Pungky | Friday, January 30, 2026, 09:00 WIB
Morning, crew! Opened your trading app and got greeted by a sea of red on the IHSG? Yeah, feels like the market woke up on the wrong side of the bed. But hold up—before you switch off and go make another coffee, let's talk.
A red market isn't a stop sign; it's a filter. It separates the panic-sellers from the opportunity-spotters. The index might be taking a breather around 8,232, but guess what? The big analysts aren't sleeping. They're actually circling a bunch of stocks with buy signals flashing. Might be a chance to grab something useful while prices are on sale.
So, let's cut through the noise and see what the pros are looking at.
The Big Picture: Mixed Signals, Selective Plays
Look, the global scene is messy. Good news: that whole U.S. government shutdown drama got a temporary fix, which is why other Asian markets are breathing a sigh of relief. Bad news: Wall Street caught a chill from Microsoft's earnings, and that's putting a damper on things.
But here's the thing about our market—it doesn't always move in lockstep. While the IHSG might be sniffling, three major securities houses are out here handing out buy tickets. They're not looking at the overall sickness; they're diagnosing specific stocks that are either oversold or primed for a bounce.
Mandiri Sekuritas: The Precision Strikes
Mandiri doesn't mess around. They've got a shortlist—three stocks, all with a clear BUY tag. No maybes, no ifs. This is for traders who like a clear target.
INCO (Rp6,100): The nickel play. Solid support at 6,000, and they're eyeing a move to 6,400. That's a clean 5% upside if it plays out. Just keep that stop loss at 6,000—no questions.
MDKA (Rp3,170): Another miner in the spotlight. Target is 3,290. The leash here is short though; cut loss is at 3,140. This one's for active watchers.
ANTM (Rp4,320): Rounding out the mining trio. Looking for a push to 4,440, with support tightly packed around 4,290.
Pungky's Note on This: Mandiri is playing a straightforward game here—strong sector, clear support levels. It's a conservative, technical-based approach. If you believe in the commodity momentum story, this is your lane.
BNI Sekuritas: The Arsenal of Options
If Mandiri is a sniper, BNI is running an arms depot. Six picks, and they're not shy about labeling some "Spec Buy." Translation: higher potential gain, but you better have the stomach for the ride.
The Speculative Five (ARCI, HRTA, INET, ELSA, DOOH): Each comes with a defined buy zone, a target, and a hard exit point. For instance, HRTA has a buy zone of 2,230-2,250 and a bold target way up at 2,400-2,520.
MDKA – The Strategic Re-Entry: Spot the familiar face? BNI also likes MDKA, but with a smarter tactic: "Buy on Weakness." They're not chasing it now. They're waiting for a pullback to the 3,000-3,120 area to get in, aiming for a bigger prize up to 3,460.
Pungky's Note on This: BNI is catering to different appetites. Want a quick, volatile play? Pick a 'Spec Buy'. Prefer a strategic wait-for-the-dip move? They've got that too with MDKA. It's all about choice.
MNC Sekuritas: The Chart Whisperers
These guys speak in waves, moving averages, and complex patterns. Their recommendations are for those who trust the charts to tell a story.
HRUM & ISAT – Buy The Dip: Classic "Buy on Weakness" setup. They're waiting for HRUM to cool off to 1,035-1,055 and ISAT to 1,990-2,130 before pouncing, targeting 1,130 and 2,300 respectively.
MINA – The Breakout Bet: A pure "Spec Buy" between 358-372. They're betting on a potential explosion, with targets stretching up to 462 if it breaks out.
TLKM – The Blue-Chip Bargain: Even the telecom giant is on the list for a dip-buy. Scope out the 3,350-3,440 zone for an entry, targeting a modest but steady climb to 3,550.
Pungky's Note on This: MNC is for the technical traders. They see the current dips not as threats, but as the perfect setup for the next wave up. It's a patience game.
Your Game Plan for Today
Alright, info overload? Let's simplify. Here’s how to navigate this:
Scout, Don't Charge: The opening bell is not your cue. Let the market settle for the first hour. See which of these recommended stocks are actually getting bought, and which are just drifting. Volume is your truth-teller.
Pick Your Battle: Are you a Mandiri-style conservative, a BNI-style opportunist, or an MNC-style chartist? Pick one strategy that fits you, and maybe one or two stocks from it. Don't spread yourself thin.
Respect the Exit: Your stop loss is your lifeline. Set it before you enter the trade. If the price hits it, you're out. No emotional bargaining. Protecting your capital is rule number one.
Spot the Consensus: When a stock like MDKA gets a nod from multiple big players, it's worth a second, third, and fourth look. That's a strong signal hiding in plain sight.
Bottom line? Today's market requires a cool head and a selective eye. The opportunities are there, but they're not handed out for free. You gotta be smart, disciplined, and ready to act when your specific setup appears.
Disclaimer: This is Pungky's breakdown of analyst reports for the day. It's for your research, not your direct order slip. You are 100% responsible for your own trades. Do your homework, know your risk, and never bet the farm.
- Pungky
Seen a stock you like here, or playing it safe from the sidelines today? Drop a comment below—let's chat.
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