- 1 year ago
"Saksikan tayangan kami Official Youtube IDX Channel di Program 2nd Session Closing, Selasa (11/03/2025) dengan Tema Analisis Saham SSIA, BBCA, BBRI, BMRI".
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00:30The first one is SSEA, recommended by 850, resistant up to 1085.
00:41Then from Big Cap Bank, there are three that are recommended.
00:45BBCA, recommended by On Witness, supported up to 9000, resistant up to 9200.
00:51BBRI, also recommended by On Witness, 3800, resistant up to 3990.
00:59Then from other Big Cap Bank, there is BMRI, also recommended by On Witness, supported up to 4750, resistant up to 5050.
01:09Four options that are recommended, and again, the investment decision is still in the hands of the ADI Channel.
01:16Mr. Hari, let's go back to the first option, SSEA.
01:21You recommended by this.
01:24I tried to check the chart throughout today's trading.
01:28SSEA seems to be a strong enough stock today, returning to the green zone,
01:34even experiencing significant strength at 8.99% in the middle of a weakening in the Samkabungan index.
01:40Analysis and considerations for SSEA. Mr. Hari.
01:44Yes, SSEA is one of the options that I gave today.
01:52Why is that? Because technically, if we look at it,
01:56SSEA has been sideways for several days.
02:01And to be more precise, from February 11th until now, it has not gone up or down, it is sideways or consolidated.
02:13And today it broke out.
02:16This is what we are looking for.
02:19So when we meet a breakout like this, it is often the beginning of a bull market.
02:27And thus, we can determine now that the SSEA target can reach the next resistance.
02:39And that is at level 10.75-10.85.
02:54And the target is still far away, right?
02:57Yes, 10.75-10.85, but the support is at 8.50, so it is close.
03:10Therefore, the risk-reward ratio is very good.
03:13The risk is small. If it goes down, the stop-loss is not big.
03:17But if it goes up, it goes up far, Mr. Dave. 10.85.
03:21How much is the buy?
03:24This is already buy.
03:26At today's closing level, right?
03:27Yes, at 9.70.
03:28Okay, buy.
03:29Yes, today's closing is also buy.
03:31Yes.
03:32While the first SSEA is recommended to buy with resistance 10.75-10.85, the support or stop-loss is at 8.50,
03:41and it is recommended to buy at the current price or today's closing.
03:44From SSEA, we move to the second choice of pick-up banks,
03:49BBCA, but more towards buy-on-witness.
03:51The latest update, Mr. Hari.
03:53The gap in the supply-index of joint-stocks seems to be contributed by the reversal of the direction of some of these pick-up banks.
04:02The pick-up bank that you recommend is BBCA, sir.
04:06Analysis and recommendations for BBCA.
04:10Why is BBCA an interesting asset for long-term investment?
04:20Because in terms of growth, it is difficult to find a company like this.
04:29So, if I show you the data of BBCA financial reports, it shows that the net income continues to grow,
04:37since 2015, 2016, 2017, and continues until now.
04:42It means that for the last 10 years, it has been growing,
04:46and the growth has been more than 20%.
04:50Starting from 2022, 2023, 2024, the net income growth has grown more than 20%.
04:57It is difficult to find an emitter whose growth is like this.
05:02Well, it means that in terms of assets, this is a growth stock.
05:09But the problem is that because of market sentiment, the price has been suppressed.
05:16Well, this means, if I can analogize it, it is similar to when we are walking to the mall,
05:26we find a Rolex watch, for example, but it is at a 50% discount.
05:33This is something that we buy to save for the long term.
05:40So, don't talk about next week, next month, but talk about 10 years from now.
05:46It will definitely grow.
05:49Mr. Hari, in today's closing, the flag is 8925.
05:53Technically, your support is at 9,000. Is there any revision?
05:57Or how about BBCA?
05:59No.
06:01Below 9,000, BBCA is undervalued.
06:07The technical support is at 8,425.
06:15And the resistance is at 9,200.
06:18Okay, at what level?
06:21For investment, this is okay.
06:25Below 9,000 is buy on weakness.
06:28Okay, from BBCA, let's move on to BBRI.
06:31You also recommend buy on weakness.
06:34I will try to convey the closing update of the BBRI stock in the second session today.
06:39Closed, back to strong at 0.80%.
06:42At 3,790, it's the same as the stock price earlier.
06:47The weakness is more limited.
06:49Will the short-term BBRI continue to strengthen, sir?
06:53Analysis and recommendations for BBRI.
06:56Yes, the challenge is that BBRI has resistance at 3,990 if we talk technically.
07:03But again, for investment, we don't talk technically.
07:07If we talk about investment, then we talk about the valuation.
07:12The current BBRI valuation is very undervalued.
07:17And if I can show it first, the price-to-book ratio is very attractive.
07:28It is only at 1.8 times the book value.
07:33And it's hard to find a condition like this, 1.8.
07:39It only happened in 2009 when the US Supreme Mortgage crisis.
07:47Then in 2020, we know that 2020 is COVID, sir.
07:52And now there is no COVID, but the valuation has returned.
07:56Like when it crashed during COVID and when it crashed because of the Supreme Mortgage.
08:03Today, there is no Supreme Mortgage, there is no COVID, and the BBRI valuation has returned to as cheap as it was in 2002.
08:15The recommendation, sir, with the reverse of what happened today, closing at 3,790?
08:20Below 3,800, BBRI is a buy on weakness.
08:26Below 3,800, buy.
08:30Okay, today's closing at 3,790, reversing to 0.80% for BBRI.
08:37We move to the last option, sir, still from BMRI.
08:42As we know, BMRI is one of the banks whose net sales are quite high, at least in the last quarter, sir, for BMRI.
08:51Please, the technical.
08:54Technically, the support is at 4,550, then the resistance is at 5,050.
09:02But in terms of valuation, it is the same as BBRI.
09:07BMRI is also very attractive.
09:10Why?
09:11Because Bank Mandiri currently has only 1.56 times the book value.
09:17All big cap banks whose valuation is below 2 times the book value are attractive, sir.
09:26This 1.56 is very rare to find an opportunity like this.
09:30Yes, it's the same as what I said earlier in BBRI.
09:34It only happened during the Supreme Mortgage in 2009, then again in 2020, and now.
09:45The question is, are we now in COVID?
09:49No, sir.
09:50Everything is fine.
09:52Can we go straight to the technical, sir, for today's closing at 4,740?
09:59Technically, as I said earlier, the support is at 4,550 and the resistance is at 5,050.
10:08At what level?
10:11On weakness, below 4,800.
10:14Okay, today's closing is at 4,740.
10:18There are four options recommended by the shareholders.
10:21There are SSEA, BBCA, BBRI, then also BMRI.
10:24And again, the investment decision is still in the hands of the IDF Channel shareholders.
10:29Okay, Mr. Harikita Holt, first of all, I will try to provide an update on the closing of trading in the second session today.
10:36Where the position of Indekarga Samkabungan in the closing of the second session today,
10:41the shareholders are still under pressure, but it has begun to be limited to 0.79%.
10:46And closed at level 6,545.850.
10:50Intraday, it was pushed to 6,499.041.
10:56The highest intraday today at 6,598.509.
11:00Let's just go straight to the first graph.
11:02We will try to see the position of the closing of several other indexes by the shareholders.
11:07Such as MNC36, Jakarta Islamic Index, and there is also LQ45.
11:11MNC36 is pressed at 0.71%, Jakarta Islamic Index is closed at 1.97%.
11:19LQ45 is weak at 1.06%.
11:23Let's move on to the next graph, sectoral movement rotation.
11:26Technology is still strong at 4.01%.
11:29Leading sectoral strength, there is DCEI, which is back today.
11:34Then the stock market is still weak at 2.97%.
11:38Non-primary consumption is pressed at 0.86%.
11:41Primary consumption is weak at 2.16%.
11:44The next graph, today's SAMSAM, which is still in the green zone.
11:48In the middle of the weakening of the industry, there is MINA, which is still strong at 254.
11:53Antam is back to 1,520.
11:56SACCA, we also had a chance to review in the election.
12:01And today it's up to 630 rupiah.
12:05The last graph, SAMSAM, which today experienced a deep weakness and became a burden.
12:10There is GOTO, which is pressed at 80%.
12:13Today ANJLOG is quite deep at 1,880.
12:16There is a weakening at 1,850.
12:19And MDKA today is also pressed deep at 1,310.
12:23Updates on the SAMKABUNGAN movement and other trading data.
12:28Hopefully it can be a reference for you, especially in the face of trading in the coming days.
12:38We will be back and stay in your place.
12:40Some questions have entered our interactive WhatsApp.
12:42We will try to review one by one and we will be back in a moment.
12:46We have reached the last segment and thank you for staying with us.
12:50Let's continue.
12:51We have limited time.
12:53Let's go straight to the first question.
12:55Mr. Jason from Jakarta.
12:57Asking about PNLF stock.
13:00PNLF.
13:02Today it's quite deep at 5.26%, at 324.
13:06Support and resistance next.
13:10Support is at 310.
13:12Resistance is at 392.
13:16That is the support and resistance next.
13:21Is it still a downtrend?
13:22It is clearly a downtrend.
13:25Is it still recommended?
13:26No, sir.
13:28No.
13:30Let's go to WNNC first.
13:32What is the consideration?
13:34Will the correction continue for PNLF?
13:39This is because...
13:41Let's see.
13:43It has rebounded from its lowest point temporarily on February 28.
13:53But today, the strength is weakened again like this.
14:01If it is unable to break through its highest point or continue its rally,
14:10then the next possibility is that it will continue its bearish.
14:17And as I said earlier, the support is at 310.
14:23If the support is broken through at 310, then it will continue its bearish market.
14:31Okay.
14:32Next, let's go to Mr. Raisya from Jakarta.
14:34Asking about Big Cap Banking.
14:36We have reviewed the DBCA earlier.
14:38But the question is a bit different, sir.
14:40Will it do RUPS?
14:42What is the prospect?
14:44Maybe there is a dividend certainty in this matter.
14:46Will it be able to raise the price?
14:47At least in the medium term.
14:49Yes.
14:50Okay.
14:52We know the dividend, sir.
14:54It must be clear first.
14:56If they decide to divide the dividend,
15:00then at the ex-date, the price of the stock will be corrected as much as the dividend is divided.
15:07Yes.
15:08Yes.
15:09It doesn't mean that we accept the dividend like that and then the stock stays still.
15:14No.
15:15The stock will be corrected as much as the dividend is divided.
15:18So, if, for example, the dividend that is divided is getting bigger,
15:22then the correction that happened that day,
15:25or the price adjustment, to be more precise,
15:27it will get bigger as well.
15:31Because the dividend division is not a reversal or bullish reversal pattern.
15:38No.
15:40So, if your goal is to invest, then good.
15:46Why?
15:47Because it doesn't mean that we don't take care of it.
15:49If it wants to go up or down, we have to think about it.
15:52Because we see it 10 years ahead.
15:55But if they divide the dividend, it means we get money.
15:58We get cash money.
15:59Okay.
16:00We don't lose our stock, but we get passive income.
16:02Right?
16:03Right.
16:04Next, there is Mr. Andrew from Tanggrang Selatan, sir.
16:06He also asks about Big Cap Stock.
16:08He wants to ask, if I want to sell BBNI and Mandiri,
16:12and buy it from BBRI, sir.
16:15The price of BBNI and Mandiri.
16:18BBNI at IDR 4,300.
16:22BNI at IDR 4,300 and Mandiri at IDR 6,500.
16:26What is your recommendation?
16:31It depends.
16:33The goal is, why does it switch?
16:36Is it because of the valuation or what?
16:39If we talk about valuation,
16:41BBNI's valuation is even lower than BBRI.
16:45Let's talk about BBNI.
16:49BBNI's valuation is only 1.02 book value.
16:54It's rare to find an emitter whose valuation is 1 book value.
16:59And that's BBNI.
17:01And Mandiri too.
17:03If we compare it with Mandiri, Mandiri's valuation is higher than BBRI.
17:07Even though both of them are good.
17:09Mandiri, BNI, BRI.
17:11In terms of valuation, they are all cheap.
17:13Because of that, it depends.
17:15For what?
17:17For trading, I don't see why it should be like that.
17:22Because there is no signal.
17:24Maybe I try to guess, Mr. Hari.
17:27In the middle of a deep correction,
17:29it continues to decline.
17:31Maybe it's because of the patience of the investors in this matter.
17:36Yes, that's right.
17:38Okay, let's move on to the next question, sir.
17:40This question is for Telkom.
17:42This time, you don't mention the name and location.
17:45Is there a chance for Telkom to return to 2,500?
17:50Not yet.
17:52I haven't seen it yet.
17:54Telkom's support is currently at 2,350.
17:58And it almost touched that day.
18:01It touched today.
18:03But then it was closed at 2,370.
18:06Is there a chance for Telkom to return to 2,500?
18:10Yes, it's quite wide, sir.
18:12Maybe it touched that day.
18:14Yes.
18:16I haven't seen any signs there yet.
18:22If it touches 2,500, it's short, sir.
18:27If it touches 2,500,
18:29it should have been cut since 2,400.
18:35It should have been cut.
18:39Telkom doesn't mention the name and location.
18:41And it seems to be the end of our interview for this time.
18:43Thank you for those who have participated in our interactive WhatsApp.
18:46And please join us again at the same time and in the same program
18:50in the next trading day.
18:52Mr. Hari, thank you for participating, sir.
18:57Yes, thank you for the invitation, Mr. D.
18:59Okay, thank you for Mr. Hari Suwanda, CEO of Aquila Trading System.
19:02And don't forget to watch the Prime Market Highlight program
19:05which will air at 8.20 p.m. WEST INDIAN TIME.
19:08Because the future must move forward.
19:10I am Investor Saham.
19:11I am David Sanoval.
19:12Goodbye.
19:13See you again.
19:32Transcription by ESO. Translation by —
20:02you
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