IHSG +0,97% ke 7.098,21 di sesi I Selasa (4/2). Penguatan terbatas usai IHSG melaju di atas 1% ke 7.125. Sektor barang baku +2,24%, MDKA +3,79%. Sektor energi +1,35%, RAJA +6,38%. Sektor kesehatan +1,33%, KLBF +4,58%. Sektor keuangan -0,10%, BBCA -1,07%, BMRI -1,29% jadi laggard IHSG. Di sisi lain, saham TPIA dan BREN jadi penopang terbesar IHSG di 28,02 dan 18,2 indeks poin.
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TVTranscript
00:00Thank you for joining us and in this segment, we will review the trade path during today's trade,
00:12where the strength of the joint stock price is more limited,
00:15when intraday today had a touch or experienced a strength of more than 1% of the shareholder.
00:21And we will be back, you can still participate in our interactive WhatsApp at 0812 at 8788.7723,
00:30as shown on your television screen later.
00:32And right now we are connected via Zoom with Mr. Halim Mintareja,
00:37branch manager of JUC San Antonio, Surabaya.
00:40We will go straight to Mr. Halim, good afternoon, how are you, sir?
00:44Good afternoon, good to be here.
00:47Thank you, Mr. Halim, for your time on IDH Channel.
00:51Mr. Halim, let's go straight to the analysis of the movement of the joint stock price, especially from a technical point of view.
00:58Interestingly, in the first session this morning,
01:02after the opening, the joint stock price continued to grow,
01:05strengthened above 1% and was again traded above the level of 7,100.
01:11However, entering the second trading session, the strength is more limited, sir.
01:16And again, the level of 7,100 is not able to be maintained by the joint stock price index.
01:21Your analysis for today's review.
01:24Yes, this index for the last month has tried to form a base,
01:30trying to form support in the range of 7,000 to 7,100.
01:34Well, this has been tried several times to break down and it's hard,
01:38while the moving average is starting to go up.
01:41But on the other hand, the resistance of the MA200 is still strong, between 7,100 and 7,300.
01:47Well, we will see in the future which is stronger, between support below and support above.
01:52Support below and resistance above.
01:54So, in the meantime, we will be a little volatile in this area.
01:59In the area between 7,000 to 7,300, it will be very volatile.
02:06Well, from a technical point of view, Mr. Halim,
02:11some developments in the trading today from the United States
02:16seem to still have quite a big impact, related to price reduction.
02:21And in the morning, this still gives a boost or strength to the joint stock price index.
02:27However, entering the second trading session, the strength is more limited.
02:32I am also looking forward to the release of the latest data.
02:35It seems that China has announced the implementation of import tariffs on several US products.
02:41How do you see the interest in this position?
02:44Then also the impact on the joint stock price index and the expectations of investors?
02:50Yes, that's right. This is in accordance with the technical data.
02:53We are still ranging and we are also starting to cultivate.
02:57Because there are two new leaders in Indonesia and the United States.
03:01We are cultivating economic policies on how they will be implemented.
03:05Indonesia itself has already started to get the positive,
03:09the GDP has been delayed, the price reduction has been delayed.
03:16While in the United States, it is clear that we still don't know what the tariff will be.
03:20Some say that the tariff is only to offer incentives for other immigration policies.
03:27While China itself also replied yesterday.
03:30So this is as if the world is already looking for economic development.
03:36So while waiting, we will probably move in a volatile way with the previous range, between 7,000 and 7,300.
03:48Profita King, can you imagine the limited strength of the joint stock price index?
03:53No, sir. This can be seen from Samsung's previous peak cap, which has already experienced significant strength.
03:58Today, it's going back to the red zone.
04:01Except for BBRI, which is doing this confrontation.
04:03Finally, it's back to the green zone, strengthening at 0.24%.
04:07Let's go straight to BMRI, Mr. Halim.
04:10Your technical analysis and recommendations.
04:13The four pillars seem to be replaced by consolidations.
04:17Temporary consolidations.
04:19At the beginning of the month, BRI and DNI fell a lot.
04:24While BCA and Mandiri were consolidated above.
04:27Now it seems that the position has been changed.
04:30Between BCA and Mandiri, which was pushed.
04:36Mandiri and DNI, which was lifted up.
04:40But they all have similar patterns.
04:43They go up first, then pull back and make a YOLO.
04:46Those are the characteristics of consolidations.
04:50Since September, it has been pushed continuously.
04:55Starting in January, we have started to make support.
04:59We have started to make YOLO.
05:01We'll see if the consolidation is strong or not.
05:03If it's strong, maybe we'll go back up again.
05:06But if it's not strong, we'll look for support below.
05:09Meanwhile, there is power in BBRI.
05:12BBRI, after 3,800 days, seems to have made support.
05:16In addition to the management that has announced a buyback.
05:19It seems that the support is quite strong.
05:21Okay, we'll focus on BMRI first, Mr. Halim.
05:255, 6, 7, 5.
05:26BMRI is the same.
05:28He's pulling back too.
05:30His support, as long as he doesn't break 5, 3, 50, the pattern is still the same.
05:35Sideway.
05:36It's the same as the other guys.
05:38He's pulling back too.
05:39This is 5, 6, 7, 5.
05:41The target of JP Morgan is also 5,500.
05:44Technically, he's pulling back first.
05:47While looking for more momentum.
05:49What is the recommendation, sir?
05:515, 6, 7, 5.
05:52The recommendation, if you have it, it's okay to hold it.
05:56With a stop loss below 5,400.
05:58If you don't have it yet, wait for the consolidation to finish first.
06:02Meanwhile, if there is a resource that has support, it's pretty good.
06:05We'll focus on BMRI first.
06:07But if you have it, hold it first.
06:11The stop loss is there.
06:14The stop loss is at 5,400.
06:16Okay.
06:17At the YOLO.
06:18Okay.
06:19As long as it's above 5,400, the pattern is still the same.
06:22Sideway.
06:23Okay.
06:24What about resistance, sir?
06:27The resistance, the target is to close the gap at 6,000.
06:32When he went down, there was a gap at 6,000 to 5,975.
06:36The resistance is a bit there.
06:39I think it can be closed, but not in the near future.
06:43Wait for the consolidation first.
06:45Okay.
06:46When the consolidation is still ongoing, the range of movement will not exceed the resistance you mentioned earlier.
06:53Okay.
06:54Yes, between 5,400 to 6,000.
06:56It's still there.
06:57It's quite wide because the volatility is quite high.
07:00Usually, the consolidation below is like this.
07:03Okay.
07:04Let's go to BMRI, sir.
07:05Just in a technical way.
07:07It looks like at the last minute of the closing of the second session today,
07:10it gave resistance back to strength at 0.24% to 4,260.
07:15The lowest intraday today at 4,200.
07:17What is the recommendation for BMRI?
07:20This is consolidating at the top.
07:23If you don't have it, just buy on weakness.
07:27At MA5, it was 4,200.
07:29Or MA20 at 4,120.
07:31It looks like the support is quite strong and will consolidate for the time being.
07:35When will we upgrade?
07:37Upgrade if it has broken 4,350.
07:41If it breaks 4,350, we will upgrade with the target MR200 at around 4,700.
07:49Before 4,350, how much resistance does BMRI have to break through?
07:56Previously, there was no resistance here.
07:59At this range, it was close to 4,350.
08:02Now it's 4,260.
08:04The next resistance is 4,300, but it's not too strong.
08:08The closest resistance is 4,350.
08:11Okay, the closing today at 4,260.
08:15It's back to 0.24%.
08:17The highest intraday today is at 4,300.
08:20It looks like it's close to the resistance level to do an average up for BMRI.
08:27What's next for BBCI?
08:30BBCI is still under pressure.
08:32Today's closing is at 9,175.
08:34Closing below, it looks like the asset is still for sale.
08:38This is a bit worrying.
08:41The asset keeps coming out.
08:44I heard that there is a revaluation because the growth projection is below 10%.
08:49BBCI, which usually has a double-digit growth, this time it's a single-digit.
08:53There is a revaluation that the PI is too high.
08:56But technically, the closest supporter is at round number 9,000.
09:03At round number 9,000, if it breaks through, it can be considered a sell-on strength when rebounding.
09:08I don't want to continue selling when it drops because BBCI is selling rebounds.
09:12So if the support breaks through, I'll wait for it to rebound, then I'll sell-on strength.
09:16Briefly, the last one is BBNI, sir.
09:18Today it's 1.67%, 4,700.
09:21BBNI, sir.
09:23BBNI, yes.
09:25The closing is at MA5, 4,700.
09:28The closest supporter is at 4,640.
09:34The resistance was high two days ago at 4,800.
09:41So the resistance is quite wide.
09:43The resistance is still quite wide.
09:45But if you have it, just do it.
09:47Okay, the closing today at 4,700 is weak at 1.67%.
09:52Mr. Halim, we will break first.
09:54Later we will try to see what Samsung chooses to recommend.
09:57And at the same time, an update on the closing of trading in the second session today.
10:00We will be back shortly.