Cermati Saham Pilihan: ANTM, BBRI, Hingga MYOR
"Saksikan tayangan kami Official Youtube IDX Channel di Program Power Breakfast, Kamis (11/01/2024) dengan Tema Cermati Saham Pilihan: ANTM, BBRI, Hingga MYOR".
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00:00 Before we continue, let's update the trading opening conditions for this morning.
00:03 Here's the complete data.
00:04 We show it based on the following RTI,
00:07 where the index of joint stock prices is expected to increase by 0.44%.
00:11 Continuing the strengthening that happened in trading yesterday at 7,256,
00:16 and can be seen on the trading screen,
00:18 other indexes also seem to be moving in the green territory.
00:22 Then for the top gainers and top losers,
00:26 we captured the following days, there was AMMN, which rose 2% in 7,025.
00:32 CGAS, which was just IPO two days ago, rose 15%.
00:36 BRENT, which was strengthened by 0.88%.
00:39 ACRO, which was just IPO, rose 16.67%.
00:44 Then there was FREN, which rose 3%.
00:46 TPI, 1.5%.
00:48 XCL, 3%.
00:50 And NICE, which was just IPO, rose 6%.
00:54 Then there was MANG, which dropped 10%.
00:56 INET, 1.27%.
00:58 ACRA, 1.28%.
01:00 And some other stocks, such as EMTEL, GOSCO, and KOKA.
01:06 Okay, and let's go back to our discussion with Mr. Hans Ku,
01:15 who is a financial market observer.
01:16 Mr. Hans, how do you view the trading opening this morning?
01:19 And is it interesting to see the two IPO emitters, MANG and ACREO?
01:24 Both of them are in different sectors.
01:26 Yes, if we look at the rebonding market,
01:31 if we look at the DoJones trading,
01:33 DoJones was also able to rebound yesterday.
01:36 We can see that big companies there are able to move up.
01:41 But it seems that the market is a little careful
01:44 because it is waiting for the inflation data, the IHK in America.
01:48 So maybe the market movement is relatively limited
01:52 because there is data that is quite important that the market is paying attention to.
01:57 If we look at the two IPO emitters,
02:00 indeed, ACREO shows oversubscription up to 20.12 times.
02:08 And while MANG oversubscribed once.
02:13 So if we look at the oversubscription,
02:15 there is indeed an indication that ACREO is more interested at the moment.
02:20 And the fees allotment that it provides.
02:25 Then if we look at Warren, it is also 1 to 1 in ACREO.
02:32 So it's usually quite interesting for the market players with that position.
02:36 So if we look at ACREO, it was able to strengthen at the beginning of the trading.
02:43 Okay, do investors also see from the sector?
02:46 Because if we look at MANG, the target fund is actually not even bigger than ACREO.
02:52 MANG is 76%, while ACREO is only 75 billion, I mean.
02:58 And if MANG goes down, maybe because the sector is construction,
03:02 while ACREO is different, or what?
03:06 Yes, the sector also has an impact on the market.
03:11 But if we look at the construction sector, road infrastructure development,
03:16 production facilities, asphalt,
03:20 the position should still be quite positive this year.
03:24 Because we are sure that the government will try to solve various infrastructure projects.
03:29 But indeed, fast-moving consumer goods are more attractive.
03:33 Usually in the election year too, and usually in general,
03:38 the sector is more attractive.
03:40 - Okay. - Besides the data oversubscribed.
03:43 Okay, because the consumer sector is also much more attractive at that time.
03:46 Besides that, it can be seen from oversubscribed, people are more enthusiastic there.
03:51 Okay, let's see the options that we have summarized in the graph.
03:55 This is from Mr. Hans Kui, of course, the organizer.
03:59 There is Antam, recommended to buy with support Rp 1,630,000.
04:03 With resistance Rp 1,800,000, BBRI buy, support Rp 5,500,000, resistance Rp 6,050,000.
04:09 ERAJAYA buy, support Rp 400,000, resistance Rp 454,000,
04:12 EMUR buy, Rp 2,330,000, resistance Rp 2,700,000.
04:16 Very short, Mr. Hans.
04:18 Why do you recommend Samsung in a short way?
04:22 If we look at it, the momentum is open.
04:26 At Antam, BRI, ERA, Mayora.
04:30 There is a potential to swing up.
04:33 That's why we recommend Samsung to buy.
04:36 In general, the market can still hold, even if it is limited.
04:41 So we open speculation on the four Samsung.
04:44 Speculation on the four Samsung means short-term trading, right?
04:48 Yes, short-term trading because the market is volatile and inflation data is important.
04:55 Because the market has risen so far due to the expectation of the flowering species.
05:01 And the year of the election, people tend to wait and see in the investment.
05:06 So if we look at it, the market is a bit sideways.
05:10 But we are still quite confident that this year our IHSG is still quite positive.
05:16 The position was even compared last year.
05:18 Okay, there is still uncertainty whether The Fed will cut the flowering species quickly.
05:22 Or is it March or May?
05:24 And we also wait.
05:25 Later tonight, the release of inflation data which may be a clear indicator of what the flowering species of The Fed will be like.
05:32 But Mr. Hans, the index of joint stock prices is still strong, especially in the short term.
05:37 For that, there is a chance for the BBRI era of Mayora to strengthen.
05:40 Although there are two stocks, Mayora and ERA, which this morning opened in a tight spot.
05:44 While the BBRI and Antam are already strong.
05:46 Okay, Mr. Hans, unfortunately our time is limited.
05:48 Thank you for sharing the information this morning.
05:52 See you again. Good morning, Mr. Hans.
05:54 Yes, thank you. Good morning.
05:56 [Music]
05:59 [BLANK_AUDIO]