Rilis data inflasi AS terbaru, masih cenderung lebih kuat dari espektasi. Namun bursa Wall Street justru ditutup menguat tajam semalam.
Demikian pula bursa saham Eropa juga mencatatkan rekor tertinggi pada Selasa kemarin. Lantas bagaimana peluang IHSG sambut penguatan tajam global tersebut dan sentimen awal Ramadan?
Demikian pula bursa saham Eropa juga mencatatkan rekor tertinggi pada Selasa kemarin. Lantas bagaimana peluang IHSG sambut penguatan tajam global tersebut dan sentimen awal Ramadan?
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03:21 and although the public or analysts still believe that the FED will remain in the second semester of this year.
03:33 There is a risk that the decline will be longer, which is probably previously predicted that in July / August it started to decline,
03:40 but maybe it will go back to September / October / November. But we still think that there will be a decline of the FED itself in the second semester of this year.
03:53 The hope is that the decline of the FED is based on the causes and inflation itself that indicate the economic growth of America.
04:02 Then, how is the opportunity for the movement of the FED in this short period? Mr. Andri, what is the significance of the data in the global stock market for the FED?
04:11 So far we see that the FED should follow the development of what is in the global market.
04:20 Because I see that so far with the release of data on inflation in America, there is an euphoria, the global market is rising.
04:29 Even this morning I saw in Asia, there are some, Asia is quite mixed, some go up, some go down.
04:35 But the stock markets that are close to Indonesia, such as Singapore's Strap Time, I see there is a fairly good rise.
04:42 And maybe Indonesia will also follow, there is a positive movement in the EISG market today.
04:49 Okay, good. And if we talk about commodities, as before, commodities also support, like gold, which reached the highest record but now fell.
04:57 What is the strategy for commodities, for the CPO itself, Mr. Andri?
05:04 CPO itself, we see the price of CPO in this month will rise to the highest point.
05:13 So our estimate, the price of CPO will rise because of the El Nino factor.
05:18 And the highest point may be in March, April or May.
05:23 And the price of CPO will be a catalyst for the movement of CPO stocks.
05:29 Especially CPO stocks that are pure planters.
05:32 If CPO, there are two, one is from refinery, there is another one that is pure planters,
05:38 which is really planted and sold in the form of CPO.
05:46 - Okay, CPO. - Yes, CPO.
05:49 Okay, then what is your recommendation for the production-based products in this short period, Mr. Andri?
05:55 Yes, we, what I mentioned earlier, pure planters are in London, Sumatra.
06:02 That's what we see, maybe it will be quite good.
06:06 Okay, you can just go straight in, or your analysis is related to the production-based products,
06:13 but in terms of price, is it interesting enough, especially for those who are really in the core plantation,
06:22 as you just mentioned?
06:24 The catalyst will be in March, April, the price of CPO will move up again.
06:32 Now, it's still a sign of an early rise.
06:36 But if you want to be more sure, when CPO starts to rally, we still estimate in late March or April.
06:45 That's when there will be a stronger rally.
06:47 Wait and see first, then decide whether to buy or not in March,
06:51 but in terms of projection, it will then rise because it is related to the movement of the price of the rising CPO.
06:58 Okay, if we talk specifically about Samsung, which you recommend and are considered interesting, which one, Mr. Andri?
07:05 If we talk about the medium-term, the second quarter, I believe that the consumer-related stocks will benefit
07:14 because we believe that purchasing power or public spending will be better this year
07:23 compared to last year, this year's holiday will also be better because there are several catalysts.
07:28 The first is that this year, the THR will be fully paid, so almost all companies will pay THR.
07:35 Unlike last year, there were several companies that postponed THR payment.
07:40 Second, there is an increase in salary of PNS and Polly in January or February, which is quite significant.
07:48 It rose by about 8%.
07:49 And the third catalyst is the payment of the 13th salary, which will be paid in April.
07:56 Therefore, we see that consumer spending will increase, so the consumer staples and retail sector will benefit.
08:01 There are choices for us in consumer staples, in Cimory and Mayora, while in retailers we like Alphamart.
08:10 Okay, if the CPO is specific, you haven't recommended the stock yet,
08:17 even though you said earlier that it can only be entered at the end of March.
08:22 Yes, the catalyst is Ramadan and Eid, which may be stronger to move the IHDA.
08:32 Yes, there are sectors that are prioritized if you want to enter this fasting month.
08:39 Mr. Andriy, let's continue the next session and we will be back soon.
08:44 Thank you.
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