Terbebani Konflik Timur Tengah, IHSG Merosot di Atas 1% ke 7.500-an

IDXchannel

IHSG -0,93% ke level 7.600 ke 7.571,072 di sesi I Rabu (2/10). IDX-Infra -1,63% BREN -5,15%, IDX-Trans 1,56% BIRD -2,78%, dan IDX-Cyclic 1,33% HMSP -2,00%. Lawan arus, saham minyak mentah menguat ditengah konflik Iran dan Israel, MEDC +6,61%, AKRA +1,94%, ELSA +8,05%, ENRG +11,71% . Emiten emas ikut terkerek, ANTM +3%, PSAB +7% dan BRMS +9,60%.

Transcript

00:00Thank you for those who are still joining us and in this segment we will review how the trade is going on throughout today's briefing.

00:07And we remind you again, you can still participate on our interactive WhatsApp at 0821-8788.723 as shown on the television screen later.

00:18And right now we are connected via Zoom with Mr. T. Herditya Wicaksana, who is a Technical Analyst at MNC.

00:24Our security, we will go straight to Mr. Didit. Good afternoon, how are you?

00:28Hello, good afternoon, how are you?

00:30Thank you, Mr. Didit, for taking the time to join us on IDX Channel.

00:34Today, the domestic market is weakening again, Mr. Didit.

00:38Over 1% and again leaving the level of 7,600.

00:43What is your analysis on the deep weakening that is happening again today?

00:48Have some previous S&B Caps experienced a significant increase?

00:54Then there is a negative sentiment from the global.

00:57The Middle East conflict is heating up.

00:59This makes investors secure profits, secure their investments first.

01:05Okay, thank you very much.

01:07That's right, Mr. Didit, for the ISG movement, the big way from a technical point of view is still in the downtrend phase.

01:14So the movement will still be heavy to go down first.

01:18And we think this is also influenced by several sentiments, both globally.

01:24If we pay attention, indeed, to heat up the conflict in the Middle East again,

01:28especially last night, where Iran attacked Israel,

01:33this raises concerns for investors about the expansion or the impact of the expansion of the conflict in the movement.

01:42Investors also shift from current assets to safe assets or safe investment instruments.

01:50As we can see from the gold price movement and the US dollar price movement itself,

01:56we estimate that it is still in the uptrend phase.

01:59And then, as we all know, indeed, some time ago,

02:04on September 25, the Central Bank of China also announced that it would provide stimulus for the industry in the country itself,

02:14which is also to revive or restart their slow-moving global economy.

02:24So there is still such a big outflow from the ISG, as we assume, to China first,

02:33where the stimulus is indeed on the way.

02:36And at the moment, the movement from the Chinese stock market is closing,

02:40highlighting the existence of golden weeks like that.

02:43Yes, it looks like it's going to close next week, sir.

02:46That's right.

02:47Yes, okay.

02:48You have explained earlier that this is also related to not only the share price,

02:52the rupee today is also tense, even almost approaching back to 15,300.

02:58With various sentiments that you have conveyed earlier, Mr. Didit,

03:02there is still a possibility that the outflow will come out of the domestic market.

03:07So where is the direction of the next joint economic movement?

03:10Is the pressure deep enough, will it continue for the short and medium term?

03:15Okay, for the short term, we see on the chart at 15 minutes,

03:19there is still room for the ISG to move stronger,

03:22at least later to test at the level of 7,568 to 7,580 first.

03:30However, with the passage of the nearest support area, which is at 7,527,

03:36we estimate that this downtrend is still likely to continue,

03:40at least later to test in the range of 7,366 to 7,460.

03:45This time it seems to be quite heavy for the movement of the ISG,

03:49where if we look at the pressures on the emitting and emitting B-Caps,

03:53especially the banks, the outflow is quite large in the movement of the ISG,

03:57some of the periods since yesterday, like that.

04:03Okay, Mr. Didit, in the middle of the weakening of the domestic market today,

04:07earlier it was also mentioned that the B-Cap stock that today is becoming a burden.

04:12I want to go to BBRI first, sir.

04:14BBRI is quite interesting if we pay attention,

04:17it went up high, then released again,

04:21yesterday it also became a support,

04:23today it became a burden again and left a level of 5,000.

04:27Analysis and recommendations?

04:29Okay, for BBRI, if we look at it from September 24th,

04:33it seems to be at the end of the uptrend in the short and medium term.

04:39And we see that the movement of BBRI itself

04:42is still moving in the downtrend phase.

04:46So we, for BBRI itself, recommend Bion Witness in BBRI,

04:51because we see that the selling pressure is still quite large

04:54with the movement of several other indicators,

04:56such as MSCD and Stock Antique, which have not yet shown signs of a downward trend.

05:01Later it can be reflected again for the lowest area today at 4,900,

05:06then the next correction target at 4,740.

05:10Both areas can be used as Bion Witness areas for the BBRI movement itself.

05:15So later, as long as it is still able to be above the stop-loss area or the support at 4,670,

05:21then we expect BBRI to have a chance to test

05:25in the area of 5,725 first,

05:28up to 5,400 to get close to the CPF budget.

05:32Okay, from BBRI we move to BMRI, sir.

05:35Today also experienced a fairly deep weakness

05:38and again, unable to maintain its position at the level of 7,000.

05:43Okay, if we look at BMRI, it also seems to be under pressure.

05:47If we look at the four banks that fell into the CAPS,

05:50however, it is still maintained by the MA60.

05:54We also see that on the other hand,

05:57MSCD and Stock Antique have not yet shown signs of a downward trend.

06:01So we expect for BMRI in the short term,

06:04there is still a chance of strengthening,

06:06at least a chance of strengthening from BMRI,

06:09later to test in the area of 7,125 to 7,300.

06:14However, as we can see, for the medium term,

06:17there is still a chance or a chance for BMRI to move to correction,

06:22at least test in the area of 6,550 to 7,750.

06:27Okay, analysis from several shares of the Pemirsa Big Cap Bank.

06:31We move to the next Big Cap Bank.

06:34There is a trend, sir.

06:35Today is interesting, accompanied by the last of the closure,

06:38back to the green zone.

06:41Mr. Didit, how do you see the reversal that happened

06:44in the brand that previously fell to 6,375 and was closed at 6,975?

06:50Are the investors returning to these shares, sir?

06:54Okay, if we look at the volume,

06:56there was an increase in the volume of purchases

07:00from the brand's movements today.

07:02So on the 1st and 2nd of October,

07:04the volume of purchases increased.

07:07However, we estimate that this brand

07:10can be used as a trading device like that

07:13by maintaining the stop-loss area at 6,350-6,375.

07:18As long as the brand is still able to be above that area,

07:21we estimate that the brand's movements have a chance to strengthen,

07:24at least not test first, the resistance area at 7,425

07:27and the next target at 8,125 to 8,900.

07:32Because if we look at it,

07:34the stop-loss area has started to support

07:36the presence of signs of an increase in the brand's movements.

07:39Okay.

07:40Outside the balance,

07:42there is a big cap share that today

07:45became a barrier for the shareholder's family.

07:48Mr. Didit, some positive-impacted shares

07:52such as the emitting of crude oil,

07:54gold, today experienced significant strength.

07:57I want to go to crude oil first,

07:59Mr. Didit, before we update the closing position of the second session,

08:02will this condition last long?

08:05Or is this just a momentary sentiment?

08:08Okay, if we look at the movement of the crude oil price itself,

08:12it tends to strengthen in today's trade.

08:15It moves at level 71.

08:17Later we can see that

08:19if the price of crude oil itself breaks from level 72,

08:23then we estimate that its strength will tend to continue.

08:28At least later to test at level 75-79.

08:33However, we hope to pay attention to it.

08:35It seems that the sentiment will also follow

08:37with the conditions in the Middle East itself.

08:40Whether this war or conflict will continue

08:43or just for a moment like that.

08:45Okay, just briefly for Medco, sir.

08:47Today, it is fast-moving at 8%, 1,400 closures.

08:51Okay, for Medco itself, we still see

08:53there is a potential for an uptrend.

08:55However, if we look at it, there is a gap in Medco

08:58at 12.95% to 13.30%.

09:01Later it can be observed for Medco itself,

09:04if Medco is able to break back from its resistance area

09:08which is at 14.05%, 14.10%,

09:11then Medco has a chance to continue to 14.25%

09:14up to 14.80%.

09:17Okay, analysis for Medco.

09:19Not only Medco,

09:20other Amiga stocks have a king.

09:22This strengthens above 8%.

09:24Then there is also Elsa.

09:26Today it is also fast-moving above 6%.

09:29And again, the investment decision

09:31is still in the hands of the IDF General.

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