IHSG -0,63% ke 7.262,29 di sesi I Kamis (14/11). Sektor teknologi menguat sendirian +1,38% MLPT +19,98% ARA hari ke 5 beruntun sentuh new ATH di Rp31.075. Sektor barang konsumen non primer -1,33% ACES -1,20%. Sektor properti -1,19% PANI -4,57%. Dari sisi saham, BBRI, BBCA dan BREN jadi penekan IHSG 7,3, 6,6 dan 5,7 indeks poin.
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TVTranscript
00:00Thank you for staying with us in this segment, we will review how the trade is going throughout the day,
00:11where the share price of Samkabungan has again weakened by more than 1% of its shareholders.
00:15And we expect that you can still participate on WhatsApp Interactive on 08.12.8788.723,
00:23as shown on your television screen later.
00:26And right now, we are live on Zoom with Mr. James Evan Tembuan,
00:30Head Investment Specialist, Bahana Sekuritas.
00:33Let's get to know each other. Good evening, Mr. James. How are you?
00:37Good evening, Mr. David and friends on the channel. How are you, sir?
00:40Thank you, Mr. James, for taking the time to be on IDX Channel.
00:44Today, Samkabungan has again experienced quite a deep correction.
00:48Intraday, the weakness is already above 1%.
00:52However, the 7200 support is still able to be maintained to this day.
00:56What is your analysis? Especially from a technical point of view,
00:59the continuation of the weakness throughout today's trade,
01:02is there any potential to return to 7100?
01:06Okay, if we look at the actual movement of the Samkabungan share price index,
01:10it has been corrected by 8% in total since September 19, 2024.
01:16If I look at it from a technical level,
01:19I feel that the 7175 level is a strong support that should be maintained for the movement of the ISG price index.
01:26Because if we look at it, as long as it is still above 7175,
01:30this is still a consolidation area, Mr. David and friends on the channel.
01:33For the future, in the next week,
01:37I see that there is potential for ISG to be reinforced.
01:42Because as long as it is still maintained above 7175,
01:46there is potential for a reinforcement, at least to the level of 7370 first,
01:50and then test the level of 7480.
01:54For now, it's like that, until next week.
01:58Okay, tomorrow, in the short term, where will it go?
02:01Will the pressure continue after the weekend?
02:05Yes, in a stochastic indicator,
02:07Actually, if we look at it, the ISG is already in the selling area, or oversold.
02:11So, if we look at it, in the next few days,
02:14we will see that the movement should be from oversold,
02:17at the range level for tomorrow at 7250 to 7325.
02:26Okay, the sentiment is growing.
02:28US inflation is back quite hot in the October period, Mr. James.
02:34Then the dollar index, the US Treasury, experienced a significant increase.
02:38Does this also have an impact on today's household inflation?
02:45Yes, if we look at it, for the past few weeks,
02:49it's still too foreign.
02:53If we look at it, it was also in line with the increase in the dollar index.
02:57If we look at it, the dollar index is currently at 106.7.
03:01After Trump's election, the market is still in turmoil.
03:05What is the movement of the dollar like?
03:09If we look at it now, US inflation is one of the indicators for the movement of the dollar index.
03:19So maybe in the next few weeks,
03:21I think the current inflation level is quite low,
03:26even though there was an increase yesterday.
03:28But I think the 2% target will be achieved in the near future.
03:33And maybe there is still room for inflation in December and early next year.
03:41Okay, Mr. James.
03:42Today, with the weakening of the household inflation,
03:46especially in the first session this afternoon,
03:48all sectors seem to be red,
03:51except for technology.
03:53Today, it's still going strong.
03:55Not only today, but also in the last few trades.
03:58And interestingly, the technology sector is still going strong,
04:01even though today Goto is also a heavyweight in the household inflation.
04:06How do you analyze the position of Samsung Technology,
04:10especially throughout today's trade?
04:13Okay.
04:14Actually, at the moment, there are only two emitters in the technology sector.
04:21MLPT, which is currently up by more than 10%.
04:27If we look at the MLPT movement since August 8,
04:29it has been up for 6 consecutive days.
04:34As well as Wi-Fi and Bukalapak,
04:36which may be a catalyst for the movement of technology.
04:41Again, for MLPT, technically it is still uptrending,
04:46but it is still in the process of correction.
04:49Because it has been up for more than 3 days.
04:53And also Wi-Fi, which is currently one of the driving forces of the techno index,
05:00has not risen,
05:01so if we look at it, it is already quite high
05:05and it is still in the process of correction.
05:09We will go through it in more detail, Mr. James, for the MLPT stock.
05:14Today, it experienced an auto-reject again.
05:17It has been up for 5 days.
05:21The highest level of intraday has also been touched,
05:24at 31,075 today.
05:27Then in a month, a month, year to date,
05:31in the last 5 years, the MLPT stock has experienced significant strength.
05:36From a technical point of view, has the MLPT position been weakened, sir?
05:40Okay, if we look at it, in the MLPT movement,
05:45stochastically, if we look at it,
05:48from November 7th to 8th, it is already a reasonable area.
05:54It just looks like the buying pressure is still quite high in the market.
05:58But I see that if it's been 5 days,
06:00maybe in the movement tomorrow, there will be a correction first,
06:04but in terms of trends, there is still a potential for further strengthening.
06:11Because this is currently the all-time high,
06:14or creating new highs in terms of the technical level of MLPT.
06:20What is your recommendation, Mr. James, for support and resistance for MLPT?
06:25For now, if it has been touched by MLPT,
06:29it may be useful to realize the profit for some of the MLPT stocks.
06:35The support area may need to be paid attention to,
06:37close to 27,625.
06:41The resistance, if I use Fibonacci Rate Resonance,
06:45I see at the level of 33,975 for MLPT.
06:50For those who just want to participate in MLPT,
06:54what level is recommended in the midst of the significant strengthening that has taken place?
06:59For those who just want to participate in MLPT,
07:02maybe wait for the correction first.
07:03We will see the movement tomorrow.
07:05If it turns out to get the correction area by on weakness,
07:08maybe it can be by on weakness in the area of 29,000 for MLPT.
07:13Okay, MLPT today became the driver of the technology stock.
07:18The position was closed at 31,000.
07:21Today, it also rose again for 5 days,
07:23intraday at 31,075.
07:26For those who have taken the position,
07:28it was recommended for some private taking,
07:30support and resistance that can be paid attention to,
07:32at 27,625.
07:34Resistance up to 33,975.
07:38And for those who need to take a position,
07:40it can be recommended to go down first,
07:42take a position at 29,000 for MLPT.
07:46And again, the decision of the investment
07:48is still in the hands of the ADX Channel.
07:51We move to Gotoh, sir.
07:53Today, it's back to pressure.
07:56It was able to strengthen to level 68.
07:59Your analysis for Gotoh in the middle of the price fluctuation.
08:04Yes, if we look at Sam Gotoh from the beginning of the month,
08:08from October 2004, it was able to strengthen to level 59.
08:12It was able to rise again in 1974,
08:14and then the correction again.
08:15If you look at Gotoh's current movement,
08:18it's actually maintained at the moving average of 200.
08:22Area 64.
08:2364 becomes level 64,
08:25and 63-64 is the level of support that needs to be maintained for Sam Gotoh.
08:29But it's actually still interesting,
08:31because if we look at the golden cross from the MA50,
08:35which is crossing up to MA200,
08:37so as long as it's still at 64,
08:39it's still interesting to be bought.
08:44Where is the nearest target, Mr. Evan?
08:46Is there any potential to go back to 70 again?
08:48Of course, for the nearest target,
08:50we're aiming for level 70 to level 73.
08:57Buy at what level, Mr. James?
08:59For the buy level,
09:01maybe pay attention to level 65,
09:03the current level,
09:05the current closing,
09:06so the buy level,
09:07maybe you can order and buy,
09:09until level 66 for the buy level.
09:12Okay, today's closing at level 66.
09:15Sam's share price fell by 1.49%.
09:19Sam's technology today
09:21is still in the green zone,
09:23and is trying to support Sam's share price index,
09:26so that the correction that happens is not too deep.
09:30Okay, Sam's other B-Caps,
09:32today also a lot of them became a burden,
09:35Mr. Evan, for the share price index,
09:39especially from Sam's B-Cap banks.
09:41BBRI made quite a big contribution
09:44as Sam's share price index,
09:46today it's at 1.75%.
09:49Where is the direction of the BBRI stock,
09:52when in the last two days,
09:54it tried to rise from its lowest level
09:56in the last three months?
09:58Yes, if we look at the BRI stock,
10:00actually yesterday it closed the gap down.
10:02What gap was closed on June 28th?
10:06We saw that the BRI had a gap of 4,470-4,460.
10:12And it closed on the 12th of November.
10:16If we look at the movement of BBRI right now,
10:20the area is still in consolidation,
10:22in the next few days,
10:24maybe in the next two days,
10:26my area is still in a waste state.
10:28So the movement is in the range of level 4,420
10:32to at least level 4,600 in the next few days.
10:37We hope that if BRI can wash up
10:40at a level above 4,650,
10:42there is a potential for a reversal
10:44to the level at 4,880 for the reversal.
10:49Buy-on-breakout at 4,650, Mr. James?
10:52Yes, it can be used
10:54maybe if the buy-on-breakout is at that level.
10:58Okay, today's closing at 4,500
11:00decreased by 1.75%.
11:03BBRI is recommended to buy-on-breakout
11:06at the price of 4,650
11:09to ensure that the potential for strengthening
11:11or chasing the next resistance is more open, quite wide.
11:15And again, the decision of the investment
11:17is still in the hands of the ITX channel.
11:19Mr. James, we will not delay any longer.
11:22Later we will try to see
11:24what Samsung chooses to recommend
11:25and also the closing update of the trade
11:27in the second session today.
11:29And we will be back in a moment.