IHSG +0,95% ke level 7.250,056 di sesi I di Rabu (22/1) +0,95% ke level 7.250,056. IDX-Infra naik 1,78% TLKM +4,18% jadi penopang terbesar IHSG di 12,8 indeks poin. IDX-NonCyc +1,41% CPIN +3,25%, Dari sisi saham, saham BMRI +2,07%, BBNI +1,05% jelang rilis kinerja 2024.
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TVTranscript
00:00Thank you for joining us. In this segment, we will review the technical movement of the Samkabong family,
00:12which continues to strengthen significantly above 1% and the movement is getting higher above the level of 7,200 viewers.
00:19And we remind you again, you can still participate on WhatsApp Interactive on 08.12.8788.7723 as shown on the television screen later.
00:29And right now, we are connected via Zoom with Mr. Lucky Bayu Purnomo, who is the founder of LBP Enterprises.
00:35We will go straight to Mr. Lucky. Good afternoon. How are you, sir?
00:39How are you, David?
00:42Thank you, Mr. Lucky, for spending your time on IDX Channel.
00:46Good news also comes from the Samkabong family today, sir.
00:49The strengthening is quite significant, above 1%, and the level of 7,200 seems to be getting stronger.
00:57Because it was able to strengthen to 7,267 and we both hope that the ISG will be closed above the level of 7,200.
01:06Technically, how do you see the strengthening that happened today and the strengthening that happened in the last few times
01:13when the ISG was previously pressed to 6,900?
01:19Yes, in principle, the index received a fairly good appreciation because the volatility of the market is related to each other
01:32from the point of view of the Intermarket Analysis.
01:35Where we can see today, both the Global Index and then the Regional Asia Index,
01:42and especially Dow Jones, S&P 500, and Nasdaq, in the index position, the compact experienced an increase.
01:52That's the first.
01:53Then, at the same time, the Shibu Volatility Index, which experienced a weakness,
02:00indicates that the market is not in a state of panic.
02:04So, the appreciation that triggered the index was able to reach the highest level today at the number of 7,266.
02:16And where we are currently conferencing, the index is still choppy at the number of 7,256.
02:26In other words, the index trend is still positive because it is very close to its highest position, which is 7,266.
02:35And for that reason, we also see commodities that are experiencing a correction or weakness.
02:42And at the same time, we see the dollar index experiencing an increase.
02:46There, we see that the appreciation of the market tends to be positive for the short to medium term.
02:55The next direction for the Common Gas Index, Mr. Loki, by leaving two trading days in the weekend.
03:02The next resistance, then the support that must be taken care of for the Common Gas Index,
03:07anticipating a reverse direction or internal correction for the IASG?
03:13First, we look at the highest level.
03:16The highest level is at the number of 7,266.
03:20In other words, the top line number that wants to be tested is 7,300.
03:26Well, if we look at 7,300 from the current figure, it requires 40 or 35 points.
03:36For that, in the next two days, I see that the index is still moving positively.
03:41That's one.
03:42Then, the reason for that sentiment, if we talk technically about the global sentiment,
03:52especially from within the country, we also pay attention to one thing.
03:57This is the momentum of the beginning of the year.
04:02We see that we are still in the first month,
04:06where the January effect is still a market player.
04:12Where before, if we look at December,
04:17did the market do window dressing at the end of last month?
04:25I see that that is the sentiment of window dressing that is currently getting a positive trigger
04:31because the momentum is accompanied by sentiment from the new US President.
04:39And if we look at the trend, it can still continue for the next one to two days.
04:46That's what we see from the index.
04:51Then the next one, there is a revision of the export results
04:59that we see where the DHA experiences a revision and the orientation is a natural resource.
05:07For that, we see that the purpose of the revision
05:15does result in two things.
05:19Two things from several aspects.
05:21If we look at the economic side,
05:24the revision will be good enough because it proves that
05:28the country is in a position to manage energy resistance through the export revision.
05:36But on the other hand, we see that there are actually several sentiments,
05:42especially in the banking industry,
05:44which indeed caused the movement of Rupiah liquidity towards the dollar to experience a revision
05:51because the majority of transactions are in the US dollar.
05:53Okay.
05:54Apart from some of the sentiments,
05:57investors are also waiting for the release of the fourth quarter or full year 2024.
06:04Usually, various big caps will be released first,
06:07from the developing schedules so far,
06:09BNI and BMRI.
06:11Coincidentally, the first one will be released this weekend, Mr. Lukidi.
06:17These two stocks experienced significant strength today,
06:20while the other two big cap banks tend to be stressed and tend to move more stagnant.
06:25How do you see this position?
06:27Has the market player priced in?
06:29Related to the projection of the big cap bank's performance in 2024, sir.
06:33First, the price in position has been experienced last week.
06:38Since last week, the position of the banking sector,
06:44especially the banks that have large capital,
06:48has experienced a reversal.
06:52That's the first.
06:54Then, the reversal happened due to market calculations
07:01that see the trend of the decline of the banking sector since last year
07:07is not reflected in the overall appreciation of the market.
07:12Because there are some considerations,
07:16if we look at the economic scale,
07:18where from the era of apprentices to the 8th President of the Republic of Indonesia,
07:28Mr. Prabowo Subianto also triggered our GDP to reach 8%.
07:34Then in the previous position, which was on average 5%.
07:38For that, in terms of liquidity,
07:42the banks experienced a correction in terms of a temporary correction.
07:48For that, it is normal if we look at some banks,
07:52especially the Imbara Bank,
07:54experienced a reversal or increased.
07:57I think until the release of work,
08:01until one month or until March,
08:06meaning the first three months,
08:08the banking industry is still in a positive position for the banks with large capital.
08:15Okay, Mr. Luki, let's go straight to technical, sir.
08:17BMRI, the Big Cap Bank,
08:19which will soon release their work,
08:21increased by more than 2%, sir.
08:236.175%.
08:25The increase is also quite significant from several levels of support
08:28that were met during the weakening that happened a few weeks ago.
08:34And coincidentally, there is also a question,
08:36there is Mr. Dwi Sapta Octaviano,
08:38not mentioning where the location is.
08:40The first BMRI resistance that must be breakpointed at what level, sir?
08:45Yes, first for BMRI,
08:48currently it is at 6.175.
08:51The trend of BMRI from 6.175 tends to strengthen to reach level 6.250,
08:57which is the top line of BMRI.
08:59I think the trend is still tending to strengthen
09:03because we see the character of each bank in Indonesia
09:07has different clusters.
09:09Coincidentally, this BMRI is in the corporate banking environment.
09:16Therefore, if we look at the corporate banking,
09:18in connection with the activities of sectors in Indonesia,
09:21with the sign of the strengthening of the index,
09:23the growth rate is still positive.
09:25For that, the BMRI tends to strengthen to reach the target of 6.250,
09:29while the stop-loss I think is in the range of 5% to 7%,
09:35from 6.250 as the BMRI price target.
09:42Okay, the closing today at 6.150 is 1.65%.
09:46And at the same time, I answered the question of Mr. Dwi Sapta Octaviano,
09:50this does not mention where the location is.
09:53Next to the BKB bank, sir, there is BBNI.
09:56Today it also strengthened significantly above 1%, 4.790.
10:02If from the charge side,
10:04BBNI has also experienced significant increase
10:07when it touched the level of 4.100.
10:10At this time, 4.700, even intraday 4.810 was touched today.
10:17What is your analysis, Mr. Luki?
10:20The first thing we will discuss is the BBRI.
10:26The BBRI is today, the trading figure is at 4.260.
10:35The number 4.260 is the average price today.
10:43Therefore, the target of the BBRI at 4.260 is 4.330.
10:514.330 can be the top line or resistance line for the BBRI
11:00because the BBRI, as we have seen since last year,
11:06especially at the end of the end of December,
11:09which had a correction,
11:11it became an interesting entry point in the banking sector.
11:18Especially the correction that happened since last year is quite significant,
11:22the correction is quite deep.
11:24And the level 4.330 as the BBRI target becomes rational
11:30because the number at 4.260 is not too far from the resistance level
11:38that will be tested in the short term.
11:41Okay, BBNI, briefly before we interrupt, Mr. Luki.
11:45For the BBNI, the BBNI is now at the price movement level at 4.790.
11:594.790, the next target, the closest number is 4.840.
12:084.840 becomes the top line of the BBNI at 4.830.
12:20While now it is at 4.790, I think the resistance line has reached the target.
12:29The BBNI tends to strengthen with buying signals.
12:33Analysis and recommendations from Samsung, the shareholder of Big Cap Banking,
12:37which today moves from being a mixed investor to being a shareholder
12:39and at the same time becoming a burden on the strengthening of the Samkabungan family.
12:43And again, the decision to invest is still in the hands of the shareholder of IDX Channel.
12:46Mr. Luki, we will be back later.
12:48We will try to see what Samsung chooses to recommend.
12:51Stay tuned with us.