IHSG +0,68% ke level 7.306,730 sesi I Kamis (23/1). IDX-Energy +1,15% AADI +4,76% IDX-Basic 0,89% SMGR +3,05%, dan IDX-Techno +0,86% GOTO +2,38%. Dari sektor keuangan, saham BBRI +1,64% dan BMRI +1,63% jadi penopang utama IHSG di tengah penantian rilis kinerja 2024. Sementara sektor properti melemah PANI -7,23% dan CBDK -10,61% di tengah polemik pagar laut.
Category
📺
TVTranscript
00:00Thank you for joining us. In this segment, we will review the trade path throughout today's
00:11broadcast, where the domestic market experienced significant strength, although in 30 minutes
00:17the strength is more limited. And we remind you again, you can still participate on our
00:21interactive WhatsApp at 0812 8788 3723, as shown on your television screen later.
00:30And now we are connected via Zoom with Mr. Peter Sosilo,
00:33branch manager of JUC Semarang Gochuan. We will get right to it.
00:38Good afternoon, Mr. Peter. How are you, sir?
00:40Good afternoon, Mr. David. How are you? I'm fine. How are you?
00:43Thank you, Mr. Peter, for taking the time to be on IDX Channel.
00:47Today, the rally for the Samkabungan family continues, sir.
00:50It has been a rally on the seventh day, the highest intraday in 2025,
00:56then the level of 7,300 today was touched again, although in 30 minutes,
01:00the strength closure path is more limited.
01:03Analysis for the Samkabungan family, especially Mr. Peter,
01:06from the internal weakness a while ago, from 6,900 and today back to 7,300.
01:14Yes, according to my analysis of the ISG, it has been 7 days of strengthening, Mr. David.
01:19So, indeed, for investors and traders themselves, they must also start to be aware,
01:25there could be a correction, in my opinion.
01:28Indeed, the limit to see from the reference level support is around 7,200.
01:35As long as it can last in the area of 7,200, we hope the ISG will continue to last, sir.
01:40So it will continue to have the potential to go up. That's it, Mr. David.
01:45In the short term, where is the direction, Mr. Peter,
01:47considering tomorrow is the end of the weekend?
01:52In my opinion, tomorrow will be a limited correction, Mr. David.
01:56So, if I look at the position for tomorrow, the area of the ISG itself can reach the area of 7,250,
02:05approximately from there, sir.
02:07It will be a thin correction, sir.
02:09But we hope it won't go down to 7,200.
02:13If it goes down to 7,200, the possibility of the ISG will also go down again.
02:19Okay, is there a possibility, sir, that the household index will go down further
02:24considering that we will also do this long holiday activity, Mr. Peter?
02:28Yes, that's right.
02:30It's been two days, it's getting stronger.
02:32So we see that the profit-taking has also started to be taken.
02:36It has supported the long holiday.
02:38So the possibility can also happen, sir, for the ISG.
02:41There is a possibility that it will be corrected below 7,200.
02:44But we also hope not.
02:46If it goes down, it won't be fun, sir.
02:49We just have to look at the support for the ISG at 7,200, that's it, Mr. David.
02:54Okay, and we see that the strengthening of the household index is quite significant.
03:00So investors are expected not to worry about that, sir.
03:03And we both hope that the strengthening will continue
03:07in the next trade for the household index.
03:10From a technical point of view, the movement of the ISG, Mr. Peter,
03:14the sector is also quite interesting, sir.
03:16Let's take a look at it today.
03:18I want to go to the property first.
03:20Today, again, it becomes a burden for the household index.
03:23There is PANI, then CBDK.
03:26Today, it continues a fairly deep correction, sir.
03:29Even PANI and CBDK each fell above 19%.
03:34From a fundamental point of view, maybe related to the polemic that has developed,
03:39it seems quite influential.
03:41But technically, sir, where will it go?
03:44With the deep pressure that continues today.
03:46Let's go to PANI first, Mr. Peter.
03:48Yes, PANI was closed at 11,075.
03:52It's quite deep, sir.
03:55So in my opinion, PANI will continue its action to go down, sir.
03:59So we see there is support.
04:02The support of PANI is at 9,500-9,600, sir.
04:08It's in that area, the support area of PANI.
04:11If it falls, it will continue to go down again for PANI.
04:15This is also affected by the fact that there is an impact of the Pagar Laut case, sir.
04:21It seems that there is also an impact to PANI and CBDK.
04:24Okay.
04:26What is your recommendation for PANI, sir?
04:28With the internal weaknesses that have occurred, especially for investors who are still stuck at the top level.
04:33For me, for both, whether PANI or CBDK,
04:37for me personally, it's wait and see, sir.
04:41For the short term, wait and see.
04:43In the medium term, also hold first.
04:45For investors who already have it, also hold.
04:48The condition is to see wait and see first, sir.
04:50So the position for the traders themselves is also to wait and see first, sir.
04:55For these two stocks.
04:57Okay. PANI stocks have begun to experience significant growth, sir.
05:01In the last few times, it was up to 19,000.
05:05With the internal correction that happened in the last few times, has this changed the trend pattern?
05:10From PANI stocks.
05:12For me personally, it has changed the trend, sir.
05:16From a few months ago, it was sideways.
05:18Then it broke the trend.
05:20Now it's heading to the downtrend.
05:22So, in my opinion, it's starting to be quite stable.
05:24For PANI to be careful.
05:26But to get in, I say wait and see first.
05:28Don't get in, sir.
05:30Okay. Moving on to CBDK, sir.
05:32The new emitter.
05:34Which previously also showed a slanted trend.
05:36Then it turned to experiencing a fairly deep weakness.
05:40Although from the technical picture, it doesn't look complete yet, sir.
05:44But I'm a little confused.
05:46The technical movement with the reverse direction that happened for CBDK.
05:50CBDK itself has been down for four consecutive days, sir.
05:54It continues to make a new low.
05:56Until today, it also broke.
05:58So, in my opinion, for CBDK itself, we also have to be careful first.
06:02Although from both companies themselves, the fundamentals are still solid.
06:06And the strategic projects are still good.
06:10But in terms of technical, I personally do not recommend for now to enter both PANI and CBDK.
06:18Okay, those who have taken possession?
06:20For those who have taken possession, hold on for a while, sir.
06:25Today's closing, CBDK at 7,550.
06:28A weakness quite deep in the emitter at 19.89%.
06:32And again, the investment decision is still in the hands of the ADHNA emitter.
06:37From our property, we move to banking, sir.
06:40This is quite interesting, in the middle of the DHE sentiment.
06:43Then also in the middle of the sentiment of US President Donald Trump.
06:48The release of the fourth quarter or full year 2024 seems to have started, sir.
06:53Yesterday, BBNI recorded a position of quite good performance,
06:57although the growth tends to be thinner.
07:00And today, the stock is reversing in the red zone.
07:02But I want to go to BBRI first, sir.
07:05A great performance for BBRI has occurred in recent times,
07:08compared to other big cap banks.
07:11The job-release track today experienced strength, sir,
07:15and became one of the supporters of the Samkapungan Analysis Indicator
07:19and a recommendation for BBRI in the middle of the strength that occurred
07:23in their job-release track.
07:26BBRI itself has also experienced strength a few days ago, sir.
07:30And then I also see that from the investors' point of view,
07:33they are also starting to enter.
07:35For now, I hold BBRI, sir.
07:37I already have a position, I hold it.
07:39If, for example, you want to enter, you can also start.
07:43If you want to enter in a lucrative way, you can for BBRI.
07:46BBRI has a level of support, it is currently at the closest level of support,
07:51it is at 4,240.
07:54Then for its closest resistance, it is at 4,380.
07:58For BBRI, that's it, sir.
08:00Okay. Is this condition just for a moment, sir?
08:04From the technical position, or is there still room for strengthening?
08:09If you look from the technical side, there is still a strengthening session, sir.
08:15Where is the closest resistance for BBRI?
08:17For its closest resistance, it is at 4,380.
08:21Then it can continue to 4,430.
08:24After that, it can continue again to 4,530 for BBRI.
08:28Okay. Has this strengthening included the release energy indicator?
08:34No, sir. Because some of the previous peak cap fluctuations,
08:37before the release of energy, the increase occurred first,
08:39and when it was released, it immediately moved back to the red zone.
08:43Yes. If I look at it, BBRI's improvement will gradually improve, sir.
08:49In the previous condition, I also saw that there was a flowering of the flower family.
08:53Well, this will definitely boost the positive for the banking sector,
08:56and encourage investment.
08:58So I think for BBRI itself, it will definitely be encouraged, sir.
09:02Okay. From BBRI, we move to BMRI, sir.
09:06Closed at 6,175.
09:08The strengthening is again limited.
09:10The action of profit-taking seems to have started,
09:12because intraday today reached 6,300.
09:15Direction for BMRI and its recommendation in today's closing position?
09:20Yes. For BMRI and BBRI, we are in a long-term position, sir.
09:25In the short term, for now, the position has made a decline for today's closing.
09:31For the closest support, BMRI has passed 6,200.
09:38So its closest support is in the 6,000 area for BMRI.
09:43While for its resistance, it is in the area of 6,525 to 6,600, sir.
09:52Recommendations for BMRI?
09:54For BMRI recommendations, for now, if you have BMRI, yes, hold.
09:59But if, for example, the traders want to take a profit,
10:03then take a profit first because we want to have a long vacation, sir.
10:06Yes.
10:07We will see again what the condition is like after a long vacation.
10:12Today's closing at 6,175 strengthens at 0.41%.
10:17Let's move on to BBCA, sir.
10:19From some developing information,
10:21BBCA seems to be releasing work at 4 p.m. today.
10:25Today, it experienced significant strengthening, 4 to 9,750.
10:30However, at the closing of the second session, it returns to that level again
10:35and tends to move more flat.
10:37What is your analysis for BBCA?
10:39In my analysis for BBCA,
10:41BBCA has formed a sideways pattern for almost a month.
10:46So if I look at BBCA,
10:48in the area of 9,600, it can be collected,
10:51in my opinion, as long as it is not below 6,925.
10:56Indeed, for BBCA itself, for the long term, it can be collected, sir.
11:00Because the performance of BBCA itself is more stable
11:03and more promising compared to other banks.
11:06Then, in terms of financial performance,
11:09we can also see that BBCA is growing consistently.
11:14Then, if I read what is already there,
11:17in the projection of 2025,
11:19BBCA will be projected to grow by 9%, sir.
11:23For 2025.
11:24So I see that BBCA is worth taking for the long term.
11:29Then, in terms of companies abroad,
11:32there are companies like JP Morgan
11:34that provide an overweight rating for BBCA
11:36with a price target of Rp12,000.
11:38So I think BBCA is worth collecting for the long term.
11:42Analysis of Samsung Big Cap Bank,
11:44which today is more likely to move in variations,
11:47especially from the Big Cap Bank,
11:49which will release Kinerja.
11:51This is experiencing a strengthening of BBCA flat,
11:53while for BBNI, experiencing a correction
11:55after the release of Kinerja,
11:57after the previous day's trade,
11:59has experienced a strengthening
12:01of the movement of BBNI stock.
12:03And again, the decision to invest
12:05is still in the hands of the investors of IDX Channel.
12:07We will pause for a moment,
12:09later we will see what Samsung's recommendations are,
12:11and also the update of the closing of trade
12:13in the second session today.
12:15We will be back in a moment.