IHSG +0,19% ke level 7.583,969 Kamis (31/10). IDX-Energy +1,04% RAJA +4,70% PGAS +2,34% usai rilis kinerja positif di Q3 2024, IDX-Cyclic +0,96% INDF +2,01%, dan IDX-Finance +0,55% BBRI rebound +2,55%. IDX-Techno -0,52% GOTO -4,23%. IDX-Barang baku -0,48% ANTM -4,60%, INCO -1,55% dan TINS -1,13% usai rilis kinerja turun di Q3 2024.
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TVTranscript
00:00Thank you for joining us and in this segment, we will review how the trade has been going on throughout the day,
00:12where the share price index has rebounded after experiencing pressure in the past few days of profitable trading.
00:18And we will remind you again, you can still participate in our interactive WhatsApp at 0821-8788
00:25at 3723, as shown on your television screen later.
00:29And today, we have a call with Mr. Robin Hariadi, branch manager of JUSE Solo Securities.
00:36We will talk to him directly. Mr. Robin, good afternoon. How are you, sir?
00:40Good afternoon. Amazing.
00:42Thank you, Mr. Robin, for taking the time to be on IDX Channel.
00:46Today, the share price index is trying to rise, Mr. Robin, even though it is not consistently above the level of 7,600.
00:55How is your analysis? The strengthening that happened today after experiencing a weakness in the past six days of profitable trading?
01:03Yes, considering the technical rebound, if we look at the outflow so far, the outflow is still massive.
01:13Today's rebound, we will see how strong the closing is, because before the closing, there were quite a lot of outflows too.
01:24In my opinion, it is still a technical rebound.
01:27Okay, for tomorrow, the weekend break, where is it going, sir?
01:31Our ISG is still under pressure. What can be considered is a good financial report.
01:41So far, it's still so-so, but overall, it's above expectations.
01:47So actually, the financial report is enough to hold down the downtrend of the ISG, but it will still be under pressure.
01:55What about next week, sir?
01:57Because investors are still anticipating the Defect Friendship in November, and the nearest is the implementation of the PILPRES in the United States.
02:06That's right. What makes investors anticipate is when the Fed goes back to the flower season.
02:15Actually, it goes down by 25 basis points again.
02:18We will make the market flourish again, including Indonesia.
02:23Then for PILPRES, each has its pros and cons, but it's a good sentiment too.
02:33If PILPRES is won by anyone, investors tend to see stability, tend to see something that is sustained.
02:45Okay, Mr. Robin, you said earlier that when some global sentiment develops,
02:52the release of the third quarter financial report in 2024 is still a focus of investors,
02:58and there have been several METNs that have released, and it seems that they are not able to reach the combined value index
03:03related to the results of several releases of the third quarter financial report in 2024.
03:08There are many that are below expectations.
03:11Has this condition been predicted before, Mr. Robin?
03:15Yes, the weakness of purchasing power and so on is indeed felt.
03:24So, it's reflected in the financial report, but it's not as bad as it's imagined.
03:30Overall, it's still plus or minus, according to the cycle.
03:33Indeed, in the third quarter, the overall business is weak.
03:38That's why it should be good in the fourth quarter.
03:44Okay, the banking sector, especially from Samsung, the Big Cap bank,
03:48today tried to provide new ammunition for the combined value index.
03:52Even though the movement pattern is more mixed.
03:55I want to go to the BBRI first.
03:57Mr. Robin, today you experienced significant strength,
04:01even though after the closing of the second session today, the strength is more limited.
04:06Earlier, the strength was above 2%, now at 1.91%, at 4,800, and the intraday was up to 4,870.
04:14What is your analysis and recommendation for the BBRI?
04:17The BBRI can be said to be rebonding.
04:21The results are quite good.
04:23It was released yesterday, and it was downgraded.
04:26But after further analysis, the BBRI is okay, quite good.
04:32There are also several sentiments that support the BBRI.
04:36The first one is, for example, the plan to abolish debt.
04:42There are quite a lot of complaints from Mr. Prabowo.
04:48The second one is, the financing of 3 million houses,
04:52that is one of the BRIs that is recommended, in addition to the BPN.
04:56That's a good sentiment.
04:58Okay, from a technical point of view, Mr. Robin,
05:00support and assistance and recommendations for the BBRI?
05:03Okay, the BBRI can be included,
05:10as long as the price is still above 4,780.
05:13It's best when the price is at 4,870 today.
05:18If it goes up to 5,075, hopefully it will go back to 5,000.
05:23Okay, in addition to the BBRI,
05:26today for Samsung, the other big cap banks that are trying to become supporters,
05:31I will try to check, the BBNI is still in the green zone, sir, 5,250.
05:37Previously, the BBNI was one of the big cap banks that underwent quite a deep correction.
05:42Yes, the BNI is actually still in the middle of foreign accumulation,
05:50many of them are outflow.
05:52The BNI is the best for foreign inflow.
05:58So, for me, this big cap bank, in addition to the BNI, I prefer the BNI.
06:05The report is still profitable, but the NIM is decreasing.
06:11But it has a very good cost control, so it can still make a profit.
06:19In my opinion, I still prefer the BNI.
06:24Okay, overall, Mr. Robin, how do you see the prospects from the finance sector,
06:31especially Samsung, for the fourth quarter and the full year?
06:35Yes, it should be good, because no matter what,
06:41government programs and everything, in Q4, everything will be accelerated.
06:51So, window dressing, this big cap bank will have window dressing
06:57that will help their movement.
07:01If not, technically, it's already rebounding.
07:03It's not a technical rebound.
07:05So, the finance sector is already rebounding.
07:07Yes, the analysis from Samsung, the big cap bank that is today's supporter,
07:11although some of the other big cap banks have returned to the red zone,
07:15and again, the investment decision is still in the hands of the investors of ITX Channel.
07:21Mr. Robin, from the sectoral movement rotation,
07:23during today's trading, energy in the first session this afternoon led to an increase of more than 1%.
07:31And it looks like this is still related to the release of the third quarter in 2024,
07:37where some of the stocks that became supporters in the energy sector,
07:41including Raja Pegas, and coincidentally,
07:43it has also released quite good performance in the third quarter.
07:47Let's go to Raja first, sir.
07:49Today, the position is quite fast, stronger than 6%.
07:54Mr. Robin, your analysis, in the last week, Raja was pushed to 1,600.
08:00Yes, Raja was able to support 1,660.
08:05Then yesterday, there were signs of rebounding.
08:10Today, it has risen significantly because the oil price is also rebounding.
08:17If it can continue to break out at 18.25 tomorrow,
08:23the next resistance will be at 19.75.
08:26Yes.
08:27The support is at 17.40.
08:30Okay. Is there a chance to break through to the highest level again, sir, for Raja?
08:35Yes, there is a great opportunity.
08:38It's just that the liquidity of this stock is moderate, so don't expect too much.
08:46Okay, more towards trading in the medium term, sir, and the short term?
08:51That's right, the short term.
08:53Because if it breaks at 20.50, the double bottom is really good.
08:58Okay.
08:59Is there a chance to continue or buy on breakout?
09:02Is it also recommended there or is the risk quite wide?
09:05Yes, because buy on breakout at 18.25, the resistance is at 20.50.
09:10So it's very interesting.
09:12Okay. In addition to Raja, Pegas has also risen quite high today, sir.
09:17Strengthened at almost 4%.
09:1915.65% closing today and at the same time the highest level of intraday today.
09:24The price performance is also quite good in the third quarter.
09:27The analysis for Pegas?
09:29Yes, Pegas, in addition to being supported by good performance,
09:33the price of the commodity has also risen.
09:38If the breakout resistance is 15.70, the potential is 16.55 and even 1700.
09:46Historically, Pegas Q4 is usually good.
09:52The recommendation, sir, is it still recommended for Pegas?
09:56Yes, one of the recommendations is that you can immediately buy.
09:59Support is at 15.55, resistance at 16.55 and 1700.
10:07Okay. Closing today, Pemirsa at 15.65, 15.65, strengthened at 3.99%.
10:14And again, the investment decision is still in the hands of Pemirsa IDA Channel.