IHSG +0,44% ke level 7.202,492 di sesi 1 Selasa (21/1). IDX-Finance +0,79% saham bank Himbara masih diburu investor. BBRI +3,32% topang IHSG 20,6 indeks poin, BMRI +2,50% topang IHSG 13,6 indeks poin dan BBNI +4,11% topang IHSG 6,3 indeks poin dan BRIS +5%. Sementara IDX-Health +0,68% PYFA +9,41%.
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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.
00:13The dominance is moving in the green zone, but the level of 7200 is still not able to be maintained, especially for the closing level.
00:20Throughout 2025, the index of joint stock prices has not been able to succeed in closing above the level of 7200.
00:26We hope you can still participate in our interactive WhatsApp at 0812.8788.723, as shown on the screen.
00:36We are now live on Zoom with Mr. Rio Rizaldi, founder of Galeri Saham.
00:42Mr. Rio, good afternoon. How are you?
00:45Good afternoon, Mr. David. How are you?
00:47Thank you, Mr. Rio, for taking the time to be on IDX Channel.
00:51Mr. Rio, one of the world's most important figures, as we have seen, is the 47th President Donald Trump.
01:01And it looks like the market players responded quite well to the opening of the first session of the joint stock market back to the level of 7200.
01:09And again, in 30 minutes of the closing, the strength is more to the limit.
01:14The technical position of the IHSG, which is not yet able to survive above the level of 7200, Mr. Rio?
01:21Yes, basically, the rise of the IHSG is sustained by several levels of resistance.
01:27Such as resistance that was formed at the beginning of January, which is at the level of 7197.
01:35And also together with the existence of resistance moving average at MA50, which is also around 7188.
01:43So basically, the rise of the IHSG is sustained in the area of the combination of the two previous resistances.
01:49However, if we look here, there is still room for growth for the IHSG, although the growth is not that big.
01:57More or less, it is at the level of MA200 IHSG and moving average 200 is at the level of 7305.
02:05So the sentiment should be quite positive.
02:09So basically, we can see that as high as the IHSG rises, the level of 7300 can still be achieved.
02:17However, the room for growth is not that big.
02:20And if we look at some of the big cap stocks, there are some that have risen quite sharply and are indicated to experience an overbought.
02:30So maybe in the next few days, maybe this week, there may be a potential to reach 7300.
02:35But that's it, because for the next trend, stocks usually need a correction for a while for the rise to be even higher.
02:44Okay, it is still able to reach 7300, but at least in the short term, to maintain the position of 7200 first,
02:52how much resistance must be penetrated first for the IHSG?
02:58Yes, basically, the important resistance to be penetrated is 7197, sir.
03:04So more or less, it is a bit close to the current level.
03:07So basically, this must be penetrated, not at 7200, but at 7197.
03:14Okay, from the sentiment of market participants towards the Trump administration,
03:19we have seen that there are some important points that we can take from there.
03:27First, regarding the Trump energy program, it will be more focused on fossil fuels,
03:32even though in the previous term, Biden was more focused on new and renewable energy.
03:37Then, regarding tariffs, it seems that there is a delay, especially for China, including Indonesia's largest trading partner.
03:45How do you see the position of Trump's important points when he was appointed,
03:52especially the impact on the IHSG?
03:56Yes, basically, the strategy is to support the industry from America itself, sir.
04:04So it does get a lot of support from businessmen, big CEOs, etc.
04:11So basically, from the point of view of the American economy, it should be very positive.
04:16But again, whether this will have a positive impact for Indonesia, we also have to think about money flow.
04:23Because if it's good there, and it's good here, it's just stable, there's no high volatility.
04:31Basically, we can be worried that there is an outflow, that it can still grow higher there.
04:39Here in Indonesia, the sentiment is not very positive.
04:45That's why we're worried about the outflow.
04:47But on the other hand, if we look at the Dow Index itself, the Dow Index is already at the resistance level, sir.
04:55The resistance of Dow Jones is around 43,550.
04:59So with the closing yesterday, it's already in the resistance range.
05:04And usually, when there is something to wait for, the market will move according to expectations.
05:10For example, Donald Trump is positive about the American capital market.
05:14So before there is a trade, the market will usually move positively.
05:19But when there is a trade, we can see that there is a strategy called buy on, sell on fact.
05:27So buy on when the fact has happened, when the strategy has happened.
05:31So basically, with that combination, maybe we can see that the increase in the Dow will be relatively limited,
05:38and maybe it will consolidate first.
05:41On the other hand, we see the sentiment in Indonesia, is there an additional positive catalyst sentiment or not, sir?
05:49More or less like that, yes.
05:50Okay, and coincidentally, the U.S. stock market is also free for their trade, because of a reminder from Martin Luther, if I'm not mistaken.
05:57We'll wait for the latest developments from the U.S. stock market data.
06:03Now, from the sentiment side, Mr. Ryo, Bank Himbara shares again today became the main supporter of the Indekarga Samkabungan movement.
06:11But in these 30 minutes, where Bank Himbara became the main supporter of Indekarga Samkabungan,
06:17the strength of Indekarga Samkabungan is also limited, as well as the strength of IHSG is also limited.
06:23How do you see this position? Are these investors starting to slowly take action in profit-taking?
06:31Yes, basically we can see it like this, sir.
06:34If Bank Himbara is moving up, basically there is a positive sentiment or seeing that it is already quite cheap.
06:43And it becomes a catalyst to make purchases.
06:47But indeed, the sharp increase, we see that the increase is quite sharp.
06:51Whether it's from BBRI, BBRI to Bank Mandiri.
06:57This has basically increased quite a bit since the middle of this month.
07:01So basically, with a fairly high increase, we can see that Bank Mandiri has increased by more or less 12% from the bottom level.
07:10So it is indeed indicated that there is an overbought on some big banks.
07:16Except for BCIA, the big banks.
07:18And this is also a deterrent to IHSG.
07:21Because on the other hand, the big banks are increasing, but there are others that are correcting.
07:25For example, like Pani.
07:28There is also Goto today.
07:29That's right. They are a sideways brand, Pani has a lot of corrections.
07:33So indeed, their movement is not light.
07:37Let's go straight to BBRI, sir.
07:39Its strength in the second session closure is 0.95%.
07:42Even today it touched 4,380.
07:46The closure is only at 4,260.
07:48Analysis and your recommendation for BBRI.
07:51Yes, BBRI basically has two resistances.
07:54The first is the minor resistance, the level is 4,300.
07:58It has been achieved and it does hold up to the increase in BRI for this afternoon.
08:03And the next resistance is at the level of 4,500.
08:05So if it can hold above 4,300 in the next 1-2 days,
08:09we can still see there is room for an increase in BBRI,
08:12even though the upside is not that much.
08:15Remembering that the increase has been sharp.
08:17Overall, the trend is still in a long-term trend,
08:21but the uptrend is quite short.
08:23So please monitor the 4,300.
08:25If BBRI is strong, we can expect an increase in the next uptrend for BBRI.
08:32Okay, moving on to BMRI, sir.
08:34The limitation is also limited, only at 0.83%.
08:366,050 closures.
08:38Intraday today even reached 6,175.
08:42Yes, basically BMRI is also similar to BBRI.
08:45It has reached the resistance area, the minor resistance,
08:48which is around 6,100.
08:51This level has held up to an increase in BRI on January 16 last year,
08:56and now it has become a resistance in the closing today.
08:59And we need to see here,
09:01it is important for BBRI to be able to hold up to 6,100 in the next 1-2 days.
09:07If that can happen,
09:09then we can expect a more solid increase in BBRI.
09:14More or less, the next target is around 6,650-6,700.
09:20Okay, from BMRI we move to BBCA, sir.
09:23Still moving alone, a bit different.
09:25Today it is under pressure.
09:26It has even left a level of 9,600.
09:29Today's closing is at 9,575.
09:32Is there anything technically for BBCA, sir?
09:36Basically, BBCA is more towards rotation, sir.
09:41So if we look at BBRI, which keeps going down,
09:44then we can look at BBRI,
09:47which has experienced a relative decrease,
09:50more drastic than BBCA.
09:52In BBCA, basically, the fund managers switch, sir.
09:57So when they see that,
09:59oh, this independent bank, BBRI, is starting to look cheap,
10:03they want to switch,
10:05sell what is already profitable or the price is still strong,
10:09to buy what they consider cheaper in price.
10:14And indeed, this is likely to happen in the BBCA sector.
10:17So the sale of BCA is like
10:19And we need to see here,
10:20BCA actually has an important level, 9,900.
10:24So now it is below the level of 9,900.
10:27So as long as it can't be above the level of 9,900,
10:31basically, the selling pressure on BBCA will still continue
10:36and for now, maybe more wait and see first in BBCA.
10:41Is the support still maintained, sir?
10:43In short, sir.
10:44The support is at the level of 9,450,
10:47so it should still be maintained, BCA.
10:49Okay, today's closing at 9,575.
10:52Analysis and recommendation of Samsam Bank, Kampi Kep, especially Himbara,
10:56which today is still a supporter of the Samkabungan family,
10:59even though its power has begun to be limited.
11:01Mr. Ryo, we will be back soon,
11:03later we will see what Samsam plans to recommend,
11:06and we will be back shortly.
11:08See you soon.