IHSG Naik di Atas 1%, di Perdagangan Perdana 2025

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"Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Jumat (03/01/2024) dengan Tema IHSG Naik di Atas 1%, di Perdagangan Perdana 2025."

Transcript

00:00As far as I know, the S&P index will continue to strengthen today.

00:04Meanwhile, oil prices are also strengthening.

00:07Global oil, which makes global prices such as Europe, is also rising.

00:11Let's take a look at some of the global economic agendas.

00:14Among them are from Japan, which is still on holiday.

00:17Then there is Singapore, the retail sales of Singapore month-on-month and in November.

00:21Then India, the reserve on the visa.

00:23Germany, unemployment rate.

00:25And let's take a look at the earnings from the ME10.

00:28There is an interim cash dividend from Acro and an interim cash dividend from KKGI.

00:40Let's update from the Asian Stock Exchange.

00:42The opening of the Asian Stock Exchange on the second day of trading.

00:48We observe that it tends to strengthen because some are still closed, such as Nikkei Japan.

00:52Then there is Singapore's straight time, up 0.46%.

00:55KOSPI increased by 1.83%.

00:57It should be able to boost.

00:59Domestic stocks may also experience continued strengthening.

01:02Let's continue.

01:20Yesterday, the IHSG on the first day of trading in the new year was closed.

01:24Strengthened by more than 1% with support from the main stock sector and also finance.

01:30To discuss it, we will discuss it again this morning with Mrs. Sulis Tina Prima Sucy,

01:36Head of Investor Relations, Independent Main Security.

01:39Good morning, Mrs. Sulis.

01:42Good morning, Mrs. Prisa.

01:44Happy New Year. I hope you are always healthy.

01:46Happy New Year to Mrs. Prisa and all the investors.

01:50Mrs. Sulis, the opening of the first day of trading.

01:53The IHSG on the second day of trading was closed due to more than 1%.

01:57How do you see it?

01:59Stocks and finance are leading the strengthening.

02:05Okay, good.

02:06Indeed, the strengthening of the IHSG is a fresh wind.

02:09So to increase the optimism of investors after last December

02:14which was expected to be a window dressing,

02:17turned out to be a failure.

02:18And this is also a motivation for investors.

02:21In addition, a few positive sentiments from domestic related to the cancellation of 12% PPN for daily necessities

02:29because it only applies to luxury goods.

02:31Then this can also be a trigger for foreign investors to return to the Indonesian stock market.

02:39Because yesterday, with the strengthening of the IHSG by more than 1%,

02:43foreign investors began to record net buys, especially in banking stocks.

02:48For example, in BBRI, net buys were recorded at around 76M.

02:52Then also in BNI, around 47M.

02:55And also in BBCA, around 39 billion.

02:57So indeed, for now, the positive domestic sentiment is a trigger for the strengthening of the IHSG yesterday.

03:05Okay.

03:07If we look at it, from the net foreign buy recorded by foreign investors,

03:11the highest was BBRI, right?

03:14Correct.

03:15Is there a strong correlation, even though this information has been conveyed since the end of last year or December,

03:23about the dividend from BBRI itself, which seems to be paid on January 13th, if I'm not mistaken?

03:30Yes, so on December 16th, BBRI announced about the interim dividend,

03:36which yielded around 3%.

03:39This is quite interesting.

03:41This is also a trigger for the strengthening of the IHSG yesterday.

03:45But indeed, technically or in terms of trend movements,

03:49BBRI is still moving in the downward trend.

03:52So for now, it has begun to consolidate actually in the support level,

03:58which is level 4050 to 4250.

04:03Hopefully, this is a positive signal that the pressure of selling foreign investors has begun to subside.

04:09For the preparation to welcome the full year report in 2024 later.

04:15Okay.

04:16We repeat that for the interim dividend for the year 2024,

04:20the total value of Rp20.4 trillion or Rp135 per share will be paid by BBRI on January 15th, 2025.

04:30Okay.

04:31You just said that it welcomes the full year financial report in 2024.

04:36Correct.

04:37What are the projections from Samsung like BRI for the full year?

04:41Okay.

04:42If you look at Samsung Big Bang,

04:44actually, even though the year-to-date price is still under pressure,

04:49only BCA is still noting the strengthening year-to-date.

04:53But for the current position, it's starting to be interesting for the long term.

04:58Especially for investors who want to keep it for a long time.

05:03The current price has become the lowest level in the past year.

05:09So, you can pay attention to start accumulating.

05:13Because year-to-date, BRI has dropped by more than 25%.

05:18BMRI has dropped by almost 5%.

05:21And also for BCA, in the last three months, it has dropped by 6%.

05:27So, to welcome the financial report,

05:30with the results in November, which still notes the growth of the stock market,

05:35it's still quite positive for the banks,

05:38especially for the Big Bang,

05:40the final dividend that will be distributed in March later historically.

05:45Okay.

05:46Let's start first,

05:47from the bank share that you most recommend,

05:50which share did it fall to?

05:52If among the four Big Banks,

05:54I still recommend BBRI.

05:57Because the price has been discounted quite a lot.

06:01And also in terms of valuation, it's starting to be interesting.

06:04In the middle, there's a lot of drop in the stock price.

06:08But in terms of fundamentals, it's still quite strong.

06:10With the increase in interest in the last month of November.

06:13Okay.

06:14With the strengthening reported by BRI in trading yesterday,

06:17what should be the strategy to enter BRI again?

06:22Okay.

06:23Let's take a look.

06:24In terms of yesterday's movement,

06:26the strength has reached around 3%.

06:29So, for now, if you want to enter,

06:31it's better to wait first.

06:33Because at the moment, the movement is technically still maintained

06:37at the resistance level of the MA20.

06:40So, for you guys,

06:41maybe you can watch in the support area,

06:43around 4,090 to 4,120,

06:48that can be the buying level, guys.

06:51Okay.

06:52That's the buying level.

06:53With the target,

06:55at least, how long is the timeframe?

06:57And what is the target level?

07:00Okay.

07:01For now, maybe the timeframe is around 3 months.

07:05Until the announcement of the final dividend in March,

07:09historically,

07:10as a target,

07:11I try to project it to the level of around 4,600 first.

07:16For 4,600 to 4,800.

07:19Okay.

07:20Is there any risk limit

07:21that might change the pattern of BRI

07:24to be less attractive

07:26when it touches that position again?

07:29Okay.

07:30So, BRI will be less attractive

07:32if it goes back to the level of 4,000.

07:34So, at the moment,

07:35it's still the lowest level by year.

07:38It's at the level of 4,050.

07:40So, if BRI goes back below 4,050,

07:44it will be a negative trend for BRI.

07:48Especially if it goes below 4,000.

07:50So, at the moment,

07:51the strongest psychological support is at 4,000.

07:55Okay.

07:56Aside from the previous dividend,

07:58the one that became a supporter is also stoneware.

08:00Maybe there is a brand there.

08:01What is your analysis?

08:02Do you have any other projections about the stoneware sector?

08:07Okay.

08:08For the stoneware sector itself,

08:10it might also be triggered.

08:12Because of the 12% increase in PPN

08:16for daily necessities,

08:18it will certainly protect people's purchasing power

08:24and also for production.

08:26That's why some stoneware stocks,

08:28like the one in the brand,

08:30went up.

08:31Then there are also some conglomerate stocks

08:33that are still the dominant

08:35for the IHSG strengthening movement yesterday.

08:38So, for stoneware,

08:40it's still for the short-term first.

08:44For the short-term first.

08:46For the brand,

08:47is there a short-term strategy that you can give?

08:50Okay.

08:51For the brand itself,

08:53there is still a chance.

08:55Because in terms of trends,

08:57there is already an uptrend confirmation.

09:00Then, technically,

09:02there is a potential to close the gap

09:04at level 10,200 to level 10,700.

09:07So, for now,

09:08as long as the brand is still above level 9,000,

09:11you can still monitor to follow it.

09:14Okay.

09:15It can still be monitored for the brand stocks.

09:17Those are some of the stocks that indeed

09:19support the performance of the stoneware price index.

09:21Yesterday, it was closed by more than 1%.

09:23The projection in the second trading day

09:25after the European Stock Exchange,

09:26we see that it is strengthening

09:27even though the US fell.

09:29Is there a chance to continue strengthening

09:30for the IHSG,

09:31maybe supported by the oil price too?

09:33That's right.

09:34For today,

09:35maybe because this is the last week,

09:38in the first trading week in 2025,

09:43there is still a tendency to continue strengthening.

09:46Because the IHSG per day

09:48has also been opened to strengthen

09:50at around 0.3%.

09:51So, for now,

09:52the resistance that you can monitor

09:55for the IHSG

09:56is still at the level of around 7,200

09:58to 7,250.

10:00Okay.

10:01There is a chance to continue strengthening.

10:03Recommendations on other options and sentiments,

10:05we will review later.

10:06And also Mrs. Sulis,

10:07in the meantime,

10:08stay tuned on MarketBas.

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