Menutup perdagangan hari ini, Indeks Harga Saham Gabungan (IHSG) akhirnya melesat 1,77%, pasca 2 hari beruntun turun cukup tajam.
Penguatan signifikan dikontribusi respons positif atas keputusan terbaru Bank Indonesia (BI) yang menurunkan suku bunga jadi 5,75%.
Perbankan dan properti, dua sektor utama yang paling sensitif suku bunga melesat. Sektor keuangan terbang 3,12% dan sektor properti naik 2,63%. Total sembilan indeks sektoral menyokong kenaikan IHSG pada hari ini.
Penguatan signifikan dikontribusi respons positif atas keputusan terbaru Bank Indonesia (BI) yang menurunkan suku bunga jadi 5,75%.
Perbankan dan properti, dua sektor utama yang paling sensitif suku bunga melesat. Sektor keuangan terbang 3,12% dan sektor properti naik 2,63%. Total sembilan indeks sektoral menyokong kenaikan IHSG pada hari ini.
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TVTranscript
00:00INDONESIA'S LATEST INFLATION DATA
00:05You're back to Pemirsa's Market Basis.
00:07The World Trade Center released the latest inflation data from the U.S.,
00:11which tends to slow down to meet expectations.
00:13Then, from Pemirsa's domestic market, the price index and the joint index
00:16also released 1.7% on yesterday's trading,
00:19supported by Bank Indonesia, which is a flower-loving company.
00:23So, there's a lot of positive sentiment.
00:24And here's the Spotlight Market.
00:26On January 16th, Pemirsa is among them.
00:29Bank Indonesia is down 5.75%,
00:33and IHSG Terbang Pemirsa is supported by a sector that is sensitive to flowers,
00:38banks, and property.
00:40Then, in the banking sector, Pestapora is led by BBRI,
00:44a Pemirsa bank that is almost 8% behind in yesterday's trading.
00:49Samratu still auto-rejects Pemirsa.
00:52On January 6th, it fell to 4,330.
00:56Pemirsa's agenda should be taken into consideration,
00:58including the South Korea-Asia flower-loving decision in January,
01:03then the main retail sales from the U.S.,
01:06and the initial employment claim,
01:08as well as from European Pemirsa,
01:10there's IHK German, and also a list of trading,
01:13as well as ECB, which provides a close record
01:16of the Central Bank's monetary policy from Europe.
01:19Pemirsa's EBITDA is RUPS from SAMF,
01:22then CCSI, the end of HMETD trading,
01:25and several other emitting agendas.
01:30Pemirsa's balance sheet when the Wall Street broke.
01:32What's the news from the opening of the stock market this morning?
01:35You can see the full data on the screen.
01:37The stronghold, of course, is Nikkei, which rose 0.58%.
01:40Strata-M Singapore rose 1%.
01:42KOSPI rose 1.24%.
01:44Hang Seng Hong Kong, 0.34%.
01:56Pemirsa di Tengah Ragam,
01:58positive sentiment.
01:59Is there any further guidance for the stock market investment?
02:02We have a video conference with Mr. Arya Santoso,
02:05President Director, CSA Institute.
02:07Mr. Arya, how are you?
02:08I'm fine.
02:10Thank you for joining us this morning.
02:12A lot of positive sentiment.
02:14IHSG's strength seems to continue.
02:16What do you think?
02:17We see that the global stock market
02:21is quite positive.
02:23It closed in the afternoon in Europe.
02:25We also see that in the US,
02:28it's quite good.
02:30There's an aggressive upside.
02:33And we see that in the regional market this morning,
02:37it's already more than 1%.
02:39The data you just read,
02:41Pemirsa, maybe before this,
02:43but now it's already more than 1% in KOSPI.
02:49It's going up, right?
02:51Yes, it's going up.
02:52There's an inflow back to the market.
02:55We see that the condition is quite good this morning.
03:00Indonesia will probably follow.
03:03There's an upside from yesterday.
03:06There's an upside for IHSG,
03:08with two days of weakening.
03:10Yesterday, it rose when Indonesia's branch cut off Suku Bunga.
03:13Okay.
03:14Again, today, we will continue.
03:16Do you see any positive benefits from Suku Bunga?
03:21Or do you see other sectors?
03:23And what is the impact of IHSG on Suku Bunga?
03:27Yes, the perception from the market,
03:30and from a sectoral point of view,
03:32it can be said that from the banking sector,
03:36the financial sector is quite sensitive
03:38when it comes to the closure of Suku Bunga
03:40or other monetary or fiscal policies.
03:43Because of that,
03:44it's possible that it will be continued from the financial sector.
03:49And the sentiment from the property sector,
03:52because when there's a decrease in Suku Bunga,
03:54it usually has a continuous impact,
03:58that there will be an inflow back to the property sector
04:02for investment that is cheaper in terms of interest.
04:06So it looks like it will still be continued
04:09with the financial and property sectors.
04:11Then maybe it will be supplemented with infrastructure
04:14and basic management.
04:16Okay.
04:17Let's look at the sectoral movement.
04:18The next thing is Pemirsa on the closure of trade
04:21in Rabu, January 15, 2025.
04:23We see that there is a significant surge there.
04:26There is the financial sector, Pemirsa,
04:28which yesterday, the Bank of Indonesia in the afternoon
04:32decided to reduce Suku Bunga.
04:34Let's look at the following data.
04:35There is the financial sector, Pemirsa,
04:37which decreased by 3.12%,
04:39and the property sector by 2.63%.
04:41Although the IHSG strengthened significantly
04:44and many sectors strengthened,
04:46there are sectors that weakened,
04:48such as the steel sector by 0.56%,
04:50and the industrial sector by 0.18%.
04:52What is the strategy to enter the sectors
04:55that are benefited by the BIRate closure?
04:58For example, the financial sector.
04:59The BRI alone yesterday has increased by almost 8%,
05:03together with its dividend.
05:08But if we talk about finance first,
05:10what is the most highlighted and the strategy to enter it?
05:13What should it be like, Mr. Aryah?
05:15Yes, we see that the decline has been quite a lot
05:19since September of 2024.
05:24So we see that there is a price that has been discounted
05:28from the financial sector.
05:31Even more than 20%.
05:34Therefore, don't worry too much
05:37when there are weaknesses like this.
05:40Investors are sometimes afraid that there will be no increase.
05:44Even though in the long run,
05:46this is a good opportunity
05:48when it can be done in a cheaper price.
05:51Therefore, if there is a weakness,
05:53for example, approaching the support area,
05:55it can be done by buying with a discounting strategy.
05:59The best strategy right now is to buy with a discounting strategy
06:02when there is a weakness.
06:03Okay, if yesterday you didn't have time to enter,
06:05and you said that IHSG still has a chance to continue strengthening
06:08because there are a lot of positive sentiments from the inside
06:10and also from abroad that are supporting.
06:13When will you wait for the buy-on weakness?
06:15Because it seems that it has been weakening for quite a long time
06:18and I'm afraid that the momentum will increase first.
06:22For those who haven't had time to enter the banking sector yesterday,
06:25what is the strategy for now?
06:28For traders or short-term investors,
06:32maybe around 2 weeks.
06:35We see that when there is an aggressive movement,
06:37it can also follow.
06:39So, in one day, there is also an expansion,
06:43then there is a temporary weakness,
06:45it can be done when there is a temporary weakness,
06:47it can be entered,
06:48but it is still maintained in terms of risk management.
06:52Are there any recommendations from the banking sector specifically?
06:57Actually, the banking sector from Bank Nukumpat is all interesting,
07:00but because it is quite popular,
07:02it is discussed and asked by the public at the BRI Bank.
07:07Therefore, it is one of the options that I recommend for today's players.
07:12What is the strategy for BRI?
07:15For BRI, we see that there is a support area at Rp3,950,
07:19resistance at Rp4,250,
07:21so it can be used to counter short-term trading.
07:24So if there is a weakness,
07:26you don't have to worry about being able to enter or buy,
07:29so you don't have to worry too much
07:31because there is a possibility of 20% upside again this year,
07:35back to Rp5,000.
07:37But for the short-term,
07:39of course, around Rp4,250
07:42can be a limit for profit-taking first,
07:47for the short-term.
07:48But if it is still aggressive at Rp4,250,
07:51then we see that there is a possibility of further strengthening
07:55to the next level of resistance at Rp4,350.
08:00Recommendations for BRI, that's it.
08:03And besides BRI, it looks like I see from your stock list,
08:08there are also several properties.
08:10We will go through the next segment,
08:12stay with us in Market Pass.