IHSG ke 7.100, Saham Big Banks Jadi Target Jual
IHSG lanjut melemah 0,45% ke 7.172,93 di sesi I Selasa (2/4). Sektor Keuangan memimpin pelemahan 0,93%, dengan BBRI -4,22%, BMRI -1,81%, BBNI -3,98% dan BBCA berbalik melemah 0,25%. Sementara IDX Sektor Energi naik 0,76% dengan saham produsen emas menguat di tengah harga komoditas kembali menyentuh new ATH. sementara depresiasi rupiah berlanjut dan menyentuh level terendah sejak April 2020.
Dari global, Bursa ekuitas Wall Street berakhir variatif, Senin, dengan Nasdaq menghijau, sementara Dow dan S&P 500 melemah, terseret kekhawatiran investor mengenai waktu penurunan suku bunga oleh Federal Reserve setelah data manufaktur yang lebih kuat dari perkiraan mendorong imbal hasil US Treasury bergerak lebih tinggi.
Dari global, Bursa ekuitas Wall Street berakhir variatif, Senin, dengan Nasdaq menghijau, sementara Dow dan S&P 500 melemah, terseret kekhawatiran investor mengenai waktu penurunan suku bunga oleh Federal Reserve setelah data manufaktur yang lebih kuat dari perkiraan mendorong imbal hasil US Treasury bergerak lebih tinggi.
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04:01 The range is 9,825, and the potential increase is around 1,700.
04:08 The support is 9,825, right?
04:11 Okay.
04:14 A recommendation from the Samsung Pickup Banking, Mr. Mirissa,
04:18 where today's weakness has been more towards the limit.
04:21 In fact, several Pickup Banking countries are turning their backs,
04:24 especially in the closing of the second session of the trade today.
04:27 I will repeat again for BMRI, today it was closed flat after being quite deep in the previous trading day at 6,900.
04:36 The risk limit that can be done for BMRI at 6,775, there is a potential resistance to 7,025.
04:45 Then, BBRI still has the potential to experience the weakness earlier,
04:51 the closing today at 6,750, it is still quite deep at 4,22%.
04:55 While for BMRI, the support that can be observed at 5,350, the closest resistance is at 5,550.
05:02 Meanwhile for BBCA, at the closing of the second session today,
05:06 BBCA was closed flat, reversed towards the trader at 9,900,
05:10 strong at 0,51%, support that can be observed at 9,825.
05:15 And at the same time, answering the question of Mr. Victor from Malang,
05:18 and again, the decision to invest is still in the hands of the IDX Channel trader.
05:22 Mr. Alfatih, in the middle of the reversal of the Samkabungan index,
05:25 energy today also became a supporter of the strengthening of the Samkabungan index.
05:31 Earlier, from the development of the commodity price, it averaged a rise,
05:34 even the gold price also reached its highest intraday level in the long run.
05:38 But before going to the gold emittance, Mr. Alfathih, I want to go to the raw oil emittance first for Medco, sir.
05:44 Fundamentally, today Medco, which coincidentally entered our Capanessa Update list today,
05:50 stated that the performance was not good throughout 2023.
05:54 But technically, today Medco or in the last week, is more prone to experiencing strength.
06:00 Is this an increase in the price of the community for a while,
06:04 covering their weak performance throughout 2023?
06:08 Your analysis.
06:09 Yes, for Medco itself, from our research team,
06:15 we see that there is a decrease in net income and also in gas sales.
06:24 But there is a strength in the sales of stable oil and gas production,
06:36 which is quite strong and the cash cost is lower than three years ago.
06:42 So there is still an opportunity in the future.
06:45 This will test the highest price since the end of October last year, around Rp15.5 billion.
06:53 And if we look at the up channel pattern from February,
06:56 if Rp15.5 billion is exceeded, the potential for the increase is relatively short,
07:01 around Rp15.6 billion to Rp1.6 billion.
07:04 For the medium term, it may test the highest price before Rp16.8 billion.
07:09 The recommendation, Mr. Alfati, with today's closing at Rp14.95 billion,
07:13 is to strengthen at 4.18% and the room for continued strengthening for Medco,
07:18 which as you have mentioned earlier.
07:20 Yes, we buy.
07:22 With anticipation of a breakout.
07:24 Medco, closing at Rp14.95 billion, strengthening at 4.18%.
07:33 The recommendation, Mr. Alfati, may be repeated,
07:36 by a breakout at what level, sir?
07:39 The buying above Rp14.70 billion as a stop limit.
07:43 There is a potential to Rp1.600 billion.
07:46 Okay. Today's closing at Rp14.95 billion, strengthening at 4.18%.
07:50 There is optimism for improvement in 2023
07:54 and as well as an increase in commodity prices throughout 2024,
07:58 especially for the position of raw oil.
08:00 Not only raw oil, Mr. Alfati,
08:02 the price of the gold community today also reached its highest intraday level
08:07 again over time.
08:09 Then today it is also depicted from the movement of some of its shares
08:12 which today also experienced a strengthening, sir.
08:15 I want to go to Antam first, Mr. Alfati.
08:17 Antam, in the closing of the second session today,
08:20 strengthened at 3.80%, closed at Rp16.40 billion
08:24 and coincidentally this is the highest intraday level
08:26 throughout today's trading.
08:29 What is your analysis for Antam, recommendation and room for further strengthening?
08:36 Yes, this is interesting because it has been down for almost two weeks
08:41 and now rebound is quite strong.
08:43 I see the risk limit is Rp1.600 billion
08:46 with potential increase at Rp16.75 billion
08:49 up to Rp17.20 billion, the recommendation is good.
08:52 At what level is the buying, sir?
08:54 The buying is above Rp1.600 billion as a risk limit.
08:59 Okay, Antam, the support is at Rp1.600 billion,
09:03 the closest resistance to Rp16.75 billion.
09:05 Then, to limit the risk at Rp1.600 billion earlier for Antam,
09:10 the closing today is Rp16.40 billion, strengthening at 3.80%.
09:14 Okay, I will try to go to Alwas,
09:17 besides Antam, also the position of MDKA, Mr. Alfati.
09:20 Yes, MDKA has been consolidating for almost a month,
09:28 from the end of February,
09:30 between Rp22.20 billion and Rp24.40 billion.
09:34 But this is the consolidation after a sharp decline from Rp800 billion.
09:38 So, in my opinion, there is a potential increase,
09:42 we will test Rp24.40 billion.
09:48 Okay, the closing today at Rp2.350 billion,
09:51 there is a potential Rp2.440 billion for Antam
09:54 and it is still recommended, okay, the closing today at 2.62%.
09:58 Thank you.
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