Potensi Dividen Jumbo dan Rencana Buyback Saham Perbankan Big Caps Bangkit

IDXchannel

IHSG +2,12% di sesi I Senin (17/2) ke level 6.779,134. IDX-Basic +2,84%, MDKA +11,21%. IDX-Energy +2,60% RAJA +10,42%, RATU +19,87%, dan IDX-Property +1,75%, PANI +3,20%. Dari sisi saham, emiten BMRI +5,37%, BBRI +3,63% sebagai penopang utama kinerja IHSG di 24,58 dan 21,51 indeks poin. Penguatan signifikan terjadi di tengah rencana perseroan akan melakukan buyback saham dan potensi dividen jumbo kinerja 2024.

Transcript

00:30Hello Mr. Joseph, good afternoon. How are you?

00:36Good afternoon, Mr. David.

00:38Thank you, Mr. Joseph, for taking the time to be on IDA Channel.

00:41Mr. Joseph, today, the Samkabunga Index has experienced a significant increase.

00:46How do you see, especially from a technical point of view, the rise of the ISG throughout today's trading?

00:55The rise of the ISG today is actually supported by stocks in the banking sector.

01:01This is a significant increase.

01:03As Mr. David said, BRI, BCA, Mandiri, all of them have a significant increase.

01:10And if we look at stocks with other major market capitalization, such as BREN, for example,

01:16it also has a significant increase today.

01:19Today, BREN has a position of around 7,000.

01:24So, with a large capitalization, it certainly has a big impact on the ISG.

01:29So, there is indeed a rebound.

01:32But, from my point of view, we still need to be careful.

01:37Because until the end of last week, as long as last week,

01:41since this is just the beginning of the week,

01:43as long as last week, the outflow from foreign investors to banks is quite large.

01:49The only one that has experienced a boost is, if I'm not mistaken, only BRI Syariah,

01:54which has entered the top inflow.

01:56Like that.

01:57BRIS, sorry, it's already changed its name.

02:01So, that's all.

02:03While the large capitalization has already experienced a sale from foreign investors.

02:10So, we need to be careful.

02:12And especially, we can see later,

02:14whether foreign investors also support the rise of the ISG today.

02:19Like that, Mr. David.

02:21Okay.

02:22Does it mean that there is a risk of profit-taking in the middle of today's significant strength?

02:27If we look at it from a positive perspective,

02:31I don't expect profit-taking to happen today.

02:35I actually hope that today foreign investors will support the movement of the ISG.

02:43That's from an optimistic perspective.

02:45But again, we will only be able to see it after the market closes.

02:49So, hopefully, today, in the midst of this significant increase,

02:54the inflow is also large.

02:56Especially in stocks in the banking sector.

02:58Like that, from me.

03:00It means that we are waiting for it together, right?

03:02I mean, not today.

03:04The profit-taking.

03:05Because in the last few trades,

03:07the share price has increased significantly in one day.

03:09And tomorrow, it will experience profit-taking again.

03:12But we don't expect it to be like that.

03:14And the strength will still continue.

03:16Hopefully.

03:17When the scenario is that the share price continues to strengthen,

03:20what will be the next resistance?

03:23For the next resistance,

03:26for the ISG,

03:28looking at the momentum,

03:32this is probably the closest resistance.

03:34At the psychological level, at the level of 7,000.

03:40So, to make the ISG reach that level,

03:44it needs funds from foreign investors.

03:48Especially for stocks with large capitalization.

03:52So, if you look at it technically,

03:55and hopefully, we see the inflow from foreign investors this afternoon,

03:59in my opinion, 7,000 is possible to be achieved.

04:04Okay. Let's go straight to the BK Bank, Mr. Yosep.

04:08Significant strengthening has occurred.

04:10Aside from the technical side,

04:12Fundamental will do buyback and there is also a potential dividend.

04:16The RUPS will do it next month.

04:18How do you see the expectations from the market players?

04:22Actually, if you look at the emittance itself,

04:25they want to do buyback,

04:26this is actually a positive indication, right?

04:28That they are also confident with their company's performance.

04:33And in addition, they also want to divide the dividend

04:36by increasing the ownership by increasing the share portion.

04:41That means the dividend they will receive will also increase.

04:45So, if we look at it from the perspective,

04:52it means that the company is also confident with their performance.

04:57But it's the other way around.

04:59The share price is actually a perception.

05:01I mean, when foreign investors assume that

05:05the condition is good in terms of financial reports,

05:09but we see other factors,

05:12it can be very influential.

05:14So, if we look at the current condition,

05:17it's more of an external factor than an internal one.

05:20That's what we can pay attention to.

05:23Okay, 5.425% is stronger than 5.85% after the closing of the second session today.

05:29Technically, in the short and medium term,

05:31where will the trend go for BMRI?

05:34For BMRI itself,

05:36in the medium term,

05:38we can see an increase in the last few days.

05:43Maybe there will be a correction first,

05:45but the target price that can be set is maybe 5,900.

05:53It can be set with support at 5,000.

05:58Support at 5,000 is the psychological number.

06:01It can also be set.

06:03Okay, let's move on to the other big cap banks.

06:06Mr. Yosep, for BMRI,

06:08today it's back above the level of 4,000.

06:12Okay, for BMRI itself,

06:14this is actually quite worrying,

06:16because at the end of last week,

06:19the outflow of foreign investors to BMRI is quite large.

06:25I don't think BMRI will experience a rebound this soon.

06:31Again, the market is moving in a volatile way.

06:38If we look at the outflow as big as it was yesterday,

06:42in my opinion,

06:44the momentum right now is a bit dangerous.

06:48It's better to take advantage of it to go out.

06:50But if later in the afternoon,

06:52there is an inflow again,

06:54it's not wrong for us to start buying again at BMRI.

06:58It's already cheap at 4,000.

07:00At this year's level,

07:02we're back to the level of 2,021.

07:10Analysis for BMRI,

07:12which today also experienced an increase of 4.0% at 4,030.

07:19And earlier, the support and recommendations,

07:22and again, the decision to invest,

07:24is still in the hands of the ITX channel.

07:26Moving to BBCA.

07:30For BBCA itself,

07:32in the last few days,

07:35the outflow for BBCA is still visible.

07:40But if we look at the technical target,

07:46in the medium term,

07:48maybe 9,500 can be achieved.

07:50If the momentum is like this,

07:53it will continue to be maintained by foreign investors.

07:59The closest resistance first?

08:01At 9,500,

08:05and for support,

08:07which can be observed at the level of 9,000,

08:10it can be used as a reference.

08:12The closing today at 9,325 is 3.90%.

08:18For BBNI, sir?

08:20For BBNI,

08:24BBNI,

08:26maybe if we look at the target price,

08:33the resistance is maybe at 4,900,

08:37and the support that can be observed is at 4,100.

08:42If it exceeds 4,100,

08:44the bearish trend may still continue.

08:50What is your recommendation for BBNI?

08:54Actually, it's almost similar for all banking sectors.

08:57If today there is an inflow,

09:00usually there is rarely a difference,

09:03maybe once or twice.

09:05If there is an inflow,

09:07in my opinion,

09:09we can be optimistic

09:11that the trend of direction reversal will continue for a week or two.

09:17Before we end,

09:19Mr. Yosef,

09:21we will try to review the brand first.

09:23Today, the resistance is above 14%, sir,

09:25already at 7,000.

09:27It was quite deep,

09:28but it failed to enter the BSCI index.

09:30How do you see the rise of the brand share,

09:32especially for today,

09:33and the recommendation?

09:35Actually, for the brand itself,

09:37the case is that

09:40this brand needs a bigger buyer

09:43than the local individual investor.

09:46So they need to enter large indexes

09:49to be able to share positions

09:54with large investors

09:56who need to enter clean energy sectors

09:59such as brands, for example.

10:01So if we look at the current position,

10:05this may be very subjective.

10:08For example, if we look at Mr. Prayogo Pangestu,

10:11individually, it has entered several times,

10:13and the average purchase level is 6,600.

10:17So maybe we can make it a reference.

10:19If we can buy below that level,

10:22it means that our portfolio position

10:28can be better than Mr. Prayogo's personal portfolio.

10:32Okay, is it still recommended?

10:35For now, it's a buy on weakness.

10:38Looking at the current position.

10:39Yes, the closing in 2025 is strong at 14.23%.

10:43And again, the investment decision

10:45is still in the hands of IJX Channel.

10:47Mr. Yosef, let's talk about the data first.

10:49We'll see what you recommend.

10:51And we'll be back in a moment.

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