IHSG +1,64% ke 6.638,72 di sesi I Kamis (6/3). Sektor teknologi +5,73%, DCII+9,98%. Sektor barang baku +2,66%, AMMN +2,31%. Sektor energi +2,61%, ditopang penguatan saham energi Boy Thohir usai melemah dalam 2 hari terakhir, ADMR +11,56%, AADI +5,10%, ADRO +5%. Sementara saham perbankan Big Caps masih jadi penopang utama IHSG, BBRI +3,12%, BBNI +3,59%, dan BMRI +1,44% jelang pengumuman rasio dividen.
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TVTranscript
00:00Thank you for joining us and in this segment, we will review the trading path throughout today's broadcast and we remind you again that you can still participate in the interactive WhatsApp at 08.12.8788.723, as shown on your television screen later.
00:22And right now, we are connected through Zoom with Mr. Ahmad Yakiye, who is the Head of Online Trading at BCA Securities.
00:29We will go straight to Mr. Yaki. Good afternoon. How are you, sir?
00:33Good afternoon, Mr. Yaki.
00:35Thank you, Mr. Yaki, for taking the time to be on IDA Channel.
00:39Mr. Yaki, today, the Samkabungan index continues to grow.
00:43Mr. Yaki, significant growth of more than 1% is still happening and the Samkabungan index is back to above 6,600.
00:52Technically, this condition is a bit different, sir.
00:55If we compare it with the movement of the Samkabungan index in the previous weeks, the significance has increased and the condition only lasted for a few moments, then it experienced a sufficient correction again.
01:07Today is the second day. How do you see it from a technical point of view?
01:10Is there a difference in the movement pattern of the Samkabungan index from the movement in the previous trading?
01:17Yes, from a technical point of view, if we look at it since January 23, 2025, the increase was achieved from level 7,200 to level 6,600.
01:29Today, if it is above 6,620, there should be room for improvement.
01:36However, if it closes today, it will be a bit rough for correction tomorrow.
01:39Because usually it's only a round for profit checking after two days of rallying, it's pretty good.
01:43What I'm worried about is if there is a correction tomorrow.
01:45Because it means that this is the third time the ISK has failed to break the downtrend resistance since January 23, 2025.
01:54So hopefully today it can be strong and above 6,620.
01:57Then tomorrow it can continue to a minimum of above 6,700, so that it is more confirmed for the bulls.
02:04Okay, for tomorrow, after the weekend, when it was able to hold at 6,620, there is still room for the Samkabungan index to return and strengthen.
02:15There is a potential to 6,700.
02:18But if the condition is the opposite, Mr. Yaki, how about the support from the next ISG?
02:25Support from ISG, if it's a correction, it's quite far.
02:28Because there was a gap yesterday at 6,531, 6,530.
02:32Then below that, the strong one is around 6,388 for the bottom spot.
02:38Okay, from the potential, then the direction of the Samkabungan index, the strengthening that has been significant in recent times.
02:45Has this strengthening been supported from the volume side, net buy asing?
02:50With the intention that the ISG position is already, at least not in the middle range, the position is already quite strong.
02:57With the portion of strengthening in recent times, Mr. Yaki?
03:02If you look at the last three days at the regular, the net buy has been more than 600 billion.
03:07It's pretty good, even though it's still minus 19 trillion.
03:11But if we look at it from the regular itself, it's pretty good.
03:14In the last three days, the net buy is still stable and more in Sambicap and the bank.
03:20Especially in BNI and BCA if we look at the accumulation.
03:23It's still bearable, because the dividends from BNI and BCA seem to be a draw for them to go back to those two stocks.
03:36Okay, and from the stock side, today it is indeed the BICAP bank that has become a supporter again for the Samkabungan index.
03:45Let's just go straight to BBRI, sir.
03:48BBRI today is going pretty fast, even though the strengthening is more towards the limit.
03:53It's already at 2%, it was 4% at 3%, and it's back to 3,900.
03:59The next resistance?
04:01Yes.
04:03Based on today's movement, BRI should still have the most strengthening.
04:06But maybe it has to be confirmed in the 3970s area.
04:16So if today BRI can close the gap in the 3970s area, there is a chance for BRI to close the gap in the 4030s area.
04:22So there is a minor gap in the 3970s to 4030s that is mandatory to be closed by BRI if it wants to continue its strengthening.
04:28And the resistance is also in the 3970s to 4030s area.
04:34So it's pretty good if BRI can break above the 3970s to 4030s range.
04:39Because the bullish confirmation with the closest target is around 4,200.
04:43But looking at the closing trend of the second session today, it's already at 3,950, sir.
04:48The strengthening has begun to be limited here.
04:51It looks like it's going beyond the level of the support position that had to be maintained earlier.
04:56Where will it go tomorrow?
04:58Yes, tomorrow we can only look at the gap area.
05:02In the 3970s to 4030s.
05:04If it's not strong, it tends to take profit.
05:06But if it's strong, there should be a continuation.
05:08The closest resistance is at 4,130.
05:10The highest is at 4,250.
05:12But if BRI fails to break above 3970s to 4030s, there is a chance for BRI to re-correct.
05:18The closest spot is in the 3850s to 3880s range.
05:23Okay, analysis for BBRI.
05:25Today, Pemirsa experienced strengthening again, although the strengthening is limited in the closing trend.
05:30But the movement of BBRI has risen to 3,900 and there is still a chance for the next resistance to reach the level of 4,000.
05:37And again, the investment decision is still in the hands of Pemirsa Ideas Channel.
05:41Mr. Aki, besides BBRI, among the other three big cap banks, which today are also supporting the Samkabungan family.
05:48From a technical point of view, which one do you recommend the most so far?
05:54In terms of big four banks, I find it interesting to be independent.
05:59Because usually the independent is still lagging.
06:02So it's interesting for buy-on-witness to be independent as long as it stays above 4670s to 4750s.
06:11So support 4670s to 4750s if BBRI is still strong.
06:14It's really interesting for BBRI correction, we can buy-on-support or buy-on-witness in BBRI itself.
06:20Buy-on-support at what level, sir?
06:22Starting entry can be in the 4860s to 4750s range.
06:26For the initial entry, if you want to wait below, it can be in the 4670s range.
06:30Okay, 4670s.
06:32But looking at the scenario, this is the last minute of the closure.
06:36BBRI's strength has begun to be limited, sir.
06:39The support limit you mentioned earlier is still quite far.
06:424870s for today's closure.
06:44While earlier there were 4670s and 4750s closest support.
06:49The scenario for tomorrow?
06:51With the position still able to survive in the 4870s, sir?
06:57Yes, tomorrow it can be...
06:59Because the pattern is more similar between inverted hammer or gravestone doji.
07:05So if you look at the pattern like this, there is a position for correction tomorrow.
07:09And the nearest area, if you want to make it an entry buy-on-support area,
07:13it can be in the 4840s to 4860s range.
07:15So it's still interesting to wait for the area there first.
07:18Or tomorrow, if you want to go above, it can be in the 4910s range.
07:264910s?
07:28Yes.
07:29Okay.
07:30Today's closure is close to 4870s, weakening at 6.21%.
07:35From the banking sector, let's move on to the other sector.
07:38Mr. Yaki, the energy sector is also one of the supporters of Indekar Gas Amkabungan.
07:44What is quite interesting is that some stocks today experience significant strength, sir.
07:51Technically.
07:52Previously, it has undergone quite a deep correction.
07:54Even some of these stocks have touched the lowest level.
07:57At least not in the last year.
07:59Stocks from energy, from the Boito Hero Group, sir.
08:02There is Adaro, AADI, then there is also Adaro Mineral.
08:06Today experienced significant strength.
08:09Beyond the growing sentiment, we will try to review from the technical side, Mr. Yaki.
08:14I want to go to Adaro Mineral first, sir.
08:17Today, it was down 16%, at 855.
08:20Intraday today was up to 915.
08:23What is your analysis for Adaro Mineral?
08:26Yes.
08:27From today's progress, it is still interesting for Adaro Mineral.
08:31If we already have it, we can hold it as long as it stays above 815-820.
08:35The closest target is 880-930.
08:40And if it continues, there is a potential for a break above 945-1000.
08:46But we have to be careful in the area of 880-890.
08:53If there is an MRM that is not strong, it is better to take profit.
08:56Because there is a point of correction if it fails to break above the upper Bollinger Bands.
09:01Take profit.
09:02If it fails to break above the upper Bollinger Bands, what is the level for Adaro Mineral?
09:05If it fails to break above the upper Bollinger Bands, there is a point of correction.
09:07But it can hold from 815-820 if it fails to break above the upper Bollinger Bands.
09:12Okay. For those who want to enter, there is no problem.
09:14For those who have just entered Adaro Mineral.
09:16For those who have just entered, it shouldn't be a problem.
09:19Tomorrow it can be confirmed in the area of 860-890.
09:22If it is not strong, you can take profit.
09:24For now, it has been known from the volume side that it does not support significant strength today.
09:29It should support.
09:30Because if you look at today's movement, the volume is already more than the moving average.
09:35The moving average volume for 10-15 days is already above the average.
09:39So it should be the monitoring position is still quite good.
09:42Okay. We move to Adaro, sir.
09:44Today it also strengthened above 7% in 2050.
09:48Just now it was up to 2070.
09:50Analysis and recommendations for Adaro.
09:55Adaro tomorrow must be confirmed in the 2050 area.
09:58Because today it has already broken 2050, but it doesn't last.
10:02So there is a potential for a minor correction tomorrow.
10:05But it can still be held as long as it lasts above 1980.
10:09Anyway, in 1980, the lower gap was in the area of 1905-1920.
10:14So it is still lagging in trading.
10:16But tomorrow it must be observed in the 2050-2090 area.
10:19If it is not strong, you can take profit.
10:21If it is strong, it should continue back up to the MA100.
10:24That's in the 2100s area.
10:26Okay.
10:27The position of Adaro has weakened quite deeply.
10:30This is Mr. Yaki from level 4000.
10:32It looks like it's almost halved.
10:34It's cut off compared to the highest level ever achieved before.
10:37How do you see the significant rise in the short-term or medium-term, sir?
10:45The trend of Adaro.
10:47This trend is still bearish.
10:49Because it has been punished a lot since the IPO ADI.
10:53And it has to be confirmed tomorrow in the 2100-2110 area.
10:57If it can go back to 2100-2110,
11:00the mid-to-long-term trend is quite bullish.
11:03So it's still interesting to see the movement of Adaro
11:06to go back to the level of 2100-2110.
11:09Okay.
11:10From Adaro, let's move on to the ADI, sir.
11:13Adaro, the Indonesian stock market,
11:15today also rose above 6% at 6,775.
11:20The strength is based on today's intraday, which rose to 6,900, Mr. Yaki.
11:24Yes.
11:26The support must be maintained at 6,625.
11:29If it's still strong, it can still be held.
11:31But if it breaks below 6,625,
11:33the next support is quite far away, at 6,250-6,375.
11:36So be careful.
11:37If the ADI drops below 6,625 tomorrow,
11:39and the resistance to confirm it
11:41is only if the ADI can break above 6,950.
11:46Because if the ADI fails to break above 6,950,
11:49it's better to sell it again.
11:50Because there is a position for a minor correction.
11:52And if it does break above 6,950,
11:54the next position is the nearest resistance at 7,400-7,475.
11:59Sorry, 7,575.
12:02The weakness that happened in the last few hours
12:05with the significant rise today,
12:07how do you see it from a technical point of view?
12:10Has it not yet closed the gap, sir?
12:15Well, it's still relatively small.
12:17Even smaller than the last two days.
12:19So it's still below its moving average.
12:22So it's still not confirmed for the volume.
12:24But the movement is quite interesting for the last two days.
12:27Because the last two days, the accumulation trend is quite good.
12:30Yes, analysis and recommendations from several energy stocks,
12:34the Boyd Toyer Group,
12:35which today experienced significant strength
12:37compared to other energy sector stocks.
12:40And also became the largest supporter
12:42of the energy sector strength throughout today's trade.
12:44And again, the investment decision
12:46is still in the hands of the viewers of IDX Channel.
12:48Mr. Yaki, we will hold in more detail.
12:50Later, we will try to see
12:51what recommendations Sam Sam has made.
12:53And at the same time,
12:54an update on the closure of the Indekar Gas Amkabungan
12:56in the second session today.
12:58And viewers, we will be back in a moment.