PT Bank Central Asia Tbk (BBCA) kembali cetak pertumbuhan kinerja yang solid dengan laba konsolidasi Rp54,8 Triliun naik 12,7%. "Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Jumat (24/01/2025) dengan Tema Laba BBCA Kembali Melesat 12,7% Jadi Rp54,8 Triliun Sepanjang 2024".
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00:00And the next news is the Spotlight market, where IHSG is heading towards the red zone after touching the psychological level of 7,300, but this is not sustainable and the closure in the trade yesterday was weakening.
00:16The property and stock sector is still the largest supporter of IHSG, each fell by 2.95% and 1.06%.
00:23LENK touched the auto reject on the third day by dropping to the position of 2,310.
00:30In addition to this news, we will also present an economic agenda from Asia.
00:34There is a foreign capital planting in Indonesia, the production of Singapore's industry, the statement of the Central Bank Monetary Policy of Japan, IHK Inti Japan, King of Trade, the Philippines.
00:43The inventory of crude oil from the United States and the position of the reserve of the Central Bank of the United States, as well as the data of the Governor of the Central Bank of Europe.
00:51From our global economic agenda to the emittance, there is RUPS issuance of a number of emittances such as NRG, BJBR, data, then there is also an issuance of SMLE, cash dividend payment card.
01:06Update from Asia, will it be as strong as the global stock market? You can see the complete data.
01:13On the screen later we will present for Asia Pomeranian, but we will immediately discuss through a video conference with our narasumber this morning.
01:21I will welcome Mr. M. Hamzah, CEO of Samology. Mr. Hamzah, good morning.
01:27Good morning.
01:28Thank you very much Mr. Hamzah.
01:29Before we go to the interesting domestic sentiment from the Banking that has released a financial report from the Central Bank,
01:34we go to the most up-to-date information from the state, which may be a booster for the Asian exchange or the US exchange.
01:42It was closed last night for the US to re-experience strengthening.
01:46Trump at the Global Economic Forum in Davos said that the Fed should lower the flow rate.
01:53Then he also pressed the OPEC to lower the oil price.
01:57How far does this draw attention from the market after a long weekend?
02:04Okay, from Trump's point of view, there are a lot of sentiments that we are looking forward to.
02:10Because Trump is a big obstacle for us.
02:16Especially related to the decline in the flower rate.
02:19Because we know that the flower rate yesterday had a potential not to be too massive to fall again.
02:26But with Trump pushing like that, it should be a positive sentiment.
02:33Especially for the Indonesian market.
02:35Because yesterday, the impact of the decline in the flower rate was quite felt in the IHSG.
02:40So in my opinion, it's quite interesting to keep an eye on it.
02:45Just keep an eye on it.
02:47Just keep an eye on it.
02:48How far will this affect the policy of the Fed?
02:53Because the Fed will hold its first meeting in 2025 next week.
02:57But many people are still projecting that it will not lower the flow rate.
03:01Even though there is a hint or statement from President Donald Trump.
03:08From the flow rate of the Fed itself, the condition is not too urgent to decrease.
03:15Because the data is still not too good.
03:19It's not like the previous period when the flower rate decreased.
03:24So in my opinion, from the point of view of the public,
03:29there is a potential that the Fed will still be held, even though it is pushed by Donald Trump.
03:35But again, in my opinion, with this kind of push,
03:40maybe there are expectations.
03:43Beyond expectations, maybe it will suddenly drop.
03:46Like yesterday, there were many market players who saw that the flow rate was still being held,
03:54but it was dropped.
03:55So let's just wait for the surprise.
03:57Okay, let's wait for the surprise.
03:59With energy, it's quite interesting,
04:02not to be underestimated by Trump's suggestion to lower the price of crude oil.
04:07Also, Trump is now pulling the mandate around EV,
04:11and said that he will still use fossil energy.
04:16How? Will this affect the market?
04:18Or has it been seen?
04:20Remembering the inauguration, the date was announced at the beginning of last week.
04:27Okay, if the impact directly to Indonesia is not too impactful.
04:32Because if you look at it from the other side,
04:37I think the decrease in crude oil is still ongoing,
04:42from the time of high strengthening.
04:44But in my opinion, because of the policy changes from renewable energy back to fossil energy,
04:55I think there should be potential for related stocks.
05:01But in my opinion, there is no significant movement to the domestic market,
05:06especially from coal or oil stocks,
05:11because the oil price is also going down.
05:13So for the domestic market, there is no significant movement.
05:17Okay, let's leave the sentiment about Trump,
05:20who pushed the central bank to lift the policy,
05:22then there was also a push from OPEC to lower the price of crude oil.
05:26Let's move on to BCA oil, which grew 12.7% to Rp 54.8 trillion in 2024.
05:32Is it interesting enough according to the projection?
05:35Or what is it like, Mr. Hamzah?
05:37Quite interesting, yes.
05:39Considering the performance of its friends is still not too satisfying.
05:45But with the condition of BCA, the NPL is quite low,
05:50and the growth of the oil is still significant.
05:54So it's actually quite interesting.
05:56But on the other hand, I think BCA is being distributed by foreigners.
06:03That's probably what makes BCA need more push.
06:09But back to the fundamental situation,
06:12the hope is that foreigners can return to the NETBA in BCA,
06:17because yesterday the NETCELL was quite massive.
06:20Okay, need more push.
06:22Does that mean that the solid energy of BCA is almost always like that,
06:28so it's considered not too special,
06:32has been priced in, or what?
06:35Okay, let's go back.
06:36Because BCA is dominated by foreigners,
06:39so actually the fundamentals are not too impactful.
06:46Because the recent stock movements are more tenacious
06:51because the foreign outflow is quite severe.
06:54Although some stocks such as BRI,
06:57with the condition of the energy,
07:00are also a bit less comfortable,
07:03because it has recorded losses on loans that are quite high in Q3.
07:09Maybe later we will see the response in Q4,
07:11is there any improvement?
07:12But back again, if we say BCA,
07:15we are still waiting for more inflow from foreigners.
07:19So if we say the fundamentals are good,
07:22hopefully it can be a turning point for BCA.
07:26Okay, waiting for more inflow from foreigners,
07:28hoping that BCA can move again in what kind of range,
07:33which is seen to be quite positive.
07:38Okay, for now BCA is in the strong support,
07:42in the range of 9,500.
07:46But in the last few weeks,
07:50foreigners are still selling,
07:52but what makes it a bit interesting is that
07:56although foreigners are still distributing,
07:58the movement is still sideways.
08:01I see that with the potential to release a financial report,
08:05and the data is also quite good,
08:09according to expectations,
08:10in my opinion,
08:11at least BCA can return to the resistance area of its sideways
08:16in the range of 9,900.
08:199,900, there is a chance to resistance,
08:21as long as it is able to break at what position first,
08:24Mr. Hamzah, which must be achieved?
08:27Okay, for the nearest resistance is at 9,900,
08:31because it is now in the support of its sideways at 9,500.
08:34So at least we monitor first,
08:37whether with this release,
08:39it can return to the nearest resistance at 9,900.
08:42If it is able to be broken,
08:43then we talk about the target can reach 10,300.
08:46Okay, what is the situation like for other banks?
08:49Because there are still many that have not been released yet.
08:52Then what else is interesting to be discussed?
08:55Let's take a look at the next update from the Asian Stock Exchange.
08:59Update from the Asian Stock Exchange,
09:00my guest may be a reference,
09:01the opening of trade this morning.
09:04As we can see, all stocks moving in the territory are positive.
09:08There is Nikkei, which rose 0.27%,
09:10The Times 0.13%,
09:12Kospi 0.7%,
09:149%, Hang Seng, Hong Kong,
09:16rose 0.4%,
09:18and we can see from the opening of trade this morning,
09:22the price index and the joint strengthens at 7,240.
09:26We will present the complete statement later.
09:34Stay tuned on Marketplace.