IHSG -0,50% ke 6.981,477 di sesi 1 Selasa (14/1). IDX Sektor Keuangan -1,42% BMRI -2,26%, BBRI -0,52%, BBNI -1,90% dan BBCA -0,78%. Sementara IDX Sektor Barang Baku +1,08% ditopang saham saham berbasis nikel, DAAZ +7,66%, INCO +6,41%, DKFT +6,67%, ANTM 2,03%. Penguatan terjadi di tengah rencana Pemerintah akan pangkas produksi nikel 2025 untuk mencegah kejatuhan harga.
Dari global, Bursa ekuitas Wall Street berakhir variatif, Senin, dengan Nasdaq tergelincir, ketika investor mengurangi ekspektasi terhadap laju penurunan suku bunga dari The Fed.
Dari global, Bursa ekuitas Wall Street berakhir variatif, Senin, dengan Nasdaq tergelincir, ketika investor mengurangi ekspektasi terhadap laju penurunan suku bunga dari The Fed.
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TVTranscript
00:00Thank you for staying with us and in this segment we will review how the trade is going all day today.
00:12And we remind you again that you can still participate on WhatsApp Interactive at 0812.8788.723
00:20as shown on the television screen later.
00:22And now we have contacted through Zoom with Mr. Robin Haryadi, branch manager of JUC Solo Security.
00:28We will talk to him directly.
00:30Good afternoon, Mr. Robin. How are you?
00:32Good afternoon. How are you, Mr. David?
00:34Thank you, Mr. Robin, for taking the time to be on ADI Channel.
00:38Let's get straight to the point, Mr. Robin.
00:40There is a bad news coming from Indekargasam Kabungan.
00:42It seems to be going down and has been traded at the level of 6,900.
00:48What is the analysis of the trade today, especially from a technical point of view, Mr. Robin?
00:53Yes, from a technical point of view, it is still sideways below, but it is already close to support at 6,935.
01:01The weakening should have been limited, but foreign funds are still quite massive,
01:09so our index is also quite stressed.
01:17But from a technical point of view, the support is quite strong at 6,935.
01:23Usually, in that area, it will technically bounce back first.
01:26So, that's just a technical point of view.
01:29In the short term, where is Indekargasam Kabungan heading?
01:32In the midst of waiting for investors to release Indonesia's Suku Bunga Bank
01:36and also inflation data this weekend, sir?
01:39Yes, the BIR rate is expected to remain, so there will be no surprise.
01:51Maybe it will still be sideways between 6,935 and 7,195.
01:57The sideways is quite wide.
01:59When the IASG can pass the 7,195 or 7,200 level,
02:05then we will start to pull it back to the 7,500 level.
02:12Meanwhile, it is still below.
02:17What are the expectations of the market players, Mr. Robin?
02:22Because in January, Trump will be appointed,
02:25waiting for a new rule from the elected president.
02:30Then, the position of the President of the Fed will also be held with the Suku Bunga policy.
02:36Yes, actually what is feared is that if Trump rises, the dollar will be very strong.
02:45Yes.
02:46So, the rupiah will be pressured.
02:49And yesterday we planned to increase the BPN to 12%,
02:59so that foreigners are afraid because our GDP will simply be pressured.
03:07So, they will come out.
03:09Now, the local investors themselves are waiting for local sentiment
03:13that there is still nothing that can be held.
03:18For example, for CBO, there is B40,
03:24and now there is a limitation for nickel.
03:27Maybe the players are also waiting for policies such as coal royalty and so on.
03:37So, the pro-investment policies will make us excited.
03:43Yes.
03:44That's what we're waiting for.
03:46And maybe the reports from the annual report should be positive.
03:52We will wait for that.
03:53For quarter 4 and full year 2024, sir?
03:56That's right.
03:57We will wait for that.
03:58So that we also have a grip that it's okay.
04:02Yes.
04:03Mr. Robin, it's interesting.
04:04You have mentioned some very anticipated policies.
04:07Today, from the sectoral movement rotation,
04:11the steel sector is stronger by more than 1%
04:13when the joint stock market index is weakening.
04:17The government plans to impose a production limit in 2025 for nickel.
04:23Remembering that Indonesia is one of the largest producers in the world.
04:27With this policy, it is expected that the price of nickel,
04:30which had previously fallen, can be minimized.
04:34At least it will not experience strength again.
04:36And this is also illustrated by the movement of several stocks
04:39that experienced significant strength today.
04:42What is the correlation?
04:43When this policy is implemented,
04:46what are the plans for investors' expectations?
04:50Especially for nickel-based Samsung for today.
04:53Yes.
04:54We are always forward-looking in the market.
04:58So we hope with this limitation, the price of nickel in the world will also increase.
05:04So that the company will automatically get profit.
05:11Because this increase will inevitably provide additional profit.
05:16So that's why the market is positive.
05:18Nickel-based Samsung,
05:20both Blue Chip and Second Liner,
05:23are moving quite wildly.
05:25Just like when the CBO B40 was decided yesterday,
05:30the CBO B40 will also increase.
05:34Okay, we will try to review from a technical point of view,
05:37some nickel-based stocks that experienced significant strength today.
05:42Let's go to Inco.
05:44Mr. Robin, the position is closed to strengthen 7.29% at 36.80%.
05:49Support from the nearest system and recommendations for Inco.
05:53Inco is one of the pure nickel.
05:57Actually, when it passes level 36.80%,
06:04this is the level for the double bottom.
06:08Unfortunately, it's just right there.
06:10But I think it will go up when it can be higher tomorrow.
06:17The technical is at 37.50% and the direction is to 39.90%.
06:22The support, if we want to buy on pullback,
06:27is around 35.80-3600.
06:32Okay, closing today at 36.80%, strengthening at 7.29%.
06:37Intraday today at 37.50%.
06:40And again, the investment decision is still in the hands of the IDA channel.
06:44Let's continue to Tinz, sir.
06:46Today it also strengthened above 4% at 1120,
06:50even though Tinz is not pure for nickel.
06:53Yes, usually there is a trio of nickel.
06:56People see it as Antam, Inco, and Tinz.
07:02Tinz is interesting.
07:04It has already formed a double bottom brick with a target of 1220.
07:11The nearest support is at 1100.
07:15So my recommendation is that the brick 1125 can be entered.
07:20Okay, let's move on to Antam, sir.
07:23Today it also experienced an increase of 2.70%, 1520.
07:28Antam can be bought if the brick 1535 with support at 1500
07:37with a target of 1635, the resistance is there.
07:42Okay, next for the new emitter, there is DAAS.
07:47Today it is also supported.
07:49Intraday today actually 6450, even though the strengthening is more limited,
07:53especially at the closing of the second session today.
07:56Yes, it was brought up earlier.
07:59It's amazing, 6450.
08:03It's close to the ATH.
08:05The ATH is at the all-time high.
08:08Correct.
08:09At 6725.
08:11And from there, usually at the all-time high, there are two things.
08:16First, the trend is just strong.
08:18Second, it is vulnerable for people who are taking profits.
08:21Well, this is what happened.
08:22Taking profits, so it was closed at 5850, although it increased by 5.4%.
08:29But earlier it was amazing.
08:32And this is indeed from the beginning.
08:34DAAS is indeed from the IPO, people like it.
08:39Including those who make records.
08:42So this is still okay.
08:44In my opinion, BITSO will temporarily trade first.
08:47Okay, sir.
08:48Okay, for DAAS, 5850 today strengthened at 5.41%.
08:52Analysis and recommendations are both based on nickel,
08:55which today is against the trend of mutual asset trading.
08:58When nickel actually experienced significant strengthening.
09:01And again, the decision to invest is still in the hands of the shareholder of IDX Channel.
09:06Then, Mr. Robin, we have not forgotten.
09:08Later we will try to see what Samsung will recommend
09:11and also update the closing of trading in the second session today.
09:14And we will be right back.
09:16See you soon.