Saham Hari Ini 2 Juli 2025: Saham Komoditas Mellow, US Stocks Ada yang Oke?

0:03 Okay, let's just start tonight's live on Toktok, on YT. If you want to see the chart, you can go directly to Igoy. Okay, guys, pay attention here. Pay attention here. Wow, this is disco, this is disco, this is disco. Pay attention here, all my friends. Hey, this is the IHSG. Well, yesterday we had a picture of a down trend line like this. So, this down trend line was obtained from the high on June 11th, then it continued to drop, this is one line and finally yesterday, July 1st, it

0:49 touched it again and then it fell. Then it fell. It only fell a little. Today it's down a bit. Yesterday, someone said why is the IHSG red? Yesterday, it was red from when it went up first and then it went down. That's why it's red. But today it is indeed lower than yesterday's trading. And today, the nominal market value transaction in the regular market is around 9.1 trillion. Then foreigners netted 386 billion, the majority of which were sold were BCA shares, 7 billion were still profit taking, then BRI 97 billion, not much, BRMS 82.1 billion and BRPT 61.5 billion, the net profit was

1:35 30.1 billion, so it was around 9.1 trillion in the regular market. If it's in the negotiation market, it's 1.8 trillion. So there are BCA and SSIA ladybug shares that are widely traded on the e- negotiation market. BCA itself today in the negotiation market is 235 billion, ladybug shares billion. Okay, then guys let's see here. Okay, pay attention here, friends . Hey, this is yesterday when we discussed the

2:22 IHSG Mantul, if you follow my live, we discussed that the IHSG bounce is temporary. The bounce in question is the increase from June 23 to July 1. For friends who are on a diet, you may be confused as to why. Because there is no picture. But if you look at my ego, it's very clear what I mean. So, what's next, Pat ? Yesterday we estimated that the path would go down to level 6801. Maybe there would be a slight bounce and then who knows where. So, in my estimation, it is actually still consolidating or sideways, waiting for July 9. If the news on July 9 is bad he could fall again. But if

3:09 the news is good on July 9th, he can go up. Well, as of today, the news about Trump's tariffs is still uh, good or not good, good or not good. Then, there's something new. Trump passed a $ 3.3 trillion tax and spending bill in the Senate. It includes massive tax cuts, but also cuts to social assistance and increases military spending. What does that mean? Cutting taxes is actually one way to boost the economy. Usually, if you want the economy to move actively, be hotter, and have a more advanced economy, apart from cutting taxes, you will also give BLT or large social assistance . Well, but this time it's taxes that are being

3:55 cut, social assistance that is being reduced so the impact on the economy is actually not that big. If taxes are cut, Trump actually wants American companies to be more active. So many people are more active in investing or starting businesses in America. Something like that, huh? So what is deducted is the tax or business tax. Then Trump also increased military spending. Well, this condition could make America's debt swell even further. Bond interest rates could rise and make it difficult for interest rates to fall. Even The Fat could be forced to raise interest rates again if inflation rises. So it's useless for Trump to be angry with Jerome Powel if he continues to

4:43 make inflation rise. Well, then what's interesting is that Trump is threatening new tariffs on 200 countries again . So, Trump sent a threatening letter ahead of the deadline, eh, to around 200 countries containing new trade conditions with a deadline of July 9. So, these are actually quite stressful times for many big investors. It is not surprising that since the end of May the stock market has slowed down a bit. That's why we can't use the titen technique or whatever . Eh sell in May and go away. May is down. Eh, May, it turns out that it actually went up and

5:29 closed up. Well, June actually went down. Why? Because actually in June, big investors have anticipated that the tariff war will heat up again. Well, so the world is a bit anxious or a bit panicked because the American market is really big. Well, then the package is diplomatic, but what it actually contains is pressure. Where Trump called the letter a great honor but the content was clearly a threat. So, if you want to continue exporting to America, you have to follow the American conditions, you know. If you fail to meet the requirements, the economic sanction is a higher tariff. Well, so this could have a negative impact not only on stocks but also on crypto. But

6:15 in my opinion, friends, don't panic, don't stress first. If we look at Trump's habits in recent times, he likes to play bluff, scare people and then give them something nice, scare them and give them something nice, scare them and give them something nice, something like that. Keep bluffing, okay, bluff again, okay, like that. So it seems like that's his negotiation technique, a drunken god technique . Okay, then regarding the Trump tariff update, I already gave some additional updates to Japan, for example, Trump threatened to increase tariffs on cars and steel by 30 to

7:03 35%, whereas previously it was only 10 to 24%. Negotiations are still ongoing but still tense, right? Okay, then eh Indonesia. Now from Indonesia before I get into stocks, the projection for Indonesia's economic growth was revised or cut from 5% down to 4.7%. So, President Prabowo's dream of 8% economic growth in the next few years might be a little bit hampered, right? So it's slowing down a bit. So why did it go down? According to our Minister of Finance, Mrs. Sri Mulyanih, the economy in Indonesia, eh, in the second semester of 2025, will potentially slow down a bit . So, the total for a full year will probably only be stuck at

7:49 4.7 to 5% from the previous estimate of 5.2%. Interestingly, all international institutions such as the World Bank and IMF also provide the same or similar predictions, namely only 4.7% for 2025. So yeah , this condition is still very normal . Okay, now let's see what condition some stocks are in. Tonight I will be live for a long time. Why do you feel dizzy after swimming? This baby is like me. A bit windy. I got hit by the Bali wind and I'm feeling dizzy and want to sleep. Okay, yeah. So pay attention here,

8:35 pay attention here, okay? Yes, it doesn't need to be long, the important thing is to be straight forward and to the point. This BBCA is down but still hasn't reached the support of 8475. If you remember in the live for the last few days, a week, the last 2 weeks, the number 8 475 was mentioned as a fairly sacred support for BBCA, right? This E is quite sacred for BBCA. Then 83 also supports sacred. E I think there is nothing to be afraid of. Sacred support can be penetrated up to 83, just get ready for the money, you've watched it live often too. Then it's for investing. Well, then for BBRI there was some news yesterday, two or three days ago we also

9:21 discussed BBRI's financial report which was slowing down, which is not surprising. Why was it predicted from the beginning of the year that banking in Indonesia would slow down this year? Even BCA's guidance for credit growth in 2025, if I'm not mistaken, is only 6%. But it turns out that until today it is much more than that figure for BCA. Okay. Okay. Then then ee

10:13 Okay. Then pay attention here, BRI support is 3,600, it will be touched soon. This is what it looks like if it keeps bouncing like this and then if it goes down again, that is still normal and okay. For those who are investing, there's no need to be upset because yesterday you just got a fairly large dividend. So, if you do that, maybe you'll just enjoy some trading. BMRI and BBNI I will be quick. BBRI, BBNI, ee BMRI, BBNI, BMRI, support 46 can be touched. Then BBNI ee BBNI supported it for a while, tuing tuwing tuwing going round and round first. Eh, BBNI supports 3990. 3990 has been reached as of today.

11:01 Then there's ee 3670, yes, that's the next support which is quite far away. It's not necessarily going to be touched, but eh, like we said before, when Trump is the president, even banking stocks can move like second liner stocks, eh, they can be used for trading, it takes patience. Okay, yeah. Then ladies and gentlemen, ladies and gentlemen again. Okay, let's take a look at some of the stocks that are active today. Uh, before I want to discuss TWR, I want to discuss another stock today that drove the decline. BRPT brand E's profit wants to IPO CDI, usually the group e goes up but this time it goes down like that, ee this time it goes down so

11:46 this profit could go down to 11250 if we look here ee maybe it could also go up to 11,000 thousands if we look at the chart and then we see the brand, its pattern is also down, eh, so we avoid it for now. Then, uh, BRPT, which yesterday had risen quite high together with TPI, eh, I went around first, loading and loading the charts on the toktok-tok, I wanted to see the charts on Igo, OK? Igo I'm elenm_official. Come on, come on. Hotel Wi-Fi. Come on, Hotel Wi-Fi. Twing-twing. How is it, Brt? Yes, earlier did you want to see BrT or

12:31 brand? Brt. Okay, yeah. Yes, this is Brt, Barito Pacific Tbk. Hehe. Come on, kid. Okay, Barito Pacific Tbk, eh, this has just gone down a little, 4.53%, but we are avoiding it for now and being careful . So I don't know why the money went to CDI. Ah hehe I don't know, maybe that's what other people say, but not me. Hey, you can't be presumptuous. Okay, then let's look at Indonesia. Today, many of the stocks are

13:19 stuck. We can see that only TWR is actively moving. Look, TWR suddenly ran away really fast. TWR, what's up TWR? Friends on Tok-tokok on YT, look here. TWR shares want to issue 8.1 billion at a price of Rp680. Well, 680 is way above that, way above that. Then, mm, TWR's rate issue is at a high price, it is planned to sell 8.1 billion new shares at a price of 680 per share, right, that's the rate issue. In fact, the market price is 550, or 23.6% more expensive

14:04 . Wow, those who buy this ee already have standby buyers. Well, the standby buyers are willing to buy at a price above the market price. Why not just buy it at the market? It's cheaper in the market, especially since this is a public market. Why don't you just buy it at the market? That's why the shares are also going up today. Okay, then the important dates for the TWR CAMD and XD rights issue on the regular market are July 8 and 9 . CAMD and XD cash market July 10 and 11 . Usually, if there is a rights issue, the effect is negative dilution to the share price or negative dilution to the

14:51 actual shareholders. So, for example, if you have these shares and then they do a rights issue or issue new shares, then when you get dividends, you usually get a certain amount, the dividend calculation per share can get even smaller. Did you catch it? For example, the number of shares is ee R1 million, right? So the profit is divided by R1 million. Okay. The profit to be distributed to shareholders or dividends is divided into R million. Then, for example, if there is a rights issue of 1 million more shares, the total shares will be R million. So, with the same profit that was to be shared earlier, if it was divided by IDR million, it would be more, right? If you divide it by 2 million, it will be less, right? So the dividend per share becomes

15:36 less. If the dividend per share is less, then what retail investors receive or the dividend yield is also less. Something like that. That's why, for example, if you have one share, if it is for long-term investment purposes, if you don't redeem it, the right will be negatively diluted. That's it for the story about rights issues in general. Something like that. For TWR itself, technically today it rebounded, eh, broke out and there was speculative buy on breakout in trading. Then mm the number of job vacancies in America increased by 374,000. So the highest figure since November 2022 shows that the US labor market is still positive and

16:24 could cause inflation to rise slightly . So that's the pair. Okay, yeah. Then, it's still from the TWR needle group, right? It's still from the needle group that just bought the halal haal. What is this thing ? Just finished buying halal. Yes, that's Hermina Medical. So the chart is in an uptrend but the liquidity is a bit lacking. There is more news that the Jarum group is tendering over data shares. E4, a subsidiary of Towr, wants to buy more data shares through a tender over. So the data is eternal youth TBK like that. So is

17:11 this stock worth watching or not? Eh, if I prefer to use the TWR more. Liquidity is a bit lacking here. Okay, yeah. Then, I want to update several commodity stocks that we saw were interesting a few days ago. One of them is ADMR. This was hit by stop loss. So, if there is a stop loss, it's also discussed, but the stop loss isn't discussed, right? So there is a stop loss. Why are we still discussing stop loss? Stop loss is not a taboo. Today fell with a decent transaction volume, although not as big as May 19th. This is subject to stop loss at ADMR. But because of this support, there is MA 100. Yes, the support is always there. But if it gets

17:57 supported, I mean, if it gets supported while tailing like that, that's okay, but if it just tails like that, or if it drops a little bit, the volume is small and can hold it for a bit, that's okay. But if we get support for a model like this, we'll choose to CH first. And friends, when your trading money management is set up, what should you do? Don't use your feelings when you're feeling confident, just like ADMR. At that time, I was really happy. So this is step 1 2 3 right above 985. But eh I try to be disciplined with the money management that I use for trading as I

18:43 teach in Mtrade, which is money management that is spread the same for trading. So no if you are very confident, if you are not very confident. So when he fell here, he was n't hurt. Why cutlos? Earlier, I also cut my losses like that. No hurt feelings. Which is bigger, investing or trading? When the market crashes, and Big Banks' shares fall heavily, I invest more when the fall is particularly large . But if the Big Banks have risen high or have risen slowly, I prefer trading. Because when conditions are like that, the market is in an uptrend, so there is more room for trading. It's something like that on Toktok, those who are DT can go to IGO to

19:29 see the charts. Well, friends, stocks in Indonesia today are a bit slow. I want to show you a little bit, okay? Eh, we are currently observing several US SKs. And US Talk is actually very, very easy to access in Indonesia right now. Here are some of the stocks, the choices are actually more numerous, you know. It's not just like some Indonesian stocks when the market is quiet and we force ourselves to buy. This is an example of a disclaimer. It's not a buyer recommendation, but we are starting to see some stocks starting to break out from their sideways movement from stage 1 to stage 2. This is an example of United Health Group. Then there are MERK and Company, some stocks from the health sector. There were also

20:17 signs of accumulation starting on June 27th and on July 1st there were signs of accumulation reversing direction from a downtrend to an uptrend. Well, this can be noted, especially for Mtraders who already understand the knowledge of Mtrade, their Mtrade knowledge can really be used for this market. Then there is MRNA, not Simirna but Moderna. So these are companies from the healthcare sector. We are watching the US health sector. Pay attention to this, this is a potential breakout from level 28 . So, eh, friends, you can wait and sit there. Eh, it's not a sell, but we see that it was previously trending down a lot and now there are signs that

21:03 it is starting to start going up, following the technology sector stocks that have already gone up. Then KSS eh CS Corporation, right? So this is also the same from the downtrend. Then the pattern is really visible. This reversal pattern looks very much stuck at 9.48 or 9.5. This can be monitored or watched. Well, then here we have Dow. Well, this is also the same as several US STS stocks that are in their first stage or are warming up their engines, they are warming up their engines. It's different in Indonesia, where commodity shares are already quite high. In the US,

21:48 technology stocks are already that high. So here we are looking at stocks from the healthcare sector. Some American stocks from the healthcare sector. Then Lumn is also the same. Look, those who understand charts and read using the super trader method are really visible. These are the four stages, eh sorry, this is stage 4 here, when I got off, the one who was tapped looked at my ego. So then this is where stage 1 starts and then where is Ino Trading US Talks? I'll share it on my IGO channel. Later, eh, later or tomorrow morning I'll share it on my Igo channel . Okay, let

22:35 me talk a little bit about crypto. I want to talk a little about crypto. Hey, crypto, its movements are similar to actual stocks. After this, I want to discuss gold. Okay, pay attention here, crypto is also moving sideways like this, stocks are holding back their sideways movement. Crypto is also sideways. Here's Bitcoin he's sideways too. Uh, then if you guys want to learn about crypto, follow cryptofolio eh ID, cryptofolio Crypto. Follow. There are crypto news, crypto sentiments that friends can learn. So if I look at it earlier, eh Bitcoin is sideways, Ethereum is also sideways. Then I want to discuss XAU gold.

23:25 Well, this has its pros and cons. I have a friend who really likes sideways trading. So he really looks at it intraday, yes, if there is a rejection at resistance like this, he goes short and then he sees intraday that there is a bounce or rejection like this. He will buy like that. So, I prefer to use a large time frame because the noise is smaller or smaller. Didn't give an example of a large time frame like Toba. In Indonesia, Toba shares are an example, an example, an example. Okay, Toba, yesterday we traded from the bottom and then up to the top, we got tens of thousands of rupiah and then we sold and took profits and went back in a few days ago.

24:11 Well, we prefer something like this, the trend is more visible. You understand the difference, right? So, if you trade sideways, the probability of making a profit will definitely be smaller. Well, so the Toba that we entered first, the profit was bigger, maybe around 40 to 50% if I remember correctly. You can see it on Mtrade Stocks. Well, but if the second entry on June 26th, we have traded buy on support or buy on retracement, that is actually sideways trading . Well, if trading sideways has entered a sideways period, the probability of it going up becomes a bit slow . Different from the first gas. Anyway, this is a very normal period. This is an example of Toba. Then my friends

24:57 on Toktok, if you look at my ego, Toba Pesap, the model is the same, it is supported by the daily support . Eh, pes up breakdown a little, breakdown a little from the MA MA20 support. So this is our defense at 432, huh? We are with NC there, eh, this is also the same, after rising so fast, we are waiting for the retracement. So what else then? ENRG yes. ENRG, these stocks, eh, Indonesian stocks, commodity sector stocks are all calm, right? Energ is again holding back the Fibonacci 38 support

25:42 after it rose sharply. Actually, the pattern is still beautiful but it gradually becomes slower. Well, so let's wait and see first. Okay, I want to talk a little bit about US Talks again with Microsoft. Hey, I want to go to Microsoft . So Microsoft is reportedly laying off up to 9,000 employees, huh? So ee is about 4% or about 9,100. 100 employees. Well, if it's true, this will be the biggest wave of layoffs since 2023. And this is what I see, this is already too high, don't chase it. So, I prefer stocks from the health sector

26:27 . Pay attention, I want to compare that the technology sector has risen this fast in the US STS, while for health sector stocks, they are only here at the beginning. So, friends, how do you read patterns, read cycles like this? You can learn at MTS starting next Saturday, it's great, it's free. Hey, can you DM me M Trade Start. Hey, MT episode 2 starts tomorrow. So, trading anything made easy for crypto and so on. Well, so US crypto could be on July 5th at 10 am, yes, 10 am. The list is DM me Mtrad start e MT R A D E S AT. Then for friends who want to join MTE Academy for 1 year,

27:14 eh, it seems like there's a pretty good promo going on . So just DM me what's the code? Wait, let me check first, what's the promotion? Oh, celebrating 500k followers. Igoy M trade Academ eh Igoy I am Igoy Elon May officially celebrated at Mtrade Academy 55% disco wow okay okay such as Faganza discount yes just DM me EMT 5 like that yes 5. Why not just 50% discount? Okay, my team made it. I

28:00 just found out after reading this. Hey, my suggestion is to join the academy's MT first on Saturday . So you have to learn first, don't just rush into buying shares. Those who take part in MTE must complete Mtrade Academy first. Okay, that's all I'll ramble on about tonight. I want to read the comments. Are you at home? Please show me the direction . No, it hasn't appeared in Bali for a long time . What broker did you use for the direction in Solo earlier? I'll tell you here later, okay? Iko, my channel, wait

28:47 a minute. STV W 08 ADMR can go up again, Miss. Oh my, when I stop loss, I don't even think about stop loss anymore. If I stop loss, I stop loss. This endorsement of new care is not new care, Say. This is Thai nyongnyong oil. I don't understand what it's called.

29:32 Basically, three or three brothers' oil. Antam Bumi TLKM, BKSL SA. Okay. Antam. Antam. Eh, I'm here and I want him to come down. It seems like there is still potential for a discount. Antam Earth Bumbom. Come on, Bumbom. The bombs are all sideways. Commodity shares are still sideways. Just sideways. WiNC first. The seasoning is not limited below this at 112. Below that is the stop loss. Eh, 111 or 112. Okay, review the earth. Yes, it's interesting, Ci. Okay. Wait a minute. Oh, I'm confused, what were you guys

30:20 asking earlier? PTBA. PTBA is still holding above its support. Eh, I actually want to buy it for dividend investing to get dividends next year. What should those who want to make a stock split do? Stock split let the stock split. earlier it was just at the beginning at the beginning it was okay just let the stock split stock split first now the price is not okay just lazy ESA ptbatin eh ESA there is no change still near support 560 and the volume is still small the point is it's still slow melow there is no change in the stocks of the sector eh commodities are still calm and S1 is like this you know I didn't tell you the support here

31:07 is two right Yes, this has been discussed twice. Maybe I'll discuss it in the morning briefing and trade. That's why you guys, ee, are at 560 and 510. If 510 is the last tolerance if there is no stop loss yet. MBMA eh yesterday went up yes e Mtrad is ready to take profit this is here short term or medium term yes Mrade yes is ready to take profit but the pattern until today is still interesting so if there is another retracement it can be used to press again even though world coal is going up Indo is not selling right the problem is not the price of the coal eh the price of shares is a bit different from the price of commodities directly, you know

31:54 . The demand and supply of commodities versus the supply and demand of stock prices are different, yes. Although fundamentals will certainly be reflected in stock prices, short-term movements sometimes do not always reflect fundamentals. My internet connection keeps going round and round, it takes so long, I'm fighting with my child, what's the internet at the hotel, eh Metco, wait andc first, Linfang, what's the matter, sis, wait andc first, this is the discount we're waiting for, after it went up really fast, we're waiting for the Medco discount. Uh, we'll put

32:40 Metco on the watch list , so it's up to level 12.00. Okay, so what else? BRMS Bu Yen Linfang Wiit NC used to be 386 still stuck in support 386 has not changed same as Esa still stuck in support has not changed fragrant also 790 support has not changed has not broken down HRA so still nothing eh okay I conclude yes I conclude yes the Indonesian market in the last few days has been stagnant both Banks stocks eh they went down and commodity stocks that had previously been high, now commodity stocks are slowing

33:25 down and that is very reasonable considering what considering this reciprocal rate there is a possibility that it will be stopped eh pausing. So on July 9th, Trump will probably be fierce again . So you don't have to think too much about this market. This is already ee what, in my opinion, it is very normal for the fluctuations to go up and down. One important thing is money management if I wait for big stocks to fall to enter a lot at the bottom. Well, but if it goes up, that's what goes into trading. Okay. In general, which is better, investing or

34:11 trading? The Mtrade pinacle portfolio is crucial under investing cash and cash equivalents first and then investing. Well, just above that is the triangle trading above, eh, money management for trading. Understand? In this way, you protect your capital and your portfolio. If Bitcoin has reached 99%, will it rotate to Big Banks? I don't think so. I think the cycle of Bitcoin and Big Banks' stocks are more or less similar. Well, no, not exactly PLK. But when stocks rally, crypto also rallies. So, just share it. Just like driving a car, don't step on the gas too hard. It's okay to step on the gas pedal as long as the airbag is there

34:58 and the brakes aren't failing and you're wearing a seat belt. Miss, let's discuss the Dias Duck coin. Okay. Nike please sis. Okay. C. Come on, come on, come on. Have a headache? I got caught in a cold because of swimming earlier. Good base coins. He entered stage 2 but he's already doing swing trading. If the position is like this, it is already swing trading. This is no longer a position for him to enter the medium term. Okay, yeah. Okay. Then what did someone ask you earlier? Analysts say the market is quiet because the money is going into simultaneous IPO shares . So, wait for colonization and then the money will return to the market, he said. Woke up.

35:45 Oh, is that so? Which analyst? Oh yeah, I don't know. My logic is quite simple. I don't really hear it like that. I'll repeat it a bit later. Eh, it's going up in height. Wait for retracement, crypto stocks, gold. If it had gone up and formed a pole like this, I would have waited for a retracement. Huh, don't worry about what this person says. It's simple, simple basic logic. Come on, fast loading, loading, loading. The internet on Toktok, the internet on YT. I'm sharing a chart on this, oh my, I don't want the chart to appear, that's the point. I replied Agusti Nadil 5. Oh, this is already loading. This has been loaded from the bottom until

36:33 April 8 to May 22, I have discussed it many times. BCA up 30%. Well, is it true that from April to May, 1.5 months you can get 30% from a fundamentally good company? They are taking profit and they will come back in. I saw foreigners trading in Big Bangs like that. Miss, the book Smart Raiders is good. I'm reading the word Pinkyidos. Thank you, yes. That was the first time I wrote. My way of writing is also still really crappy. Hey, this is being revised. I was helped by my team to revise the grammar. Hopefully it will be useful for everyone. Don't forget that on Saturday there is Mtrad start DM me e MT R A D E S T A RT to get the free learning link. And at Mtrade Start there

37:19 will also be an Mtrade promo, you can definitely get an Mtrade discount. Okay, so if you want to register directly with Mtrade now, you can DM me EMT5 or go to the link here. The book is not finished yet. Okay, it's already at Gramit. It's just a division at Igoi. In Igoi, there is a link in Igoi . If you want to register directly for the 1-year Android Academy. But if you want to learn for free, first, this Saturday at 10 am, DM me Made start. If there is the word start, it means the webinar is 2 hours to start. Thank you, Mr. Budi. I'm in Bali right now. Yes, thank you all, bye. Thank

38:05 you. Come on I good night.