Sobat investor, IHSG masih tertatih hingga penutupan perdagangan Selasa ke 6.956.
Sentimen global mendominasi di antaranya dolar AS yang menguat terhadap sejumlah mata uang Asia termasuk rupiah bertengger di Rp16.200-an.
Dari sektoral, kesehatan dan barang baku memimpin kenaikan, sementara bank bluechips masih jadi pemberat utama.
Sentimen global mendominasi di antaranya dolar AS yang menguat terhadap sejumlah mata uang Asia termasuk rupiah bertengger di Rp16.200-an.
Dari sektoral, kesehatan dan barang baku memimpin kenaikan, sementara bank bluechips masih jadi pemberat utama.
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TVTranscript
00:00Thank you very much, Mr. Miersa, for joining us again on MarketBuzz.
00:07The IHSG index has weakened psychologically by 6,900 on yesterday's trade.
00:16Weakening occurred, Mr. Miersa, in the midst of waiting for the release of Suku Bunga Bank Indonesia in the middle of weakening.
00:21The exchange rate of rupiah is also still continuing.
00:30The SAAM Gabunganto index index, which was strong at the beginning of the trade,
00:33was again weakened during the closure and left level 7,000 again.
00:38In the final trade, the IHSG rose 0.86% to 6,956.66.
00:44Intraday, the IHSG was opened flat at level 7,016.
00:48A few minutes after the opening, the IHSG rose to the highest intraday level at 7,402.
00:54After touching this level, the IHSG returned to weaken to the red zone.
00:58With the lowest intraday as well as the closing level of the second session.
01:01Related to this, year-to-date, the weakness of the IHSG is getting deeper at 1.74%.
01:06The health sector fell 1.36%.
01:09The primary consumer goods sector fell 0.94%.
01:13The financial sector fell 0.89%.
01:16The industrial sector fell 0.54%.
01:19The infrastructure sector fell 0.34%.
01:22Some sectors are still in an upward trend, including the technology sector.
01:25Reaching 1.51%, the new goods sector rose 0.88%.
01:30The energy sector rose 0.83%.
01:33The transportation and logistics sector rose 0.63%.
01:37When the owner of the top generation LQ45 was dominated by a nickel-based MUT.
01:42Among them, PT Merdeka Copper Gold TBK or MDKA strengthened 10.85%.
01:47At the level of 1,635 rupiah per share.
01:50When PT Vala Indonesia TBK or INKO strengthened 7.29%.
01:55At the level of 3,650 rupiah per share.
01:58And when PT Merdeka Battery Metroils TBK or MBMA 5.77%.
02:03At the level of 440 rupiah per share.
02:06The strengthening of nickel-based MUT and dominating in the line of ROPGENERS LQ45 in the middle of the government.
02:11Which plans to cut nickel production in 2025.
02:15Considering that Indonesia is one of the largest nickel producers in the world.
02:19It is hoped that this policy can minimize the fall in the price of nickel in the last few times.
02:24Meanwhile, the shares that became the top losers of LQ45, including PT Semen Indonesia TBK or SMGR.
02:30Weakened 4.79% at the level of 2,780 rupiah.
02:34PT Indah Kiat Pop and Paper TBK or INKP.
02:37Weakened 4.10% at the level of 6,425 rupiah per share.
02:42And PT Barito Pacific TBK or BRPT.
02:45Weakened 3.96% at the level of 970 rupiah per share.
02:50Meanwhile, on the side of the stock, PT Barito Renobles Energi TBK or BRN.
02:55Became the largest heavy ISG at 14.3 index points.
02:58At the level of 9,650 rupiah per share, weakening 3.74%.
03:03PT Baman Diri Persero TBK or BMRI became the pressure of ISG at 11.2 index points.
03:08At the level of 5,400 rupiah per share, weakening 2.26%.
03:14ISG is back in the middle of the wait-and-see of investors for the decision of the latest flower of Bank Indonesia.
03:20At the meeting in January 2024.
03:22This news is highly anticipated by market players because they are looking forward to the policy of the BI flower tribe.
03:27Especially in the middle of rupiah that is weak against the US dollar at 16,200.
03:32In the midst of political uncertainty and global geopolitics.
03:37From various sources for Adi Exterior.
03:39POMI ARSA
03:44Yes, POMI ARSA, in addition to the weakness of the index of joint stock prices.
03:46We will see some market spotlights that we have compiled in the following graphics, POMI ARSA.
03:52There is an ISG that continues to weaken for two consecutive days to 6,900.
03:56This is a concern as well as rupiah which tends to weaken to 16,200.
04:01Five days of auto-reject above POMI ARSA.
04:05The Ratu stock price rose 201% with a market cap of 9.42 trillion rupiah.
04:10This stock IPO in Rabu last week, exactly a week after POMI ARSA.
04:15And has been going for five consecutive days.
04:18Then there is the brand, becoming a heavyweight of ISG with a 3.74% weakness.
04:22Here are also some blue chips stocks from the bank.
04:27We go to the economic agenda of POMI ARSA.
04:30There is the US consumer price, the inventory of raw oil, German or PDB, South Korea year.
04:36Then the trading balance of POMI ARSA from South Korea.
04:39Currency circulation from Japan, trading balance from India.
04:42And the decision of the Bunga tribe from the Bank of Indonesia.
04:47And there is also a trading balance of POMI ARSA from Indonesia.
04:52From the agenda of POMI ARSA, there is a date.
04:55Starting from the implementation of Warran from SLIS.
04:57Then the meeting of the Bunga tribe from BIANG.
05:00Then there is the payment of cash dividends from BBRI.
05:04And RDTX payment of Interim Cash Dividends.
05:07And other agendas from AMARADRO, BSSR.
05:13All payment of Interim Cash Dividends.
05:16Continue POMI ARSA to the ASEAN exchange update.
05:18Which can also be a picture for the opening of ISG this morning.
05:21Today is a lucky day in the negative territory.
05:23We see that Asia is still moving in the negative territory.
05:28Nikkei Japan fell by 0.1%.
05:30South Korea fell by 0.04%.
05:33KOSPI Korea has increased by 0.45%.
05:35Hang Seng Hong Kong is still maintained at 0.36%.
05:40POMI ARSA
05:50And this morning, POMI ARSA, we will discuss related to the indicators for retail investors.
05:54In the midst of the upheaval that is still happening in the Indonesian stock market.
05:58Connected through a video conference with Mas Kenji Putra Chahaya.
06:01Head of Business Development PT FAC Securitas Indonesia.
06:04Mas Kenji, good morning.
06:06Good morning, Mrs. Pisa.
06:09Mas Kenji, how do you see the SMA index, which has been fluctuating for two days,
06:13continues to experience weakness.
06:14The weakness is also quite significant for the daily.
06:18And of course, we will discuss later how the indicators for retail investors
06:21in the midst of the weakness or upheaval that is happening right now,
06:24so as not to make the wrong choice.
06:26We go to IHSG first, what is the main sentiment?
06:29Okay, the main sentiment, why IHSG?
06:33If we look at it, it's quite deep too.
06:36The main one is the Marco condition,
06:39that is, the presidential term is chosen,
06:42the policies are also for the US,
06:47so the developing countries are impacted.
06:53One of them is that the US Treasury is also quite high,
06:57so it is usually linear in terms of capital outflow
07:02from the Indonesian market to the US.
07:06So there is indeed pressure, the dollar is still strong,
07:09so the rupiah is also under pressure.
07:11So, indeed, for us to look at this January,
07:15is there a return on the January effect?
07:18In my opinion, it's a bit difficult for January 2025,
07:22for the January effect.
07:24Okay, then, Mas Kenji,
07:27if you look at the SMA index,
07:31the main trigger is from the global sentiment,
07:33especially the United States.
07:35This is to wait for the quarterly financial report.
07:38It is predicted that the banking in the United States will still be solid,
07:42then the inflation will also be released,
07:44if I'm not mistaken, tonight at the same time.
07:47How far will it affect the SMA index again?
07:52Will it be enough to relieve with an increase too,
07:55or vice versa, will IHSG still tend to survive?
08:00Okay, in my opinion, one of the sentiments
08:04that will be good enough,
08:06or a positive stimulus for our market,
08:09one of them is related to the Q4 of 2024, of course.
08:15How about the stocks that have a good fundamental position?
08:21Well, this investor must also see that the 2024 interest rate is okay,
08:27if this is a macro factor that is more influential,
08:31so that usually investors,
08:34especially for dividend hunters,
08:37whose investment permit is medium to long,
08:41the fee is already sliding,
08:43the cheap ones have already started to be accumulated,
08:47or have already started to be collected again.
08:50So I think it's a positive sentiment for our IHSG resistance
08:55so that it can rebound later, one of the main factors.
08:58Does this mean that in the face of a downturn,
09:00or a weakness of the current IHSG,
09:02you see that the direction is still going up?
09:05That's right.
09:07Inflation, I think, is still maintained.
09:10This is also good for Indonesia,
09:12so the inflation rate is maintained,
09:14and also the most important thing is actually the purchasing power.
09:17Well, the purchasing power with the presence of a delay,
09:21in the sense of relaxation for the increase in PPM,
09:25so what we expect as a marketer,
09:29at least the domestic market,
09:32the household consumption is still maintained,
09:36so that it can push the market too.
09:38Okay.
09:39So what is the strategy for marketers,
09:43especially retail investors in the midst of a weakness at the moment,
09:46so as not to miss the opportunity,
09:48are there any tips from Mr. Genji?
09:51Okay.
09:53Maybe because earlier,
09:55as I mentioned before,
09:57for January effect,
09:58because the protection is small,
10:00but if we look at one of the big banks,
10:04the correction is quite deep,
10:06such as Berry and Mandiri,
10:08this can be an option for friends to take an investment term,
10:14a bit in the middle to long for dividends,
10:18usually it can be an option too.
10:21So the areas of support,
10:25even Berirang has provided support too,
10:28this can be an option for friends
10:30while waiting for the momentum of our banks,
10:33in the sense of our domestic market,
10:36which we hope is still resilient,
10:39in relation to our BI,
10:42the market expectation is still maintained at 6%,
10:45so I think it's still optimistic,
10:47especially for the domestic market.
10:49So I think both are fundamentally good,
10:52but the price position is actually a bit discounted.
10:55Especially earlier you said banking,
10:57but what is the strategy in banking,
10:59and how to make the most of it,
11:01then the payment of dividends,
11:03we will review it later,
11:05but what is also interesting is the investment,
11:07especially from Nickel,
11:09maybe you can show the graphics,
11:11yesterday it experienced quite a significant jump,
11:14for example DAAS,
11:17the sector if we talk about the stock exchange,
11:19it's more to the stock market,
11:21then there is also INKO, Pemirsa, and Antam,
11:23maybe the most significant is DAAS and INKO.
11:27How?
11:29Well, here it is,
11:31your guess about these companies,
11:33there is DAAS, then DKFT, INKO, Harum, Antam, Tims,
11:35all of these companies jumped and increased,
11:38INKO is the most significant,
11:40until the closing was more than 7% in 3680,
11:46Is this related to the limitation of Nickel,
11:49the export of Nickel from Indonesia,
11:51which will be done soon?
11:55Yes, for Nickel itself,
11:57it is indeed one of the commodities
11:59that recently the price has risen,
12:03because earlier there was a limitation,
12:05one of the factors in my opinion,
12:07and also if I look at it,
12:09for the industry,
12:11with some policies or policies
12:13within our government,
12:16in the future, there is a potential
12:18for commodities, especially Nickel,
12:20for our export,
12:22although we see the demand
12:24is not too high
12:26in the near future,
12:28but I think the prospect in the future
12:30is quite good,
12:32so that from the commodities
12:34itself, although yesterday
12:36there was a deep enough
12:38correction for Nickel,
12:40the potential is still quite good,
12:42in my opinion.
12:44The potential is quite good,
12:46but there is a demand problem
12:48that doesn't seem too significant,
12:50because EV vehicles are also quite sustainable
12:52at the moment,
12:54we will discuss and recommend it
12:56in the next segment,
12:58stay with us on MarketBas.