IHSG ditutup +0,04% ke 7.083,37 di sesi I Kamis (9/1). Sektor perindustrian +0,82% ASII +2,08%. Sektor barang baku +0,63% TPIA +4,87%. Sektor infrastruktur +0,39% ISAT +3,42%. Sektor energi -0,38% CUAN -4,53%. Di sisi lain, saham BUKA berhasil bangkit di atas 4% usai koreksi dalam di tengah sentimen penutupan market place.
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TVTranscript
00:00Thank you for staying with us and in this segment we will try to analyze how the movement in the Samgabungan area, which is more known as the stagnant movement, but in 30 minutes has returned to the red zone.
00:17And we will see if you can still participate on WhatsApp Interactive on 08.12.8788.723, as shown on your television screen later.
00:27And right now we are connected via Zoom with Mr. Maxi Melianus Nicodemus, who is the Associate Director of Research and Investment at Pilar Mas Investindo Sekuritas.
00:37We will go straight to Mr. Maxi, good afternoon, how are you?
00:40Hello, good afternoon, how are you?
00:45How are you, Mr. Maxi? Thank you for spending your time on the IDH channel.
00:49Mr. Maxi, today the Samgabungan area looks almost the same as the previous days, when it reached the level of 7,100, then it is more prone to stagnant.
01:00The difference is that in 30 minutes, the Samgabungan area has returned to the red zone. What is your analysis?
01:07Okay, so if we look at it, it looks like our index is fluctuating.
01:14So if we look at it, it has experienced an increase since last week.
01:23But if we look at it, it seems that there is still a lot of concern.
01:30So if we look at it, there is indeed an increase, but if we look at it, there are more weak NCs.
01:39So this is of course if we look at it, it makes us anxious to decide to buy or sell.
01:49So if we look at it, actually up to now, the index will still be weak.
01:54At least if we can afford to experience an increase, at least above 7,150.
02:04Okay, in the last five days of this trade, Mr. Maxi, our production team also summarizes the transaction value throughout 2025, it seems that it has not been able to pass back to 10 trillion rupiah.
02:16And the market is still quiet so far. Is this really the mood from the wet NC earlier, sir?
02:22That's right, sir. So if we look at it, there is actually money, sir.
02:28Either it's between cash money or it's actually stuck, sir.
02:32But if we look at it, actually at this time, the stock price is also experiencing a correction.
02:39So if we look at it, the price is actually quite attractive for stocks that have a fairly good valuation, sir.
02:47But if we look at it, the momentum may still be a bit of a struggle, sir.
02:54Because if we look at it, actually the fear is that if it enters now, there is still room for our index to experience a decrease.
03:03So if we look at it, actually there is still quite a lot of data waiting, especially from the US side, as well as us.
03:14So if we look at it, the data is currently one of the very important points, sir.
03:20Secondly, if we look at it, later on January 20, Donald Trump will also be appointed, sir.
03:28So this also increases the uncertainty, sir.
03:33Moreover, if we look at it, he also had a dog fight with BRICS.
03:38And we finally entered as a full member of BRICS.
03:43Of course, this is also one of the concerns.
03:46Moreover, if we look at it, our PPM goes back and forth until it finally goes up.
03:53Of course, this is also one of the concerns, sir.
03:56The direction, especially for our economy, where will it go?
04:04Therefore, if we look at it, the momentum is still not there, sir.
04:10According to some recent developments, the Fed at the MONC meeting last December was also more curious, sir.
04:18Although there is still some optimism from some of the Fed officials,
04:22the direction of the joint index, at least not for trading next week or for the foreseeable future,
04:28is the January effect still possible to be optimistic for the time being?
04:35Yes, sir. The January effect may still be possible, sir.
04:41But if we look at it, actually this January has enough room to experience what is called a correction, sir.
04:50But if we say, is there still hope for the January effect?
04:54The feeling is getting smaller, sir.
04:57Because this month there is also quite a lot of volatility.
05:02Secondly, we also have to pay attention to the fact that there is still room for growth, sir.
05:09But if we look at it, actually, again, there are no points.
05:15Moreover, if we look at the Fed this morning,
05:19it has also said that we will slow down the decline of the flow rate.
05:26At most, if we look at it, there may be 1-2 opportunities for 25 basis points to 50 basis points, sir.
05:40So it's very far, sir.
05:42So if we look at it, there is still room, but the market needs certainty.
05:50Okay, let's just discuss a few stocks that are quite interesting today.
05:56Because the index of the joint stock market is more tense and more inclined to this flat movement.
06:00Because the average opening position is almost the same as the closing position.
06:05I want to go to technology first.
06:07You still have Buka, and coincidentally, the list of our guests today.
06:11And the news of Buka has also become an investor's attention in the last few times.
06:16The closing of the marketplace, and before that, Buka's stock was more likely to experience weakness.
06:21And today it tries to rise again.
06:23Your analysis.
06:25Okay, Mr. DF.
06:26Buka, if we look at it, is one of the quite good anytimes, right, Mr. DF?
06:32But if we look at it, the competition is very tight.
06:36Moreover, if we look at it now, there is already Tokped, Shopee, there is also TikTok Shop.
06:42So if we look at it, Buka seems difficult to face the competition.
06:48But if we look at it, Buka is quite strong, right, Mr. DF?
06:53Especially from the O to O.
06:55This is one of the competitive forces, especially on the Buka side.
06:59So if we look at it, this closing is actually one of the steps, right, Mr. DF?
07:06To be able to optimize what is actually profitable.
07:10So if we look at it, rather than giving pressure, it is better to close it.
07:17Well, that's number one.
07:19Number two, what is the point?
07:21It can optimize the side that is indeed profitable.
07:26One of them is the O to O.
07:28So if we look at it, actually this pressure is only a short watch.
07:32But we pay attention to the middle watch.
07:34Because Buka is actually quite good if it is able to optimize the existing business
07:40and is able to create a new business.
07:44Because if not, the competition will be bigger and greater.
07:51Buka's technology must be able to adapt.
07:55It means that this step is actually quite positive, Mr. Maxi.
08:00And Buka probably knows better how they are trying to get out of their current position.
08:06And before, maybe the investor had a negative thought before.
08:11So they experienced a natural weakness in the last few days.
08:14And today they are experiencing strength again.
08:16From a technical point of view, what is the direction and recommendation for Buka?
08:20Okay, Mr. DF.
08:21So if we look at it, the room to experience the increase is still quite large.
08:28If we look at it, actually Buka's lowest point is at 1.07, Mr. DF.
08:34So this is one of the moments if Buka experiences another correction or can even close at level 1.07.
08:43This is one of the opportunities for us to be able to accumulate profits.
08:51But also pay attention to the high volatility at that time.
08:55Then the second is, we still see that in the short term, it's still fun for us to trade.
09:03But in the medium term, especially long term, we also have to pay attention to it, Mr. DF.
09:10What can Buka actually produce?
09:13Because if we look at it, there are quite a lot of competition right now.
09:17Goto is also starting to rise right now, Mr. DF.
09:21So if we look at Buka, actually Goto is also quite interesting, Mr. DF.
09:28Okay, analysis for Buka Pemirsa that today tried to rise after a few days of experiencing quite a deep correction.
09:35Again, the investment decision is still in the hands of Pemirsa ADA Channel.
09:39We move to the stock from the other sector, sir.
09:42There is a B-CAP break.
09:44It looks like it doesn't let go every day, sir.
09:47Because it is really interesting to see the movement of the shareholding index.
09:50I go back to BBRI, sir.
09:52For the first one, today the pressure is quite deep and it looks like it's getting closer to 4,000, sir.
09:59Where will it go? Is there a potential to pass below level 4,000 for BBRI?
10:04Okay, Mr. DF.
10:05So if we look at BBRI, the lowest point is actually at 4,000, Mr. DF.
10:15So, of course, we all hope that BBRI will not pass below 4,000.
10:22It's a long story, Mr. DF.
10:25But if we look at it, this is actually one of the right momentum to start pinching a little bit to be able to enter, Mr. DF.
10:36If the lowest point can pass, then we see there is a potential that BBRI will reach 3830, Mr. DF.
10:53So be careful, pay attention to the momentum, the sentiment, and the valuation, Mr. DF.
11:01Okay, from the short-term to the medium-term, is the trend still going down, sir?
11:06If the medium-term is long, this is still in a downward trend, Mr. DF.
11:14But in the short term, we still hope that BBRI can rebound, at least play in the range of 4,000 to 4,250, Mr. DF.
11:28Okay, the closing today at 4,030 is down by 1.23%, and again, the decision to invest is still in the hands of the investors of Idea Channel.
11:37Mr. Maxi, we'll be right back.
11:39We'll take a look at the recommendations and also the trading closing update in the second session today.
11:45And investors, we'll be right back.