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Dari global, Bursa ekuitas Wall Street melorot, Selasa, menambah aksi jual terbesar dalam beberapa bulan, karena investor khawatir tentang dampak ancaman tarif terbaru terhadap ekonomi global.
Dari global, Bursa ekuitas Wall Street melorot, Selasa, menambah aksi jual terbesar dalam beberapa bulan, karena investor khawatir tentang dampak ancaman tarif terbaru terhadap ekonomi global.
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TVTranscript
00:00Thank you for staying with us and in this segment, we will review how the trade is going throughout the day.
00:12There is good news coming from the Samkabungan family, which has strengthened significantly and has been traded again at the level of 6,600.
00:19And we remind you again that you can still participate on WhatsApp Interactive at 0812 8788 3723 as shown on the television screen and later.
00:30And right now, we are connected via Zoom with Mrs. Liza Kamelia Suryanata, who is the Head of Research at the Indonesian Security Council.
00:37We will go straight to her. Good afternoon, Mrs. Liza. How are you?
00:42Hello, good afternoon, Mr. David. I'm fine, thank you.
00:45Thank you too, Mrs. Liza, for taking the time to be on IDX Channel.
00:49There is good news coming from the Samkabungan family, which has strengthened significantly and has been traded again at the level of 6,600.
01:00Interestingly, the global negative sentiment has not decreased, but the Samkabungan family is still going strong.
01:07What is your analysis, especially from your side?
01:11Okay.
01:12Yes, last night, we still noted a red trend, a negative position.
01:20But maybe there is a little silver lining in terms of what we can take from the condition of the Trump tariff, which often changes.
01:31So yesterday, after he was able to claim to double the tariff for Canada, because the Ontario governor was able to threaten to increase the tariff by 25 percent,
01:45the electricity from Canada that was sent to the US.
01:49As for the price of metals that will be exchanged for the tariff, such as copper, including gold, because this is an uncertain situation that is getting worse.
02:04And there is also a sentiment from the white military, which also threatens to increase the price of crude oil.
02:18So all those combinations on top of that, it turns out to be beneficial for the Indonesian market.
02:28In our perspective, this is a market that is rich in commodities.
02:34So because of the sentiment of commodities, it seems that we have a reason to be able to make a technical rebound, especially from stocks that have been depreciated for a long time,
02:48have been far in the support area, at least we have a little positive sentiment to enter.
02:57Okay, but looking at the movement of the Indekar Gas Amkabungan in the last few days, Mrs. Liza,
03:02strengthened significantly, then again experienced a fairly deep correction.
03:06Is this condition still pictured, not from the technical position today, or maybe it does experience a weakness,
03:12but the weakness is more limited and the support from Indekar Gas Amkabungan to continue the next strengthening is still maintained?
03:22Okay, to be honest, Indekar Gas Amkabungan is still in a downward trend.
03:28Thankfully, even though we are in the red, but we can still be maintained above one very important support,
03:37which is MA10 and it is at 6525.
03:41Today, the focus is to close above a fairly critical resistance, which is 6630.
03:53If we can close above 6630, then tomorrow we still have a chance to go up again to 6700 or 6870.
04:07Okay, from the sentiment side, actually, market players are still waiting for the release of inflation data.
04:13If I'm not mistaken, it will be released this evening in West Indonesia.
04:17With various projections of US inflation data, will this affect Indekar Gas Amkabungan, both in the short and medium term?
04:27Yes, of course, Mr. David.
04:30Because according to the consensus of the US, Indekar Gas Amkabungan is expected to be a little bit weak,
04:38both in the short term and in the long term.
04:42Well, they are also in the middle of the sentiment towards the recession.
04:51So, if the inflation can be controlled and then the interest rate problem can be eased a little bit.
05:02So, these two issues can be eased a little bit.
05:09I think this will also be a perfect timing for Dow Jones, which has fallen quite deep, to bounce back.
05:19So, Dow Jones is also in the middle of a battle right now.
05:26If they fall even lower than 41,000, let's say 41,200,
05:36this may be deeper.
05:39The consolidation potential can reach 40,000.
05:42But I see, that's why I'm waiting for economic data that is quite important tonight.
05:48If they can achieve a technical rebound, then there is no possibility that they can go up to 42,800.
05:58Okay, from the stock side, Samsung is proud to be a supporter today.
06:04In addition to DCEI and technology, today it is proud to be a compact rebound.
06:09In the middle of the sentiment of dividends.
06:11Today, RUPS BBCA divided the dividend at IDR 300 per share.
06:15IDR 50 has been divided by the interim and only IDR 250 left.
06:19Meanwhile, BBRI, BBNI, and BMRI will only do RUPS at IDR 23, IDR 24, and IDR 25 in March 2025.
06:28How do you see the sentiment of dividends on the movement of the PICAP banking sector throughout today's trade?
06:36Okay, for BCA, the dividend pay-off ratio is quite in line with expectations.
06:43Around 68% is okay.
06:45And in terms of yield, if I'm not mistaken, it is around 3%.
06:50This is quite helpful to the trend of the price of BCA stocks,
06:55which has been in a downward trend since October last year.
07:00Hopefully, if the market is more bullish, stronger,
07:08the next level that BCA has to try to break through is around IDR 9,300.
07:15After IDR 9,300, BCA is unlikely to return to IDR 10,000.
07:22With other stocks such as BBRI, Bang Mandiri, and friends,
07:27if I look at BBRI today, it seems that it needs a stronger reason
07:36to be able to break through to the level of IDR 3,920, which is the highest level today.
07:43Because that is exactly the resistance of the middle class.
07:47With the hope that BBRI can quickly reach the level of IDR 4,350-4,500.
08:04Okay, a brief summary for BBRI and BBNI, is the technical position the same?
08:11Bang Mandiri, the resistance is around IDR 4,950-5,000,
08:23but you maintain the support so that it does not go below IDR 4,600.
08:31While for BBNI, it should be an average up.
08:39If BBNI can reach above IDR 4,600, then the closest market is around IDR 4,800 or IDR 5,000.
08:49And the support is expected to be firm at around IDR 4,300-1,400.
08:57Analysis from SAMSAM, the biggest bank in Pemirsa today,
09:01the trend is quite fast, the average strength is above 2%.
09:04After experiencing quite a deep correction and the sentiment that there is a dividend,
09:08it seems to provide significant strength for BBRI.
09:11And again, the decision to invest is still in the hands of Pemirsa IDR Channel.
09:16Mrs. Liza, we will not go into details,
09:18later we will try to see what SAMSAM chooses to invest,
09:21especially in the middle of the strengthening of the middle class throughout this period.
09:25And Pemirsa, we will be right back.