IHSG -0,89% ke 7.259,466 di sesi I Senin (16/12). IDX Sektor Properti dan Real Estate -2,47% PANI -9,02%. IDX Teknologi -1,98% BUKA -3,12%, IDX Sektor Barang Baku -1,78% MBMA -4,16%, IDX Sektor Transportasi & Logistik -1,45% BIRD -2,89%. dan IDX Sektor Barang Konsumen Non-Primer -1,41% ACES -2,44% IDX Sektor Keuangan melemah tipis 0,47% ditopang saham BBRI +2,16% pasca umumkan dividen interim 2024 Rp20,46 T, BMRI +0,46%.
Dari global, pasar saham Wall Street Amerika Serikat ditutup mendekati level tidak berubah Jumat (13/12), dengan indeks S&P 500 dan Dow mengalami penurunan mingguan. Sementara Nasdaq mencatat keuntungan mingguan ke empat beruntun.
Dari global, pasar saham Wall Street Amerika Serikat ditutup mendekati level tidak berubah Jumat (13/12), dengan indeks S&P 500 dan Dow mengalami penurunan mingguan. Sementara Nasdaq mencatat keuntungan mingguan ke empat beruntun.
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TVTranscript
00:00Thank you for joining us and in this segment, we will review how the trade is going throughout the day.
00:06At the beginning of the week, again, the gas prices in Kambunga decreased by more than 1%.
00:10And we remind you again, you can still participate on WhatsApp Interactive at 0812-8788-3723,
00:17as shown on your television screen.
00:20And right now, we are connected via Zoom with Mrs. Rati Musti Koningsi,
00:24who is an amazing financial expert.
00:26Our security, we will go straight to her.
00:28Mrs. Rati, good afternoon, how are you?
00:31Good afternoon, how are you, Pak Dev?
00:33Thank you, Mrs. Rati, for spending your time on IDX Channel.
00:37The trade in December, Mrs., has entered the middle, it seems.
00:42However, the gas prices in Kambunga continue to weaken today
00:46and have returned to the level of the previous week.
00:49However, the gas prices in Kambunga continue to weaken today
00:52and have returned to the level of the previous week.
00:55Technically, today, actually, the gas prices in Kambunga managed to break the weakening,
01:00especially from the lowest intraday level today at IDR 7,204.
01:04Technical analysis of the weakening that occurred today.
01:09So, if we look at it, the IHSG is quite corrected today.
01:13After a few days ago, it was 3 lucky days, the IHSG experienced a correction.
01:18And today, correction.
01:20For the support area, the IHSG is now being tested in the support area, IDR 7,120.
01:28Then, for the crisis, we can't see it yet
01:30because actually the sentiment is still negative,
01:33both from domestic and from global.
01:38Where will the next direction go, Mrs. Rati?
01:41For the next direction, the IHSG should still have the potential to correct
01:45because this week we are waiting for the FED to have FOAMC,
01:49then there is also Bank Indonesia that is projected to still maintain the level of the IHSG at 86%.
01:54So, that's what will be the market players' consideration this week.
01:59So, it's still tending towards the IHSG.
02:02What will the scenario be like later, Mrs. Rati,
02:05when the FED is almost certain, based on the survey,
02:09that Sukubunga Acuan will increase by 25 basis points again in the December meeting this week.
02:15But, the investors seem to be more focused.
02:18Next, it seems that the increase will be delayed later.
02:22Yes, that's right.
02:23So, if we look at it, actually for the FED itself,
02:25there is a great potential to decrease Sukubunga by 25 basis points in the meeting later.
02:30However, if we look at the future,
02:32there are several policies of President Trump related to import rates and so on
02:37that cause the market players to worry that Sukubunga will be cut off in the future.
02:42And this can also be seen from the U.S. obligatory imbalances
02:45which last week increased significantly in a week.
02:49Then, the Rupiah also decreased to Rp 18,000,
02:53which makes the IHSG and also the domestic equity market
02:58to view the IHSG.
03:01Yes, when that scenario happens,
03:04will the President or the House of Representatives
03:06continue to weaken further later?
03:08Mrs. Ratih, to the level of support that you mentioned earlier
03:12and momentum of window-raising,
03:14has it actually happened or only happened for a few moments
03:19when the IHSG increased a few days ago?
03:22Okay, so for window-raising,
03:24is there any at the end of this year?
03:27So for window-raising, let's go back to what the Rupiah is like.
03:31If we look at it, the Rupiah tends to experience a weakness
03:34and this also happens not only in the domestic exchange,
03:36but if we look at Southeast Asia,
03:38it was also corrected last week,
03:40but if we look at the year-to-date,
03:42the IHSG is the weakest in movement.
03:45So for accumulation in December,
03:50is there a potential for window-raising?
03:52If the Rupiah is still pressed,
03:54we see that the potential is quite minimalistic.
03:58For the potential of window-raising this year.
04:02With the minimalistic potential of window-raising,
04:05it is expected that the position of the IHSG will also increase.
04:10It means that when this condition does not happen
04:13according to what is expected,
04:15is there a further revision for the IHSG?
04:19The target is until the end of the year, Mrs. Ratih?
04:22Okay, if it's until the end of the year,
04:25we still tend to be sideways.
04:32Because if we look at it, there is still a potential for the IHSG
04:35to test the level of support at Rp7,120.
04:38So for the IHSG projection at the moment,
04:41it still tends to be wet-and-seas.
04:43Because from the domestic, we see that
04:45at the beginning of this week,
04:47there was also a decision related to the increase in PPN,
04:50which also tends to be corrected.
04:52So that's what worries the market players.
04:54Okay, previously there were many projections
04:56for the target at the end of the year, from Rp75,000 to Rp76,000.
04:59What is it like at the IHSG?
05:01Will it reach that level
05:04with the significant weakness that happened today,
05:08back to Rp72,000?
05:10Okay, for us,
05:12we see that the movement at the IHSG
05:14still tends to follow Rp1,000.
05:17And until the end of the year, what is the target level?
05:19If we look at it, it still tends to be wet-and-seas.
05:23If we look at it, it still tends to be wet-and-seas.
05:25If we look at it, the IHSG will still tend to be wet-and-seas.
05:28The level of resistance is Rp7,400 up to Rp7,150.
05:31That's for the movement of the IHSG.
05:33Okay, from the sectoral side,
05:35Mrs. Rati, the stock market is holding back,
05:37even though it is not the biggest pressure
05:41from the sectoral side.
05:43But some stocks today
05:45are experiencing quite significant fluctuations.
05:47And this position is very influential
05:49in the direction of Indekarga Samkabungan.
05:51Let's go to the IHSG, Mrs. Rati.
05:53The big cap stock today
05:55is quite consistent in moving in the green zone,
05:57even though in the first session,
05:59it was fluctuating.
06:01What happened after the announcement of the interim dividend?
06:04Analysis and recommendations for the IHSG.
06:08For the IHSG?
06:10Okay, for the IHSG, we see that
06:12today there is a rebound
06:14in the support area of Rp4,170.
06:17So if we look at it technically,
06:19there is actually a technical rebound
06:21in the support area.
06:22The catalyst is also interesting.
06:24Today there is a statement of the interim dividend
06:26of Rp20 trillion,
06:28Rp135 per share,
06:30with a yield of around 3%.
06:32So if we look at it,
06:33this is a positive sentiment for the IHSG.
06:35In the middle, the share price tends to be in the support area.
06:37So there is a potential technical rebound
06:39to the resistance area
06:41at level Rp4,400
06:43for the closest resistance area from the IHSG.
06:45Then for the support area,
06:47the rebound is at level Rp4,100
06:49for the IHSG.
06:50Technically, it's actually interesting.
06:52There is a rebound in the support area.
06:54Where will it go later?
06:56In the middle of the dividend sharing plan,
06:59ex and cum dividends later?
07:01Okay, so this is actually
07:03a pretty positive sentiment
07:05in the middle of Rp
07:07that is weak like this.
07:09So if we look at it,
07:11it tends to be a negative catalyst
07:13for some banks, for the IHSG,
07:15especially the SME sector
07:17and the tendency towards
07:19assets that are worse
07:21than other big banks.
07:24But if we look at it,
07:25this is a booster for the movement
07:27of the IHSG by providing dividend interim.
07:29And if we look at it,
07:31the IHSG is already tending to
07:33have quite a significant outflow
07:35from the beginning of the year, around Rp35 trillion.
07:37So it should be interesting
07:39for those who want to accumulate money
07:41in the support area now.
07:43Thank you, Pak Kasmuddin from Medan.
07:45Is there a potential for Rp48 trillion
07:47until the end of the year?
07:51For the end of the year,
07:53for Rp4,800 trillion,
07:55it's quite optimistic for the target.
07:57If we look at it,
07:59until the end of the year,
08:01Rp4,500 trillion should be
08:03a level of resistance
08:05that can be considered
08:07for the time being
08:09until the end of the year.
08:11Can Rp4,800 trillion still be held?
08:13For Rp4,800 trillion,
08:15we look at it for the long term.
08:17If we want to look at it
08:19until the target of Rp4,800 trillion,
08:21maybe in the next year,
08:23in the middle of our economic condition
08:25that is quite good,
08:27Rp1 trillion and so on.
08:29Okay, let's move to the BNI.
08:31Today, the BNI experienced the deepest correction
08:33compared to other pick-up banks.
08:35Although the weakness has also begun to be limited
08:37to 1.90% at the moment.
08:39Let's move to the second question.
08:41Coincidentally, there is also a question
08:43from Jakarta.
08:47The BNI has taken a position
08:49stuck at Rp4,850 trillion for the BNI.
08:51Please, Ibu Rati.
08:53For the BNI,
08:55is it interesting?
08:57Yesterday, it was accumulated
08:59at Rp4,800 trillion.
09:01What is the strategy?
09:03The strategy is still wide-angle.
09:05If you want to accumulate
09:07or averaging down,
09:09it's better to do wide-angle first.
09:11So, you can consider the wide-angle strategy
09:13because it has accumulated at Rp4,800 trillion.
09:15You can consider the support area
09:17that can be considered
09:19for the BNI
09:21in the area of Rp4,450 trillion
09:23up to Rp4,500 trillion.
09:25Maybe it can be seen for the buy-or-break-rate
09:27at that level. So, just wait until that level.
09:29If you want to average.
09:31Okay, the BNI is stuck
09:33at Rp4,850 trillion.
09:35Rp4,640 trillion.
09:37It's down by 1.90%.
09:39Ibu Rati, before we continue,
09:41I'd like to talk about
09:43another sector, which is property.
09:45Today, it's the biggest burden
09:47for the Samkabungan family.
09:49There's PANI, Ibu.
09:51PANI has undergone a deep correction
09:53intraday.
09:55Today, it's down by 14.40%.
09:57Especially at the end of the second session.
09:59What's your analysis for PANI?
10:01There's a question about PANI.
10:03What's your plan for the future?
10:05Ibu Rati, please.
10:07For PANI, we can see
10:09technically, there's a profit-taking
10:11in PANI. Today, it's down
10:13by 13.46%.
10:15Is it still interesting
10:17to accumulate or buy-on-weakness
10:19at the level of support?
10:21Maybe it can be maintained.
10:23The level of support is Rp15,350 trillion
10:25up to Rp15,300 trillion.
10:27That's for PANI.
10:29So, we can consider for WNC first.
10:31The level of support is Rp15,300 trillion
10:33or Rp5,350 trillion
10:35for those who want
10:37to trade in the short term.
10:39So, we can consider for WNC first.
10:41For the long term,
10:43the trend is still uptrend.
10:45So, if you have
10:47the stock
10:49or floating profit,
10:51you can hold it.
10:53Today, it's down by Rp15,900 trillion.
10:55The lowest level in the last session.
10:57As for the trend in the last few sessions,
10:59PANI has experienced
11:01a significant boost.
11:03And again, the investment decision
11:05is still in the hands of IDX Channel.
11:07We will pause for a moment.
11:09Later, we will take a look at what
11:11you have recommended and
11:13the closing position of trading
11:15in the second session today.
11:17We will be back in a moment.