IHSG -0,04% ke 6.792,352 di sesi I Kamis (20/2). IDX-NonCyc -1,68%, AMRT -5,65%. IDX-Energy -0,78%, AADI -5,26%, dan IDX-Property -0,74%, CTRA -3,98%. IDX-Techno +5,67%, DCII +19,9%. IDX-Basic +1,12%, BRMS +10,15%. Di sisi lain, laju IHSG masih terbebani saham Big Caps yang masih cenderung melemah, BBRI -2,24%, BBNI -1,11%, TLKM -0,37%.
Category
📺
TVTranscript
00:00Thank you for joining us and in this segment, we will review the trade path throughout the day and we remind you again, you can still participate in our interactive WhatsApp at 08.12.8788.3723, as shown on the television screen and later.
00:23And now it's connected with us via Zoom, there is Mr. Giz Woyo, who is the Director of PT Rumah Para Pedagang.
00:30Good evening, Mr. Giz Woyo, how are you?
00:33Good evening.
00:35Mr. Giz Woyo, the movement around Samkabungan today is more stagnant, where the position is still at 6,700, although it was 6,800 earlier.
00:48What can be described from the technical point of view of today's movement, where Samkabungan is not moving anywhere, Mr. Giz Woyo?
00:59So yes, this ISG is below 1,500, above 7,000, the middle line is 6,750, and earlier there was a low of 6,755.
01:09So yes, this is still above 6,750, the rest is 6,750 to 7,000.
01:15After passing 7,000, it will play at 7,000.
01:19And indeed, if we know the ISG target until the end of this year, the end of 2020, it is not high, not more than 8,000, maybe the area is around 7,600.
01:32Between 7,500 and 7,800.
01:37Yes, in the short and medium term, sir, where is the direction of Samkabungan's movement with a position of 6,700, the highest potential, just a few days ago, intraday, just 6,900, Mr. Giz Woyo?
01:53So yes, we are on a fairly long right-sideway.
01:58Previously, the big right-sideway was the area of 6,500 to 7,000.
02:03So, moreover, we are about to pass Eid.
02:08So yes, if we know that it will pass on Eid, the transaction rate will drop.
02:13So indeed, the current levels may be the ISG's right-sideway level.
02:17So if we talk economically, Eid is the peak of domestic consumption.
02:24So after Eid, during Eid, we will see what the condition is like.
02:32Whether we will consume high consumption or not.
02:37But as long as the consumption is high, our economic growth is safe.
02:44It is stable at 5%.
02:45And maybe we will push the ISG to be able to rise above the level of 7,500.
02:50So maybe until Eid, we will sideways between 6,500 to 7,000.
02:57Mr. Giz Woyo, the push from Samsung B-Cap is still not optimal.
03:01How do you see this position?
03:03Is the global sentiment, which is negative, tends to be heavy, sir?
03:08So that investors are more towards the wide NC or maybe more towards short-term trading?
03:18Indeed, for the time being, it is actually a budgetary issue.
03:21Especially for big companies such as BCA, BLT, Mandiri, BBMI, Astra Telecom.
03:27Once again, it is a big budgetary issue.
03:29The price is still cheap.
03:31So this is an opportunity for the dividend hunter.
03:34Because maybe the dividend yield will be high.
03:37The dividend yield will be high because the price is still low.
03:40The dividend is quite high.
03:42So the dividend yield will be high.
03:44And that's very interesting.
03:46Maybe that's the only momentum.
03:48So right now, if there is a chance to go up, we can.
03:52So in terms of making dividends, maybe the price can go up.
03:55But if the price doesn't go up, I personally will be happy.
03:58Because they will come twice.
04:00If the price doesn't go up, I will still be happy to get the dividend.
04:05Okay, we will try to review, sir.
04:07BBRI is still a heavyweight today.
04:09Pak Ke Soyo weakens by 2.74%.
04:11And again, it left Pak Ke Soyo at level 4000.
04:18Yes, that's right.
04:19So indeed, big banks are still in trouble.
04:22Because this is related to SIGU and Antara.
04:24So the issue is funny.
04:26So the issue is with the formation of Antara,
04:29will all the initial funds or deposits be used for Antara?
04:33No, it won't.
04:34So indeed, this issue must be solved as soon as possible.
04:38Yes, we from the market people have tried to give a clearer explanation.
04:44So it means that there is no money in the bank,
04:47in the bank, in the bank account,
04:49that can be used to manage the Antara SIGU fund.
04:52So actually, the Antara SIGU fund will be owned by,
04:55for example, Mandiri, BSRI, and BNI.
04:58It will be owned by the government of the Indonesian Republic at the moment.
05:01Now, that will be shifted from the Indonesian government to Antara.
05:04Because Antara has assets,
05:06owned by BRI, Mandiri, and BNI,
05:09it can be used to invest.
05:10And that's actually the key.
05:12But if it doesn't have assets, how can it invest?
05:15To get money, the money must be managed by Antara.
05:18Like that.
05:19So it's not a big bank that is managed by Antara.
05:22So there is a little problem.
05:25If there is a lack of socialization, a more detailed explanation,
05:28it's up to the government, like that.
05:33Analysis and recommendations for BBRI, Pak Gisoyo?
05:38For BBRI, actually, it's already cheap.
05:41Yes, I saw it.
05:42Up to Rp 4,000, actually, it's already good.
05:44Because it should be a reasonable price, so it can be above Rp 5,000.
05:47So, without this, it will look like a big dividend.
05:50Actually, it's very good.
05:52It's a good stock.
05:53Because it's above Rp 9,000.
05:54Anyway, above Rp 4,000, it's very convenient to buy.
05:57Moreover, it will also be a big dividend.
06:05Okay, let's move on to BBCA, Pak.
06:07Today, Pak Gisoyo managed to strengthen.
06:13Yes, indeed, if we look at BBCA,
06:16actually, it's already cheap too.
06:21So, it's below Rp 10,000.
06:24So, usually, it's very difficult for me to get below Rp 10,000.
06:27Even this time, it's still below Rp 10,000.
06:29Even below Rp 9,000, if you look at it,
06:31in the end, it's Rp 9,000.
06:34So, like below Rp 9,000, this is a very interesting price to buy.
06:38Don't forget that BBCA,
06:41since the first year, it always makes new hikes.
06:44So, this year it should be, maybe,
06:46a new highest price in the area above Rp 11,000.
06:49So, if you buy in the area below Rp 9,000,
06:52it will be very interesting,
06:54especially for BBCA.
06:56It will also be a big dividend.
07:08How about BMRI, Pak Gisoyo?
07:13Well, it's the same.
07:16It will definitely be a big dividend.
07:18Especially since it's already close to Rp 5,100.
07:21So, it's already very cheap.
07:24Moreover, if you buy in the area below Rp 5,000,
07:27it's already a strong buy.
07:29If we talk about the price,
07:31it should be able to reach Rp 7,500 to Rp 8,000.
07:35So, this is also a big dividend.
07:42Well, that's the analysis from Sam Sam,
07:44the Bank of Bicap, Pemirsa.
07:46We will be back shortly with the recommended options
07:48and also the closing of the second trading session.
07:51We will be back shortly.