IHSG -0,59% ke 7.115,832 di sesi I Rabu (18/12. IDX Sektor Transportasi dan Logistik -1,29% ASSA -1,47%. IDX Teknologi -0,93% BUKA -1,60%, IDX Sektor Keuangan -0,9% BMRI -2,52%, IDX Sektor Infrastruktur -0,86% TLKM -1,15%. Di tengah pelemahan IHSG saham ADRO bertahan dan menguat +2,79% usai umumkan bagikan dividen interim 2024.
Dari global, Wall Street anjlok dengan indeks Dow turun selama sembilan sesi berturut-turut. Investor berhati-hati jelang pengumuman kebijakan terakhir The Fed di tahun ini.
Dari global, Wall Street anjlok dengan indeks Dow turun selama sembilan sesi berturut-turut. Investor berhati-hati jelang pengumuman kebijakan terakhir The Fed di tahun ini.
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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 joining us.
00:07In this segment, we will review...
00:09...how the business has been going...
00:11...throughout the day...
00:12...where YSG is back to 7,100.
00:15And we remind you that you can still join...
00:17...by participating in WhatsApp Interactive...
00:19...at 0821-8788.723...
00:23...as shown on your TV screen later.
00:26And now we are connected via Zoom...
00:28...with Mr. Aga Nanda...
00:30...who is the Investment Education Officer...
00:33...of YS Invest PT Yuanta Securities Indonesia.
00:36We will talk to him now.
00:37Good afternoon, Mr. Aga. How are you?
00:40Good afternoon, Mr. David. How are you, sir?
00:42Thank you, Mr. Aga, for taking the time...
00:44...to be on IDX Channel.
00:46Mr. Aga, today, the shareholding index...
00:48...is going down again.
00:51It was down to 72,000...
00:52...and now it's down to 7,100 again.
00:55Mr. Aga, what is your analysis...
00:57...of the movement in the Samkabungan area...
00:59...throughout the day?
01:03Will the 7,100 still be able to be maintained?
01:05Or is there still a potential...
01:07...for a weakening to 7,000?
01:09Okay, based on the technical, sir...
01:13...the movement of IHSG...
01:16...is now technically below the MA200 line.
01:20This shows that IHSG...
01:22...is still in a strong bearish phase, sir.
01:26So, for now, in the range of 71-25...
01:31...I think there is still a potential...
01:33...for further correction, sir...
01:35...for the next few days.
01:37The next level of support...
01:41...that will be tested...
01:43...is around level 70-50, sir.
01:45Something like that.
01:47Okay, Mr. Aga, investors...
01:49...are eagerly waiting for the release...
01:51...of the Suku Bunga Acuan data, sir.
01:53Recently, the Bank of Indonesia...
01:55...again maintained the Suku Bunga Acuan...
01:57...at the December meeting at 6%.
01:59What is your opinion on this policy?
02:01Is this the right thing to do...
02:03...when the exchange rate of rupiah...
02:05...to the US dollar...
02:07...has exceeded 16,000?
02:10Okay, in my personal opinion...
02:15...the maintenance of the Suku Bunga...
02:17...will make it harder...
02:21...for our stock market...
02:23...because it will still affect...
02:25...the capital outflow...
02:27...from our stock market, sir.
02:29So, this is actually...
02:31...a bad sentiment...
02:33...that is not very beneficial...
02:35...for our S&G, sir.
02:37Something like that.
02:39Does this also affect...
02:41...the banks, sir?
02:43Yes, it's quite significant.
02:45As for the banks...
02:47...as we can see today...
02:49...it has been corrected.
02:51Earlier, there was...
02:53...an announcement...
02:55...of the BI rate.
02:57I saw that there was a slight increase...
02:59...but after the announcement...
03:01...that it was still maintained at 6%...
03:03...it actually plummeted again, sir.
03:05So, for the big banks...
03:07...at the moment...
03:09...they are still in a selling pressure, sir.
03:11Okay, when it was released...
03:13...from Suku Bunga Bank Indonesia...
03:15...we all know about this, sir.
03:17But on Thursday...
03:19...the Fed will announce...
03:21...the Suku Bunga policy.
03:23So, in the scenario...
03:25...the Fed will cut the Suku Bunga rate...
03:27...back to 25.6 points...
03:29...according to the market's expectations.
03:31But, when the Fed...
03:33...changes its prospects...
03:35...the cut will increase...
03:37...considering some macroeconomic data.
03:39The U.S., I mean...
03:41...the U.S. economy is more variable...
03:43...and tends to be more solid.
03:45So, which direction will the Fed take next?
03:47Well, for now...
03:49...because we also see...
03:51...for the future global market projections...
03:53...the current phases are...
03:55...pricing-in phases, sir.
03:57Actually, for the global economic situation...
03:59...and also for the U.S. policy...
04:01...towards Suku Bunga in the future.
04:03So, at the moment...
04:05...the current correction is indeed...
04:07...pricing-in.
04:09So, we in the country...
04:11...still have a minimal sentiment...
04:13...to increase...
04:15...the performance of our IHSG.
04:17So, later on...
04:19...maybe on a later date...
04:21...the Fed will announce...
04:23...the Suku Bunga...
04:25...and hopefully they will...
04:27...according to consensus...
04:29...to reduce it to 25 basis points.
04:31So, there is still...
04:33...a little...
04:35...good sentiment for the future...
04:37...to encourage the IHSG...
04:39...in the coming months...
04:41...to trigger the Bank of Indonesia...
04:43...to...
04:45...continue the Suku Bunga reduction, sir.
04:47Alright, Mr. Agah. The trading activity...
04:49...in 2024...
04:51...is only a few days away...
04:53...with an achievement of 7,100...
04:55...with an indicator...
04:57...of a win-win situation...
04:59...what is the target...
05:01...of the SMK until the end of the year?
05:03For the end of the year...
05:05...it is possible...
05:07...according to a fair scenario, sir...
05:09...if the 70-50 level...
05:11...of support is broken...
05:13...the IHSG will probably...
05:15...test the next support level...
05:17...which is...
05:19...around 6,970, sir.
05:21...around 6,970, sir.
05:23However, if...
05:25...there is a technical rebound...
05:27...like that...
05:29...the IHSG's target...
05:31...until the end of the year...
05:33...will be around 7,200...
05:35...until 7,260, sir.
05:37Alright. Analysis and review...
05:39...of the SMK's trading activity...
05:41...today, Mr. Mirsa...
05:43...and I hope it can be a reference for you.
05:45Let's move on to the movement...
05:47...of some stocks, Mr. Agah.
05:49When the SMK is more fluctuating...
05:51...and more under pressure today...
05:53...some stocks are still able to move...
05:55...in the green zone.
05:57I want to go to energy first, Mr. Agah.
05:59There is Adaro.
06:01Adaro announced that...
06:03...they will share the 2024 Interim Dividend...
06:05...even though their energy...
06:07...is still not good in the 3rd quarter of 2024.
06:09Your analysis...
06:11...of the strengthening of Adaro...
06:13...today.
06:15For the strengthening of Adaro today...
06:17...maybe there is a bit of fresh wind...
06:19...for Adaro's investors today...
06:21...because Perseroan announced...
06:23...to share the Interim Dividend...
06:25...as big as...
06:27...around USD 200 million...
06:29...around 3.2 trillion rupiah.
06:31Here...
06:33...the news was responded positively...
06:35...today.
06:37Adaro was also traded...
06:39...touching more than 3%.
06:41And now it's closed...
06:43...in the range of 25...
06:47...25.90. It's still enough...
06:49...to be closed in the green zone.
06:51Maybe Adaro...
06:53...can still do...
06:55...the strengthening, Mr. Agah...
06:57...in the range of 2.900...
06:59...2.810...
07:01...to the range of...
07:03...2.900 to...
07:05...3.050, Mr. Agah.
07:07That's it.
07:09Alright.
07:11The direction for the share price...
07:13...if we relate it to the period...
07:15...of the Interim Dividend...
07:17...X and Kum Dividend...
07:19...usually are calculated...
07:21...for the price of the stock...
07:23...that will make the dividend, as usual.
07:25Okay. Maybe...
07:27...for me...
07:29...for Adaro, it's not...
07:31...too significant...
07:33...considering the capitalization...
07:35...of Adaro...
07:37...is not included...
07:39...in our Big 20...
07:41...Market Cap, Mr. Agah.
07:43I'm sorry, Mr. Agah. I mean...
07:45...the movement of the future Adaro stock...
07:47...includes the indicators...
07:49...of the period of the Interim Dividend.
07:51Usually, the shares of Kum and the Interim Dividend...
07:53...will undergo a correction, Mr. Agah.
07:55Okay. Sorry, sorry.
07:57Sorry, I misinterpreted.
07:59Please continue, Mr. Agah.
08:01For Adaro itself...
08:03...for the future...
08:05...of the period of the Kum Dividend...
08:07...usually will move...
08:09...to strengthen first, friends.
08:11Because there will be...
08:13...what's it called...
08:15...we will also...
08:17...investors will see...
08:19...how much...
08:21...will be shared by investors in the future.
08:23So, there is still a potential...
08:25...of this Adaro...
08:27...to strengthen again to the area...
08:29...of Rp. 2,800 to Rp. 3,000, Mr. Agah.
08:31Okay. Is it still well-recommended, sir?
08:33Still, sir.
08:35Okay. For Adaro, today...
08:37...it is one of the stocks that experienced strengthening...
08:39...although the Indek Harga Samkabungan...
08:41...indeed turned to weaken back to Rp. 7,100.
08:43Next, we move on...
08:45...to the banks, sir.
08:47Today, the banks...
08:49...turned to be a burden...
08:51...for Indek Harga Samkabungan.
08:53The fluctuation is quite high.
08:55When BBRI...
08:57...strengthened, then weakened, then...
08:59...strengthened again, and the position now...
09:01...is closed flat in the second session.
09:03From the summary, the four big cap banks...
09:05...if we analyze from a technical point of view...
09:07...which one do you recommend...
09:09...in the current position?
09:13For the big banks, indeed...
09:15...our four big banks...
09:17...are not in the downtrend phase, sir.
09:19However, compared to these four banks...
09:21...in my opinion, personally...
09:23...I prefer...
09:25...BBCA Bank, sir.
09:27Yes, what is the analysis like for BBCA?
09:29Briefly, sir.
09:31For BBCA itself...
09:33...now it is playing around...
09:35...area Rp. 9,800...
09:37...which is the strong support area.
09:39This is the area that several times...
09:41...level support that has been several times...
09:43...three or four times tested here.
09:45I can recommend this...
09:47...around area Rp. 9,400...
09:49...with the strengthening target...
09:51...around Rp. 10,250.
09:53Alright.
09:55What is the target for the end of the year for BBCA?
09:57For the end of the year target...
09:59...for BBCA Bank, it can be around Rp. 10,250...
10:01...up to Rp. 10,325.
10:03Alright.
10:05Today's closing...
10:07...still at Rp. 9,800...
10:09...weakened by 1.01%...
10:11...and earlier it was still recommended to enter...
10:13...we can see the support...
10:15...and the investment decision...
10:17...is still in the hands of the viewers of IDEA Channel.
10:19Mr. Aga, we will be back soon...
10:21...we will see what Samsung has recommended...
10:23...and at the same time...
10:25...the closing update of the trading...
10:27...in the second session today.
10:29And viewers, we will be back...
10:31...in a moment.