"Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Jumat (24/01/2025) dengan Tema Analisis Saham BBCA, PGAS, CTRA".
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00:00Thank you, Mr. Fiersa, for joining us in the marketplace.
00:08We are still going through a number of sentiment markets
00:10and maybe an analysis of interesting stocks to be discussed.
00:14We are still talking through a video conference with Mr. M. Hamzah, CEO of Saham Hologi.
00:18Mr. Hamzah, we saw earlier that the stock market is moving in a positive direction,
00:23then the closing of the global stock market, the US and also Europe,
00:27everything is moving in a positive direction,
00:29even noting that the stock market strengthens every day.
00:32How about the index of the Saham Gabungan stock market
00:34ahead of Eid al-Adha and Eid al-Adha,
00:37where we are going to have a long holiday?
00:42Okay, for the IHS itself, the position is still quite good,
00:48because in my opinion, it has just broken the resistance of the Versa at 71.97,
00:54and then it closed above the upper band,
00:57which indicates that the strength trend will continue.
01:03However, if you look at the last candle,
01:09there is indeed a potential decline,
01:11but according to the projection,
01:13because the condition is affected by stocks like PANI and CDBK,
01:18so in my opinion, there is a potential that the composition can continue to strengthen.
01:24Okay, yesterday we tried to go to 7,300,
01:27it was achieved, but the closing was even below 7,250,
01:31below the level of the closing the day before.
01:33Is there any indication and what pattern is being formed by the IHSG?
01:37In my opinion, it is because it is already quite easy to sell,
01:45but again, as long as it is still above 71,97,
01:49in my opinion, there is still a potential for the IHSG to strengthen to 7,400.
01:54Is it a selling trend or a buying trend?
01:56Selling trend.
01:58Okay, there is still a chance to 7,400,
02:00but the strongest resistance so that we can confirm that it will go to 7,400 or uptrend,
02:07what position is it? 71?
02:0971,97.
02:1171,97, almost 72.
02:14Okay, let's take a look at the stock recommendations.
02:16The following analysis choices are summarized in the graph.
02:18Of course, from Pomir's stock, there are three.
02:20There is BBCA, which we have reviewed earlier,
02:22along with Riris, Kinerja, Pegas, and also CTRA.
02:26But if we talk about banking, you still highlight BCA,
02:30even though others haven't released it yet,
02:32if I'm not mistaken, only BNI and BCA have just been released.
02:35Yes, from the banking side,
02:38in terms of banking, in this condition,
02:42we are hoping for good Kinerja stocks,
02:45especially in this time period.
02:49But there is a big hope from BRI,
02:52because Q3 yesterday, in my opinion,
02:54there is a potential in Q4,
02:56the market is not growing,
02:59so it is quite risky to speculate in BRI with this current price condition.
03:06Unlike BCA, the position is at the bottom,
03:09so in my opinion, from the banking side,
03:11BCA is quite interesting to look at.
03:15BCA is quite interesting to look at,
03:17and we have discussed the positions earlier,
03:20but if you are interested in other emittance banking,
03:23the next BRI, do you understand?
03:26Yes.
03:27Okay, but you highlight BCA first,
03:30but wait for...
03:32Wait for the BRI report.
03:33BRI report, if BCA is still superior.
03:37Yes, it can be prioritized in BCA.
03:39But if it turns out,
03:41maybe it's not a matter of superior or inferior,
03:43but a matter of the percentage of growth,
03:46which one is more dominant.
03:48If, for example, a significant increase in BRI,
03:52can it be included in BRI?
03:54Yes, it can.
03:55Because, back again,
03:56yesterday BRI was pressured
03:58because there is a high enough NPL potential,
04:01and what's more,
04:02what was mentioned in the third part,
04:04there is a record of losses on the NPL that was deleted.
04:08So, in my opinion,
04:10there is a possibility that this year,
04:13in the fourth year,
04:14BRI will not grow.
04:15But if there is a surprise,
04:17it turns out that it has grown,
04:19with the deletion,
04:20it turns out that the profit margin is better,
04:23yes, it can be an option.
04:26Okay.
04:27So, the strategy now is to wait and see for BRI?
04:29Wait and see first.
04:30Wait and see first.
04:31That's it.
04:32We move on to the next stock that you recommend,
04:34from a different sector,
04:36there are Pegasus and CTRA.
04:38Let's go to Pegasus first.
04:40What's so interesting about Pegasus?
04:42Okay.
04:43In my opinion,
04:44from a technical point of view,
04:46Pegasus has the potential to be a cup and handle.
04:48What's more,
04:49yesterday it was able to survive
04:51above the 15.80 support,
04:53which is neckline support,
04:56sorry,
04:57support from the handle,
04:59from the pattern.
05:00So, in my opinion,
05:01there is a potential for Pegasus to continue strengthening
05:04up to 1725, at least.
05:111725.
05:14This is because it is based on the technical point of view,
05:17there is a chance there.
05:19Limit the risk if there is a reverse direction?
05:22Limit the risk at 1620.
05:241620.
05:25That's it.
05:26For trading, it looks like this.
05:28Yes.
05:29Is there a target price for Pegasus?
05:32For Pegasus,
05:33if the resistance of 1725 is broken,
05:38it should be able to strengthen up to 1800.
05:41There is a chance of 1800.
05:42Indeed, the range is not very significant.
05:46Yes.
05:47For short-term trading.
05:49For property,
05:50do you recommend CTRA?
05:54Yes, I see the impact of the decrease in the number of flowers yesterday
05:59is still lagging in these property shares.
06:03However, I see from the technical side,
06:06again,
06:07last week,
06:08there was a candle that was strong enough
06:11to support the decline,
06:13so it can be speculative buy
06:15as long as above 960.
06:18Speculative buy at what level?
06:21As long as above 960,
06:22it can be speculative buy.
06:23Later, the breakout buy will be at 1010.
06:26960.
06:27Okay, that's it.
06:28The analysis for the CTRA share.
06:31Compared to other properties,
06:36what is interesting about CTRA?
06:39Technically,
06:41there is another interesting one,
06:43BSDE.
06:44However, this week,
06:46BSDE is less liquid.
06:49The candle pattern is less liquid.
06:50The volatility is less active.
06:52So, in my opinion,
06:54BSDE and also Sumarecon
06:56from the shape of the candle
06:59also did not respond too much
07:00from the decrease in the number of flowers yesterday.
07:02So, in my opinion,
07:03CTRA and BSDE are quite responsive.
07:06However, in terms of volatility,
07:08Putra is more attractive.
07:09So, I tend to put Putra.
07:12Okay.
07:13You tend to put Putra.
07:15Although the property fell by 3% yesterday,
07:18CTRA is still worth it, right?
07:21Yes.
07:22Because yesterday,
07:23the new economic shares,
07:26can be said,
07:27the new IPO shares,
07:28which are hot.
07:30Oh, that's what makes the pressure.
07:32Yes, that's right.
07:33Okay.
07:34We update the opening position
07:36from the Indeksarga Shares Index
07:37this morning.
07:38Time shows 9 o'clock,
07:39more than 12 minutes.
07:41Based on the data we collected,
07:43IHSG grew by 0.02%.
07:46It used to be at 7,261,
07:48but now it's only at 7,234.
07:52But it's still trying to move
07:54in a positive territory
07:55with shares
07:57that have become top gainers.
07:59You can see the full version on the screen.
08:02The shareholder,
08:04among others,
08:06is LION,
08:08which grew by 24.5%.
08:12Then there's POLU,
08:14which grew by 20%.
08:15There's SONA,
08:16which grew by 17%.
08:17There's CAMP,
08:18which grew by 10%.
08:19Then there's CBDK.
08:21The shareholder turned out to be in the top gainers.
08:23There's also PANI,
08:24which grew by 10%.
08:26CBDK grew by 5%.
08:28PGEO, Unilever,
08:29and TOWR
08:30became the top losers of the shareholder
08:32and sectoral movements.
08:35Let's see.
08:37Still dominated by strong sectors,
08:39even though the weak sectors
08:41also have 5 sectors.
08:45And it's still changing.
08:47The movements are still
08:49experiencing changes
08:50that can be said to be quite wild
08:51because the opening of trade
08:52is only in the early minutes.
08:54A little bit of an understanding
08:57about PANI and CBDK
08:59which is back in the top losers category
09:06or top gainers category.
09:08It's in the 5th and 7th position.
09:10There's a reversal there.
09:12Is it because it's already sold out?
09:14What do you think?
09:16Okay.
09:17For PANI,
09:18I don't think it's too...
09:22I think it's quite risky
09:25for PANI itself
09:26because it just broke
09:28from its large sideways support
09:31at 13,000.
09:33So, in my opinion,
09:35especially yesterday,
09:37the drop was quite massive.
09:38Today, the shape of the candle
09:40is still a candle shape
09:44that is currently a rejection.
09:47So, in my opinion,
09:48for the medium term,
09:50there is still a potential
09:52for a downward trend
09:54for PANI, in my opinion.
09:55What about CBDK?
09:57For CBDK,
10:00in my opinion,
10:02this is quite good to look at
10:05because I think
10:07this is a decline in the continuation swing
10:10as long as it's above 6,700.
10:16At 7,000,
10:17it's quite interesting,
10:18in my opinion,
10:20to look at.
10:21Okay.
10:22As long as it's at 7,000,
10:23it's still interesting to look at.
10:24Earlier,
10:25PANI, you said
10:26there's still a chance
10:27to continue the weakness
10:28to what position?
10:29PANI's next target
10:36is at least
10:37the nearest support
10:40is around 6,150.
10:426,150?
10:446,150, yes.
10:45In the middle of the current position
10:46at 12,000?
10:48Yes, with a volatility like this,
10:50it's quite normal
10:51to have a fairly deep decline.
10:53So, in my opinion,
10:54just be careful.
10:55Especially because yesterday,
10:56it also came out of the sideways zone
10:58unlike the previous sideways.
11:01Okay, it came out of the sideways zone.
11:02There's a chance for weakness
11:03to continue to 6,000
11:04from the current position at 12,000,
11:06according to Mr. Hamzah.
11:07Then, CBDK is more interesting
11:08as long as it's still able to hold
11:09in the 7,000 position.
11:12Thank you very much, Mr. Hamzah,
11:13for sharing the information.
11:14Unfortunately, our time is limited.
11:16See you again.
11:17Have a good holiday.
11:19For those of you who
11:20may have a holiday activity,
11:21see you again.
11:23You're welcome.