IHSG -0,37% ke 7.367,15 di sesi I Jumat (13/12/2024) Secara sektoral, sektor kesehatan jadi penekan terbesar -1,49%. Dari sisi saham, emiten perbankan Big Caps jadi pemberat, BMRI mencapai 11,2 indeks poin, BBCA 8,2 indeks poin dan BBRI 7,2 indeks poin. Kembali jatuhnya saham perbankan Big Caps ditengah asing yang berbalik net sell Rp2 T di Kamis.
Category
📺
TVTranscript
00:00Game Plus Arcade, available only on RCTE Plus Super App.
00:04Play it now.
00:05Thank you for those who are still with us.
00:08In this segment, we will review how the trade is going on today.
00:12And we will remind you again that you can still participate in interactive WhatsApp
00:16on 08.12.8788.723
00:20as shown on your television screen later.
00:23And now we are connected via Zoom with Mr. Dimas Pratama
00:27who is a retail research analyst for security materials.
00:30We will get to know him right away.
00:31Good afternoon, Mr. Dimas. How are you, sir?
00:34Good afternoon, Mas. How are you?
00:36Thank you, Mr. Dimas, for taking the time to be on IDA Channel.
00:39Mr. Dimas, after the weekend holidays,
00:43Indekar Gasemkabungan is back on track.
00:45In a few minutes after the end of the second session today,
00:48the weakness is getting deeper, sir.
00:50However, it still remains above the level of 7,300.
00:53Before we go technical throughout today's business,
00:56we will try to review, Mr. Dimas,
00:58how you see the movement of Indekar Gasemkabungan
01:01after a few days ago it rose to 7,490, sir.
01:07However, when it reached this level, Indekar Gasemkabungan is back under pressure.
01:13Yes, if we look at it, the movement of IHSG has actually started
01:17from the beginning of the month, when there was a pull from level 7,100,
01:21from where it started from the beginning of Winodresdin.
01:25And indeed, we know that the support from Barito Group and other BKBs
01:30finally supported IHSG to the level of 7,500,
01:33out of sentiment.
01:35Now, at the moment, the level of 7,450-7,500
01:39is quite a strong hold,
01:42where there is profit-taking.
01:44Coincidentally, two days ago there was profit-taking
01:47at the level of 7,500.
01:50So, at the moment, Indekar Gasemkabungan seems to be starting
01:53to run out of energy to continue its growth.
01:57Now, from another sentiment, if we look at it, it's from the US.
02:00Yesterday, the US just released CPI, and also yesterday,
02:04the US just released PPI,
02:06which also makes us worried about the potential of the growth of the American flower industry itself.
02:12Although this month there is still a potential to cut another 20 basis,
02:17in the Fed rate itself.
02:18Now, on the other hand, the US Treasury Yield, which is 10 years,
02:22has also started to rally above 4.3,
02:25and there is indication that it will rally to 4.7.
02:28This is also DSY, which has potentiated above 107 again.
02:32And also, if we look at the Rupiah today,
02:34despite the weakening above Rp16,000, Rp16,020.
02:39Now, this is what is worried,
02:41maybe it will still be a negative sentiment.
02:44So, indeed, if we look at it,
02:45this year's window tracing has already happened in the past two weeks.
02:49And if we look at the next week,
02:51maybe there will be more profit-taking or maybe consolidation.
02:55So, indeed, this 74-75 level is likely to be maintained by the market
03:00at least until the end of the year, like that.
03:03Okay, with some of the scenarios that you mentioned earlier,
03:07if we go back to the Fed, Mr. Dimas,
03:10if the scenario does cut the flower industry by 25 basis points,
03:14or on the contrary, it still maintains it,
03:16what impact will it have on the investor's attitude
03:19and the impact on the flower industry?
03:22Yes, the statement from Jerome Powell earlier
03:25said that the Fed will be more careful in the middle of the US economy.
03:31Yesterday, the latest data, the data on labor,
03:33the labor market has begun to decline,
03:36where in the middle of the US economy,
03:38the labor market was quite high a few years ago.
03:41So, the decoupling will again trigger an increase in inflation in the US.
03:47Because we know that the CPI is still at 2.7,
03:50and the PPI has risen from 2.6 to 3,
03:54the year-on-year.
03:55Now, this decoupling, in the future,
03:57the DeFed decoupling will begin to hold its ground.
04:00So, maybe in the future, the decoupling will still continue at 25 basis points,
04:03but in the future, we will see a more advanced situation.
04:07With this condition, it is possible that there will be an outflow
04:10from emerging markets countries like Indonesia,
04:12and it will still have an impact on the PPI weakness,
04:15and earlier, our year-on-year ID10 has increased by 7% again.
04:18So, indeed, this needs to be tackled further, like that.
04:23Okay, let's move on to the sector side, especially from the banking sector.
04:27Today, we are experiencing a weakening that is quite deep in the BBRI.
04:31The sales seem to be the highest.
04:33And yesterday's Thursday data,
04:35ASING has sold around 2.18 trillion rupiahs in the market, Mr. Dimas.
04:40What do you think of ASING's position?
04:42Then, what impact will it have on the continuation of momentum
04:47of window tracing in December, Mr. Dimas?
04:50Okay, from the banking movement itself,
04:53if we look at it, it is indeed an economic recovery
04:56that will continue in the future.
04:59The Fed is starting to maintain the flow rate,
05:02and from the emerging markets,
05:04the BI is still maintaining a 6% level.
05:06And that is actually anticipating the capital outflow that is happening.
05:09So, it's not that they don't want to decrease the flow rate,
05:11but because the capital outflow is getting more and more intense,
05:13it makes the BI want to maintain the flow rate
05:17and also to...
05:19Yes, to return the capital outflow.
05:21For now, their investment is their selling target.
05:24In the middle of their strong economy,
05:26maybe there will be a return on the capital outflow to the US.
05:30For now, for the banking sector, for the BI,
05:34the critical level that needs to be maintained is the potential at 4.150.
05:39If it is maintained, there is a potential that it will return
05:42at a range of 4.150 to 4.450.
05:46But once it hits below 4.150,
05:48it can be countered by testing under 4.000,
05:52or 3.836,
05:54a level that during the COVID-19 pandemic
05:56or the rate issue can be reduced again.
05:59That can be countered by the market.
06:01And who knows, if there is a sale,
06:03it will also put pressure on the ICB.
06:06What is your recommendation for the BI for now, Mr. Dimas?
06:11For now, let's see.
06:13Maybe we need another candle at the end of September.
06:17Hopefully, the level at 4.150 is maintained
06:19and there are more signs.
06:21Hopefully, the level at 4.150 is maintained
06:23and there are more signs.
06:24Hopefully, the level at 4.150 is maintained
06:25and there are more signs.
06:26Hopefully, the level at 4.150 is maintained
06:27and there are more signs.
06:28Hopefully, the level at 4.150 is maintained
06:29and there are more signs.
06:30Hopefully, the level at 4.150 is maintained
06:31and there are more signs.
06:32Hopefully, the level at 4.150 is maintained
06:33and there are more signs.
06:34Hopefully, the level at 4.150 is maintained
06:35and there are more signs.
06:36Hopefully, the level at 4.150 is maintained
06:37and there are more signs.
06:38Hopefully, the level at 4.150 is maintained
06:39and there are more signs.
06:40Hopefully, the level at 4.150 is maintained
06:41and there are more signs.
06:42Hopefully, the level at 4.150 is maintained
06:43and there are more signs.
06:44Hopefully, the level at 4.150 is maintained
06:45and there are more signs.
06:46Hopefully, the level at 4.150 is maintained
06:47and there are more signs.
06:48Hopefully, the level at 4.150 is maintained
06:49and there are more signs.
06:50Hopefully, the level at 4.150 is maintained
06:51and there are more signs.
06:52Hopefully, the level at 4.150 is maintained
06:53and there are more signs.
06:54Hopefully, the level at 4.150 is maintained
06:55and there are more signs.
06:56Hopefully, the level at 4.150 is maintained
06:57and there are more signs.
06:58Hopefully, the level at 4.150 is maintained
06:59and there are more signs.
07:00Hopefully, the level at 4.150 is maintained
07:01and there are more signs.
07:02Hopefully, the level at 4.150 is maintained
07:03and there are more signs.
07:04Hopefully, the level at 4.150 is maintained
07:05and there are more signs.
07:06Hopefully, the level at 4.150 is maintained
07:07and there are more signs.
07:08Hopefully, the level at 4.150 is maintained
07:09and there are more signs.
07:10Hopefully, the level at 4.150 is maintained
07:11and there are more signs.
07:12Hopefully, the level at 4.150 is maintained
07:13and there are more signs.
07:14Hopefully, the level at 4.150 is maintained
07:15and there are more signs.
07:16Hopefully, the level at 4.150 is maintained
07:17and there are more signs.
07:18Hopefully, the level at 4.150 is maintained
07:19and there are more signs.
07:20Hopefully, the level at 4.150 is maintained
07:21and there are more signs.
07:22Hopefully, the level at 4.150 is maintained
07:23and there are more signs.
07:24Hopefully, the level at 4.150 is maintained
07:25and there are more signs.
07:26Hopefully, the level at 4.150 is maintained
07:27and there are more signs.
07:28Hopefully, the level at 4.150 is maintained
07:29and there are more signs.
07:30Hopefully, the level at 4.150 is maintained
07:31and there are more signs.
07:32Hopefully, the level at 4.150 is maintained
07:33and there are more signs.
07:34Hopefully, the level at 4.150 is maintained
07:35and there are more signs.
07:36Hopefully, the level at 4.150 is maintained
07:37and there are more signs.
07:38Hopefully, the level at 4.150 is maintained
07:39and there are more signs.
07:40Hopefully, the level at 4.150 is maintained
07:41and there are more signs.
07:42Hopefully, the level at 4.150 is maintained
07:43and there are more signs.
07:44Hopefully, the level at 4.150 is maintained
07:45and there are more signs.
07:46Hopefully, the level at 4.150 is maintained
07:47and there are more signs.
07:48Hopefully, the level at 4.150 is maintained
07:49and there are more signs.
07:50Hopefully, the level at 4.150 is maintained
07:51and there are more signs.
07:52Hopefully, the level at 4.150 is maintained
07:53and there are more signs.
07:54Hopefully, the level at 4.150 is maintained
07:55and there are more signs.
07:56Hopefully, the level at 4.150 is maintained
07:57and there are more signs.
07:58Hopefully, the level at 4.150 is maintained
07:59and there are more signs.
08:00Hopefully, the level at 4.150 is maintained
08:01and there are more signs.
08:02Hopefully, the level at 4.150 is maintained
08:03and there are more signs.
08:04Hopefully, the level at 4.150 is maintained
08:05and there are more signs.
08:06Hopefully, the level at 4.150 is maintained
08:07and there are more signs.
08:08Hopefully, the level at 4.150 is maintained
08:09and there are more signs.
08:10Hopefully, the level at 4.150 is maintained
08:11and there are more signs.
08:12Hopefully, the level at 4.150 is maintained
08:13and there are more signs.
08:14Hopefully, the level at 4.150 is maintained
08:15and there are more signs.
08:16Hopefully, the level at 4.150 is maintained
08:17and there are more signs.
08:18Hopefully, the level at 4.150 is maintained
08:19and there are more signs.
08:20Hopefully, the level at 4.150 is maintained
08:21and there are more signs.
08:22Hopefully, the level at 4.150 is maintained
08:23and there are more signs.
08:24Hopefully, the level at 4.150 is maintained
08:25and there are more signs.
08:26Hopefully, the level at 4.150 is maintained
08:27and there are more signs.
08:28Hopefully, the level at 4.150 is maintained
08:29and there are more signs.
08:30Hopefully, the level at 4.150 is maintained
08:31and there are more signs.
08:32Hopefully, the level at 4.150 is maintained
08:33and there are more signs.
08:34Hopefully, the level at 4.150 is maintained
08:35and there are more signs.
08:36Hopefully, the level at 4.150 is maintained
08:37and there are more signs.
08:38Hopefully, the level at 4.150 is maintained
08:39and there are more signs.
08:40Hopefully, the level at 4.150 is maintained
08:41and there are more signs.
08:42Hopefully, the level at 4.150 is maintained
08:43and there are more signs.
08:44Hopefully, the level at 4.150 is maintained
08:45and there are more signs.
08:46Hopefully, the level at 4.150 is maintained
08:47and there are more signs.
08:48Hopefully, the level at 4.150 is maintained
08:49and there are more signs.
08:50Hopefully, the level at 4.150 is maintained
08:51and there are more signs.
08:52Hopefully, the level at 4.150 is maintained
08:53and there are more signs.
08:54Hopefully, the level at 4.150 is maintained
08:55and there are more signs.
08:56Hopefully, the level at 4.150 is maintained
08:57and there are more signs.
08:58Hopefully, the level at 4.150 is maintained
08:59and there are more signs.
09:00Hopefully, the level at 4.150 is maintained
09:01and there are more signs.
09:02Hopefully, the level at 4.150 is maintained
09:03and there are more signs.
09:04Hopefully, the level at 4.150 is maintained
09:05and there are more signs.
09:06Hopefully, the level at 4.150 is maintained
09:07and there are more signs.
09:08Hopefully, the level at 4.150 is maintained
09:09and there are more signs.
09:10Hopefully, the level at 4.150 is maintained
09:11and there are more signs.
09:12Hopefully, the level at 4.150 is maintained
09:13and there are more signs.
09:14Hopefully, the level at 4.150 is maintained
09:15and there are more signs.
09:16Hopefully, the level at 4.150 is maintained
09:17and there are more signs.
09:19Actually, the key is the sentiment from abroad.
09:20Actually, the key is the sentiment from abroad.
09:21Actually, the key is the sentiment from abroad.
09:22Actually, the key is the sentiment from abroad.
09:23Actually, the key is the sentiment from abroad.
09:24Actually, the key is the sentiment from abroad.
09:25Actually, the key is the sentiment from abroad.
09:26Actually, the key is the sentiment from abroad.
09:27Actually, the key is the sentiment from abroad.
09:28Actually, the key is the sentiment from abroad.
09:29Actually, the key is the sentiment from abroad.
09:30Actually, the key is the sentiment from abroad.
09:31Actually, the key is the sentiment from abroad.
09:32Actually, the key is the sentiment from abroad.
09:33Actually, the key is the sentiment from abroad.
09:34Actually, the key is the sentiment from abroad.
09:35Actually, the key is the sentiment from abroad.
09:36Actually, the key is the sentiment from abroad.
09:37Actually, the key is the sentiment from abroad.
09:38Actually, the key is the sentiment from abroad.
09:39Actually, the key is the sentiment from abroad.
09:40Actually, the key is the sentiment from abroad.
09:41Actually, the key is the sentiment from abroad.
09:42Actually, the key is the sentiment from abroad.
09:43Actually, the key is the sentiment from abroad.
09:44Actually, the key is the sentiment from abroad.
09:45Actually, the key is the sentiment from abroad.
09:46Actually, the key is the sentiment from abroad.
09:47Actually, the key is the sentiment from abroad.
09:48Actually, the key is the sentiment from abroad.
09:49Actually, the key is the sentiment from abroad.
09:50Actually, the key is the sentiment from abroad.
09:51Actually, the key is the sentiment from abroad.
09:52Actually, the key is the sentiment from abroad.
09:53Actually, the key is the sentiment from abroad.
09:54Actually, the key is the sentiment from abroad.
09:55Actually, the key is the sentiment from abroad.
09:56Actually, the key is the sentiment from abroad.
09:57Actually, the key is the sentiment from abroad.
09:58Actually, the key is the sentiment from abroad.
09:59Actually, the key is the sentiment from abroad.
10:00Actually, the key is the sentiment from abroad.
10:01Actually, the key is the sentiment from abroad.
10:02Actually, the key is the sentiment from abroad.
10:03Actually, the key is the sentiment from abroad.
10:04Actually, the key is the sentiment from abroad.
10:05Actually, the key is the sentiment from abroad.
10:06Actually, the key is the sentiment from abroad.
10:07Actually, the key is the sentiment from abroad.
10:08Actually, the key is the sentiment from abroad.
10:09Actually, the key is the sentiment from abroad.
10:10Actually, the key is the sentiment from abroad.
10:11Actually, the key is the sentiment from abroad.
10:12Actually, the key is the sentiment from abroad.
10:13Actually, the key is the sentiment from abroad.
10:14Actually, the key is the sentiment from abroad.
10:15Actually, the key is the sentiment from abroad.
10:16Actually, the key is the sentiment from abroad.
10:17Actually, the key is the sentiment from abroad.
10:18Actually, the key is the sentiment from abroad.
10:19Actually, the key is the sentiment from abroad.
10:20Actually, the key is the sentiment from abroad.
10:21Actually, the key is the sentiment from abroad.
10:22Actually, the key is the sentiment from abroad.
10:23Actually, the key is the sentiment from abroad.
10:24Actually, the key is the sentiment from abroad.
10:25Actually, the key is the sentiment from abroad.
10:26Actually, the key is the sentiment from abroad.
10:27Actually, the key is the sentiment from abroad.
10:28Actually, the key is the sentiment from abroad.
10:29Actually, the key is the sentiment from abroad.
10:30Actually, the key is the sentiment from abroad.
10:32Actually, the key is the sentiment from abroad.
10:33Actually, the key is the sentiment from abroad.
10:34Actually, the key is the sentiment from abroad.
10:35Actually, the key is the sentiment from abroad.
10:36Actually, the key is the sentiment from abroad.
10:37Actually, the key is the sentiment from abroad.
10:38Actually, the key is the sentiment from abroad.
10:39Actually, the key is the sentiment from abroad.
10:40Actually, the key is the sentiment from abroad.
10:41Actually, the key is the sentiment from abroad.
10:42Actually, the key is the sentiment from abroad.
10:43Actually, the key is the sentiment from abroad.
10:44Actually, the key is the sentiment from abroad.
10:45Actually, the key is the sentiment from abroad.
10:46Actually, the key is the sentiment from abroad.
10:47Actually, the key is the sentiment from abroad.
10:48Actually, the key is the sentiment from abroad.
10:49Actually, the key is the sentiment from abroad.
10:50Actually, the key is the sentiment from abroad.
10:51Actually, the key is the sentiment from abroad.
10:52Actually, the key is the sentiment from abroad.
10:53Actually, the key is the sentiment from abroad.
10:54Actually, the key is the sentiment from abroad.
10:55Actually, the key is the sentiment from abroad.
10:56Actually, the key is the sentiment from abroad.
10:57Actually, the key is the sentiment from abroad.
10:58Actually, the key is the sentiment from abroad.
10:59Actually, the key is the sentiment from abroad.
11:00Actually, the key is the sentiment from abroad.
11:01Actually, the key is the sentiment from abroad.
11:02Actually, the key is the sentiment from abroad.
11:03Actually, the key is the sentiment from abroad.
11:04Actually, the key is the sentiment from abroad.
11:05Actually, the key is the sentiment from abroad.
11:06Actually, the key is the sentiment from abroad.
11:07Actually, the key is the sentiment from abroad.
11:08Mr. Adimas, we will stop for now.
11:10We will continue later.
11:11We will see the election results.
11:12We will see the election results.
11:13We will see the election results.
11:14We will see the election results.
11:15We will see the election results.
11:16We will see the election results.
11:17We will see the election results.
11:18We will see the election results.
11:19We will see the election results.
11:20We will see the election results.
11:21We will see the election results.
11:22We will see the election results.
11:23We will see the election results.
11:24We will see the election results.
11:25We will see the election results.
11:26We will see the election results.
11:27We will see the election results.
11:28We will see the election results.
11:29We will see the election results.
11:30We will see the election results.
11:31We will see the election results.
11:32We will see the election results.