IHSG -2,14% ke level 6.245,147 sesi I Jumat. Tiga sektor dengan penurunan terdalam, sektor konsumer non primer -3,02%, AMRT -7,04%. Sektor barang baku -2,07%, AMMN -2,40%, BRMS -5,43%, dan sektor konsumen primer -2,41%, UNVR -2,68% setelah FTSE Russel menempatkan perseroan ke kelompok menengah (Mid Cap). Dari sisi emiten, saham perbankan Big Caps BBNI -4,16%, BMRI -3,89%, BBRI -1,91%, dan BBNI -5,39% jadi pemberat terbesar IHSG.
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TVTranscript
00:00Thank you for staying with us and in this segment we will review the trading path throughout the day on the weekend break and will face the last week of the long holiday break of Pemirsa's Eid al-Adha,
00:16so that the trading price will experience a fairly deep correction again. And we remind you again, you can still participate at 08.12 at 08.788 at 03723 as shown on the television screen later.
00:28And today we are connected with Mr. Dimas Pratama as a technical security analyst. We will go straight to him.
00:36Good afternoon, Mr. Dimas. How are you, sir?
00:38Good afternoon, sir. How are you?
00:40Thank you, Mr. Dimas, for spending your time on the IDA channel.
00:44Mr. Dimas, today, the share price is back to a deep correction of more than 2% intraday and technical has returned to the level of 6,200.
00:55Your analysis, the weakness that still continues after the weekend break this time?
01:01Yes, there are various sentiments that affect the movement of the ISK.
01:07When it rose from level 6,500 until now, it is still not too strong.
01:12When it tried to rebound to 6,400, 6,500, it finally failed again.
01:18Sentiments from the outside, such as from businessmen, from geopolitics, and also if you look at it from the inside,
01:26the concern of the wide budget deficit is still a concern for the market,
01:32where we know that the market tends to be more careful and chooses to get out of the market first.
01:40This is what causes a decline in shares and also in obligations.
01:45And also yesterday, the group was able to weaken again to 16,500.
01:50This is also in line with the possibility of a capital outflow.
01:54Because the situation for now is not too good.
01:59But if we look at the current situation, the government is still in the country with controlled inflation,
02:04and also yesterday there was a deflation, and it can be maintained, there should still be momentum.
02:09Moreover, we know that in the first quarter, there will usually be a dividend sharing season.
02:14In April, it will also be a booster to try to weaken again.
02:18Okay, how do you see the foreign trade, sir?
02:22It looks like it's still happening, especially in the trading on Thursday.
02:27Yes, on Thursday, the support of 900 billion, if I'm not mistaken, also continued to sell foreign,
02:34where indeed, as we know, from Sentiments Global, it will also be a booster.
02:40And we know that the investment is still choosing one of the CPFs in March as a step to increase their assets.
02:48So it's true that not only ISK, but also ASEAN is also experiencing the same pressure.
02:55Okay, the direction of the Samkabunga family, especially for trading next week,
02:59ahead of the long holiday of Eid, will the transaction be reduced?
03:04Or maybe the trade will still be interesting?
03:06It's also related to some of the developments in the next few weeks.
03:11Yes, at the end of the month, usually the minimum economic data can be at the beginning of the month,
03:16that is PMI data and also non-farm parallel data, which may be observed by the market players.
03:21And also, we call it a long holiday, so maybe the ISK range will still be around 6,100 to 6,400.
03:30So as long as we don't break above 6,500, the reduction will still be consolidated at that level.
03:36Do you see investors will act aggressively to secure their investment position first,
03:42considering the long holiday?
03:44Meanwhile, on the global side, this is still ongoing, the trading activity,
03:49then the sentiment will also be possible, there will be some that will come out.
03:56That's right, investors tend to secure their position first.
03:59So, during the Eid holiday, the global business is still open, this is also an independent business.
04:06Okay, foreign trade action is happening, especially to Samsung,
04:10the big cap bank on yesterday's trading, and today it is also reflected in the deep weakness that happened.
04:16The BBCA even fell above 5%, then the BBNI today also experienced quite a deep pressure,
04:23even the intraday, the BBNI was weakening above 7%, even the current position is weakening at 7.60% from the closing position.
04:32Let's go to the BBCA first, Mr. Adimas, the deep pressure that happened,
04:36is this also related to the dividend distribution stage of the BBCA?
04:41Yes, yesterday was a calm day for the BBCA,
04:44where we know that the dividend was divided 250 rupiah per share,
04:49where today is the ex-debt, when the ex-debt will usually become pro-staking,
04:53and the current level is currently in the 7.90%, then approaching the bottoming area,
04:597.80%, 7.90%, you can also accumulate with the rebound potential, at least it will test the level of 8,300 first.
05:06So right now, the BBCA is in the bottoming area, as long as it is kept above 7.80%, there is a potential for strengthening.
05:13Okay, what is the recommendation for the BBCA? Can it already take a position?
05:17For those who have taken a position, for example, yesterday it was in the dividend,
05:22we will buy the position again, there will be a rebound position, at least up to 8,300,
05:27the price yesterday at the time of the dividend, so the investors can also get two gains,
05:33one capital gain when rebounding and also from the dividend, so you can say it's a double, it's not bad.
05:39Okay, what kind of support do you need to prevent the BBCA from going down to a deeper level?
05:46At the moment, the support in the dividend area is at level 7,800 for the BBCA,
05:51if it goes down again, maybe it will be a bit deeper, right?
05:55So at first, maybe at level 7,800 there should be a rebound, because if not, it can test a bit deeper, up to 7,000,
06:03if it goes down to 7,800.
06:05Okay, analysis and recommendations from the BBCA today, it seems that one of them is the biggest competitor,
06:10YSG, weakening at 5.67% and has left the 8,000 level.
06:15From the BBCA, we move on to the Himbara bank, sir, it seems that the BBRI is returning to a significant strength
06:22in the closing seconds of the second day session.
06:26How do you see the direction of the Himbara Big Cap Bank, sir,
06:29when the agenda next week will be filled with a lot of RUPS activities?
06:35Yes, next week, there will be a lot of RUPS and there will also be a moment of dividend distribution,
06:40usually in the middle of April, it will also be interesting,
06:44because the issue will be divided 100% for the clean environment in 2024.
06:50For what kind of bank is that, sir?
06:52What do you mean?
06:52For what kind of bank, 100% dividend?
06:54For Himbara.
06:56Okay, all Himbara banks?
06:59Yes, Himbara banks, the issue will be 100% divided by the dividend,
07:02and it's also quite interesting because we know that the balance is also quite good,
07:07but again, because it's still in the process,
07:11because for the BBRI, maybe it will still be a potential correction first,
07:15maybe around level 3,500, there may be a rebound in the future,
07:20with a rebound target, at least to the level of around 3,900,
07:25between 3900 and 3850 for the BBRI.
07:29Okay, what can we see, sir, in the last technical second,
07:34the BBRI closing track was pulled up after the intraday today reached 3,550.
07:39Okay, the level of 3,500 is the maintenance level, which is the demand area.
07:45At the moment, if it is pulled up to 3700, it means there is a potential between 3850 and 3900.
07:51So friends who get it from below, congratulations,
07:53maybe next week if there is a rebound, maybe it will still sell, between 3850 and 3900.
08:00Okay, it has passed the support level,
08:02it means that many people bought the support payment for the BBRI, right?
08:05Yes, that's right, around 3,500 is the support area.
08:08Okay, from the BBRI we go to the BBNI, sir.
08:11Today, the deepest pressure for the BBNI seems to be weak at 7%,
08:16it is already at the level of 3,770.
08:19Today's closure is the lowest intraday today.
08:24Okay, the BBNI is actually moving in a triangle,
08:26currently it is in the bottoming,
08:28but we need one more confirmation candle,
08:31at least we will see on Monday,
08:33if there is a reinforced candle, whether it is Doji or Bulisarami,
08:38if there is a rebound, at least it will test the rebound at 4650.
08:43So friends can wait for another candle on Monday.
08:46At what support level, sir?
08:49For now, the support level is at 3700 to 3350.
08:55If tomorrow, Monday, there is an inside bar or Bulisarami or a reinforced candle,
09:00friends can go in with the rebound at 4650.
09:04Okay, the analysis from Samsam, the backup banker,
09:06which today became the biggest burden,
09:08while the BBRI is turning to strengthen Pemirsa
09:11after touching the support level at 3,500.
09:15And again, the decision to invest is still in the hands of Pemirsa IDH Channel.
09:19Mr. Dimas, we will break the news first,
09:21later we will try to see what Samsung plans to recommend
09:24and at the same time update the closure of trading in the second session today.
09:27And Pemirsa, we will be back in a moment.