BRI akan bagikan dividen interim senilai Rp 135 per saham. Nilai ini lebih besar dibandingkan dividen interim BRI pada tahun lalu yang senilai Rp 84 per saham. Pembagian dividen interim ini mengacu pada kinerja keuangan BRI hingga 30 September 2024. Di mana, pada periode tersebut, BRI mencetak laba senilai Rp 45,06 triliun. Seiring kabar ini, saham BRI melesat 2% di tengah pelemahan BEI.
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00:00Game Plus Arcade is available only on RCTE Plus Super App. Play it now!
00:30in the month of October, and retail sales in the United States monthly and also in the month of November.
00:37We move on to the emittance agenda. There are RUPS from a number of emittances such as BLTZ, PNGO, KF, Keiju, Artok,
00:45Biancum Dividend Tunai, GDST DPS Dividend Tunai, and GEMS Dividend Tunai Payment.
00:51The opening of the ASEAN stock market this morning, does it tend to follow the strong US stock market?
00:57Or is it Europe? Let's look at the stock market from Nikkei Japan.
01:03It is expected to rise 0.32%, Singapore's Street Time fell 0.3%, South Korea's KOSPI fell 0.71%, Hong Kong's Hang Seng also fell 0.59%.
01:14On average, it moves in the negative territory.
01:21We will discuss this morning with Mr. Hamzah, the CEO of Salamology. Good morning, Mr. Hamzah.
01:46Good morning.
01:47Thank you very much for your time this morning. We will start first from Wall Street or globally.
01:53Where the dollar tends to fall in the middle of the wet and sea market.
01:58The announcement of the Fed despite the anticipation of 25 basis points.
02:02How is the impact on the domestic market that we have seen for three days in a row?
02:11Okay, in my opinion, the IHSG is still in the wet and sea.
02:16Because from the sentiment that we are waiting for, namely the flower breed.
02:21And if you look at the movement, the IHSG is still responding to the weakening of the dollar.
02:27Even so, in my opinion, the dollar is already in the peak.
02:31In my opinion, the highest target is 16,054 and now it is at 15,900.
02:38So it should have reached the weakening target for the dollar.
02:46So in my opinion, we just have to wait for the sentiment, whether it is a break or a reversal.
02:52So in my opinion, for the IHSG, even today there is a potential for a short rebound.
02:59There is a potential for a short rebound. Why do you see a short rebound?
03:03Yes, because from the trend itself, it is still a downtrend.
03:10And also seen from yesterday, the three red candles are still quite dominant.
03:15So in my opinion, there will still be a potential for a downward trend.
03:19But maybe it won't go down right away.
03:21Because today, in my opinion, there is a potential for a short rebound.
03:26Because there are also some sentiments from the main BRI for dividends.
03:32It should be able to help the IHSG a little for a short rebound.
03:36Okay, it will help the joint price index for a short rebound.
03:40But you see from the candle side, it is still a downtrend for the joint price index.
03:44So even if there is a rebound, just a short rebound.
03:49If so, we will go to the emitter first.
03:52You mentioned about the BRI that will divide the interim dividend Rp135 per share.
03:57This value is greater than the BRI interim dividend last year which was only Rp84 per share.
04:03Then specifically, the interim dividend is distributed by the BRI to the government, Rp10.88 trillion, Rp9.58 trillion for the public.
04:13So in total, Rp20.48 trillion.
04:16Where the income or the net profit in the last one was Rp45.06 trillion.
04:24What is the interest of the BRI's interim dividend?
04:28If I'm not mistaken, it's on December 30th, which we have shown earlier.
04:32And there is still a chance, not after the increase that happened yesterday,
04:36against the joint price index index which is almost 2% of the BRI's increase.
04:40Do you understand?
04:42Okay.
04:43If you look at the BRI itself, the last few months, the last few weeks, it has been sold abroad.
04:51Where maybe from the BRI's side, there is a lack of positive sentiment in my opinion.
04:58And it should be with this dividend, this is one thing that can at least encourage the BRI to strengthen.
05:10Before maybe it will continue to decline.
05:13We see, my own project, the last candle, there was a reversal candle, there was a bullish engulfing,
05:20which in my opinion is also quite interesting to observe.
05:24Okay.
05:25Is there a continuation target from the BRI after the strengthening yesterday?
05:32In my opinion, this can push the BRI to 4510, at least for the short term.
05:404510, if now at 4250, does it mean there is still a chance to do short-term buying?
05:48Yes.
05:49Short-term buying?
05:50Yes.
05:51Okay. With a risk limit, maybe in what position for the BRI?
05:55Risk limit at 4090.
06:00But actually, if without an interim dividend, is it interesting for the BRI right now?
06:03Or emitting other blue chips in the middle of the wait?
06:07Or pressure from BI and also the Fed?
06:11So far, from the bank, what I see is still BRI and BCA, which is still quite interesting.
06:18Because the condition of Mandiri and BNI itself still forms a lower low candle.
06:25However, BCA and BRI are still maintained at a minor sideways.
06:29So, in my opinion, for the banks themselves, it is still mixed.
06:36Because maybe they are still waiting for the sentiment of the flower family too.
06:39Okay.
06:40If you want to invest, the risk profile is for next year's investment.
06:46But you want to enter this December,
06:48because you said earlier that the candle is more different than other emitting banks that form a lower low.
06:57Is it interesting? Or is it not recommended at this time for BCA and BRI?
07:01Investing, so it's a bit medium.
07:04Okay. For the mid-term, it's still quite interesting.
07:07BRI and BCA.
07:08Because indeed, from the candle pattern too,
07:13BCA, in my opinion, is still quite strong, still sustainable.
07:18But indeed, as long as it is above 9750, the key is 9750.
07:23Because indeed, in a large line, there is a potential chart pattern head and shoulder.
07:319750 for BCA?
07:34Yes, that's the key for the risk limit.
07:38Because indeed, 9750 is also the confirmation limit of the chart pattern head and shoulder.
07:46However, as long as the neckline has not been penetrated, there is still a potential sideways.
07:51In my opinion, BCA is still quite interesting to be traded.
07:55Because indeed, the conditions at the end of the year should be banks, a little more should still be able to strengthen.
08:06Okay, let's take a look at the chart of BCA.
08:09Because what is shown looks like BRI.
08:13Let's see the chart of BCA, how interesting it is at the moment at position 10100.
08:17So, can you repeat again, what is the risk limit position and what is the mid-term target position for BCA?
08:25Okay, for today, because the last candle formed the candle stick piercing line pattern,
08:31so there is still a potential mid-term, short-term and mid-term.
08:36The target can at least strengthen back to 10425 with a risk limit of 9750.
08:43Okay, that's it for BCA. You have also seen the candle stick on my audience screen from RTI.
08:49Let's go back to BRI. If BRI limits the risk for the mid-term, what is it like?
08:55For BRI, the risk limit is 4090.
09:01At 4090 with a target at 4510.
09:054510, that's it. Recommendations for BCA and also BRI when you are interested in going around the banks.
09:15Okay, if the second and third-line banks at the moment, have you seen it yet? Or what is it like, Mr. Hamzah?
09:24Maybe there are still two banks at the moment.
09:29Two at the moment?
09:30Yes, because the other banks, especially the second-line, the candle pattern is still going down,
09:37so there is still no potential reversal that is visible.
09:42So even though the condition is already supported, but in my opinion,
09:47BRI and BCA have the signal first for the current condition.
09:53So in my opinion, it is better to prioritize those who have given the signal first.
09:57Prioritize those who have given the signal rather than those who haven't.
10:01Okay, in addition to the BRI that will divide the interim dividend, we also see information from AMRT.
10:10Where AMRT has covered hundreds of shops throughout 2024 for various reasons.
10:19Starting from expensive rental shops, or the owners of warehouses, franchises that switch to other warehouses.
10:27Do you see if talking about the performance of AMRT and then there is this 12% PPN,
10:33is it more positive or negative and the performance forward, what is the opportunity like according to you?
10:41Okay, in my opinion, since yesterday he had a break all time high, but it didn't last.
10:48In my opinion, this already reflects the fundamentals that may be a bit difficult.
10:55Because earlier it was also said that there are many shops that are closed.
10:59This is actually the impact of the people's purchasing power, which in my opinion is quite low.
11:06So in my opinion, for AMRT, the short and medium term is still not interesting.
11:12In fact, I see there is a pressure potential up to the side waste area at Rp2,500.
11:21So in my opinion, since the fall, AMRT has re-entered the side waste area.
11:29And in my opinion, there is still a potential for further pressure to the support area at Rp2,500.
11:35This is based on the fundamentals, you see the short and medium term is not interesting.
11:41Or from a technical point of view, does it also affect or support?
11:45Both, because it is from the fundamentals and from the fundamentals, the earnings also dropped.
11:55And also from the technical point of view, it also reflects that.
11:59Okay, so for now you don't recommend AMRT.
12:04If you want to enter, what signal should you wait for?
12:08If you want to enter, it's better to wait for the large side waste area at Rp2,500.
12:13Now it's still at level Rp2,970.
12:16For the short term, in my opinion, the side waste trading range is too wide, so it's quite risky.
12:23So in my opinion, it's better to bottom peacing in the Rp2,500 area.
12:28Rp2,500 only, it's still quite far from now Rp2,970.
12:32Okay, that's the recommendation from the chairman according to the latest news from AMRT about the stock price.
12:38What is the recommendation of Mr. Hamzah as soon as we will present it?
12:43Followed by an update on the opening of trading.
12:45The first session this morning, stay tuned on Market Plus.