IHSG +0,71% ke level 7.581,752 di Selasa (1/10). IDX-Property 0,98%, IDX-Basic 0,98% dan IDX-Infra 0,51%. Memasuki sesi II IHSG melaju diatas 1% dan kembali ke atas level 7.600 -an. Perbankan Big Caps rebound signifikan, BBRI +1,52%, BBCA +1,45%, BMRI+2,17% dan BBNI +1,40%. Dorongan juga datang dari saham Group Prajogo Pangestu, BREN +2,27%, TPIA +4%. CUAN +2%, BRPT +1,43%.
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TVTranscript
00:00Thank you for joining us. In this segment, we will review how the trading is going throughout the day.
00:07And we remind you that you can still participate on WhatsApp Interactive on 08.12.8788.7723, as shown on the television screen.
00:18And right now, we are on Zoom with Mrs. Rati Musti Koningsi, who is an amazing financial expert.
00:24We will go straight to her. Good afternoon, Mrs. Rati. How are you, ma'am?
00:28Good afternoon, sir. How are you?
00:31Thank you, Mrs. Rati, for spending your time on IDH Channel.
00:34Today, the Indekargasemkabungam Index has returned to its original position.
00:37Mrs. Rati has strengthened significantly above 1%.
00:39And the physical level of 7,600 has been successfully reached again.
00:44How do you analyze the reverse of what happened in the recent days
00:49after experiencing a sudden weakness in the last few days?
00:55Okay, so if we look at the IHSG, maybe we should review it first.
01:00In the last week, it did experience a correction because it was a normal correction.
01:04The profit-taking action was last week after the IHSG reached the level of 7,900 at the all-time high.
01:12And for now, what is the view for the IHSG?
01:16Technically, we see that it is still above the support level of 7,500.
01:21Yesterday, the IHSG fell by 2%, but it can still survive at 7,500.
01:25So, we see that there is a potential reversal.
01:28And it is proven that today there is a 1% increase in the IHSG,
01:32supported by big banks and other big caps.
01:36As for sentiment, we see that the sentiment is still mixed.
01:40Because the data released today, such as our inflation for year-on-year,
01:45there is an inflation, but the inflation is not higher than in the previous month,
01:50in September, but it is still within Indonesia's target of 1.5% up to level 3.5%.
01:57Then, we see from the deflation that happened,
02:01even though there was an inflation in year-on-year,
02:04but if we look at the month-on-month,
02:06the deflation is still 5 months down.
02:09So, the sentiment in the country is mixed for the IHSG at the moment.
02:15Speaking of deflation, Mrs. Rati,
02:18is this good news or bad news for the IHSG?
02:22If it is deflation, it means that the purchasing power of the community is declining in this matter.
02:27So, if we look at the year-on-year, there is still inflation in September,
02:31but if we look at the month-on-month,
02:33the deflation is recorded at around 0.12%.
02:36So, this indicates that the consumption of the community is declining,
02:40which is definitely a negative catalyst.
02:43But, in the future, we can see that Indonesia has started to push for the 25 basis points,
02:48which is the last one, at 86%.
02:50So, hopefully, it will be a positive catalyst in the future,
02:52in the next month, in October,
02:55to see if there should be a positive sentiment from the monetary policy that is more expansive in the future.
03:02We can see that for the manufacturing PM,
03:04yesterday, the release was still a contraction, 3 months down.
03:08So, that's what actually pushed the IHSG last week,
03:12there was a correction, and the market should have priced in.
03:14That's why today, it's quite rebound.
03:16Okay, many people said that the correction in the mining industry
03:20is also related to the global sentiment, namely China.
03:23It will lead to some stimulus and foreign countries will run there.
03:28That's the scenario, Mrs. Rati.
03:29But, how do you see the reverse of what happened today?
03:32Do you also see the Indonesian capital market or investment in Indonesia
03:37is still conducive and attractive for the future?
03:43Okay, so if we look at the IHSG,
03:46the correction that happened today is still a normal correction,
03:49because the support data is still 7,500.
03:51We can see that the ASEAN is still inflow, around 49 trillion.
03:55Yesterday, there was an outflow on Monday,
03:58because there was a decrease,
04:00it was also reflected from the decrease of the IHSG up to 2%,
04:03because there was an outflow of 3 trillion.
04:05But, overall, the sentiment should still be positive for the future.
04:08If we look at the global sentiment of China,
04:14it should also be a multiplier effect for Indonesia,
04:17because last time, Central China decreased their medium-term financing
04:23to the level of the Central Java Flower Tribe,
04:27from 35 basis points to 2%,
04:29it should also be a multiplier effect for Indonesia,
04:32especially for the commodity sector.
04:34Okay, the strength of the Samkabungan family today
04:36was met by Samsam, a big cap banker
04:38who experienced quite a deep correction in trading a few days ago.
04:42Ibu Rati, there are already questions on our interactive WhatsApp,
04:45I will try to read it.
04:47This is a question from Mr. Victor from Malang.
04:50Thank you for joining us.
04:52Today, the big bank is on a rebound.
04:54Which bank is the best to buy with today's closing position?
04:59Please, Ibu Rati.
05:01Okay, so if we say which big banks are interesting,
05:06if we look at it for the medium to long term,
05:10we see that the price is still lagging,
05:12it is the BBRI.
05:14With the catalyst for the future,
05:15we see that the value of Indonesia has started to fall in the flower tribe,
05:17then the value of the currency has returned to 15,000.
05:20So it should be the most positive sentiment,
05:24that is the sentiment for the BRI bank.
05:26Remember, yesterday we saw that the price was still stable above 5,000,
05:30today it is also closing.
05:32It is stable above 5,000,
05:33yesterday it could still close above 4,900,
05:36today it has returned to the level of 5,000,
05:38so the strategy is to accumulate,
05:40for those of you who have quite a lot of cash,
05:43maybe you can buy it.
05:45That's for the BRI.
05:46For the support area of the BRI,
05:48the nearest support area is at 4,900,
05:51the nearest resident area is at 5,300.
05:53Okay, in the short and medium term,
05:57what is the direction of the movement of the BRI?
06:00Okay, in the short term,
06:02for the BRI,
06:04if we look at it technically,
06:06as long as it can still move above 4,900,
06:09because of the support critical,
06:11which was the resistance in first hand and shoulder of the BRI,
06:15in a technical pattern,
06:17even the support area is at 4,900,
06:20that's for the BRI.
06:21So as long as it can move above 4,900,
06:24I think it's still interesting for the BRI.
06:26Okay, aside from the BRI,
06:28BBCA seems to be moving fast today.
06:31Ibu Rati,
06:32previously it reached the highest level of intraday,
06:34the correction is quite deep,
06:36and today it has returned to the level of 10,500.
06:39What is your analysis for BBCA?
06:42Okay, so for BCA,
06:44we can see that the price has reached the highest level again.
06:49So for BCA,
06:51this is a reasonable correction.
06:53Yesterday, the correction was 0.6%.
06:56It was also affected by the decrease of Big Bang,
06:59one of them is BCA.
07:00The correction is still a reasonable correction.
07:02As long as BCA can be at the highest level of support,
07:0510,100, I think it's still in a bullish trend.
07:09It's still above the MA100 too.
07:11So technically it's still okay.
07:13For those of you who want to accumulate,
07:14you can just consider that the support area is 10,100,
07:16up to 10,000.
07:17That's for BCA.
07:19The target is by the end of the year,
07:21with the potential to move this far.
07:25For BCA,
07:26the mid-range target can return to the level of 10,950.
07:33So that's the closest resistance area from BCA for now.
07:38So that's for BCA.
07:40The resistance area is 10,950.
07:42Okay, analysis from Samsung Bank,
07:44Big Cap,
07:45which today is the biggest supporter
07:48for the Sam Kapungan index,
07:49and again, the investment decision is still in the hands of Idea Channel.
07:53Mrs. Rati, not only Sam Sam Bank, Big Cap,
07:55Sam Sam Group, Rayo Go, Pangestu,
07:57today also experienced significant strength.
08:01There are brands, then also TPEA.
08:03Actually, including the second session,
08:05the contribution from the brands and TPEA is bigger
08:08compared to the position of Sam Sam Bank, Big Cap.
08:12I want to go to the brands first.
08:14Mrs. Rati, your analysis,
08:15in the midst of the strengthening that took place,
08:17after experiencing quite a deep correction.
08:19There are quite a lot of investors involved in the 7,000s, 8,000s, up to 11,000s, Mrs. Rati.
08:26Okay, so for this brand,
08:27technically, there are a lot of gap downs.
08:30So the strategy,
08:31if you see a lot of gap downs like this,
08:34just consider it.
08:35For example, if you want to accumulate,
08:38speculating buy or buy on weakness in the support area.
08:42Currently, the closest support from the brand is 6,400.
08:46So if you want to buy,
08:48for friends, it's more for the short-term.
08:51So for the brand,
08:53if you want to do short-term trading,
08:55I think it's interesting.
08:56But for the medium-term, it's still a wait-and-see.
08:59Because there is still no reversal confirmation from the brand share.
09:03That's for the brand share.
09:05The next resistance, Mrs.
09:07With 6,800s, the potential for 7,000s,
09:10it's quite open-ended, not for the brand.
09:12The medium-term.
09:14Okay, for the short-term,
09:16we see that the closest for the brand to have resistance
09:20is in the psychological area at 8,000.
09:22The resistance that was the support of the previous brand.
09:26So you can consider the resistance area at 8,000.
09:28If it can close above 8,000, there is potential.
09:31For the brand, it can close the gap down
09:34to the next resistance level at 8,800.
09:37But for the middle-term,
09:39again, the strategy can still wait-and-see first.
09:42So it's more of a short-term strategy.
09:44That's for the brand to reach the support area of 6,400.
09:47Okay, while waiting for the update on the closing of trade in the second session,
09:50Mrs. Rati, in the middle of strengthening the Samkabungan family,
09:52Samsam Group Bakri, today BRMS and BUMI are quite fast, Mrs.
09:57We will try the analysis and recommendations next.
10:00And coincidentally, there are also questions that came in.
10:02The first one, I will try to read it.
10:05Asking BRMS, can it be bought at the current price?
10:08Please support and resist it.
10:10Not mentioning the name and location.
10:12Your analysis, briefly, technically.
10:15Okay, for the brand, technically, this is...
10:18BRMS, Mrs.
10:19BRMS?
10:20Yes.
10:21Technically, the price of the stock tends to be bullish.
10:24We see that it is still in the primary trend.
10:27So if we look at the volume,
10:29there is still a potential to the resistance level.
10:32It's at level 264 up to area 270.
10:39264 to 270.
10:40That's for BRMS.
10:41Is there still a potential to that level?
10:43Yes, for the resistance, there should still be a potential to that level
10:46in the middle of the volume that has increased significantly in the past few days.
10:50For the support area, it can be considered in the area 2230.
10:55How much is the buy, Mrs. Rati?
10:57What?
10:58How much is the buy for BRMS?
10:59If you want to buy, you can consider buying at the current level.
11:03You can speculate the buy,
11:05with the portion of the management, it should be considered.
11:08It should be a small portion first.
11:09So you can consider the resistance area at 270.
11:12Because the price is close to the resistance.
11:14Okay, Mr. Inder from Bali.
11:15Briefly, for BUMI, today it rose quite fast, 17.21%.
11:20Mrs. Rati?
11:22Okay, so in terms of the sector, the basic materials sector,
11:25especially mining and coal,
11:27the recent rise is quite significant.
11:30For BUMI, I think the stock price is strong bullish.
11:35But this is just the form of the primary trend.
11:38So technically, the stock price still has a potential to rise.
11:42Okay.
11:43The resistance level is the closest to the level,
11:47wait a minute,
11:48at the level of 150.
11:50Okay.
11:51For BUMI resistance.
11:54But if you want to accumulate, I think you can use NC first.
11:56For those who already have it, you can consider the resistance area at 150.
12:01Okay, Mr. Inder, you happen to have it at 150.
12:05I have it at 150.
12:06Yes.
12:07Is it still interesting to hold?
12:09Correct.
12:10If it's at 150, you can consider it.
12:12Because that's the resistance area.
12:14So if BUMI can break out at area 150,
12:18it can break above 150,
12:20then the stock can be held.
12:23But if it can't break out at the resistance area at 150,
12:26you can take a profit first.
12:27Okay.
12:28If it doesn't make a profit, you can sell the stock first.
12:32Okay.
12:33Greetings from the Bakri Group, which is also fast today.
12:35There are BRMS and also BUMI.
12:37Not only today, but also in the last few weeks.