IHSG +0,97% kembali ke level 7.700 san tepatnya di 7.723,24 sesi I Kamis (17/10). Sektor barang baku +1,39% BRMS +12,59%. Sektor keuangan +1,04% BBCA+2,15% berkontribusi 18,1 indeks poin ke IHSG, dan BMRI +2,86% berkontribusi 14,9 indeks poin ke IHSG. Sektor teknologi +0,99% MLPT +19,85%.
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TVTranscript
00:00Thank you for joining us and in this segment, we will review how the trading is going throughout the day,
00:12where the share price continues to grow significantly above 1% and has been traded again above the level of 7,700.
00:20And we remind you again, you can still participate on WhatsApp Interactive on 08.12.8788.723, as shown on your television screen.
00:30And now we are connected via Zoom with Mr. Alfredo Jason Kusuma, Financial Educator at Sucor Securities.
00:37We will go straight to him. Mr. Jason, good afternoon. How are you, sir?
00:41Good afternoon, Mr. David. How are you?
00:43Thank you, Mr. Jason, for taking the time to be on IDX Channel.
00:47Today, it seems that the share price continues to grow above 1%.
00:53The percentage is higher than the gradual growth of the share price in the previous few days.
01:00And the level of 7,700 has been reached again.
01:04Your analysis, the growth that has occurred in the recent days, is it supported by a large volume, Mr. Jason?
01:14Yes, if we talk about today's movement, if we look at the last week, ISG has actually started to rebound.
01:24If we pay attention, ISG used to go down to the level of 7,450.
01:30It is a strong level of support for ISG, which was previously quite difficult to get through and now becomes support for ISG.
01:40So at the level of 7,450, it is a level of support that fits the rebound of the ISG movement.
01:47And now we pay attention, the last week has also started to rally again.
01:52Even today, the volume is about 10 trillion more.
01:58That also shows that there is an increase in volume too.
02:02Especially if we pay attention, a few days ago there was a slightly low volume.
02:08Around 6-7 trillion for one day.
02:11And now we see that it should have rebounded again, started to rise again.
02:15Okay, the highest intraday before for ISG at the level of 7,900, Mr. Jason.
02:20After weakening, then in the last few days, Indekargasam-Kabungan has returned to the level of 7,700.
02:27Has the position closed the gap or not, sir?
02:30Or has the position of the gap been closed in the last few trades as Indekargasam-Kabungan returns?
02:38If we talk about the gap that has occurred in the ISG, there is one gap that has not yet been closed on August 13-14.
02:46But we can say that it is only a runaway gap and not all gaps must be closed.
02:52So maybe there are a few gaps that are left alone because at that time the euphoria was also rising in the ISG.
03:00Okay, for the short and medium term, where is the direction of Indekargasam-Kabungan support and resistance?
03:07Meanwhile, on the other hand, Mr. Jason, investors are still waiting for US economic data indicators, data claims,
03:13also related to labor, then China will also release their GDP.
03:18Many parties predict that the position of China's economic growth will tend to be better.
03:24Will this position affect the taste of investors? No, sir.
03:28Or maybe foreign investors will still return to the domestic market?
03:33Okay, if we talk about the support of the ISG itself, for now, the closest is in the 7650-7690 area.
03:45More or less around that area is the support area for the ISG.
03:49Then for the resistance itself, the ISG is at level 7800.
03:54Then if we talk about the sentiment from abroad, about the economic data from China, then also from the United States,
04:03maybe what we need to pay more attention to is actually what China is most afraid of.
04:08Because indeed, from the Chinese side, if their GDP is in line with their estimates,
04:15the increase in GDP in the second quarter, the third quarter is in line with their estimates,
04:20which means that there is a high possibility that China's economy itself can continue to improve.
04:28And it should be the case that many of the investors also respect that.
04:32So foreign investors can return to enter China itself.
04:39If we look at the last month, many foreign investors left Indonesia to enter China.
04:49And it does not close the possibility that it can happen again if the data from China itself shows significant improvement.
04:57It means that investors still have to be vigilant, sir.
04:59Do not dissolve in the euphoria and pay attention to the development.
05:03From the sector, Mr. Jason, the B-CAP resistance is quite fast today, sir.
05:09On the other hand, investors are also waiting for the release of their efforts for the third quarter of 2024.
05:15How do you see the strength of the B-CAP resistance throughout the period today?
05:20Have foreigners entered quite a lot in the last few hours to the B-CAP resistance?
05:31If we talk about the B-CAP, we must also pay attention to the foreign portion.
05:37Are they currently net foreign sales or rather tend to be net foreign?
05:42If we pay attention, actually for the last week, it is more likely that net foreign sales are still happening from foreign investors.
05:50Although if we talk about the stock itself, some of the banking stocks have started to rebound again.
05:56From the previous one, it has been able to reach its lowest level around the beginning of October.
06:01If we look now, for example, at the B-CAP.
06:04The lowest B-CAP was around IDR 10,000 on October 8 last week.
06:12And now it has risen again to IDR 11,000.
06:18The direction is towards IDR 11,000, even towards the previous all-time high.
06:23So that's for the B-CAP.
06:25Then we look at the BBRI.
06:28The BBRI is also the same, it has rebounded.
06:30The lowest BBRI is the same as the BBCA on October 8.
06:33Now it has started to pick up again, starting to reach IDR 5,000, the closest resistance level for now.
06:39If IDR 5,000 can be reached, IDR 5,300 is the next resistance level or target for the BRI.
06:46Okay, is it the same recommendation for other B-CAP banks?
06:51Maybe BBNI, sir?
06:54Okay, if we talk about BBNI, BBNI is actually the smallest, the foreign version.
06:59So it's also the easiest to move.
07:02We can also see the movement or rise of BBNI right now.
07:06Look, the return is also the highest.
07:08The rebound is also the fastest compared to the other three B-CAPs.
07:12Okay, BBRI is the fastest today, 3.21%.
07:17It's already at IDR 7,200, the highest intraday at IDR 7,400.
07:21Where will it go in the medium term for BBRI?
07:26Remembering that they will also release the third quarter of 2024.
07:32Yes, if we talk about the expectations of BBRI, all banks should be quite positive.
07:38Then we also see the stock movement for the near term.
07:41It turns out that Bang Madiri himself will try to test the resistance level again at IDR 7,400.
07:49And maybe in the next one month,
07:54Bang Madiri can try to break again from the all-time high at IDR 7,575.
08:00Okay, Mr. Jason.
08:02Coincidentally, there is already a question on our WhatsApp interactive.
08:05There is Mr. Victor from Malang.
08:07Thank you for joining us.
08:09Today, BigBank is on a rebound.
08:12Which bank is the best to buy?
08:15Please Mr. Jason, which one do you recommend the most among the pick-up banks?
08:23Okay, if we talk about recommendations, like before,
08:26if we talk about this bank, it's more about the foreign, who has the most.
08:31And we also talk about the net foreign sale that happens in these big banks.
08:37Which one is the most affected?
08:40If we talk about the impact itself,
08:43for the net foreign sale, we talk about BRI and Mandiri,
08:48the most net foreign sale that happened in the last 1-2 weeks.
08:54So for now, in my opinion,
08:57BBCA and BNI are the best,
09:02the easiest to move too.
09:05How about BCA, sir?
09:09BBCA, for now, we see that it's heading to 11,000,
09:14to the new all-time high.
09:17Then for BNI, sir, just briefly.
09:21BBNI,
09:24BBNI also looks like,
09:27if we look at today's candles,
09:30maybe there is a little selling pressure.
09:32There is a possibility that BBNI will go down first,
09:35maybe to around 5,400.
09:37If we take it to that level,
09:40if it continues to go up tomorrow,
09:43the next target for BRI will be at level 5,750.
09:47Okay, analysis from several banks,
09:50BBCA and BNI, which is compact today,
09:52and becomes a passenger of the Samkabungan family.
09:54While waiting for the update data,
09:56the closure of trade in the second session, Mr. Jason,
09:58I will try to switch to the other sector.
10:00This time it's the steel sector,
10:02which today leads the strengthening of the sectoral movement rotation.
10:06Is there BRMS there, Mr. Jason?
10:10Interesting for BRMS,
10:12it has passed the highest level in the past two days.
10:15And coincidentally, there are already questions on our interactive WhatsApp.
10:18Asking the BRMS stock,
10:20I will try to check where the question comes from.
10:23Oh, it doesn't mention the name and location.
10:25Is there still a chance for BRMS to rise or not?
10:28Technical analysis for BRMS with significant strength
10:32in the last few days, Mr. Jason.
10:35If we talk about BRMS,
10:37we can see that the movement is already uptrend,
10:40quite high,
10:42and must be accompanied by a high volume.
10:46If we talk about the increase in mid-September,
10:50and even today's movement,
10:52it is accompanied by a high volume
10:56compared to when the movement experienced a correction.
11:03Is it still recommended for BRMS?
11:07Is it prone to profit-taking?
11:11It looks like the nearest target for BRMS is 374.
11:16So maybe there is an upside,
11:18there is still about 11%,
11:21but many investors have fallen from the low level.
11:28So there is a risk of profit-taking there.
11:31Briefly, what is the level of stop-loss for BRMS?
11:37The nearest stop-loss for BRMS,
11:40we can use the previous candle at 304.
11:43That is the level of support for BRMS.
11:46Analysis for BRMS today again experienced significant strength,
11:49and again, the decision to invest is still in the hands of the IDEA channel.