IHSG ditutup +0,63% dan kembali ke level 7.300 -an tepatnya ke 7.311,96 sesi I Selasa (12/11). Sektor energi +2,65% ADRO +2,41% ditengah persiapan anak usaha AADI IPO. Disisi lain, saham BUMI melesat diatas 17% sentuh level tertinggi setahun terakhir, dengan nilai transaksi diatas Rp1 T. sektor properti +1,24% PANI +3,02% dan sektor teknologi +1,18%. sektor barang konsumen non primer -0,90% ACES -1,19%, sektor keuangan -0,18% BBNI -1,20%.
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TVTranscript
00:00Thank you for joining us and in this segment we will review how the trade is going throughout the day.
00:12And we will be back on WhatsApp Interactive at 08.12 at 87.88.723 as shown on your television screen later.
00:22And right now we are live on Zoom with Mr. T. Herditya Wicaksana who is the Head of Retail Research at MNC.
00:30Let's have a chat with him. Good evening, Mr. Didit. How are you?
00:33Good evening, Mr. David. How are you?
00:36Thank you, Mr. Didit, for taking the time to be on AIDAIC Channel.
00:40Today, Samkabungan is trying to rebound, sir.
00:43The strength is also quite significant, above 1% intraday.
00:47And IHSG has been traded again above the level of 7,300.
00:51What is your analysis of today's trend reversal?
00:54Okay, if we look at the trend reversal of IHSG, it looks quite interesting for the investors themselves.
01:01And yet, we still have two scenarios that make it possible for IHSG to move forward.
01:08Where if IHSG is still able to be above the level of 7,182 as the nearest support area,
01:15then we expect IHSG to still have a chance to continue its strength,
01:20at least later to test in the resistance area at 7,354 with the next target at 7,396 to 7,449.
01:31However, investors still have to be careful about the support area at 7,182
01:36because if it breaks from that area, then the worst-case scenario that we expect will still continue,
01:41where IHSG will still continue its correction with the nearest correction area.
01:47This is at 6,998 to 7,065.
01:53Okay, the recovery of Samkabungan, which happened in the last few times,
01:58ASING is quite eager to do a net sale, Mr. Didit.
02:02How about Samkabungan's new position with the return of Samkabungan?
02:06Will ASING's net sale still continue for certain shares or vice versa, sir?
02:11Okay, if we look at the past few times,
02:15the movement of IHSG is still dominated by global sentiment,
02:21especially from the election of Trump as the President of the United States
02:25and there is also sentiment from China's stimulus that is planned to be implemented by the Chinese government itself,
02:32worth 10 trillion yuan.
02:34And we estimate that for today's movement,
02:37it looks a bit thin from ASING's outflow itself,
02:40where a few days ago, the outflow was quite large,
02:44up to a week ago, it reached the value of 4.5 trillion rupiah,
02:50where the sentiment of ASING itself is still dominant in IHSG itself.
02:59Okay, in the middle of the strengthening of Samkabungan's stock price,
03:01the sectoral rotation is happening again.
03:03Today, the energy sector, especially in the first session this afternoon,
03:06was leading in terms of strengthening.
03:09The Batu Bara stock seems to be leading,
03:13from some other stocks, to strengthen significantly today.
03:16Let's go to the fundamentals first, Mr. Didit.
03:18From the price side, we just announced the latest update,
03:20the price of Batu Bara is still stable at US$144 per ton.
03:26How do you see it? Is there a correlation?
03:29Or is it true that by the end of the year,
03:31the signal of the increase in demand has begun to be seen so far?
03:34Okay, if we look at it, it's quite seasonal,
03:38where the price movement of Batu Bara itself
03:41usually, historically, by the end of the year,
03:44there is an opportunity to continue to strengthen like that.
03:46And we do see that for the price of Batu Bara,
03:49which is currently at US$144 per ton,
03:52we estimate that the price will tend to increase.
03:55On the other hand, if we look at the demand for Batu Bara,
03:59at the end of this year, it will tend to increase,
04:02where it will enter a cold season,
04:05until about two or three months in early 2025 in the future.
04:10And we do see that for the movement of Batu Bara,
04:15it will move in the range of US$138 to US$147,
04:20where we also hope that the demand for Batu Bara
04:23will increase from China and from Europe itself.
04:28Okay, we will try to process it one by one, Mr. Didit,
04:31for the emittance of Batu Bara mining.
04:33Let's go to the ground, sir.
04:34Today, internally, it is stronger than 17%.
04:37The first session earlier in the afternoon,
04:40the transaction value was over 1 trillion.
04:42From the RTI data, it is already 1.40 trillion rupiah
04:46from the transaction value for the earth.
04:48And it also touched the highest level,
04:50at least in the last year.
04:52What is the analysis for the earth?
04:58Hello, Mr. Didit.
05:02Yes, there is the earth,
05:04today it is stronger at 16.78% at level 174.
05:09The intraday for the earth was 176.
05:13And the lowest level today is 148.
05:16Okay, Mr. Didit, let's continue again, sir.
05:19We will try to discuss the earth.
05:21Today, the transaction value is over 1 trillion.
05:25The strength is over 17%.
05:27Then it touched the highest level,
05:29at least in the last year.
05:31Is there an analysis for the earth, Mr. Didit?
05:33Okay, technically, we see that the movement of the earth
05:36is still in the uptrend phase.
05:39And this is also accompanied by the increase
05:43in the volume of purchases from the movement of the earth.
05:47We expect for the movement of the earth in the future,
05:49there is still a chance to continue strengthening.
05:52At least close to test at level 178
05:56to level 186 first.
06:00However, investors can be assured
06:04that there will be a nearby support area
06:06where 163 will be the support.
06:08If it breaks from that area,
06:10then we expect level 151 to 140
06:14will be the next correction area for the earth.
06:17Is there a chance to return to 200?
06:20For the opportunity to return to 200, it is still open.
06:24If later the earth can pass through the strong target area,
06:28namely at 186.
06:30If it breaks from 186,
06:32it is possible that 200-208 will be the next target.
06:36What is the recommendation for those who just want to enter
06:39or those who have profited so far?
06:42For those who have profited so far,
06:44maybe they can hold first while looking at the conditions ahead.
06:47Are you willing to test 178-186
06:50while still keeping an eye on 163 as the support area?
06:53However, if you just want to enter,
06:56this can be used as a speculation buy area
06:59or trading buy first
07:01by offering 178 as the nearest target.
07:04From the earth, we move to Adaro.
07:07Mr. Didit, today it is also strong,
07:09although the strength is more limited.
07:11Earlier it was up to 3,900.
07:14Entrepreneurs will IPO,
07:15then there is also a dividend sharing plan.
07:18How is the positive impact on Adaro?
07:22Okay, if we look at the strength of Adaro,
07:25there is also a sentiment from the businessmen
07:28who will IPO, ADI earlier,
07:30where the strength today is able to be above the MA20
07:34and is still accompanied by the appearance of the buying volume from the Adaro movement.
07:39This Adaro movement seems to be still in the short term,
07:42still in the form of a technical rebound.
07:44Because 4 days ago,
07:46Adaro experienced a fairly sharp correction.
07:49From the MACD side,
07:51Adaro still has a chance to move flat,
07:54but from the stochastic it is quite interesting,
07:56it has started to narrow and there is a chance for a golden cross,
07:59so that later there is a chance for Adaro to continue its strength.
08:02Still, the support area is close to 3,800
08:07and the crucial support is at 3,730.
08:10Okay, moving to PTBH, Mr. Didit,
08:13today also experienced a significant increase,
08:16up to 2,810 and down to 2,750
08:20during the last week of trading.
08:24Okay, for PTBH itself,
08:26we see that it is still in the downtrend phase
08:30and is not able to break the MA20 and MA60.
08:34However, the volume is quite interesting from the PTBH movement itself,
08:38the stochastic will still increase,
08:41strengthen to test the neutral area.
08:43However, from the MACD side,
08:45the movement will be corrected first in the short term,
08:49so it will be reflected as a support area from the PTBH movement itself,
08:53which is close to 2,830
08:56and for a fairly crucial support, it is in the 2,800 area.
09:00If PTBH is still able to be above the two levels of support,
09:05then we expect PTBH to have a chance to test 2,920
09:09up to 2,980 as the closest target.
09:13Okay, from the energy sector, the first session earlier,
09:18leading the strengthening, later we will try to update
09:20at the closing of the second session, but from the stock side,
09:22the BKP Bank is also interesting to notice,
09:25the BBCA is quite tough today,
09:27strengthening at 1.49% at 10,200, fundamentally.
09:31It looks like they will also share the interim dividend for the BBCA.
09:35Yes, that's right, for the BBCA,
09:37there is just a statement,
09:39there is a statement for the interim dividend from the BBCA itself,
09:43and we see this is interesting from the interest of the investors themselves.
09:47Technically, we estimate the BBCA movement
09:50which is currently above the MA200,
09:52and is still dominated by the volume of purchases,
09:55this is still interesting for the next move,
09:58where the stock market is still moving towards the neutral area,
10:01later it can be reflected as the nearest support area,
10:05later we will give it at the lowest level today,
10:07namely at 10,000.
10:08As long as it is still able to be above 10,000,
10:11then we expect the BBCA to still have a chance to continue its strengthening,
10:15at least test 10,300 up to 10,525.
10:19As the next strengthening target.
10:22At the end of the year, can it go through the all-time high again, sir?
10:25Or is it quite difficult from a technical point of view?
10:27For the end of the year itself,
10:29later we will see,
10:31it looks like the strength will tend to be limited,
10:33and there is no all-time high from the BBCA itself,
10:37because it is indeed to compensate the decaps,
10:40especially this is still quite tense,
10:42the least movement, later the strength will be in the short term.
10:45Okay, an update for the BBCA,
10:47and also recommendations and investment decisions,
10:49are still in the hands of the viewers of IDX Channel.
10:52Mr. Didit, we will hold first, sir,
10:54we will be back,
10:55later we will see what side-lines are recommended,
10:58and also update the position of the closing of trade in the second session today.
11:01And viewers, we will be right back,
11:03in a moment.