:33I'm fine, thank you for taking the time to be on IDX Channel.
00:38In the beginning of the week, Mr. Hendry, the Samkabung family today turned around because at the opening of the first session, they had a chance to go to the red zone, but 7,500 can still be maintained to this day.
00:50How is your analysis of the strengthening that has occurred throughout today's trade, even though the Samkabung family has not been able to return to the level of 7,600 in recent times?
01:04Okay, thank you. For my analysis, for IHSG, in my opinion, this week will definitely be sideways, because we are waiting for economic data to be released from the US, and if I'm not mistaken, tomorrow there will be Indonesian economic data released as well.
01:26So, the position of IHSG seems to be still sideways waiting for the economic data, like that.
01:35Okay, the movement in 74, then 75, is not able to return to the level of 7,600. What caused this condition, Mr. Hendry, it seems that the Samkabung family is still consolidating.
01:49Previously, IHSG has experienced significant strengthening. Is it with this consolidation position, IHSG is trying to find a new balance?
02:01Okay, I really agree with Mr. Def, if IHSG is technically, that for IHSG conditions for uptrend, it is mandatory to look for the so-called higher low.
02:13And right now, IHSG is in the process of forming the higher low.
02:17Now, why can IHSG go down? Because yesterday there was news that the stimulus given by the Chinese government or the Chinese government was circulated to the community, like that.
02:32And why is IHSG starting to strengthen again and there is an inflow? Because according to the market, the stimulus given is still not too effective, like that.
02:45So, IHSG is still sideways and still sees whether, later there will be Chinese economic data coming out again.
02:57So, it will see again how the stimulus and the economic data will run well or not, like that.
03:09Intraday, today it was 7570 and a few days ago it was also 7595.
03:15Technically, how much resistance do you want to be able to break through by IHSG to move back to the 7600 level?
03:26If I look at the level of resistance that must be broken through, it is around 7680.
03:34It must be as close as possible above that by maintaining support at 7454.
03:41Well, that's the sideways range. If it can maintain that, then IHSG is still said to be bullish.
03:50Okay, it's still quite far from the current position level at 7562.
03:55Mr. Hendry, some of the big cap stocks today seem to be a burden, sir, in terms of the strengthening of Indekar Gas.
04:02I want to go to Astra International first, Mr. Hendry, and coincidentally it is also listed in our company's update for today.
04:09Where did Astra leave the 5000 level again, sir?
04:13From a fundamental point of view, as we have said earlier, the car sales are still sluggish in September.
04:18And coincidentally, today is the ex-dividend of the book year interim in 2024, exactly on October 14, 2024.
04:26How is the analysis there for ASEE and also the recommendations?
04:32For ASEE or Astra International, in my opinion, this is still very interesting.
04:36Because since yesterday, it was sideways from 5000 to 5200.
04:40It even almost touched 5300, but it hasn't been able to get out of that area.
04:48And I saw that there is a bearish divergence that has formed and today has reached the target and has been parked in support.
04:58So in my opinion, for Astra International, this is very interesting.
05:02Because even after the ex-dividend, it is still supported with support in the area around 4900.
05:10So if I recommend Astra, it's still okay, interesting.
05:18What is the buy level, sir?
05:20The buy level is around 4900 to 4870.
05:27Around that area, with cut loss if it is below 4800.
05:33Okay, the closest target price for Astra right now?
05:37The closest target price is 5300.
05:39Then if it can break, then the next target is 5600.
05:46Okay, from a fundamental point of view, how optimistic are you for ASEE until the end of the year?
05:52In my opinion, for Astra, at the end of the year, there is usually a promo.
05:58Usually there will be a promo to finish the stock that has been produced in the coming year.
06:08Well, usually at the end of the year, the sales start to increase because of the promo.
06:15And the revenue also improves like that.
06:17So in my opinion, for Astra, it is still interesting, both technically and fundamentally.
06:25Okay, from Astra International, Mr. Hendy, we try to move to another B-CAP share that today is also holding fast from Indekaraga Samkabungan.
06:34There is Telkom, Mr. Hendy, which is weak at 1.36% and closed at 2900.
06:42Maybe almost the same as Telkom.
06:45With Astra, I mean, Telkom also consolidates at 29, 28, 3000, then also 3200 like that.
06:53How is the analysis of the weakness that happened today?
06:56And coincidentally, there is already a question coming in, Mr. Hendy.
06:58I will try to check this.
07:00Mr. Sigma from Jakarta, thank you for joining us to ask about Telkom's stock.
07:05Sideways at 2880 to 2940.
07:08The average price is at 3070.
07:12Is it cut loss or just hold, Mr. Hendy?
07:14Sada's analysis for Telkom first, sir.
07:18For Telkom, in my opinion, it is still in the sideways area.
07:23And in my opinion, this sideways is quite interesting because it is always held at the 2800 area.
07:312800 to 2750.
07:34And the resistance that is always hit is around 3100.
07:40So in my opinion, for Telkom right now, it's starting to be interesting.
07:46It's starting to be interesting around 2800 to 2720.
07:52That's the support.
07:54That's a very strong support area.
07:56Well, for buy, I recommend it at 2800.
08:02If it's in the current area, it's a bit of a burden.
08:05Okay.
08:06Like that, Mr. Dev.
08:07Earlier, Mr. Sigma asked, sir, have you taken the average price at 3070?
08:12Can it still be held?
08:14Mr. Hendy.
08:17Okay.
08:18For Telkom, 3070 is a fairly high area.
08:24It depends.
08:26If it turns out that you still enter a very small portion,
08:31I don't think it's a problem for you to hold.
08:34And you leave the average down at 2800.
08:37If it turns out that your portion is too big, it's actually not a problem.
08:41Because Telkom, fundamentally, is actually still okay.
08:47So, yes, there is still a dividend.
08:50Then, in terms of capital gain, it can still be interesting if it's held like that.
09:00For 3070, I think it's still okay.
09:03Okay.
09:04Today's coverage is 2900, down by 1.36%.
09:08And at the same time, the question was asked, there is Sigma from Jakarta.
09:12And again, the decision to invest is still in the hands of the ITI Channel.
09:17Okay.
09:18From the stocks that are holding fast, the strengthening of the energy sector.
09:23Today, some have experienced significant strengthening.
09:26On the one hand, sectorally, it was also leading from the rotation of sectoral movements, Mr. Hendy.
09:32But the movements of these energy stocks are not even, sir.
09:37Only a few stocks have experienced this strengthening.
09:42We can go to Antam first, sir.
09:45Today, it strengthened by 4.15%, 1630.
09:49After a long time, Antam finally touched above 1500.
09:54How do you see the technical achievements for Antam?
09:58Especially for today, sir.
09:59Okay.
10:01Okay.
10:02Today, Antam almost managed to close the gap at 1645.
10:08Today's highest at 1640.
10:10So, apart from one tick, I think it's okay to close the gap.
10:16But for Bai, I think it's still interesting.
10:19For Antam, around the area of 1575 to 1535.
10:28Cut-loss below 1525.
10:32Like that.
10:33With the closest resistance at around 1665.
10:38Then at 1725.
10:44Okay.
10:45Mr. Hendy, from a fundamental point of view, it's okay.
10:48When the price has touched the highest level over time.
10:53But technically, Antam's stock movement is not too significant, sir.
10:58Compared to the movement of other commodity stocks.
11:02When the price of the commodity has experienced a strengthening.
11:06Technically, the stock also experienced a significant strengthening.
11:11Your analysis.
11:13Okay.
11:14If I look at Antam, it has been corrected quite deeply.
11:18And indeed, when the price of gold has increased, it is not too effective.
11:25Because I see that Antam has started to proxy to the nickel sector.
11:32And I see that now Antam is more sensitive to the price of nickel.
11:38Okay.
11:39Like that.
11:40So, for the gold itself, it is not too effective at the moment.
11:46Is there a projection later?
11:49From the point of view, maybe it will shift to gold later.
11:53Then they will do a diversification to nickel.
11:55The portion of nickel will be bigger later, sir?
11:58If this is actually for the diversification portion, they must have thought about it.
12:06Yes.
12:07Like that.
12:08But it's impossible to go full to nickel.
12:11Okay.
12:12Like that.
12:13It's like a branch of other earnings.
12:22Like that.
12:23Okay.
12:24Good.
12:25Good.
12:26Analysis for Antam today rose 4.15% at 16.30.
12:33Intraday today at 16.40.
12:36And it looks like this is also the highest level.
12:41In the last week, the diversification, and also in the last month.
12:45I will check further in the last three months as well.
12:48Yes, in the last three months.
12:50Meanwhile, in the last six months, it was still at 1810.
12:53And again, the investment decision is still in the hands of IDX Channel diversification.