IHSG anjlok 1,35% ke level 7.500 tepatnya ke 7.592,642 sesi I Senin (30/9). IHSG anjlok di tengah asing tercatat melakukan penjualan bersih Rp 4,31 T di pasar regular pekan lalu. IDX Sektor Teknologi -1,75% GOTO -5,71%. IDX Sektor Infrastruktur -1,29% BREN -4,88%, IDX Sektor Barang Konsumen Non-Primer -1,24%, IDX Sektor Keuangan -1,15% BBRI -2,55% jadi pemberat utama IHSG 18,7 indeks poin. IDX Sektor Barang Baku +0,43%.
Dari global, Indeks Dow Jones ditutup di rekor tertinggi Jumat waktu setempat. Hal ini terjadi setelah laporan inflasi yang terkendali memicu harapan akan lebih banyak pemotongan suku bunga oleh The Fed.
Dari global, Indeks Dow Jones ditutup di rekor tertinggi Jumat waktu setempat. Hal ini terjadi setelah laporan inflasi yang terkendali memicu harapan akan lebih banyak pemotongan suku bunga oleh The Fed.
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TVTranscript
00:00Thank you for joining us and in this segment, we will review how the trading is going throughout today's live broadcast and we remind you again, you can still participate on WhatsApp Interactive on 08.12.8788.723 as shown on the television screen later.
00:22And now we are connected via Zoom with Peter Susilo, branch manager of JUC Semarang Gochuan.
00:28We will go straight to Peter. Good evening, how are you?
00:31Good evening, Mr. David.
00:33Thank you, Mr. Peter, for spending your time on IDX Channel and for joining us on IDX Second Season Closing.
00:40Mr. Peter, let's go straight to review how the Indek Harga Samkabungan movement was at the beginning of the week, where it experienced a significant weakness again.
00:49And the position of Indek Harga Samkabungan is already at the level of 7,500, far from the highest intraday record that was recorded some time ago.
00:59What is your analysis of the Indek Harga Samkabungan movement from the last week to the beginning of this week, which is more tense?
01:07As far as I can see, this tension is caused by negative global sentiment.
01:12Including the decline in U.S. stocks, S&P 500 and S&P Composite all recorded a sharp decline.
01:20Then this negative sentiment was also triggered by U.S. economic data, especially related to manufacturing activities and labor markets,
01:29which raises concerns about the possibility of monetary policy tightening.
01:34So, in these months, we also know the September Effect, Mr. David.
01:40How do you see the foreign position coming out of the domestic market?
01:44And many are projecting to move to China.
01:49It is also related to the stimulus they launched, Mr. Peter.
01:53As far as I can see, there are pressures from investors.
01:59In China, there is also a positive stimulus.
02:03They want to improve their economy.
02:06So, there is a flowering of the flower family.
02:08Then there is also an increase in their business.
02:14So, there is a flowering of the flower family, an increase in liquidity,
02:16and pressure against the property sector and infrastructure.
02:19It will attract global investors who will definitely transfer their funds to China.
02:24Because the potential profit there will definitely be greater, Mr. David.
02:27Yes.
02:28It will definitely attract foreign money flows to the IHSG,
02:34which leads to sales action and index correction today.
02:38Okay, technically, in the short and medium term,
02:41where is the direction of the foreign exchange index, Mr. Peter?
02:43With a position of 7,500, has it been penetrated to the bottom for today?
02:50As far as I can see,
02:55for levels 7,500 to 7,550, it is an important support, sir.
03:00So, it is a strong support.
03:02If the IHSG manages to survive above this level,
03:04there is a potential to recover and continue its uptrend.
03:08However, if it is broken,
03:10it means that it can automatically go to 7,400 to 7,450.
03:13This is a lower support level,
03:16where the IHSG has been before the rally to the ATH.
03:20If there is a stronger supply and sale,
03:22this level can be an important defense area here.
03:26But from a technical point of view, Mr. Peter,
03:27how do you see the position of the IHSG?
03:29Where will it penetrate?
03:31Will the weakness continue for the next few days?
03:42For the short term, it will continue, sir.
03:44It will continue.
03:46We can see it from the support area as well.
03:51How far will it go, Mr. Peter,
03:53from the analysis for the weakness of the gas emission index?
03:57For the medium-term support,
03:59from 7,400 to 7,450,
04:01if there is a higher sales pressure,
04:03it will reach 7,300.
04:06But there is also a resistance, sir.
04:08The resistance of the IHSG will reach 7,800.
04:11Then, if it can pass this level,
04:13it will reach 7,900 up to 8,000.
04:16Is this the target by the end of the year, Mr. Peter?
04:19In the medium term, sir.
04:20In the medium term, okay.
04:22Where is the current position?
04:23At 7,582, sir.
04:27Related to the sale of foreign investors,
04:29Mr. Peter, the Samsung Big Cap Bank
04:31seems to continue today.
04:34How do you see the attitude of foreign investors
04:37to release Samsung Domestic Bank,
04:39which previously became a shareholder of Samkabungan,
04:42so that it is able to record its new highest record?
04:46Sorry, can you repeat it, sir?
04:48It's a bit broken, sir.
04:49Yes. Today, Samsung Big Cap Bank,
04:52Mr. Peter, is released by ASING again.
04:55How do you see the position of the Big Cap Bank right now,
04:58which previously touched the highest record
05:00and supported the Samkabungan price index?
05:04Yes, this is definitely for many people.
05:07Especially for ASING investors.
05:09In addition to them also taking profit,
05:11we also see that there is a negative global sentiment
05:14and uncertainty related to the monetary policy
05:16of the Federal Reserve AS, sir.
05:18So this causes the flow of capital out of the Indonesian stock market.
05:22So if I look at it,
05:24investors tend to choose to secure their assets
05:27in more stable or liquid countries, sir.
05:29Especially in sectors that are considered more defensive.
05:33Okay. The Big Cap Bank,
05:34BBRI seems to be the largest released by ASING so far,
05:39Mr. Peter, even intraday today,
05:41has left a level of 5,000.
05:43Analysis and recommendations for BBRI.
05:48For BBRI, the current support is at 4,900 to 4,950, sir.
05:54Becoming the closest support level.
05:57If the price continues to fall and exceed this level,
05:59there is a possibility for a deeper correction to 4,800.
06:03For resistance, the recovery is at 5,000.
06:07This becomes an important psychological resistance, sir.
06:12This increase can automatically start the next resistance
06:15to 5,100 to 5,150.
06:19Okay.
06:20Mr. Peter, there are already questions on our interactive WhatsApp.
06:22And coincidentally, we also asked the BBRI stock.
06:25There is Malvin Sihite from Depok, West Java.
06:28BBRI has taken a position at 4,970.
06:31Is there still room for correction, sir?
06:33Just in the hold, if you take a position at 4,970?
06:36Or later there are certain supports that can be observed
06:39to do the averaging down?
06:42As I said earlier, if for now you already have a position,
06:46BBRI should be in the hold first.
06:49Let's see if BBRI falls below 4,800,
06:55there will definitely be a deeper correction.
06:57So you have to pay attention to this support.
07:01But overall, the pattern of BBRI,
07:03what kind of movement, sir?
07:06Is the uptrend still maintained or not?
07:08Still. If I look at it, BBRI is still maintained, sir.
07:11Okay. That means there is a potential for BBRI to go up to 5,000.
07:14Even your target until the end of the year with a position of 4,970
07:20can still be in the hold like that.
07:22Yes.
07:23Hopefully, sir.
07:24Hopefully, we also hope, indeed,
07:26we have seen for the past few days,
07:28even though ATH continues,
07:31now there is a correction.
07:33Hopefully, there will be a pullback back up.
07:36Okay. That means BBRI in the hold only.
07:38If you already have 4,970,
07:40then if averaging down earlier,
07:42how much support can be paid attention to?
07:45At 4,900, then it can be seen again,
07:49if for example it reaches this level,
07:51it will be there, it will be a deeper correction at 4,800.
07:55Okay. The current position is 4,950,
07:58weak at 2.94%.
08:01Indah Karga Samkabungan, it seems at the end of the second session,
08:04the correction is getting deeper.
08:06Mr. Peter, BBCA leads the weakening,
08:09even the weakening is above 3%
08:11and has left a level of 10,400.
08:14What is your analysis for BBCA?
08:16Closing at 10,325, sir.
08:19Where BBCA has previously reached the highest level,
08:22the latest intraday.
08:23What is your analysis for BBCA?
08:25Hmm.
08:28For me, for BBCA,
08:32in the long run,
08:34this decline is considered an opportunity for accumulation, sir.
08:36Yes.
08:37Because BBCA is fundamentally strong.
08:41So, in the long run,
08:43the recovery sector in Indonesia for BBCA
08:46is definitely better for now.
08:49But it can be vigilant in support at 10,000.
08:52Now, BBCA has not reached the target.
08:54Yes.
08:55If it reaches 10,000,
08:57we have to be careful, we have to be vigilant.
09:00Okay.
09:01But for the new investors who want to take a position, sir,
09:04can this momentum be utilized or not?
09:06Or more towards WITNC?
09:08Considering,
09:10maybe technically,
09:11the weakening of BBCA will still continue.
09:14Mr. Peter.
09:16Hmm.
09:17For BBCA, I am
09:20WITNC first, sir.
09:21For the new ones,
09:23for BBCA, I am WITNC first.
09:27What is the entry level or super level
09:29that you recommend when
09:32you want to enter BBCA
09:33and utilize the momentum of the recession?
09:35In the short run,
09:36BBCA has reached 10,325 today, sir.
09:40Yes.
09:41If it can go back above 10,350,
09:45we will see tomorrow.
09:46For tomorrow, we can take BBCA.
09:49Okay.
09:50Analysis for BBCA,
09:51which today is a burden
09:53for the joint stock price index.
09:56Before we update the closing position of the second session, sir,
09:58I want to go to the brand first.
10:00Today also experienced quite a deep correction,
10:02above 8%.
10:03Where the brand today is also a burden
10:05for the joint stock price index.
10:07Next direction and recommendations for the brand.
10:10For the brand.
10:12Wait a minute, sir.
10:13Let's see for the brand.
10:14For the brand.
10:18Today's closing of 6,600 is weak at 8.01%.
10:22For the brand, hold first, sir.
10:24There is no position for the brand first
10:26because it has made a new low
10:28from yesterday's candle.
10:29Yes.
10:30Let's look at the position first.
10:32Is there a direction change for tomorrow?
10:34If it turns out that it continues to go down,
10:36it's better not to take the position first for the brand.
10:39Okay.
10:40What support can be considered for the brand?
10:42The support for the brand, in my opinion,
10:44is at 5,675, sir.
10:47If, for example, 5,675, it bounces,
10:49it can be considered.
10:50But if it continues to go below 5,675,
10:53it's better not to take the brand first.
10:56The one that hasn't come out yet, sir.
10:58The loss may be quite big.
11:00It's stuck at 7,000, 8,000,
11:02even 11,000.
11:04If it hasn't come out yet,
11:06it should have come out yesterday.
11:09Yes.
11:10Because the position has gone down
11:12from the previous candle-candle low levels.
11:15About three days ago,
11:17there was a candle-candle low.
11:19How much was it?
11:20Let's see.
11:21The low was at 6,950.
11:24So if it's below 6,950,
11:26it automatically has to take the top profit first.
11:29Okay.
11:30Analysis for the brand that today also became a burden
11:33for the family business.
11:35Loss at 8.01% has left the level of 7,000
11:39and closed at 6,600 rupiah per share.
11:42And again, the decision to invest
11:44is still in the hands of the shareholders of IDHNO.