Sambut Positif Calon Menteri Kabinet Baru, IHSG Jajaki Level 7.600

IDXchannel

IHSG +0,58% ke 7.603,86 sesi I Selasa (15/10). Sektor kesehatan +1,18% SILO +3,08% Sektor barang baku +1,14% BRMS +6,58% sentuh New ATH di Rp304. Sektor barang konsumsi primer +1,05% INDF +2,13%. Sektor keuangan +0,30% BMRI +1,44%. Sementara saham terkait dengan calon menteri pemerintah baru, MARI +27,45% dan TLDN +17,94%.

Transcript

00:00Thank you for joining us and in this segment, we will review how the sales have been growing throughout the day.

00:12There is a report that the gas price has moved back above the level of 7,600.

00:17And we remind you that you can still participate in the interactive WhatsApp at 08.12.8788.723

00:25as shown on your television screen later.

00:28And right now, we are connected via Zoom with Mrs. Arinda Izati, who is the equity analyst of PT Pilarmas Investindo.

00:36We will go straight to her. Mrs. Arinda, good afternoon. How are you?

00:42Good afternoon, Mr. Dev. How are you?

00:44Good afternoon, Mrs. Arinda. Thank you for taking the time to be on IDI Channel.

00:49Fortunately, Mrs. Arinda, Indekargasam-Kabungan continues to strengthen technically,

00:55back above the level of 7,600.

00:59How is your analysis of Indekargasam-Kabungan's movement pattern in the continuation of today's strengthening?

01:07At the beginning of October, we saw that the ISP began to show a reversal direction.

01:13The support was at 7,465 and the resistance was at 7,675.

01:26And today, the movement of the ISP is also maintained at around MA20.

01:40What is the next direction for Indekargasam-Kabungan after reaching above the level of 7,600?

01:47We predict that the movement of the ISP tomorrow will strengthen with resistance at 7,600 and 7,500.

01:58Is there a record of Indekargasam-Kabungan finally moving back above the level of 7,600?

02:06Because Indekargasam-Kabungan has been consolidating at 7,400 and 7,500 in the last few weeks.

02:14Actually, this is also affected by the release of the financial report of the third quarter in October.

02:24There is also a new era, starting from the era of the elected president, Prabowo Subianto.

02:32It seems that today, the balance of power is also showing an increasing surplus.

02:39So, it is expected that there will be a rise in the economy.

02:45What is quite interesting is that Minister of Finance, Sri Mulyani, seems to be in the same position.

02:53Do you see any relief from investors, considering the challenges for the future economy will be heavier?

02:59With the presence of Minister Sri Mulyani, at least our economy is still maintained above 5%.

03:07Yes, that's right. Because before, Sri Mulyani himself has been proven to be able to overcome the challenges of the economy,

03:18especially the COVID-19 pandemic yesterday.

03:22Moreover, Indonesia is a growing economy in ASEAN.

03:27And Prabowo itself has a target of 8% economic growth.

03:33So, it seems that the leaders really want Sri Mulyani to be the Minister of Finance again.

03:43Okay, will this also be enough to prevent the correction of the Samkabungan housing index

03:50while waiting for the release of China's PDB data, as well as the release of some US economic indicator data?

03:58I think this is enough.

04:01Because this shows that Indonesia's economy also follows the leadership in the US economy and China.

04:11Okay, Mrs. Arinda.

04:14What is quite interesting today is that from the call of 49 new cabinet ministers,

04:20some of the affiliated stocks also experienced a significant increase today.

04:23Erick Thohir, it seems that you have been called again, Mrs. Arinda.

04:27And the stock price today has increased significantly.

04:30I will now deliver the update, 29.41%, moving at Rp. 66 per share.

04:38How do you see this position? Will it only last for a while, Mrs.?

04:43Remembering that the previous movement was not too significant, and today it suddenly jumped quite high.

04:51Yes, I think this sentiment is temporary.

04:56Because the effect is not directly related to the emittance.

05:00So I think this is temporary, especially for the emittance of MARI and ABAN.

05:06Okay, technical analysis for MARI, support and resistance, and also the recommendation.

05:11Is it prone to profit-taking?

05:13Yes, it is prone to profit-taking and this is quite high risk.

05:19Support and resistance, Mrs., and also the recommendation.

05:28Hello, Mrs. Arinda.

05:32Support and resistance, Mrs., and also the recommendation.

05:36For MARI itself, the support and resistance are at 54, and the resistance I see is around 70.

05:51Today's closing at level 66.

05:55For those who just want to enter, it is not recommended to take profit-taking position at what level?

06:00Profit-taking at level 66 is okay, because it is quite high risk to enter again.

06:10Okay, for those who just want to take a position, it is not recommended, right?

06:16I don't think so, because it is already overbooked in terms of stochastic.

06:24Okay, 29.41%, closing at level 66.

06:30Let's move to the other emittance, which today also experienced a rise.

06:35There is TLDN, Teladan Prima Agro TBK, or TLDN, strong at 16.94%.

06:42Analysis and recommendation.

06:44Yes, for TLDN itself, I also see it as high risk.

06:48I see the support at 4.96%, and I also see the resistance at…

07:03Hello, Mrs. Arinda, at what level?

07:05Hello, Mrs. Arinda, at what level?

07:08The resistance is at 6.35%, like that.

07:14Okay, 6.35% resistance, while the support position is at 4.00%.

07:20Today's closing is 5.80%, has a high risk profit and is also prone to profit-taking.

07:27Profit-taking at what level? Today's closing is also not a problem, Mrs?

07:31Yes, no problem.

07:33Okay, 16.94% at the level of 580 rupiah per share.

07:39Mrs. Arinda, the strengthening of the share price today is also supported by several big cap banks, Mrs?

07:46BBCA, BMRI experienced a strengthening of more than 1%, as well as BBNI.

07:52Do you see in this matter that investors have returned or foreigners have returned?

07:58This is also related to the domestic sentiment, Mr. Mulyani.

08:03And investors are getting more optimistic that the position of the Indonesian economy will be fine.

08:10Yes, I think it's like that.

08:13Also, tomorrow there will be a BI rate release.

08:18I think some investors are also optimistic that there will be a gap of 25 basis points.

08:25But for us, we prohibit the BI rate to remain at 6%.

08:32Okay, we will try to review from BMRI, which is the fastest today compared to other big cap banks.

08:39And BMRI is back above the level of 7,000.

08:42Recommendations for BMRI support and resistance, Mrs. Arinda?

08:48For BMRI, the support is at 6,875 and the resistance is at 7,225, like that.

08:57The recommendation, Mrs., is it still recommended by the target price maybe until the end of the year?

09:02I still recommend it by, because so far the banking is still okay.

09:08Because there is a possibility of a gap in Bungah tribe until the end of the year, even until the beginning of next year.

09:15Like that.

09:17And also, if we look at the stochastic, it is still in an okay area to buy.

09:25Then also the volume today is quite large for BMRI.

09:32I think it's still okay.

09:35The target price?

09:37My target price is 7,200.

09:40Okay, 7,200.

09:41Then until when, Mrs.?

09:43Until the end of the year, no? Or mid-term before the end of the year?

09:47Just mid-term.

09:49If for the end of the year, I think maybe it can be 8,000.

09:56Wow.

09:58The closing position today for BMRI is still at 7,050.

10:04The resistance is 1.81% and it is still recommended to buy.

10:07Considering that the next target price is still quite far compared to the closing position in the second session today.

Category

Transcript

Recommended