IHSG +0,36% ke 7.409,59 sesi I Senin (9/12). Sektor energi +0,94% AADI kembali ARA hari ke 3 beruntun +19,75% dan ADRO +10% usai koreksi dalam. Sektor barang konsumsi nonprimer +0,81% INDF +2,84%. Sektor transportasi dan logistik +0,80% ASSA +3,50%. Sektor keuangan +0,55% BBNI +2,88%. Indeks sektor teknologi -0,66% DCII -8,31%.
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TVTranscript
00:00Baru, Soyu Intense Lip Stain.
00:02Intense color, lasts up to 12 hours.
00:04Buy now.
00:05Thank you for those who are still with us.
00:08In this segment, we will review the movements of the Samgabungan family,
00:12which again continues the strengthening of the audience.
00:14And we remind you again,
00:15you can still participate on WhatsApp Interactive at 0812-8788
00:20at 3723, as shown on your television screen later.
00:25And now we are connected via Zoom
00:27with Mr. T. Herditya Ujaksana,
00:30Head of Retail Research, MNC.
00:32Our security will go straight to anyone.
00:34Good afternoon, Mr. Didit. How are you?
00:36Hello, good afternoon, Mr. David. How are you?
00:38Thank you, Mr. Didit, for taking the time on IDH Channel.
00:42Good news, at the beginning of the week, Mr. Didit,
00:44the Samgabungan family still continues to strengthen technically.
00:48It has been traded above the level of 7,400.
00:51Technical analysis, continuation of strengthening today.
00:55Okay, if we look at it, the ISG movement is still in the uptrend phase,
01:00in the short term.
01:01And we see in the daily time frame,
01:04as well as the weekly time frame,
01:05where in the daily time frame itself,
01:07the ISG movement is already able to pass MA200.
01:11And in the weekly time frame, it has been able to pass MA60,
01:14where it seems to be confirmed for ISG
01:18is currently in the uptrend phase in the short term.
01:21And we expect, if we look at the last week,
01:25the ISG has enough inflow
01:28that enters the ISG, which is as large as 1.07 trillion.
01:33In the middle, if we look at the Chinese data itself,
01:37in the morning trade,
01:39where China releases inflationary data
01:41which tends to fluctuate to 0.2% year-on-year,
01:46whereas before this, the data was 0.3% year-on-year.
01:51We see that the strengthening of the ISG
01:54seems to start the Santa Claus Rally
01:57or the window tracing itself,
01:59while investors are waiting for the release of data
02:03or the release of flowers from the pet.
02:05In December, where in probability,
02:07this has increased to 80%
02:10from what was only 65%,
02:14that's for sure.
02:16What is the direction of the S&P 500 in the short and medium term, sir?
02:20Will the strengthening continue?
02:22Or are there some resistances or supports
02:25that must be monitored with significant strengthening
02:28in the last few days?
02:30Okay, if we look at the ISG itself,
02:33it is currently in the uptrend phase in the short term.
02:36And it can be seen as the nearest resistant area
02:39which is in the area of 7,450.
02:42If it can break in that area,
02:44then we expect that the ISG will test
02:47at the level of 7,474 to the area of 7,521.
02:53However, the support must also be observed
02:56where we expect this support to occur.
02:59The nearest support is in the area of 7,229.
03:03We do expect there will be a potential correction
03:07in the short term for the ISG
03:09where the correction will be in the area of 7,336 to 7,373 first.
03:16Okay, but there is no intention
03:18to stop the window tracing later
03:20and the target for the S&P 500
03:22until the end of the year, Mr. Hidip?
03:24Okay, from the MNC security itself,
03:26we do see the potential for window tracing in the future,
03:29especially in Sepakkanan or Duakkanan.
03:32At least for the ISG in the area of 7,500
03:39to the area of 7,600 first.
03:44Okay, Mr. Hidip, from the sectoral movement rotation,
03:47an update on the first session this afternoon,
03:49the energy sector is still the largest supporter, Mr. Hidip.
03:53There are two stocks there, there is AADI,
03:55then there is also ADARO.
03:57ADARO, AADI today again touched the top auto-reject
04:01from its IPO price at IDR 5,550,
04:04while ADARO rose.
04:06After experiencing a fairly deep correction,
04:08even intraday, ADARO today was able to strengthen above 14%.
04:11Let's go to AADI first, sir.
04:13Analysis and your recommendation
04:15with the top auto-reject on the third day.
04:18Where will it go for AADI?
04:20Okay, if we look at it sectorally first,
04:23for the energy sector itself,
04:25actually it is still in the uptrend phase
04:27and has passed through the MA60.
04:29We see that there is still potential
04:31for the energy sector to continue its strength,
04:33at least later to test in the area of 2,767 to 2,772.
04:40Then if we talk about this AADI,
04:43indeed on the third day,
04:45this is still the top auto-reject for AADI,
04:47and it needs to be noticed from the volume side,
04:50where indeed the last two days,
04:52on the first and second days,
04:54the bit volume tends to be large,
04:56which is, if I'm not mistaken, 2 million for the bit volume.
05:00However, in today's trade,
05:02the bit volume tends to be small,
05:04which is around 500,000 only.
05:06Now, we respect
05:08not as crowded as the last two days for the bit volume,
05:12later the investor can also respect
05:14for the future movements
05:16which will tend to be fluctuating for AADI,
05:18where if it is corrected later,
05:21it can be respected in the area of 9,175 to 9,325.
05:27However, the positive or the base case,
05:30there is still potential for strengthening for AADI,
05:33at least later to test in the area of 9,875
05:37or up to the return level of 11,450.
05:41That's it.
05:42Okay. Analysis for AADI,
05:44today the top auto-reject is closed at 9,550.
05:48The data shows, Mr. Didit,
05:50especially in the closing of the first session this afternoon,
05:52for AADI alone,
05:54the transaction value reached 38.7 trillion
05:58in the non-regular market, sir.
06:01What is the condition?
06:03What is the cause?
06:04Or what is the attraction
06:06that is being pursued by the investors for AADI?
06:11Okay, we see that the potential of AADI
06:14is still there for the transfer of equity,
06:16or from the PUPS itself,
06:17where the investors of AADI themselves
06:20have received a transfer from AADI itself
06:24for the purchase of ADRO,
06:26that is, from the ALAMTRI itself,
06:28then received a transfer for the transfer of AADI itself.
06:33And we estimate that for the past few days,
06:37this is indeed the time for the transfer of AADI itself.
06:43And where the price is as high as 5,960,
06:47if I'm not mistaken.
06:49And this price is still below the regular price,
06:53which is currently in the market at 9,550,
06:57where there is still an interest for investors to pass AADI
07:01so that later to get capital gain in the future.
07:05Like that, sir.
07:06Okay, from AADI we move to ADRO, sir.
07:09Coincidentally, there are also questions coming in from Mr. Inder from Bali.
07:12Thank you for joining us.
07:14ADRO is at 2,500.
07:16Is it still allowed to hold or not?
07:18Today, ADRO experienced significant strength, Mr. Didit,
07:22after a few days of being under pressure
07:25when AADI experienced several auto-recheck ups.
07:29Analysis and recommendations for ADRO.
07:31Take a position at 2,500.
07:33Okay, if we saw earlier to take a position at the price level of 2,500,
07:38this is still quite good, it can be filtered first.
07:41Because if we look at the strength of ADRO today,
07:44it is accompanied by an increase in the volume of purchases.
07:47From the indicator movement,
07:49Tokastik has started to golden cross and enter the neutral area.
07:52We expect the movement of ADRO later on,
07:56this will test to the nearest level first, which is 2,760.
08:00If it succeeds in breaking from 2,760,
08:03the next can be observed at the level of 2,800 to 3,040
08:07for the strengthening area.
08:09However, as a nearest support area, we give it at 2,530.
08:14Because if it breaks from 2,530,
08:16it looks like ADRO itself will test to 2,380 to 2,450.
08:22Okay, for ADRO, today it also became a supporter of the energy sector.
08:27And at the same time, answering the question of Mr. Inder from Bali,
08:302,500 is recommended to hold.
08:32Today's closure at 2,680 strengthens at 16.52%.
08:35The support that must be monitored is at 2,530.
08:39And again, the decision to invest is still in the hands of IDX Channel.
08:43Mr. Didit, from the energy sector,
08:45I try to move to the shareholders of Rayogo Pangestu Group,
08:49which was previously a supporter of Samkabungan,
08:52but today it tends to experience weaknesses.
08:56We can go straight to the brand, sir.
08:58Your analysis and recommendation,
09:00where the position of the brand today has decreased by 2%.
09:03And coincidentally, there are also questions coming in.
09:05Mr. Didit, I will try to check first for the position of the brand.
09:10Wait a minute, sir.
09:11It has a price of IDR 8,300, sir.
09:14Can I buy it again? No.
09:15I will try to check the question from Fritjoba.
09:19Thank you for joining.
09:20Your analysis for the brand.
09:22Okay, if we look at the movement of the brand itself,
09:25actually in the medium term,
09:26the movement of the brand is still fluctuating.
09:29Indeed, on Friday trading yesterday,
09:31this brand strengthened significantly,
09:33as large as 13%.
09:34So it's quite fluctuating,
09:36if today the movement is relatively corrected,
09:38along with the rise in sales pressure.
09:40If we look at the MACD side,
09:42it is still in the positive area,
09:43although the stochastic seems to be vulnerable
09:46for the Golden Cross event.
09:48So the correction seems to tend to continue.
09:52Later it can be used as an average down area
09:56in the range of IDR 7,800 to IDR 8,100 first.
10:01If the brand is still able to be above IDR 7,350
10:05as a support area,
10:06then it can be noticed that the brand strengthening area
10:09will at least close the gap first at IDR 8,875.
10:13If it can break IDR 8,875,
10:15then it can be reflected at IDR 9,200
10:18for the next strengthening area.
10:20That's it, David.
10:21Okay, take a position at IDR 8,300, sir.
10:24It seems that today the profit is reduced.
10:26Can it still be held?
10:27No, sir.
10:28Do we have to wait for IDR 7,350
10:30with a fairly wide range, Mr. Didit?
10:32Later it can be used as an average down first.
10:34The correction will be at IDR 7,800
10:37up to IDR 8,100, sir.
10:39Okay.
10:40Analysis for the brand
10:41and at the same time,
10:42questions from testers
10:43that do not mention where the location is.
10:45Mr. Didit is interesting.
10:46We will break it down first.
10:47Later we will just see
10:48what choices you recommend
10:50and at the same time,
10:51the closing of trade updates
10:52in the second session today.
10:53We will be back in a moment.