"Saksikan tayangan kami Official Youtube IDX Channel di Program 2nd Session Closing, Jumat (04/10/2024) dangan Tema Investor Cermati Saham Pilihan di Akhir Pekan ini."
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00:00We are still using IDX and Samsung Closing, and we are still using it to participate in our interactive WhatsApp at 0812-8788-3723, as shown on your TV screen.
00:17And before we continue our discussion, we will first take a look at the four recommended choices.
00:24We will first take a look at the graphics on your TV screen.
00:27The first choice comes from Big Cap Banking.
00:29There is BBCA, which we have reviewed earlier.
00:32The recommendation is Buy on Weakness, with support for BBCA.
00:36It is available at IDR 10,100, resistance up to IDR 10,500 per share.
00:42Then from the consumer, there is Unilever, Sell on Rebound.
00:45The support is at IDR 2170, resistance up to IDR 2,330 per share.
00:51For construction, there is WIKA.
00:53The support is at IDR 352, resistance up to IDR 396.
00:58The range is not too wide.
01:00The recommendation is Buy on Breakout.
01:02Then from the mining of coal, there is still Indy.
01:05Buy on Weakness, IDR 1,610 to IDR 1,900 per share.
01:09BBCA, Unilever, WIKA, and Indy.
01:11And again, the investment decision is still in the hands of the sponsor, IDX Channel.
01:16Let's continue the discussion with Mr. Rio Rizaldi, who is the founder of Galeri Saham.
01:21Mr. Rio, BBCA, you recommended Buy on Weakness.
01:24Actually, we have reviewed it earlier, Mr. Rio.
01:27But before reviewing it from a technical point of view,
01:30BBCA, or maybe reviewing it, because we have reviewed it earlier.
01:33Overall, how do you see the prospects of Kinerja in the third quarter of 2024,
01:39which may soon be released, sir?
01:42Will it still be on the track or will there be a delay again, Mr. Rio?
01:46If we look at what was said by the BBCA management and the track record history,
01:54basically, we can see that
01:59Kinerja should be in line with the market expectations, sir.
02:03More or less like that.
02:04And indeed, the price is very good.
02:08For example, like BRI, there will be more corrections, more or less like that, sir.
02:12Okay, what is the level of Buy on Weakness, Mr. Rio?
02:15In short.
02:16Yes, Buy on Weakness is at level 10,100.
02:18That's the ideal level for rebounds.
02:20And the resistance is currently at 10,500, Mr. David.
02:24Target until the end of the year, where will the BBCA opportunity go, Mr. Rio?
02:27Basically, if it's for the end of the year, it can still be higher than now.
02:32Maybe we can expect around 11,400 to still be possible, Mr. David.
02:38Okay, when the BBCA correction to 9,000, is it a bonus or is it also a momentum, Mr. Rio?
02:47If it's 9,000, for example 9,800, that's Buy on Weakness, sir.
02:52Okay.
02:53Let's switch to the second side, there is Unilever.
02:57The recommendation is Sell on Rebound.
03:00Mr. Rio, Unilever has also attracted attention in the last few days, sir.
03:04We also had a little chat earlier.
03:06Unilever has reached its lowest level in the last 10 years, Mr. Rio.
03:11But, investors, from some notes, many have entered in the last few trades.
03:19Does this benefit the internal correction from Unilever?
03:23Yes, so, as long as Unilever hasn't had a really solid increase compared to the previous quarters or years,
03:30basically, the price will still tend to be suppressed, sir.
03:33So, if there is an inflow of purchases from fund managers, maybe it's more of a momentum.
03:39Because, indeed, Unilever's condition is a bit challenging.
03:44It's the same as if you look at the big coffee brands in Indonesia,
03:50they are being followed by the smaller, more economical ones.
03:54And this is also a story of 11-12 with Unilever.
03:59More or less, that's what happened, sir.
04:01Okay.
04:02Why is Sell on Rebound recommended, Mr. Rio?
04:05Because, in terms of trend, this stock is in the short-term downtrend, sir.
04:11And after this stock failed to hold at level 2,400, the support is quite strong.
04:18So, basically, indeed, 2,400 will be the resistance level for every rebound that happens at Unilever.
04:25So, rather than we still keep it, after buying it, we keep it for a while because it feels too cheap,
04:33it's better to do momentum trading all at once.
04:36So, more to Sell on Strength, more or less, sir.
04:38The resistance is at 2,330.
04:40And in terms of support, it's currently supported at 2,170, sir.
04:46The lowest level, it seems, Mr. Rio.
04:48The lowest level.
04:49Okay. 2,170 is 0.91%.
04:52The second option from the consumer is Unilever, Pemirsa.
04:56And again, the investment decision is still in the hands of Pemirsa, ADHNL.
05:00Let's move on to the third option, Mr. Rio.
05:02From the construction of BUMN, there is WICA, Buy on Breakout.
05:06What is your analysis for WICA, Buy on Breakout, at what level?
05:11Yes, so for WICA, this is basically a correction that has happened since level 480, now it's down to level 370.
05:18This is quite deep and it maintains a fairly strong support level.
05:23The support level is at level 350, even up to level 370.
05:27Now, the level of breakout that needs to be monitored is 396.
05:32If the stock can break out to 396, at least it has room to rise to 480, which is the previous high.
05:40So monitor the breakout level 396 and the technical stop-loss level is if the stock drops below the support level 352.
05:51Okay. Is the opportunity to 400 still open wide enough, Mr. Rio?
05:58Sorry, at what level, sir?
06:01At level 400 again, for WICA.
06:03Basically, if it can break out to 396, it is very open for room to 480, sir.
06:10Okay, today's closing at 370, weakening at 2.12%.
06:15Let's move on to the last option from the construction of Batubara.
06:18There is Indy, Buy on Weakness.
06:211610 resistance up to 1900.
06:25Your analysis for Indy.
06:26But before that, Mr. Rio, how do you see the anticipation steps by the mining emitters of Batubara?
06:32Many have diversified, expanded when the price of Batubara, which is indeed the prospect of the future, is quite doubtful, sir.
06:40And the price drop position still continues to this day.
06:44Yes, whether or not it should be done, because if the price is bad, or if green energy is getting more and more fierce,
06:51it means that people will be more and more interested in Batubara, whether or not it should be done by them.
06:56And investors have quite high expectations of what's next from these emitters, sir.
07:04And back to Indy, basically, the rise of Indy in the last 2-3 days is actually a rise that closes the gap, sir.
07:11The gap is formed at level 1710-1750 in October 2023.
07:23It's been quite a long time, it's been a year.
07:25The gap has been closed.
07:26So usually if the gap is closed, there will be consolidation first.
07:29And in connection with Indy, the rise in the last 2 weeks has passed a fairly strong resistance, resistance at level 1600-1580.
07:38Basically, there is a high possibility that it will be tested first as a support level.
07:42So that's why Indy's support level is at level 1610 for the bandwidth area.
07:47And the nearest resistance level is at level 1900, sir.
07:52Okay, while the closing position today, Indy, at 1695, is strong at 0.89%.
08:01Entering the fourth quarter, how optimistic are you about the demand and price position of Batubara?
08:09Then also, the payment of interim dividends for the first emitters of Batubara has also issued some signals, sir, from each management.
08:18Yes, basically, with the new government policy for the Batubara industry,
08:22and with the so-called price of oil, the price of oil and Batubara remains at the same level as it is now,
08:30basically it will be a positive sentiment and can attract investors' interest to enter the emitters of Batubara itself, sir.
08:39Indeed, for Kinerja, we will see what the next will be like.
08:42Maybe it takes a few quarters to really show.
08:45But basically, with the existing sentiment, the money flow usually moves faster than Kinerja Emittent.
08:50And we can see that at the end of the year, it should be positive, sir.
08:53Okay, the four recommended options for investors are BBCA, Unilever, Wika, then Indy.
08:59Again, the investment decision is still in the hands of the IDH Channel investors.
09:02We still have one more segment, there are still some questions in our interactive WhatsApp.
09:06Later we will try to review and our investors will be back soon.
09:10We have reached the last segment and thank you for those who are still joining us.
09:14Mr. Ryo, let's continue, our time is quite limited, let's go straight to Berau, sir.
09:18East Kalimantan, Mr. Wasis Budi Uto asked the BBRI,
09:21it has been quite far in 5050, Mr. Ryo, it was held first or sold, the support and resistance.
09:28Or is it dependent, sir, on the purpose of short-term, medium-term, or long-term investment?
09:35Or is there an opportunity for averaging down for the BBRI or just hold?
09:38Yes, basically the BBRI is not wrong to save for the long term.
09:41But if you look at the technical now, it's going down quite a bit, a bit worse than the others.
09:45But try to pay attention, there is a gap.
09:47The gap is at level 4840 in the form of August, it can become a BBRI support level.
09:53It's close, yes.
09:54And this can be a level to do buying weakness or average down with the resistance area at this time is at level 5200, sir.
10:02Okay, what is the target until the end of the year, sir?
10:05If at the end of the year, with the existing conditions, 5600 may still be favorable, sir.
10:12Okay, it means there is no need for averaging down, just hold, if it's for the long term, it will make a profit later.
10:19Okay, then Mr. John from Jakarta.
10:21For Gotoh, sir, the support level is 60, how much can you buy?
10:26If for buying, wait for it to be lower, it's around 55, there is a strong support level.
10:31It can be a level for buying weakness.
10:34And for resistance, there is a strong enough resistance, which is at level 62.
10:39So 55 support, 62 resistance, sir.
10:42Okay, next there is Raihan from Bandung, West Java.
10:45Thank you also for participating, asking about Kampina stock, sir.
10:49CAMP, what kind of analysis do you want to see?
10:54Yes, for CAMP, it's constantly going down from 390 to 298.
10:59If you want to buy, you can monitor at level 280.
11:04But if you can't hold above 280, it's better to avoid it, sir.
11:10Okay, today's closing at 298, weakening at 0.67%.
11:15Technically, the movement is quite turbulent, sir.
11:18It was weakening to 226, then it went up again, and now it's also at 298.
11:24For Kampina, we move on to the next question.
11:27How is the Java prospect until the end of October?
11:30It's stuck at 16.10, sir.
11:32There is Sigma from Jakarta.
11:34Please, sir.
11:35Well, Java actually has a strong support that has been penetrated.
11:40It's support around 14.50 to 14.70.
11:43That's below it, yes.
11:45So please monitor the level of support in the minor at 14.15.
11:52So if Java goes below 14.15,
11:56it tends to enter the mid-Jakarta downtrend phase.
12:01So it's better to put a tight stop-loss there, sir.
12:05Okay, it's stuck at 16.10.
12:07How much was the stop-loss repeated, sir?
12:09The stop-loss penetrated at 14.15.
12:13It's better not to have Java.
12:15Okay, there is Sigma in Jakarta at 16.10.
12:18The stop-loss level has been mentioned earlier,
12:20and again, the investment decision is still in the hands of the IJX channel.
12:24Mr. Aryo, our time is limited, sir.
12:26It looks like that was the end of our discussion.
12:29Thank you for those who have participated in our interactive WhatsApp.
12:33Please join us again next week.
12:39Actually, there are still some questions, and we apologize.
12:42Mr. Aryo, thank you for joining us.
12:44Stay healthy, sir.
12:45Thank you, Mr. David.
12:46Thank you, Mr. Aryo Rizaldi, founder of Galeri Saham.
12:50Don't forget to watch the next episode of Market Halley at 16.30,
12:54when Indonesia discusses the future.
12:57I'm Investor Saham.
12:59I'm David Sanofo.
13:00Goodbye.
13:01See you next time.