IHSG jatuh 1,26% ke level 7.290,994 di sesi I Kamis (7/11). IDX-Techno -1,39% GOTO -3,12%, IDX-Infra -0,73% AMMN -4,62%, IDX-Finance -0,67% BBCA -1,91%. Sementara sektor Properti +0,55% PANI +1,78%. Saham TPIA melemah di atas 8% sentuh level terendah 6 bulan dan jadi laggard utama IHSG
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TVTranscript
00:00We are still in IDX Season Closing and thank you for joining us in this segment, we will review how the business is going throughout the day and we remind you again, you can still participate on WhatsApp Interactive at 0812.8788.723, as shown on your television screen later.
00:25And now we are in contact with Mr. Hendry Setiadi, the founder of Mastermind Trader on LINE ZOOM. Let's have a chat with him. Good afternoon, Mr. Hendry.
00:36Good afternoon, Mr. David. How are you?
00:39Good afternoon, Mr. Hendry. Thank you for taking the time to be on IDX Channel. Today, Samgabungan is experiencing a deep correction, Mr. Hendry, at 1.69% and has been traded at the level of 7,200.
00:57Your analysis, especially from a technical point of view, the deep weakness that occurred again, even intraday today, including being the lowest level, at least in the last month.
01:09Yes, that's right, Mr. David. We can see that in the last two months, IHSG has been under pressure. We can see that today it is under pressure again, at 1.69%, closed at 7,259%.
01:24Now, stereotechnically, we can see that this is the lowest point in the last two months. So, we can see that tomorrow there is a possibility that on Friday, the weekend, there will be a correction.
01:39But we can see the opposite, Mr. David. We can see that the support today is the lowest point. We can see that if tomorrow the surface can be traded above today's closure, it is likely that IHSG will accept it, Mr. David.
01:58Where will it go, Mr. Hendry, when investors are still waiting for the results of FONC, the meeting has been held since Wednesday and the announcement will be released on Friday, West Indonesia time.
02:14Okay, if you look at all the sectors, today it is also red, but there is the banking sector and also the property sector, especially those that have strong indications for rebounds.
02:30And these are the two sectors that support IHSG to rebounce again on Friday, which is the last trading on these stocks. So, once again, we can see that the correction of these two stocks is quite deep and it looks like investors are starting to enter the position.
02:49Where will it go, sir?
02:51Okay, for now, according to IHSG trading, for today, these two stocks are between 80 and 90 points, because it will test the resistance level again at 7,800 for IHSG.
03:08Okay, today it is still at 7,200, it looks like the range of movement is still quite wide, will be chased by Indek Harga.
03:18Aside from the technical side, how do you see the weakness that happened today if we relate it to the fundamental side of the US Peel Press?
03:28Then, the position of some sectors today is also under enough pressure, how big is the impact? Or the view from the investor side, Mr. Henry?
03:39Yes, from the investor's point of view, geopolitics is of course influential. And today we can see that the Peel Press has been won by President Trump.
03:52Now, President Trump is more pro-economy. We can see that there is a good indication for the business, including the Indonesian business, to rebound again.
04:06Okay, some stocks today are enough to be a burden for Indek Harga Samkabungan.
04:12From the steel sector, which was previously a supporter of Indek Harga Samkabungan, today, on the contrary, experienced a significant weakness.
04:22I want to go to the position of Aman Mineral. Today, it is a burden for Indek Harga Samkabungan, its correction is above 6%.
04:31Mr. Henry, 8625 is the current position. Analysis and recommendations for Aman Mineral.
04:39Okay, for Aman Mineral, today there is a correction. Before that, we know that it has been a semester.
04:48From July to the closing of yesterday, it was flat. The range is very short, between 108 to 120.
05:02For Aman Mineral, we can see that it is still in the ranging. So, we can see that today Aman Mineral is around 113.
05:14So, Aman Mineral is still in the ranging.
05:17The position is at 8600, support and resistance, and also the recommendations, Mr. Henry.
05:27Aman Mineral, sir. Aman Mineral, AMNN.
05:37Yes, Mr. Henry, Aman Mineral, sir. The position is already at 8000.
05:48Today, it is below 6.52%. Aman Mineral is a burden for Indek Harga Samkabungan.
05:57Okay, for Aman Mineral, in terms of sector, we can see that it is still in the ranging.
06:07Fundamentally, in the sector, we can see that manufacturing is also experiencing a decline, especially in the textile sector.
06:14So, in relation to the basic material sector, it looks like it is in a downtrend, sir.
06:23Where will Aman go, sir, with today's internal correction?
06:28Okay, I'm sorry, sir. My data is not open yet, sir. So, I can't answer for Aman yet, sir. AMNN, sir.
06:36Yes.
06:40Let's move on to BRMS, sir. BRMS is also a burden today. It is above 9%, 3.98%.
06:49Previously, BRMS has also passed several times to the highest intraday level in a long time.
06:55Okay, for BRMS, correction is 9.54%. The last one was closed at 3.98%.
07:02If we look at BRMS, it is actually still an uptrend, sir. So, today's correction is reasonable, sir.
07:08Why? BRMS has been experiencing an increase since the end of September.
07:13At that time, the price was still 1.74%, and it was able to touch the highest price at 4.89%.
07:18So, in my opinion, today it is 3.98%, which is minus 9.54%.
07:23It is an action of get-taking, sir.
07:24So, for those who are still in position, in the long term, it can still be held.
07:30Because it is still above the support, sir, at 3.52%.
07:34But for short-term trading, the trading plan must be reviewed again, sir.
07:38Where is the card loss, where is the trading profit, and so on.
07:44With the internal correction that happened today, has it been recommended to enter, Mr. Hendry?
07:48Or is there still room for BRMS to continue and take it in a lower position?
07:55Or more towards the WNC first?
07:57Yes, Mr. David.
07:59Yes, as I said earlier, the BRMS was once at the lowest point, at 1.66%.
08:05It is very likely that tomorrow it will be corrected again.
08:09It is better for those who have not entered the position to be more patient, WNC,
08:13and see if it can hold above the support, sir.
08:16So, the ideal level to enter again is at 3.52%, Mr. David.
08:20Okay. Today's closing at 398%, weakening at 9.55%.
08:27In addition to BRMS, sir, stocks from the Rayogo Pangestu group, TPIA,
08:33today became the biggest barrier for the Samkabungan family.
08:38It was able to weaken above 10%, although at today's closing,
08:41the weakening has begun to be limited, but the weakening is still at 9%.
08:476, 8, 7, 5.
08:49Tensed in the last week, even in the last month, and also in the last three months.
08:56Mr. Hendry, what is your analysis for TPIA?
08:59Yes, for TPIA, this is definitely a downtrend, sir.
09:03After it rose significantly, and then the downtrend began in mid-August.
09:08And today, the correction is back, sir, at 11.5%, quite deep, at 6,700 closing.
09:14So, for this TPIA that has not yet entered the position, be patient.
09:18See if it can hold the support at 6,500.
09:22If it has entered the position, look at the investment trend, sir.
09:26Is it for the long term, is it for the medium term or short term?
09:31So, once again, those who have not yet entered the position,
09:33it is better to be patient and see if it can hold the support at 6,500 TPIA.
09:39If it hits 6,500, Mr. Hendry, where will it go?
09:44Okay, if it breaks through below 6,500,
09:50with the average TPIA fluctuation, the volatility is Rp. 300 per day,
09:55it will test the next support level again, which is at level 5,200.
10:02Okay, today it is closed at 6,875,
10:07weakening at 9.24%.
10:10Those were some of the stocks that today became the heavyweight of the Samkabungan stock market.
10:15But from the capitalization side, Mr. Hendry,
10:19it seems that today it is also back under pressure,
10:23further from the highest level in the long term.
10:28Let's go to BBCA.
10:31Can we, sir? At 1.91% weakness and already at level 10,250.
10:39Okay, BBCA, sir.
10:41BBCA, in terms of terms, is still ranging, sir.
10:46The short term is still up, but the long term is still ranging.
10:52And today we see that BBCA is back under pressure.
10:54At 2.63%, it is closed at 10.175.
10:59For BBCA, once again, in terms of long term, it is still up,
11:04but in terms of long term, it is still ranging, sir.
11:07But for the short term, it is still up, sir.
11:10So, those who still have a position can default,
11:13those who don't have a position or want to go back,
11:16it's better to go back to level 5, sir.
11:18So, tomorrow, if you are able to maintain your support level at 10.125,
11:23you can go back to that position, sir.
11:26Okay. With having touched the previous highest level,
11:31at 10.900, the range is quite wide, Mr. Hendry.
11:36What is your target at the end of the year,
11:39with only one and a half months of trading left?
11:42Will BBCA touch again?
11:44Or maybe the target at the end of the year is slightly revised for BBCA?
11:50Yes, if we look at BBCA, with today's movement,
11:54it is around Rp. 200 on average.
11:56To see if it can return to the high level at 10.950,
12:01we have to see if it is able to break the resistance level at 10.850, sir, for BBCA.
12:08Okay. When it passes that level, the room to return to the highest level,
12:14will it be wide enough, Mr. Hendry?
12:17Yes, for BBCA, I say, once again, it will be wide enough.
12:22Because, once again, in the long term, it is not in trend,
12:26but it is only moving in the ranging, sir.
12:29At level 10.125, actually at 10.850, it is exactly in the ranging.
12:34Okay. But with the movement of Indah Kargasam-Kabungan,
12:38only one and a half months ahead, is there any potential there from your analysis?
12:42Yes, there is, sir, if we look at it.
12:45Because we see there is a rebound signal since the end of October,
12:49when it touched the support level at 10.125 at that time,
12:54then it was able to touch the highest level, sir.
12:5710.850 is the resistance that has not yet been broken today, sir.
13:02Okay. From BBCA, we move to BMRI, sir.
13:06Today it is also quite deep at 1.91%.
13:11The 7,000 level is getting further and further left by BMRI.
13:16Okay. If BMRI, in terms of medium-term, it is still downtrending, sir.
13:22So, pay attention, today it was corrected again at 6.425,
13:27it was corrected at 1.9%.
13:29So, be patient if you want to go back to BBMRI.
13:33So, wait, sir, to see if it is able to survive at the support level.
13:37At 6,500, it is the ideal entry price for BMRI.
13:41Today it is already at 6.425?
13:44Yes, 6.425. So, see later tomorrow, sir.
13:48If it is able to survive at the support level, at 6,400, it can enter the position.
13:54But if it breaks through at 6,400,
13:58it is very likely that it will be corrected again
14:01and test the support level at 5.850 for BMRI.
14:05Okay. 6.425 is down at 1.91%.
14:08Yes.
14:10That was the review of some of the big cap stocks that today
14:13became the main focus of the mutual fund,
14:15so that the correction is quite deep again
14:18and has been traded at the level of 7,200.
14:21Mr. Henry, we will pause for a while,
14:23later we will try to see the updates of the stock that you recommend
14:27and also update the position of the closing of trading in the second session today.
14:31And we will be back in a moment.