IHSG melesat 1,20% ke 7.158,12 sesi I Jumat (31/1). Sektor barang konsumsi primer +1,19% AMRT 3,62%. Sektor keuangan +1,08% BBCA +2,73% bangkit dari level terendah 6 bulan, BBRI +2,67% jadi penopang terbesar IHSG. Sektor barang baku +0,97% ditopang penguatan saham emiten emas di tengah harga komoditas new ATH, HRTA +16,04%, PSAB +6,48%. Sementara sektor barang konsumsi non-primer -0,12%, ACES -1,96%.
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Dari global, Bursa ekuitas Wall Street di zona hijau, Kamis waktu setempat, setelah investor mencerna laporan keuangan dan komentar optimistis Tesla membantu imbangi proyeksi yang mengecewakan dari Microsoft.
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TVTranscript
00:00Thank you for joining us and in this segment, we will review the results of today's trade and also in the last week, and we remind you again that you can still participate on WhatsApp Interactive on 08.12 at 8788.723 as shown on the television screen and later.
00:22And today, we are connected via Zoom with Mr. Aldo Afredo Wijaya, who is the Investment Education PT Yuwanta Sekuritas Indonesia.
00:30We will go straight to Mr. Aldo. Good afternoon, how are you?
00:34Good afternoon, sir.
00:36Thank you, Mr. Aldo, for taking the time to be on ADI Channel.
00:40This week is quite short, sir, only a few trading days, but before we go through the technical of Indekargasemkabungan, which today is back to strengthening above 1%, we will try to review or flashback in the last week, sir.
00:55Because this week is only two days, we will try to pull from trading on January 22, when Indekargasemkabungan was closed at IDR 7,181.
01:07Indekargasemkabungan was able to strengthen to IDR 7,300, correction back to IDR 7,000, then today experienced a strengthening, but considering the closure, only a few minutes left, it seems that it is not able to close the gap, because on January 22, it was closed at IDR 7,181.
01:27Your analysis, sir, for ISK in the last week.
01:31Yes, thank you, Mr. Dave.
01:33If I look at it technically, in the last few weeks, ISG itself has been quite okay, and this has also formed a short uptrend pattern.
01:48If you look here, because yesterday there was quite a deep correction for the last week, almost 3.5% decrease, and this is a short-term reversal that is quite beneficial for the ISG market.
02:08And this is also a momentum for traders to take another position for the next week, because I see that there is a potential for further strengthening in the next week.
02:23Because we can see that until now, the ISG is still at the level of IDR 7,150, still quite green, 1% strengthening.
02:38This is still quite okay, with the support resistance level, I see here that the strong resistance level is at the level of IDR 7,300, while the last support level is at the level of IDR 7,040, sir.
02:59Thank you, Mr. David.
03:00For trading in the future, where will it go?
03:03Yesterday, the ISG was under pressure because of the hawkish sentiment from the Fed.
03:09It looks like it will be more careful in the 2025 reference period.
03:13And on Friday night, Indonesia Mara, the PCI inflation data will be released, sir.
03:17And there is also a basic inflation, which is one of the indicators of the policy of the Fed.
03:23Yes, we know that yesterday the Fed announced that it was not too aggressive to reduce its support.
03:34And we can see that the US economy is also quite stable and still quite well-maintained at the level of 4.25% to 4.5%.
03:48And now the inflation rate is around 2.9%.
03:54Well, it's up from the previous 2.7%.
03:58And we can see that when the Fed announces the inflation rate later tonight,
04:06we can see that if the Fed reduces its support, it will automatically benefit the market, especially the Indonesian market.
04:19And it will be more aggressive. Foreign investors will be more aggressive.
04:26Okay.
04:27Especially the banks.
04:33Which is quite interesting for us to collect again.
04:37Because the prices of the banks are quite deep.
04:41Okay.
04:42It's interesting, sir.
04:44Yes, with the inflation data, it means there is a new spirit and optimism.
04:50That's right.
04:51Mr. Aldo?
04:52That's right, sir.
04:53Okay, good.
04:54Well, you also mentioned the big cap bank.
04:57Today, it experienced quite a significant boost.
05:00And it is also the biggest supporter of the Samkabungan family after experiencing quite a deep correction.
05:06Especially in the previous day's trading, Mr. Aldo.
05:08I want to go to the BPCA first, sir.
05:10Today, the boost is very significant.
05:13Above 3%, 9.450.
05:16With capitalization, including the two largest in the Indonesian stock market.
05:20The contribution is also quite significant for the Samkabungan family.
05:24Flashback to the previous trading day.
05:26The BPCA has reached its lowest level in the last six months.
05:30Analysis and recommendations of the BPCA technically, sir.
05:35Yes, for the BPCA itself, I see.
05:38Yesterday, it touched the level of the demand area, around 9,150.
05:45This is a fairly ideal area.
05:49For us to re-collect these BPCA stocks.
05:54If we are for the long term.
05:59And this is a real momentum for BPCA investors.
06:05To start collecting these BPCA stocks in the range of around 9,000.
06:10And this is quite cheap.
06:13In terms of price.
06:16And there is potential.
06:18In the short term, the BPCA will strengthen.
06:23Continue to strengthen to the level of resistance around 9,900, sir.
06:30Up to 10,000.
06:32The strong resistance level.
06:35It will test the closest resistance level.
06:38Around 9,900 to 10,000.
06:42And we can see that the strong resistance level is around the range of 9,050 to 9,100, sir.
06:52Okay, what is the buy level, sir?
06:55For buy, it can be at the current price now.
07:01At 9,400 to 9,450.
07:07Okay, from the BPCA we move to the BBRI, sir.
07:11BBRI has not released their work yet.
07:13If the BPCA has, BBRI today is 4,220.
07:16Strengthened to 2.43%.
07:19And today there is also significant strengthening.
07:21When before, BBRI used to touch below the level of 4,100.
07:28Yes, for BRI itself, the strong support level is at level 3,800.
07:35And this is quite cheap for BRI.
07:40Because it has been corrected quite deeply for several quarters yesterday.
07:47And this has the potential for this BRI stock to change its pattern.
07:56From downtrend to uptrend.
07:59Became sideways first.
08:01Consolidation.
08:04Then it started to pull back again.
08:07Reversal.
08:09For the uptrend.
08:10Now it has been traded at the level of 4,240.
08:15And this means there is still enough room for BRI to continue its rise again to the next resistance level.
08:25At the level of 4,520, sir.
08:28If I look at it, there is still enough room for it to rise back to resistance at the level of 4,520.
08:36With the support level at the level of 4,100.
08:41Okay, analysis from several BKPK brokers.
08:44Which today became a support for the strengthening of the joint stock price index.
08:48And again, the investment decision is still in the hands of the ITX channel brokers.
08:53Mr. Aldo, we will be back in a moment.
08:55We will try to see both options that you recommended.
08:58And at the same time, update the closing of trading in the second session today.
09:01And we will be back in a moment.