IHSG +0,58% ke 7.603,86 sesi I Selasa (15/10). Sektor kesehatan +1,18% SILO +3,08% Sektor barang baku +1,14% BRMS +6,58% sentuh New ATH di Rp304. Sektor barang konsumsi primer +1,05% INDF +2,13%. Sektor keuangan +0,30% BMRI +1,44%. Sementara saham terkait dengan calon menteri pemerintah baru, MARI +27,45% dan TLDN +17,94%.
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TVTranscript
00:00Thank you for joining us and in this segment, we will review how the sales have been growing throughout the day.
00:12There is a report that the gas price has moved back above the level of 7,600.
00:17And we remind you that you can still participate in the interactive WhatsApp at 08.12.8788.723
00:25as shown on your television screen later.
00:28And right now, we are connected via Zoom with Mrs. Arinda Izati, who is the equity analyst of PT Pilarmas Investindo.
00:36We will go straight to her. Mrs. Arinda, good afternoon. How are you?
00:42Good afternoon, Mr. Dev. How are you?
00:44Good afternoon, Mrs. Arinda. Thank you for taking the time to be on IDI Channel.
00:49Fortunately, Mrs. Arinda, Indekargasam-Kabungan continues to strengthen technically,
00:55back above the level of 7,600.
00:59How is your analysis of Indekargasam-Kabungan's movement pattern in the continuation of today's strengthening?
01:07At the beginning of October, we saw that the ISP began to show a reversal direction.
01:13The support was at 7,465 and the resistance was at 7,675.
01:26And today, the movement of the ISP is also maintained at around MA20.
01:40What is the next direction for Indekargasam-Kabungan after reaching above the level of 7,600?
01:47We predict that the movement of the ISP tomorrow will strengthen with resistance at 7,600 and 7,500.
01:58Is there a record of Indekargasam-Kabungan finally moving back above the level of 7,600?
02:06Because Indekargasam-Kabungan has been consolidating at 7,400 and 7,500 in the last few weeks.
02:14Actually, this is also affected by the release of the financial report of the third quarter in October.
02:24There is also a new era, starting from the era of the elected president, Prabowo Subianto.
02:32It seems that today, the balance of power is also showing an increasing surplus.
02:39So, it is expected that there will be a rise in the economy.
02:45What is quite interesting is that Minister of Finance, Sri Mulyani, seems to be in the same position.
02:53Do you see any relief from investors, considering the challenges for the future economy will be heavier?
02:59With the presence of Minister Sri Mulyani, at least our economy is still maintained above 5%.
03:07Yes, that's right. Because before, Sri Mulyani himself has been proven to be able to overcome the challenges of the economy,
03:18especially the COVID-19 pandemic yesterday.
03:22Moreover, Indonesia is a growing economy in ASEAN.
03:27And Prabowo itself has a target of 8% economic growth.
03:33So, it seems that the leaders really want Sri Mulyani to be the Minister of Finance again.
03:43Okay, will this also be enough to prevent the correction of the Samkabungan housing index
03:50while waiting for the release of China's PDB data, as well as the release of some US economic indicator data?
03:58I think this is enough.
04:01Because this shows that Indonesia's economy also follows the leadership in the US economy and China.
04:11Okay, Mrs. Arinda.
04:14What is quite interesting today is that from the call of 49 new cabinet ministers,
04:20some of the affiliated stocks also experienced a significant increase today.
04:23Erick Thohir, it seems that you have been called again, Mrs. Arinda.
04:27And the stock price today has increased significantly.
04:30I will now deliver the update, 29.41%, moving at Rp. 66 per share.
04:38How do you see this position? Will it only last for a while, Mrs.?
04:43Remembering that the previous movement was not too significant, and today it suddenly jumped quite high.
04:51Yes, I think this sentiment is temporary.
04:56Because the effect is not directly related to the emittance.
05:00So I think this is temporary, especially for the emittance of MARI and ABAN.
05:06Okay, technical analysis for MARI, support and resistance, and also the recommendation.
05:11Is it prone to profit-taking?
05:13Yes, it is prone to profit-taking and this is quite high risk.
05:19Support and resistance, Mrs., and also the recommendation.
05:28Hello, Mrs. Arinda.
05:32Support and resistance, Mrs., and also the recommendation.
05:36For MARI itself, the support and resistance are at 54, and the resistance I see is around 70.
05:51Today's closing at level 66.
05:55For those who just want to enter, it is not recommended to take profit-taking position at what level?
06:00Profit-taking at level 66 is okay, because it is quite high risk to enter again.
06:10Okay, for those who just want to take a position, it is not recommended, right?
06:16I don't think so, because it is already overbooked in terms of stochastic.
06:24Okay, 29.41%, closing at level 66.
06:30Let's move to the other emittance, which today also experienced a rise.
06:35There is TLDN, Teladan Prima Agro TBK, or TLDN, strong at 16.94%.
06:42Analysis and recommendation.
06:44Yes, for TLDN itself, I also see it as high risk.
06:48I see the support at 4.96%, and I also see the resistance at…
07:03Hello, Mrs. Arinda, at what level?
07:05Hello, Mrs. Arinda, at what level?
07:08The resistance is at 6.35%, like that.
07:14Okay, 6.35% resistance, while the support position is at 4.00%.
07:20Today's closing is 5.80%, has a high risk profit and is also prone to profit-taking.
07:27Profit-taking at what level? Today's closing is also not a problem, Mrs?
07:31Yes, no problem.
07:33Okay, 16.94% at the level of 580 rupiah per share.
07:39Mrs. Arinda, the strengthening of the share price today is also supported by several big cap banks, Mrs?
07:46BBCA, BMRI experienced a strengthening of more than 1%, as well as BBNI.
07:52Do you see in this matter that investors have returned or foreigners have returned?
07:58This is also related to the domestic sentiment, Mr. Mulyani.
08:03And investors are getting more optimistic that the position of the Indonesian economy will be fine.
08:10Yes, I think it's like that.
08:13Also, tomorrow there will be a BI rate release.
08:18I think some investors are also optimistic that there will be a gap of 25 basis points.
08:25But for us, we prohibit the BI rate to remain at 6%.
08:32Okay, we will try to review from BMRI, which is the fastest today compared to other big cap banks.
08:39And BMRI is back above the level of 7,000.
08:42Recommendations for BMRI support and resistance, Mrs. Arinda?
08:48For BMRI, the support is at 6,875 and the resistance is at 7,225, like that.
08:57The recommendation, Mrs., is it still recommended by the target price maybe until the end of the year?
09:02I still recommend it by, because so far the banking is still okay.
09:08Because there is a possibility of a gap in Bungah tribe until the end of the year, even until the beginning of next year.
09:15Like that.
09:17And also, if we look at the stochastic, it is still in an okay area to buy.
09:25Then also the volume today is quite large for BMRI.
09:32I think it's still okay.
09:35The target price?
09:37My target price is 7,200.
09:40Okay, 7,200.
09:41Then until when, Mrs.?
09:43Until the end of the year, no? Or mid-term before the end of the year?
09:47Just mid-term.
09:49If for the end of the year, I think maybe it can be 8,000.
09:56Wow.
09:58The closing position today for BMRI is still at 7,050.
10:04The resistance is 1.81% and it is still recommended to buy.
10:07Considering that the next target price is still quite far compared to the closing position in the second session today.