IHSG +0,66% ke level 7.731,489 di sesi I Jumat (6/9). Intraday, IHSG kembali cetak rekor new ATH di 7.754.475. IDX-Finance +1,74% dengan BBNI +2,75%, IDX-Health +0,91% dengan KLBF +4,73%, dan IDX-Basic +0,46% dengan AMMN +3,28%. Di sisi lain saham CPO kompak menguat signifikan. Tidak hanya IHSG, nilai tukar rupiah menguat ke level terkuat 12 bulan terakhir.
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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 today's broadcast.
00:12And we remind you again, you can still participate on WhatsApp Interactive at 0812-8788.723, as shown on your television screen later.
00:24And right now, we are in Zoom with Mr. Alfredo Jason Kusuma, Financial Educator at Sucor Securities.
00:30Let's get to know each other. Good evening, Mr. Jason. How are you, Mr. Jason?
00:35Good evening, Mr. David. How are you?
00:38Thank you, Mr. Jason, for taking the time to be on IDX Channel. It doesn't feel like we are back to the weekend trading.
00:46How is it, Mr. Sanda? The S&K Index movement in the last week, and especially today, recorded the highest intraday record at 7,754, especially in the middle of waiting for the data of labor and unemployment in the United States.
01:03Please, Mr. Sanda.
01:05Okay. If we look at the movement of the S&K Index, last week, it recorded an all-time high at around 7,700.
01:14And again today, it should be closed above the level of 7,700, at around 7,730.
01:24And it seems that the S&K Index will again record an all-time high.
01:30If we look at the target of the S&K Index, the next target for the movement of the S&K Index is at the level of 7,800 to 7,900.
01:41Okay. Where is the direction for the mid-term, Mr. Jason?
01:46Many parties also said that the strengthening that happened in the last few times, several times to reach the highest intraday level, is already price-in.
01:55They said that the Fed will cut the interest rate.
01:58Now, when the Fed has cut the interest rate, the S&K Index will profit-taking first.
02:05From your analysis, what is the scenario?
02:09If I look at it myself, maybe next week, the S&K Index will touch the new all-time high level at around 7,800.
02:19Only after that, or a week before the Fed allows the S&K Index to be cut,
02:27it seems that there should be more wait-and-see investors.
02:31So, there will be a profit-taking action in the S&K Index.
02:36But until the end of the year, where will the direction go, Mr. Jason,
02:40when the Bank of Indonesia also has the potential to cut the S&K Index,
02:44as well as the implementation of the S&K Bill all over Indonesia?
02:51Actually, until the end of the year, the outlook is bullish, quite bullish.
02:55Especially if we look at the sentiment from the US itself, it will cut the S&K Index,
03:00maybe 25 basis points, maybe even bigger.
03:03And this is the first time since 2021.
03:06Then we also see that the Bank of Indonesia will also cut the S&K Index,
03:10with the cut that happened on September 18th.
03:14It is likely that the Bank of Indonesia will also follow the decision of the Fed,
03:18which is to cut the S&K Index as well.
03:20So, in terms of stimulus, in terms of the movement of the S&K Index itself,
03:26it should remain bullish, heading to the level of 8,000 as the target at the end of the year.
03:32Okay, will this condition ease, sir?
03:34Because in a cyclical manner, in September, the S&K Index is usually more tense.
03:41Yes, indeed, if we look at it historically, maybe the last 10-15 years,
03:46the S&K Index tends to weaken or take a profit in September.
03:51So, it seems that with the movement of the S&K Index until this month,
03:57until now, it has been continuously cutting the S&K Index,
04:00it seems that maybe until the end of this month, there will be a take profit action first.
04:05Before that, in October, November, and even December, the S&K Index will rise again.
04:13Okay, Mr. Jason, today, the S&K Index, supported by the financial sector,
04:17especially Samsung Banking Pickup, is rising again today.
04:21Among them, BBNI, sir, today, is stronger than 4% and is already at the level of 5,675.
04:30What is your analysis for BBNI with the strengthening position that happened today?
04:38Yes, if we look at the movement of BBNI, we can say that in the short term, it is already an uptrend.
04:45Even today's candle, or the movement of today itself,
04:49has succeeded in breaking the previous resistance, which was at level 5,500.
04:54So, for now, BBNI's direction is towards the next target at around 6,000.
05:00That will also be included in my stock pick later.
05:03BBNI's target at 6,000 will be the first target, the movement of BBNI,
05:10then after it can reach the level of 6,000,
05:15it seems that it will test again its all-time high level at 6,250.
05:21All-time high at 6,250 until the end of the year, sir?
05:25Yes, very likely.
05:27Okay. Today's closing at 5,675, strengthening at 4.13%.
05:32Coincidentally, there was a direct question on our interactive WhatsApp, Mr. Jason.
05:36Coincidentally, he also asked about BBNI, sir.
05:38I will try to ask Mr. Mahmudin Seregar from Medan.
05:41Thank you for joining us.
05:43BBNI took a pretty good position at 4,986.
05:50Can it still be held? Then, the next target price.
05:53A brief review for BBNI, it has taken a position at 4,986.
05:59Then, the stop-loss level can be observed to secure the current profit.
06:05Okay. For BBNI, it was at 4,986.
06:11That's a pretty good average.
06:13If we pay attention, the next target for BBNI, as I said earlier, is at 6,000.
06:18But if BBNI drops, we can set a stop-loss level at around 5,400.
06:26For the stop-loss level for BBNI to secure the profit.
06:32But if we pass above 6,000, sir,
06:36the next target price and profit taking at what level is recommended?
06:40It looks like, Mr. Mahmudin, it's more towards investment.
06:42What do you think?
06:45Yes, for now, the strong resistance level is at 6,000.
06:50Then, if it succeeds in breaking from 6,000,
06:52then the out-of-time high level at 6,250 will be the next target for BBNI.
06:58But if the out-of-time high level can be passed,
07:01then the sky is the limit.
07:03There is no more resistance that disturbs or hinders BBNI's movement.
07:10Okay. From BBNI, we move on to another big cap bank,
07:14which today also joins as a supporter.
07:16There is BBRI, Mr. Jason.
07:18It was closed at 1.46% at 5,225.
07:23With the strengthening position maintained in the last few days,
07:28as you can see, BBRI's position is back to the 5,300 level.
07:36Yes, BBRI, if we look at it,
07:38in the last two weeks,
07:41we can say that it is consolidating,
07:44at around level 5,000 to level 5,300,
07:48in that area, forming a bullish flag pattern there.
07:52So we can wait for the movement of BBRI
07:55to break out of the bullish flag pattern
07:58and move on to the next target,
08:00which is at level 5,600,
08:02even up to level 5,800.
08:05The recommendation for now, Mr. Jason,
08:08with BBRI's position back above 5,200,
08:13is it still recommended to buy?
08:16For BBRI, it is still recommended to buy.
08:19If the price can go down to level 5,000,
08:22that is the best level for us to take,
08:26or to be able to buy at level 5,000,
08:29because it is a strong support level from the BBRI stock movement.
08:33But if it turns out that it does not reach level 5,000
08:36and it has continued to break out from level 5,300,
08:39we can also follow the movement by buying on breakout.
08:44Okay, buy on breakout at 5,300
08:46when the scenario of BBRI continues to strengthen above 5,300,
08:51while the support level can be observed
08:54to take a position when BBRI correction
08:56when it touches level 5,000.
08:59And again, the decision to invest
09:01is still in the hands of the shareholder of IDX Channel.
09:03Mr. Jason, from finance,
09:06we will try to switch to commodities, sir.
09:09It's been quite a long time,
09:11I haven't heard from you, Mr. Jason.
09:13Then it is also not recommended.
09:16From a sentimental point of view, it also looks quite minimal.
09:19SAMSAM based on CPO
09:21today experienced a significant leap.
09:24How do you see this position?
09:25Is it just a temporary strengthening, sir?
09:27Or the rotation of some SAMSAM community movements
09:31when the price of raw oil, coal,
09:34is actually experiencing a rather deep correction for the current position?
09:39Yes, in my opinion,
09:41the movement of SAM CPO
09:43which happened to be quite fast in the last 1-2 days
09:46and entered the top gainer of IISG.
09:49That is a sentiment, we can say,
09:51maybe short term to middle term.
09:53Because indeed, the sentiment is about the price of the CPO itself
09:57which is rising again.
09:59Then we can also see
10:01there is a sentiment from the government
10:04that will do a new tax levy
10:08to export CPO.
10:10So most likely,
10:12the CPO companies in Indonesia
10:14will benefit from the policy.
10:17Okay, let's review.
10:19From a technical point of view, there is L-SHIP
10:21whose strength is quite prominent throughout today's trade.
10:25The analysis for L-SHIP will be traded next week, Mr. Support and Resistance.
10:29And also, what is the entry level
10:32if it is recommended?
10:36Okay, for L-SHIP itself, the movement is quite high.
10:39If we pay attention, maybe the next target
10:42for investors who are still holding L-SHIP itself
10:47at level 1060 will be the first target.
10:50Then 1120 will be the next target for L-SHIP.
10:54But if it is to be bought next Monday,
10:57I don't recommend it because the movement is quite high.
11:00Okay, from L-SHIP, we move on to AALI, sir.
11:04Astra Agro Lestari TBK, 3.92%.
11:08Today, it is at 6,625.
11:14Okay, for AALI itself, there are two scenarios.
11:17In my opinion, there are two scenarios.
11:19Maybe on Monday or next week,
11:21AALI can continue to increase
11:24to the target of 7,000.
11:26But if it turns out that AALI is down,
11:29or the first correction,
11:31we can take advantage of bionicness or bionic retracement
11:34at around the level of 6,150 to 6,100.
11:39That is a good area that is quite interesting for AALI stocks.
11:43Today, it is closed at 6,625,
11:45strengthening at 3.92%,
11:47and again, the decision to invest
11:49is still in the hands of the investors of Idea Channel.