August: Watch The Divergence & Overbought Pattern in JCI, Only Buy The Oversold & Good News
MARKET OPENING 31 AGUSTUS 2020 - IDX CHANNEL LIVE youtu.be/zNiZbjWcBIU via by Andri Zakarias Pembahasan saham IHSG GGRM vs HMSP, BRIS AGRO BBKP BJBR BJTM BNGA BNII ANTM MDKA INKP TKIM ACST.
WEEK AHEAD 31 AGU - 4 SEPT Link youtube: youtu.be/GuvyIws_-Pc (Click it to see)
#BFIN TOP REQUEST VIEW
#ANTM TOP REQUEST VIEW
#FREN TOP REQUEST VIEW
#BBRI TOP REQUEST VIEW (+PGAS & TLKM).
Video ini total running 8.40 menit bisa dilihat di youtube channel: Andri Zakariaa. Link: youtu.be/1hlGkKEW6ig
#TLKM TOP REQUEST VIEW (+BBRI & PGAS).
By technical analysis:
#TLKM menunjukkan kondisi bearish, selama di bawah 3.100, weak buy power, dengan demand area 2.925/2.975 & 2.650-2.750, supply area di 3.100/3.200 & 3.37/3.400 di dukung foreign net sell Rp 248 miliar sepekan ini, PER tidak begitu murah di 13x. TLKM masih mengikuti kinerja sektor infrastruktur. TLKM juga underperform vs IHSG, namun outperform vs sektor Infrastruktur.
Strategy: BUY 2.925/2.980 target 3.100, Add Buy if break 3.110 with high volume) target 3.190/3.250 stop below 2.850/2.750 (risk menuju 2.650-2.750 buy back area ). Next detail hanya ada di youtube channel Andri Zakarias. Semoga happy cuan & sukses selalu guys 🙏.
#PGAS SHORT TERM VIEW.
By technical analysis:
#PGAS menunjukkan kondisi bullish, selama di atas 1.180, dominan buy power, dengan demand area 1.220-1.250 & 1.100-1.150, supply area di 1.300-1.350 & 1.480-1.520 di dukung foreign net buy Rp 10 miliar sepekan ini, PER masih murah 10.x. PGAS masih mengikuti pergerakan harga minyak & gas dunia ↗️. PGAS juga outperform vs IHSG, bisnis energi & sektor Infrastruktur.
Strategy: TRADING BUY SELAMA diatas 1.270 target 1.350-1.400 Add Buy if break 1.425 with high volume) target 1.480/1.520 stop below 1.270/1.180 (sell if breakout ↘️target 1.100-1.150 buy back area ). Next detail hanya ada di youtube channel Andri Zakarias. Semoga happy cuan & sukses selalu guys 🙏.
Keramat! Reli 7 Hari 7 Malam, IHSG Tembus Level 5.300 Jelang BI Rate
https://www.cnbcindonesia.com/market/20200819091515-17-180705/keramat-reli-7-hari-7-malam-ihsg-tembus-level-5300
https://www.cnbcindonesia.com/market/20200819091515-17-180705/keramat-reli-7-hari-7-malam-ihsg-tembus-level-Analisa Banks BMTR MNCN di CNBC Indonesia https://www.youtube.com/watch?v=sFthT28Dk7Qhttps://www.youtube.com/watch?v=sFthT28Dk7Q
https://www.youtube.com/watch?v=sFthT28Dk7Q
#SEKTORAL 5 PART 1.
WEEK AHEAD (18 - 26 Agustus).
#TKIM
#BRPT
#PZZA SHORT TERM VIEW.
#DOID SHORT TERM VIEW
PERTUMBUHAN GDP INDONESIA YANG BELUM MENGALAMI RESESI (YEAR ON YEAR) & NEGARA YANG MENGALAMI RESESI Q1 - Q2 Tahun 2020. SEMOGA PANDEMI COVID 19 SEGERA BERAKHIR & INDONESIA BISA TERHINDAR DARI RESESI DI TAHUN 2020
Edisi weekly IHSG untuk pekan depan di youtube channel (Andri Zakarias) dengan saham pilihan. IHSG sesuai ekspektasi pekan lalu kenaikan IHSG akan terhambat oleh adanya bad astrocycle (see feed 3/8). Fokus ke rilisan lapkeu Q2 dari 3 bank BUMN yang memiliki peluang untuk angkat IHSG, di ikuti sektor Trade Agri Aneka Industri & Consumer goods (farmasi). IHSG memiliki resist di 5.187/5.246 support di 5.097/5.006/4.928, jelang data Current Account RI Q2 (10/8), Retail Sales RI (11/8).
Saksikan juga Weekly Technical
Analysis di youtube channel (Andri Zakarias): https://lnkd.in/gajNNuc (menit 17.35 - 22.35).
Watch LIVE at CNBC INDONESIA: WEEKAHEAD & STOCK PICKS 14 Agustus 15.05 WIB. Streaming: www.cnbcindonesia.com/tv.
#BWPT SHORT TERM VIEW.
#MAPI SHORT TERM VIEW.
#BBRI VS #BMRI SHORT TERM VIEW.
By technical analysis: #BBRI menunjukkan kondisi bullish, selama di atas 2.800, weak buy power, dengan demand area 2.900-2.950 & 2.600-2650, supply area di 3.500/3.550 & 3.950/4.000, di dukung foreign net buy Rp 513 miliar (28 Juli - 4 Agustus), PER 11.62x.
Strategy: BUY di atas 3.180 & 3.370 target 3.500/3.550 (Add Buy if break 3.670 with high volume) stop below 2.800/2.970 (sell if breakout ↘️ 2.800). Semoga happy cuan & sukses selalu guys 🙏.
#BBRI VS #BMRI SHORT TERM VIEW.
By technical analysis: #BMRI menunjukkan kondisi bullish, selama di atas 4.800, weak buy power, dengan demand area 5.150/5.050 & 4.400-4.500, supply area di 6.000/6.150 & 7.000-7.150, di dukung foreign net sell Rp 188 miliar (28 Juli - 4 Agustus), PER 8.1x.
Strategy: BUY di atas 5.650 & 5.800 target 6.500/6.900 (Add Buy if break 6.000 with high volume) stop below 5.300/5.000 (sell if breakout ↘️ 2.800). Semoga happy cuan & sukses selalu guys 🙏.
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IHSG merosot 2,78% ke 5.006, dua saham BUMN dilepas asing pada Senin (3/8)
Deflasi RI di Bulan Juli https://www.cnbcindonesia.com/news/20200803102518-4-177043/bps-terjadi-deflasi-01-pada-juli-2020
WEEK AHEAD
IHSG pekan lalu menguat 0.09% sesuai ekspektasi CTASaham pekan lalu, foreign net sell Rp 1.86 triliun; IHSG juga menguat 3.68% di bukan Juli, meski Foreign net sell Rp 3.27 triliun.
Analisa saham & IHSG di akhir pekan untuk pekan 3 - 7 Agustus 2020. Watch perkembangan dari lapkeu Q2 emiten Indonesia, Data Inflasi RI (3 Agustus), GDP Q2 Indonesia rilis 5 Agustus (Consensus -6.2% q/q di https://id.tradingeconomics.com/indonesia/calendar), data Transaksi berjalan Q2 & Cadangan Devisa Juli, hingga data tenaga kerja AS pada 7 Agustus consensus 1.500K di bulan Juli (https://www.bloomberg.com/markets/economic-calendar). Watch rotasi sektor & saham dari sektor finance consumer goods, infrastructure & manufaktur hingga mining (efek kenaikan harga emas $1.980-$2.000, nickel tin wait for breakout) agri (trend is bullish selama di atas 2.460 MYR); sementara basic industry, property & konstruksi di area oversold. Bad astrocycle dapat membatasi momentum kenaikan IHSG pekan ini.
Cum date dividen pekan ini: UNVR AKRA SMSM PBSA 4 Agustus WIIM MGRO PGLI ABDA 5 Agustus INTP SRSN 6 Agustus; Semoga happy cuan trading selalu guys.
*Rekap Laba (-Rugi) Emiten* *1H20 vs 1H19*
*(03.08.20)*
*BANK & FINANCE*
• BBCA Rp12.2t vs Rp12.9t
• BNGA Rp1.74t vs Rp1.98t
• NISP Rp1.56t vs Rp1.53t
• PNBN Rp1.29t vs Rp1.59t
• BTPN Rp1.12t vs Rp1.23t
• BJBR Rp807m vs Rp799m
• PNLF Rp797m vs Rp939m
• BJTM Rp770m vs Rp816m
• ADMF Rp597m vs Rp949m
• BTPS Rp407m vs Rp609m
• PNIN Rp349m vs Rp689m
• BFIN Rp332m vs Rp690m
• MCOR Rp31.3m vs Rp19.8m
• PNBS Rp1.57m vs Rp5.11m
*TELCO, TECH & MEDIA*
• TOWR Rp1.27t vs Rp1.32t
• TBIG Rp510m vs Rp382m
• SCMA Rp601m vs Rp782m
• MTDL Rp156m vs Rp152m
• MLPT Rp80.2m vs Rp52.1m
• BALI Rp31.2m vs Rp24.5m
• ASGR Rp20.9m vs Rp56.8m
• KREN -Rp24.9m vs Rp143m
• FILM -Rp33.6m vs Rp21.1m
• EMTK -Rp210m vs -Rp954m
• ISAT -Rp341m vs -Rp332m
• FREN -Rp1.22t vs -Rp1.07t
*CONSUMER & PHARMACY*
• HMSP Rp4.89t vs Rp6.77t
• GGRM Rp3.82t vs Rp4.28t
• UNVR Rp3.62t vs Rp3.69t
• KLBF Rp1.39t vs Rp1.26t
• MYOR Rp938m vs Rp807m
• SIDO Rp414m vs Rp374m
• TSPC Rp371m vs Rp331m
• DVLA Rp139m vs Rp114m
• KINO Rp119m vs Rp365m
• ROTI Rp91.4m vs Rp101m
• CLEO Rp64.7m vs Rp63.9m
• MLBI Rp63.1m vs Rp486m
• KAEF Rp48.6m vs Rp47.7m
• WIIM Rp43.6m vs Rp8.55m
• ADES Rp39.9m vs Rp30.6m
• MERK Rp32.1m vs Rp6.12m
• HOKI Rp23.9m vs Rp56.4m
• FOOD -Rp1.57m vs Rp489jt
*RETAIL*
• ACES Rp360m vs Rp473m
• ERAA Rp113m vs Rp109m
• MIDI Rp103m vs Rp89.0m
• RANC Rp52.5m vs Rp24.7m
• DNET Rp32.3m vs Rp204m
• CSAP Rp31.4m vs Rp17.6m
• DUCK Rp26.8m vs Rp92.6m
• PZZA Rp10.5m vs Rp99.6m
• RALS Rp5.36m vs Rp589m
• HERO -Rp202m vs Rp7.90m
• LPPF -Rp358m vs Rp1.16t
*PROPERTY & RELATED*
• LPCK Rp400m vs Rp210m
• DUTI Rp157m vs Rp479m
• ARNA Rp121m vs Rp102m
• DILD Rp89.7m vs Rp9.36m
• DMAS Rp78.9m vs Rp626m
• SMRA Rp10.2m vs Rp149m
• APLN -Rp3.00m vs Rp143m
• BEST -Rp37.2m vs Rp114m
• KIJA -Rp84.2m vs Rp52.2m
• BSDE -Rp89.3m vs Rp2.09t
• SSIA -Rp123m vs -Rp33.8m
• PJAA -Rp146m vs Rp71.2m
• LPKR -Rp1.25t vs -Rp1.45t
*CONSTRUCTION*
• TOTL Rp50.3m vs Rp106m
• NRCA Rp43.1m vs Rp74.1m
• ADHI Rp11.3m vs Rp215m
• IDPR -Rp126m vs Rp67.4m
• ACST -Rp252m vs -Rp404m
*INFRASTRUCTURE RELATED*
• SMGR Rp612m vs Rp485m
• INTP Rp470m vs Rp640m
• AKRA Rp431m vs Rp391m
• BUKK Rp229m vs Rp259m
• JSMR Rp106m vs Rp1.06t
• IPCM Rp54.1m vs Rp49.9m
• META Rp36.9m vs Rp92.9m
• BNBR -Rp125m vs Rp223m
• SMBR -Rp138m vs Rp7.56m
*AUTO & HEAVY EQUIPMENT*
• ASII Rp11.4t vs Rp9.80t
• UNTR Rp4.06t vs Rp5.66t
• SMSM Rp203m vs Rp234m
• INTA -Rp96.8m vs -Rp52.5m
• GJTL -Rp141m vs Rp164m
• AUTO -Rp296m vs Rp246m
• KOBX -$4.04jt vs $1.04jt
*MANUFACTURING*
• INKP $203jt vs $147jt
• TKIM $89.6jt vs $105jt
• SRIL $49.8jt vs $63.2jt
• MARK Rp51.7m vs Rp45.1m
• JECC Rp2.66m vs Rp45.1m
• ISSP Rp2.63m vs Rp52.4m
• NIKL $290rb vs $2.41jt
• KBLI -Rp89.8m vs Rp177m
• ESSA -$6.77jt vs $4.23jt
• BRPT -$8.88jt vs $10.9jt
• TPIA -$29.8jt vs $32.9jt
*TRADE & SERVICES*
• MIKA Rp289m vs Rp359m
• SMDR $4.92jt vs -$21.9jt
• BLTA $2.36jt vs $698rb
• SOCI $2.04jt vs $9.98jt
• PRDA -Rp12.1m vs Rp81.7m
• BIRD -Rp93.7m vs Rp158m
• BLTZ -Rp185m vs Rp41.1m
• SILO -Rp129m vs Rp4.89m
• GMFI -$99.3jt vs $7.15jt
• GIAA -$713jt vs $24.1jt
*OIL & MINING RELATED*
• BYAN $69.2jt vs $179jt
• INCO $53.1jt vs -$26.2jt
• HRUM $21.9jt vs $12.7jt
• ANTM Rp84.7m vs Rp428m
• ZINC Rp41.9m vs Rp113m
• KKGI -$826rb vs $2.28jt
• TINS -Rp390m vs Rp205m
*AGRICULTURE & POULTRY*
• CPIN Rp1.65t vs Rp1.73t
• AALI Rp392m vs Rp43.7m
• TBLA Rp321m vs Rp359m
• JPFA Rp155m vs Rp829m
• LSIP Rp91.9m vs Rp10.5m
• SIPD Rp10.4m vs Rp31.0m
• SIMP -Rp301m vs -Rp310m
• BWPT -Rp417m vs -Rp491m
***
