Kembali New ATH, Laju BBCA dan BBNI Terhadang Profit Taking
IHSG berbalik melemah 0,13% ke 7.192,473 di sesi I Jumat (2/2). IDX Sektor Energi melemah paling dalam 0,51% di tengah koreksi dalam harga komoditas. Perbankan Big Caps terdampak aksi profit taking, pasca kembali menembus new ATH untuk BBNI dan BBCA.
Dari global, Bursa ekuitas Wall Street rebound, Kamis, ketika investor menantikan laporan kinerja perusahaan kakap dan data ketenagakerjaan Jumat, setelah klaim pengangguran AS yang dirilis Kamis mengalami perlambatan.
Dari global, Bursa ekuitas Wall Street rebound, Kamis, ketika investor menantikan laporan kinerja perusahaan kakap dan data ketenagakerjaan Jumat, setelah klaim pengangguran AS yang dirilis Kamis mengalami perlambatan.
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03:39 full year 2023, especially from the pickup bank, it continues to this far, although compared to the previous trading days, the
03:46 strengthening is more towards the limit. It is noted that some pickup stocks today intraday were able to break through the all time high level,
03:53 although there is no continuation, again, it is affected by the profit taking action by investors. There are some stocks, I want to go to the BCA first,
04:02 then Iborati we will try to process it technically. Today it was able to break through to 9800 rupiah in intraday,
04:10 then back to weak at 9650. Your analysis for the BCA?
04:15 So for the BCA, it was able to reach the highest level at 9800, which is also an all time high for the BCA.
04:22 So there is also a profit taking action after reaching the all time high level.
04:26 Currently, it is in the resistance area, so it can be said that for those who want to accumulate, I think it can be wet-in first.
04:34 If the BWCA can, resistance moves above 9800, maybe it can be crushed.
04:41 If not, maybe you can wait for a correction first at 9400, that's for the BWCA, there is a potential.
04:47 If it can't break through their resistance, it moved above 9800, there is a potential for correction first.
04:54 Okay, from the analysis, has the BWCA been crushed?
04:58 If we look at it, from the stock asset, it is already in the overbought area, so it has been crushed.
05:04 So the strategy was that maybe it can wait for a break out in the resistance area or maybe it can be back on weakness.
05:11 If we look at it, the earnings have been released for the BWCA itself, so the sentiment is that we may wait for the next day related to the dividend.
05:20 Okay, the distance between the release of the earnings and the dividend has not been announced yet.
05:28 Will the dividend distribution plan keep Samsung Bank, especially the BWCA, to remain at the top level,
05:35 even though minor corrections occur over the time?
05:40 So it's interesting for the big banks, after the release of their earnings, which is usually compared to other emits for the big banks.
05:50 And the fourth place has been released, so what is expected by the market players is the EPS, which is the dividend distribution.
05:56 So maybe if there was a correction, it could be back on weakness for some big banks.
06:02 As long as it is still above the support, 9400 to 9350, I think it's still interesting.
06:09 Okay, we move from the BWCA to the BBNI, which today also managed to break through the Altem High Intraday 5825.
06:15 Analysis there for BBNI, is the strategy the same, Ibu Rati?
06:20 So for the BWCA, BBNI, the increase is quite significant in terms of trend.
06:26 We see this is strong bullish, so technically we see this is strong bullish, even Altem High today also had its highest at 5825 for the highest of BBNI today.
06:37 And this is also related to the release of BBNI's earnings this week, at the beginning of the week.
06:43 So for the strategy, it's actually the same strategy as the BWCA.
06:47 For BBNI, maybe it can be seen as long as it can still move above 5700, maybe it can be accumulated.
06:54 But if there is a potential, because if we look at it, there is a potential correction first, after the release of earnings, there is a potential for taking profit.
07:03 So maybe we can just wait for the mobile correction at level 5600, I think maybe it can be taken.
07:10 What is the opportunity for BBNI to pass the Altem High level again?
07:15 Or maybe the target from you or Ajaib, maybe Ibu, for BBNI in the medium term or even until the end of this year?
07:23 Okay, if we look at BBNI, technically this is also a strong bullish.
07:29 Then if we look at their release earnings, maybe we can see from the loans, maybe it's lower than the loans of several other big banks, BMRI, BWCA, and BRI.
07:39 But we see this should be a positive catalyst because there was a long base last year, 2023.
07:44 So in 2024, we see the catalyst should still be okay, because there was a long base in 2023 for the full year.
07:51 For the target, BBNI, the closest we see, for the medium term there is a potential of 6200, that's for the medium term BBNI target.
08:01 Okay, closing today at 5775, for the medium term there is a potential of 6200 and again the decision of the investment is still in the hands of the IDA channel.
08:12 Ibu Ratis, apart from the big cap bank, what is quite interesting to notice today is the industry sector, Ibu.
08:18 There is Astra International, which previously experienced a fairly deep pressure, even leaving the level of 5000.
08:26 Today, it experienced significant strength at almost 4%, at 3.90%, and its position is already at the level of 5300.
08:36 How do you see the reverse of the direction that happened for the ISEE stock?
08:40 Is this confirmed to continue the strength trend in the coming weeks?
08:45 Or what is the analysis and also the recommendation for Astra International?
08:49 For Astra International, I think this is interesting if we look at it technically, there is a potential reversal in the short term.
08:58 So there is a potential for a crounding bottom if we look at it technically, to the nearest resistant area at 5550.
09:05 That's for the nearest resistant area from Astra, there is a potential for further strengthening, in the middle the volume is still strong, that's for Astra.
09:12 We see from the MSCI Banisogram, it also weakens the limit in the accumulation momentum, so it's interesting to pay attention to it, for Astra.
09:19 Is it still recommended to buy, Ibu Ratis?
09:21 Still, it's interesting for Astra, this is also our stock for Astra, so maybe it can be paid attention to, earlier it can be bought, pay attention to the nearest resistant area at 5550.
09:32 As a catalyst, this is also Astra, often divided into dividends with a big yield too, so the dividend is a positive catalyst for Astra.
09:40 A strong support level, for Astra, to anticipate a return to below the 5000 level?
09:46 So for the nearest support for Astra, it's at the level 5100, that's for the support level for Astra.
09:53 So maybe you can pay attention to the support area and also the resistance, in the area 5100, then for the support, the resistance is at 5550.
10:04 Okay, the analysis for Astra International today, became a supporter of the Samkapungan index, with significant strength,
10:11 at the closing of the second session today for Astra International, 5325 strengthened at 3.90%, and again, the investment decision is still in the hands of the IDX channel.
10:21 Thank you for watching.