IHSG +0,35% ke 7.560,41 di sesi I Rabu (21/8) setelah menyentuh level new ATH intraday di 7.594.547. Sektor properti +0,85% PANI +9,63%. Sektor energi +0,50% BUMI +6,81%. Sektor transportasi +0,41% BIRD +3,79%. Saham LQ45 di teritori positif BBRI +2,02% dan BBCA tembus New ATH di Rp10.500/ saham.
Category
📺
TVTranscript
00:00Thank you for staying with us and in this segment we will review how the trade is going today where the Samkabungan price is back to record the highest intraday even though this position is not able to be maintained and we remind you again that you can still participate in the interactive WhatsApp at 0812 at 8788.723 as shown on the television screen and later and today we have been in touch through Zoom with Samkabungan, thank you very much for joining us in this segment we will review how the trade is going today where the Samkabungan price is back to record the highest intraday even though this position is not able to be maintained and we remind you again that you can still participate in the interactive WhatsApp at 0812 at 8788.723 as shown on the television screen and later and today we have been in touch through Zoom with Samkabungan, thank you very much for joining us in this segment we will review how the trade is going today where the Samkabungan price is back to record the highest
00:30intraday even though this position is not able to be maintained and we remind you again that you can still participate in the interactive WhatsApp at 0812 at 87887 as shown on the television screen
01:00and we remind you again that you can still participate in the interactive WhatsApp at 0812 at 87887 as shown on the television screen
01:30and we remind you again that you can still participate in the interactive WhatsApp at 0812 at 87887 as shown on the television screen
02:00and the rise to earnings from ESG is starting to reach an unstable premium, so the possibility of ESG is not worth its value or overvalued at the moment if we look at it fundamentally
02:21there is a possibility that ESG will be rejected because there is a new Minister of Investment with Rosan and there is also a political shake-up
02:31so Indonesia's story is actually pushed by politics
02:36so I think the political side is the thing that's got more people interested in ESG right now
03:02I see, so the political situation in Indonesia is still under control, but from a technical point of view, how do you see the future of ESG?
03:20From a technical point of view, ESG has formed a long-term uptrend channel and this uptrend channel has reached a trend line resistance
03:42so from a technical point of view, there should be a reversal, there should be a bearish reversal right now
03:50where will the direction of support and resistance go?
03:54Okay, the resistance is about 7,590 and the support that I will provide is 7,250 and that's a psychological support
04:12Okay, so how long will the 7,250 support last? And what is your target for the rest of the year?
04:19The possibility of support is around the end of September. I think that if you look at the trend for ESG, it should be in the sideways trend first before the downward trend
04:38Okay, but from the resistance side, what is the target for the rest of the year? Because a lot of security analysts target that ESG will reach 7,800. What is your view on this?
04:51My view is that ESG will reach 7,600 at the end of the year. We are not very optimistic that it will reach 7,800 by the end of the year
05:04If it will reach 7,800, ESG will not sustain that for very long
05:13Okay, Mr. Ezar, today is also quite interesting, Mr. Asam Saham B-Cap seems to make a significant contribution to the strengthening of the share price index
05:22If we look at the capitalization side, the BBRI today experienced a significant leap. Closed, strengthened by more than 3%, Mr. Ezar
05:32In the second session, the BBRI closed at 5,100, which is the highest level throughout today's trading. Meanwhile, the highest level is still quite far at 6,400
05:45What is your analysis and recommendation for the BBRI by closing at 5,100 in the second session?
05:52In my opinion, the BBRI must buy on weakness at around support 4,830, which is the nearest support, which is safe
06:06Then the target price should be around 5,600, that's the target. After that, it should rebound
06:24The support is quite wide at 4,830, how do you feel about 5,600? Is this 5,600 until the end of the year or just for the next few months, Mr. Ezar?
06:36Until the end of the year
06:37Okay, until the end of the year. Does it mean that there is no potential for the highest level again at 6,000 or is the range quite far to be chased by the BBRI until now?
06:47If we look at it from a fundamental point of view, and it also trickles down to technical, the BBRI is the most volatile, mainly because it's the most risky
06:58Because the majority of their loans, they are very aggressive to give loans to MSMEs during the pandemic and post-pandemic as well
07:07But they start to be more restrictive for MSMEs because the non-performing loans from MSMEs are very high
07:18It's double that of the standard loans from consumers and also corporate loans
07:26So I think that the BRI price actually reflects their performance, which is high risk but also high reward
07:35Okay, today's closing at 5,100, similar to the target price until the end of the year at 5,600
07:41While the highest level position was previously at 6,000, it's still quite difficult for the BBRI
07:47Then the BBCA, Mr. Ezhar, today the BBCA is only slightly stronger, even in the second quarter it fell flat
07:55But the intraday today has reached the level of 10,500, compared to the other big cap banks
08:01The BBCA's direction reversal when it's deep correction is faster
08:05What is your analysis for the BBCA when it reaches the highest intraday level, Mr. Ezhar?
08:11Indeed, the BBCA's long-term trend is bullish
08:19But the BBCA has achieved its long-term uptrend channel resistance
08:28So it's reasonable for it not to be able to survive there
08:34Going back to our view on the ESG, this bullish run that we've seen for the past few days
08:44It's not very equal, as in, maybe a lot of retailers are excited for this new bull run on ESG
08:55But it doesn't trickle down to some of the other emitters
09:01It's disproportionately to the high market cap
09:04And the BBCA is one of the blue chips that really reflects the market sentiment
09:12Because right now there is a euphoria, but the euphoria is only in the intraday, in the first session, and then it starts to fall again
09:22And I think the BBCA is a reflection of that
09:26So there is a possibility that the BBCA and ESG will correct themselves tomorrow
09:31Okay, what is your recommendation for the BBCA, Mr. Ezhar?
09:35For the BBCA, my recommendation is to buy on weakness at around Rp10,150
09:48Okay, with the closest target price?
09:51I think the BBCA can break its all-time high again
09:56Maybe the correction is short-term, it can go up to Rp10,700
10:02Okay, before we update the closing position, I want to go to the property first
10:06In short, for the property, there is PANI, today it seems to be a supporter in this sector
10:11Today's performance is positive, then also doing corporate actions
10:155,900 intraday today at Rp6,000
10:18Your next recommendation for PANI, Mr. Ezhar?
10:24PANI is very volatile and has formed close to its all-time high
10:31My recommendation is to buy on weakness at around Rp5,375
10:40And the target can go back to Rp5,900
10:45So I'm not too confident that it can survive above Rp5,900
10:52Okay, analysis for PANI, one of the supporters of the property sector today
10:56Intraday today was able to strengthen above 9% and was able to touch the level of Rp6,000
11:02And again, the investment decision is still in the hands of the ADA channel
11:06Mr. Ezhar, we will hold first, I will try to convey the trading closing update in the second session today
11:11And also some graphical information that was successfully collected by our team
11:15The election is still in IDX, in the middle of the season closing
11:17And we are also still recruiting you to be able to participate in our interactive WhatsApp
11:21At 0812 at 8788, at 3723 as shown on your television screen later
11:27Let's just take a look at the graphics of the following options
11:31There are four options that are recommended
11:33The first is PTRO, recommended by Pemirsa
11:38The support is Rp8,400, the resistance is up to Rp9,400
11:43The second option is Cuan, still from the same group, also recommended by PTRO
11:47The support is Rp7,475, the resistance is up to Rp8,850
11:52From the consumer there is ICBP, also recommended by PTRO
11:55The support is Rp11,050, the resistance is up to Rp12,000
11:59And Mika, also recommended by PTRO, Rp2,890, the resistance is up to Rp3,190
12:05PTRO, Cuan, and ICBP
12:07And again, the investment decision is still in the hands of Pemirsa IDX Channel
12:12Mr. Ezhar, let's continue, let's go straight to PTRO
12:16What is the level of buy and the technical considerations
12:19Why did PTRO enter one of your options?
12:23I recommend buy for PTRO at this price
12:29And I recommend PTRO mainly because
12:35PTRO is in the sideways channel trend
12:39And this is indeed one of the opportunities
12:43Maybe to collect PTRO at a price that is not too volatile
12:49Yesterday PTRO was very volatile
12:52Now it is very predictable to see and to capture some recurring gains
12:58Inside that sideways trend
13:02What is the level of buy with a closing price of Rp8,800 today?
13:06Buy at Rp8,800-Rp8,750
13:18Okay, Rp8,800 closing price today
13:21Up to Rp8,750 for the buy position of PTRO
13:26Today's closing price is Rp8,800
13:28While the target price was up to Rp9,400
13:31Still quite wide
13:32Next, Mr. Cuan, what level of buy is recommended?
13:36I recommend Cuan for buy at the closing price today at Rp8,100
13:44And Rp7,925
13:47So there is a wide entry level there
13:50And I recommend Cuan because it's the same fate of PTRO
13:56In the sideways trend
13:58And it's a good time to buy because
14:01I feel there is a lot of enthusiasm
14:04If we look at the transactional value
14:09The transactional value for buy is indeed accumulated
14:16But it's very interesting to buy
14:20Okay, with a fairly wide target price of Rp8,850
14:24Today's closing price is still at Rp8,100
14:27And it is recommended to enter the closing price today
14:30We move on to the third option from the consumer
14:33There is ICBP, your resistance to Rp12,000
14:37Buy at what level for ICBP?
14:40For ICBP, buy at the current price at Rp11,450
14:47Up to Rp11,350
14:55So there is a wide entry level there
15:01Because ICBP is in a fairly strong uptrend
15:07And I think ICBP will continue
15:12ICBP has not yet achieved uptrend channel resistance
15:18So I think there is a good chance that ICBP will continue that uptrend in the near future
15:26Okay, in June 2024, ICBP was pushed to Rp97,000
15:32Then July and August experienced a significant increase to Rp11,450
15:38We move on to the last option, Mr. Ezhar, for Mika
15:41You also recommend buy, resistance up to Rp31,090
15:45Yes, Mika I see, maybe if we look at it now
15:50It is still in a sideways trend
15:52But what is interesting for Mika is
15:56Mika forms a major continuation pattern
16:04So our hope and analysis is
16:10Mika will continue the uptrend
16:12So the uptrend
16:14Maybe that's why the entry level is at the current price
16:19Rp3,030
16:21So every one of my recommendations
16:24It's really good, it's worth buying right now
16:28Okay, the four options recommended
16:30There are PTREO, Cuan, ICBP and Mika
16:33And again, the investment decision is still in the hands of the ADA channel
16:37Mr. Ezhar, we still have one more segment
16:39There are still many questions on the interactive WhatsApp that have just entered
16:42We will try to review it later
16:43And we will be back soon
16:45We have reached the last segment
16:46And thank you for joining us
16:49Mr. Ezhar, we continue
16:50There is Malfin Sihite from Depok, West Java
16:52Mr. Ezhar asks, ISAT has taken a position at Rp10,975
16:58Can we add a position to prevent the stock split action that will be carried out by MITEN?
17:04So if I look at ISAT
17:07ISAT has just achieved its major symmetrical triangle resistance
17:15And there is a possibility of bearish reversal to the support trendline again
17:21Because right now ISAT is forming a symmetrical triangle
17:28There is a possibility that ISAT will return to support at Rp10,450 and Rp10,525
17:36So there is a possibility of continuing the downtrend again
17:41It's better to wait
17:43Okay, good
17:44Then there is Mr. Anggiat Butar-Butar
17:47I will try to check
17:48Yes, Mr. Anggiat Butar-Butar
17:49ACES, sir
17:50S-Hardware has just changed its name
17:52Already bought at Rp780
17:54Stuck because today's position is weak at Rp730
17:58Rp730
17:59Your analysis for ACES
18:01Indeed, ACES has changed to the aspiration of Indonesia
18:07It has reached its support at around Rp715
18:13And it is stable at that support
18:16But if we look at it in terms of volume
18:20The net sell volume is more than the net buy
18:25And if we look at it from March this year
18:30It is indeed in a fairly strong downtrend
18:33So I recommend to just sell ACES
18:38Okay, the downtrend is deeper
18:41The potential loss will be greater
18:43Therefore, it is recommended to just sell in the current position
18:46Again, the decision to invest is still in the hands of Pemirsa ADI Channel
18:49Mr. Wijang from Riau asks
18:51Auto, sir, support and resistance closest to Rp2180
18:54Weakened by 1.8% in the closing of the second session today
18:58For auto, it is true that auto has just broken out of its downtrend resistance
19:08So there is potential for a reversal
19:11This reversal is currently forming a kind of pennant pattern
19:20Or flight pattern
19:22And I feel that auto will continue the uptrend
19:27So I recommend auto to buy
19:31Okay, in the hold, for those who have taken a position
19:33Maybe we can start collecting after the breakout from resistance Rp4250
19:41So at Rp2280
19:45Okay, Mr. Samekto from Surabaya asks
19:47BRMS today experienced significant strength
19:51Is it recommended to invest in BRMS?
19:53If we look at the long-term trend
19:57BRMS forms a head and shoulders pattern
20:02So it has formed the left shoulder, the head
20:06Now forms the right shoulder
20:09And I feel it will continue the uptrend
20:12The possibility of the next resistance is Rp175
20:18So for the long-term, I am very bullish for BRMS
20:22It can be bought at the current price, Rp161
20:25Without mentioning the name and location, Mr. Ezhar asks
20:28JKON, Jaya Konstruksi Manggala Pratama
20:31Is it okay for Jekon?
20:34For Jekon, this is new
20:38Because I recommend not only based on the fluctuation in the price
20:45But also from liquidity
20:47If we look at it recently, there is liquidity
20:50But if we look at it historically
20:52After there is a very high liquidity
20:55Usually, Jekon stocks are dumped to the market
20:59And continue the bearish trend
21:01So I feel Jekon is too unstable to be held for the long term
21:07So I recommend not to buy Jekon
21:10The risk is quite high, right?
21:12Yes
21:13Then there is Dito from Sudarjo
21:15I want to ask about the property
21:16CTRA has been taken at Rp13.20
21:18Today's closing at Rp13.25
21:20Before, it was Rp13.40
21:22What is the analysis for CTRA?
21:24In short, is it a resistant support?
21:26Maybe it can be
21:28Because it is bullish with CTRA
21:30It has formed a pattern and has broken out
21:33It can be bought at Rp1,325-Rp1,335
21:39Because I feel it can continue the uptrend to around Rp1,425
21:51So that's the resistance from the previous uptrend
21:57After that, the support can be at Rp1,260
22:01Okay, we go to Medan
22:03Mr. Mahmudin Seregar
22:05Thank you for joining us
22:07I want to ask about BBCA
22:09Actually, we have reviewed it before
22:11But the condition is a bit different
22:13Mr. Ezhar, let's congratulate Mr. Mahmudin
22:15Because it has taken a much lower position
22:17At Rp8,471
22:19Today, the all-time high at Rp10,500
22:23Can it still be held?
22:25What level of tech profit is recommended for BBCA?
22:29For BBCA, as I said earlier in the first segment
22:35BBCA is a blue chip that will continue the uptrend in the long term
22:41BBCA has good fundamentals and good technical
22:44It will continue its bullish run in the long term
22:48But for now, it will correct
22:51Today, the opening price has formed a gap
22:57And the gap has been closed
22:59It has been filled
23:01Back to the closing yesterday
23:03So, in my opinion
23:05BBCA is worthy to be held for the long term
23:10But if you ask me, for the medium or short term
23:13It has to be taken profit
23:15Okay, good
23:17At today's closing level, it's not a problem, right?
23:19In short, Mr. Ezhar?
23:21It's still not a problem for BBCA
23:25Okay, analysis for BBCA
23:27Mr. Mahmudin Seregar from Medan
23:29It seems to end our company this time
23:31Our time is limited
23:33Actually, there are still some other questions
23:35And we are sorry, please join us again
23:37In the same program in the near future
23:40Mr. Ezhar, thank you for participating
23:42Always healthy, Mr. Ezhar
23:44Thank you
23:45Thank you, Mr. Ezharido Ibnutama
23:47Senior Equity Analyst, NH Korindo
23:49Security
23:50And viewers, don't forget to watch the last program
23:52Which will air at 4.30 p.m.
23:54WEST INDONESIA TIME
23:56Because the future must be ahead
23:58I am Investor Saham
23:59And I am David Sanaufel
24:00Goodbye
24:01See you again
24:29WEST INDONESIA TIME
24:31Because the future must be ahead
24:33I am Investor Saham
24:35And I am David Sanaufel
24:37Goodbye
24:39See you again
24:41Goodbye
24:43See you again
24:45Goodbye
24:47Goodbye
24:49Goodbye
24:51Goodbye
24:53Goodbye
24:55Goodbye
24:57Goodbye
24:59Goodbye
25:01Goodbye
25:03Goodbye
25:05Goodbye
25:07Goodbye
25:09Goodbye
25:11Goodbye
25:13Goodbye
25:15Goodbye
25:17Goodbye
25:19Goodbye
25:21Goodbye
25:23Goodbye