Pasar Saham Sambut Penetapan Hasil Pilpres Hari ini
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00:00Pemirsa 19 Sentimen will present the price index on the opening day of Rabu,
00:05including from the establishment of Suku Bunga by Bank Indonesia in the afternoon,
00:10and also at 10 o'clock this morning,
00:12Pemirsa, planned by the KPU, will also set the results of the 2024 press election.
00:18And before we review, Pemirsa, we see some economic agendas.
00:21From the United States, there is a raw oil stock.
00:23Then from the European Union, there is the Eurogroup meeting.
00:26South Korea, there is consumer trust.
00:29From several other countries, such as Australia, the consumer price index,
00:33and from Indonesia, of course, the decision of Suku Bunga,
00:36as well as from Vietnam, foreign capital planting.
00:39From the Pemirsa committee, there is a meeting of the shareholders of Keiju,
00:44then MKTR, RUPS, CBUT, HRTA, PTPP, UNTR,
00:53and there is JATI, Ex-Dividend Tunai, followed by PYFA,
00:57Avia, DPS, Dividend Tunai, and EAS, Tekung, Dividend Tunai,
01:02as well as SDRA, Ex-HMETD.
01:06That's it, a list of several Pemirsa's emitting agendas.
01:09And we will update for the opening of the Asian Stock Exchange this morning.
01:14You can see the data on the Pemirsa screen, which can also be a reference,
01:18whether the opening of the EASG will move in a positive direction, or vice versa.
01:23Nikkei Japan rose 2.06%, Shure Times rose 0.81%,
01:28KOSFI 1.75%, and Hang Seng Hong Kong rose 0.98%.
01:40Yes, Pemirsa, and this morning we will discuss,
01:43through a video conference, of course, together with our speakers,
01:46the competence in the field, there is the CEO of Advisor.id, there is Mr. Prasca Puterantio.
01:50Good morning, Mr. Prasca.
01:54Hello, good morning, Mr. Prasca. Can you hear my voice clearly?
02:01Mr. Prasca, good morning.
02:04Okay, Pemirsa, we are still trying to connect our sources this morning.
02:10Hello, Mr. Prasca.
02:13Yes, hello, good morning.
02:15Hello, good morning, Mr. Prasca. Thank you for joining us.
02:18Mr. Prasca, the ASEAN Stock Exchange strengthened this morning,
02:23then the Global Stock Exchange, Wall Street, and then Europe also strengthened last night.
02:29The opportunity for the Stock Exchange Index to continue strengthening is also wide open, right?
02:34Yes, thank you. So if we look at it, it seems that our stock exchange
02:38has the opportunity to follow the movement of the ASEAN Stock Exchange,
02:41whereas today the ASEAN Stock Exchange is strengthening,
02:43following the US stock exchange, which also strengthened in the face of yesterday's trade.
02:47And also if we are here, even though there is a little sentiment,
02:50it seems that the sentiment from the movement of the ASEAN Regional Stock Exchange
02:55has become a catalyst for today's trade surpluses,
02:58where for yesterday's trade, although it strengthened,
03:01but relatively what can be said is thin, only 0.5,
03:04not as big as the surpluses, up to plus 1.3,
03:07because after the decision of yesterday's ASEAN Stock Exchange,
03:10it kind of gave a clearer result about the surpluses,
03:16and also the market is trying to be more positive
03:18and just waiting for the release or sentiment from the global market,
03:22especially from geopolitics, which currently still depends on it.
03:26Mr. Prasca, does the strengthening of the ASEAN Stock Exchange Index today
03:29will be more significant than yesterday?
03:32Because in addition to the decision of the ASEAN Stock Exchange,
03:34we have to make sure again through the establishment of the KPU this morning,
03:38which is scheduled at 10 o'clock later in Western Indonesia.
03:43Yes, that's right.
03:44So of course, this is a positive catalyst that encourages the strengthening of the ASEAN Stock Exchange Index
03:50in today's trade.
03:51And for today's trade,
03:53the ASEAN Stock Exchange Index is estimated to be around,
03:57with support at level 7,073
04:01until the resistance is at level 7,135.
04:05And indeed, the movement of yesterday's ASEAN Stock Exchange Index
04:07tends to form a bit of an inverted hammer,
04:09in terms of candlestick patterns.
04:11But we see that today the market continues to be a bit optimistic,
04:16even though it is not as big as the previous strengthening,
04:20because of course, the factor of regional sentiment,
04:24especially the concern that the rise in the price of commodities
04:28has pushed the rise of global inflation,
04:30and the potential of the ASEAN Stock Exchange Index,
04:32even the Central Bank, the BISF and the BISF Korea,
04:36will also be decided today.
04:39If I'm not mistaken, this is also one of the things that the market is waiting for,
04:43something like that.
04:44Okay, can you repeat, Mr. Prahaska,
04:45the resistance of the ASEAN Stock Exchange Index
04:47awaits a number of sentiments from the domestic,
04:50the establishment of the KPU on the results of the press poll,
04:53and also Indonesia's ASEAN Stock Exchange Index at noon later.
04:56The ASEAN Stock Exchange Index is currently short-term.
04:59How much is it, Mr. Prahaska?
05:01Yes, for today's short-term,
05:03today at 7,075 until resistance at 7,135, like that.
05:07The movement of the potential will still be limited,
05:10and what is the expectation of the investor,
05:14the investor is still holding at 6%,
05:18because the movement of the ASEAN Stock Exchange is still not too weak,
05:22passing above Rp19,500 like that.
05:24And also for the medium term,
05:26we expect this to be a bit volatile,
05:28with support at level 7,038
05:33and the upside potential up to level 7,237.
05:39Okay.
05:41Stocks that will support the movement of the ASEAN Stock Exchange Index,
05:44the tendency will be stronger, right, Mr. Prahaska?
05:47That's right.
05:48So if we look here,
05:50the stocks that were strengthened yesterday
05:53were supported by the energy sector,
05:56primary consumers, technology, finance,
05:58coincidentally technology yesterday,
06:00finally yesterday experienced a strengthening like that.
06:02And also if we look at it,
06:04the energy stocks here are still leading,
06:06because we are talking about the value of the community,
06:08there is still a strengthening,
06:10especially the low-gram-based communities,
06:12and also energy like that.
06:14Okay, Mr. Prahaska doesn't see a strong link
06:17when the candidates finally decide
06:20for the future,
06:24the winning pair of Prabowo-Gibran,
06:27and to the future candidates
06:30related or those who support the Prabowo-Gibran group,
06:33maybe the stocks will tend to strengthen
06:37because it is estimated that it will be even stronger
06:40in the new leadership later.
06:42Or do you see that
06:44more to the euphoria of the market,
06:46it will lift the market,
06:47but for the chosen candidates,
06:49it still looks fundamental,
06:51then the sentiment, whether it's commodity,
06:53financial reports, and so on.
06:55How do you feel about
06:57there are such expectations
07:00in the current market?
07:03Yes, okay.
07:04So if from my point of view,
07:07the market will look more towards
07:11I mean, where the market will look more towards
07:14the global decision,
07:16first of all, the policy policy of the Central Bank
07:19and also the United States,
07:21which has started a little bit,
07:24a little bit disturbed by
07:26starting to warm up again towards inflation,
07:28and especially increasing this geopolitical tension
07:30if it continues to have impacts,
07:32of course, in the medium-to-long term.
07:34There is even a rumor that
07:36the rise of the flower population,
07:37I mean, the potential of the flower population decrease
07:39until next year.
07:40Even the Central Bank of the United States
07:41has stated,
07:42to still monitor until September this year,
07:45how the inflation rate in the United States.
07:48So it looks like the market is looking more
07:50at the short-term euphoria
07:52which is supported by the capitalists
07:53of the global commodity currency,
07:55right, and also
07:57and the steps of the Central Bank,
07:58the Central Bank of the United States,
07:59in the middle of the global weakness,
08:01high inflation, and also
08:02the threat of
08:04rising or
08:06the price of the energy commodity
08:08rising because of the high commodity price.
08:10I think it's like that.
08:11Okay, Mr. Praska.
08:12We got information or data
08:14from, let's say, advisor.id,
08:17where, if we talk about stock, Mr. Mirsa,
08:19there are 5 stocks with a market cap
08:21above 10 trillion rupiah
08:23that dominate as follows,
08:26until the beginning of April, Mr. Mirsa,
08:28among them are the brand stocks
08:30from the infrastructure sector, Mr. Mirsa,
08:32which is 43% stronger.
08:35Then TPIA or
08:37from the stock sector, it rose by 33%.
08:39ESA rose by 29%.
08:42MDKA rose by 24%.
08:44Cuan from the energy sector rose by 23%.
08:47Okay, Mr. Praska.
08:49This is one,
08:51one-week data, right, sir?
08:53Or one month?
08:54The data is about the last month.
08:57One last month?
08:58Based on the closing of last week.
08:59Yes, before the holiday,
09:01until before the holiday,
09:02Eid, right, Mr. Praska?
09:04After, until after April 19,
09:06the cut-off.
09:07Okay.
09:08Do you see this samsum opportunity
09:10will still be the top five?
09:15Or what will the current market
09:17look like?
09:19Yes, okay.
09:20So if earlier the samsum
09:22from the infrastructure sector,
09:24what is it called,
09:26non-negative,
09:27and we also talk about stocks, right,
09:29this seems to be
09:31what is it called,
09:32currently, it is still one of the
09:34promoters, right, like yesterday,
09:36TPE stocks are still increasing in strength,
09:38even though the samsum range has been
09:39corrected after increasing
09:40throughout the month.
09:41Today, it rose by 7%,
09:4235%,
09:43until April 23, yes,
09:45and while the OTPR rose by about
09:4725%.
09:48So, the samsum from Barito Group
09:49leads the strength,
09:50and also, besides that,
09:52there are other samsums,
09:53such as samfilam, samesa, MDKA,
09:55mainly MDKA and ESA,
09:57where this is a solid product
09:58that is indeed driven by
10:00the strength of raw oil prices,
10:02which strengthened, more or less,
10:04in the last month,
10:05raw oil rose by about
10:072.79%
10:09or above
10:11$82 per barrel,
10:13like that.
10:14This also encourages strength
10:15based on energy commodities,
10:17like that.
10:18And I think it will continue
10:20until, as they say,
10:22uncertainty
10:24due to the political tension
10:25begins to dissipate.
10:26Okay.
10:27And we confirm,
10:28Mr. Praska,
10:29that the data we took
10:30is data before the holiday
10:32of Eid al-Adha,
10:342024,
10:35PEMIERSA,
10:36where those were the stocks,
10:38PEMIERSA.
10:39Then,
10:41I will say it again,
10:42there are brands, TPIA, ESA, MDKA,
10:44and also Cuan.
10:45Then, if the data is updated,
10:46which is also provided by
10:48Mr. Praska,
10:49that is,
10:50there is already a difference
10:51in composition,
10:52especially for those who have
10:54a market cap above 10 trillion,
10:56which is the top 5 of PEMIERSA,
10:58namely Cuan, TPIA,
10:59Film, ESA, and MDKA.
11:01Indeed, Mr. Praska,
11:02there are still many
11:03whose composition is still the same,
11:05only the position has started
11:07to change like that.
11:09Maybe I'm interested in Cuan.
11:11Well, what is so interesting
11:12about this stock,
11:13according to Mr. Praska?
11:15Yes, so if we look here,
11:17Cuan's stock
11:18has experienced
11:19quite a significant boost
11:20after yesterday,
11:21it was said,
11:23what is it called,
11:25experienced a correction
11:27from the highest point
11:28from Rp12,000 to Rp6,000.
11:29And also,
11:30if we look here,
11:31for Cuan's stock,
11:33it is still in condition,
11:36if I monitor
11:37today's movement,
11:38in the last week,
11:40it is still in a strength position
11:42of about 6%.
11:43And for yesterday,
11:44there was no change.
11:46So, for this stock,
11:47fundamentally,
11:48in my opinion,
11:49it looks pretty good.
11:51And indeed,
11:52the momentum,
11:53if we look here,
11:54with the acquisition
11:56of an energy-based company,
11:58this pushes the fundamentals
12:00of Cuan's stock
12:01to experience a significant increase
12:03like that.
12:05Okay.
12:06Do you still recommend
12:07Cuan's stock
12:08to buy, Mr. Praska?
12:10Yes.
12:11Technically,
12:12at the moment,
12:13we see
12:14that even though
12:15the fundamentals are good,
12:16so in terms of profitability
12:17and income growth,
12:19although yesterday,
12:20in December,
12:21it dropped a bit
12:22compared to the previous period,
12:23but if we look at
12:24the price of the stock,
12:25it is still
12:26I think it is still
12:27wet and sea.
12:28So, by all means.
12:29So, for Cuan's stock,
12:30the back investor,
12:31Uncermatin,
12:32with target support
12:33at the level of Rp3,200
12:35to the level of Rp4,600,
12:38as for Cuan's stock.
12:40From the top 5 stocks,
12:44the stocks that experienced
12:45a strength from the stock
12:46with a market cap
12:47above Rp10 trillion,
12:48in addition to Cuan,
12:49TPIA, Film, SMDKA,
12:51from those stocks,
12:52which one do you think
12:53is still worthy
12:54of the most respect?
12:55If earlier,
12:56I asked about Cuan
12:57because it is the highest position.
12:59With the increase
13:00in the last month
13:02is also quite high.
13:03How about the other stocks?
13:04Is there anything more interesting
13:05in your opinion
13:06from these top 5?
13:09Yes, indeed,
13:10among these top 5 stocks,
13:11the interesting one
13:12is currently following
13:13the momentum
13:14of the increase
13:15of G-for-G
13:16in terms of the increase
13:17in the number of energy companies.
13:18Among them, there are
13:19Antam stocks
13:20and also
13:21PTRO stocks.
13:22In my opinion,
13:23those stocks
13:24have not experienced
13:25significant strength,
13:26but in terms of performance,
13:28they have started to rise
13:31both in terms of the market price
13:33of the stock,
13:34where Antam has started
13:35to strengthen
13:36in the last two months,
13:37and also in the PTRO stock,
13:40which is one of the stocks
13:41in the energy sector
13:43that has not experienced
13:44a strength
13:45compared to Mexico
13:46and also Elsa,
13:47like that.
13:48These are the stocks
13:49that are not included
13:50in the list.
13:51Antam, PTRO,
13:52and also Elsa
13:53are not included
13:54in the top 5.
13:55So, you are more interested
13:56in stocks
13:57whose range
13:58still has a chance
13:59compared to those
14:00that have risen
14:01by tens of percent
14:02in the last month.
14:03Is that right, Mr. Praska?
14:04That's right.
14:05Fundamentally,
14:06it's good.
14:07The momentum
14:08is also included
14:09at the moment,
14:10but it has not experienced
14:11a significant appreciation
14:12of its peers,
14:13like that.
14:14If from those
14:15top 5 stocks,
14:16among them,
14:17the interesting one
14:18in my opinion
14:19is PTRO.
14:20Okay.
14:21What are the targets
14:22of Antam, MDK,
14:23APTRO,
14:24and also Elsa
14:25and how is the opportunity
14:26of the Indonesian
14:27flower family
14:28today
14:29that will be
14:30announced later
14:31in the afternoon session,
14:32Mr. Mirsa?
14:33Stay with us.
14:34We will be right back
14:35in the market bus segment.
14:36Thank you again,
14:37Mr. Mirsa.
14:38We will continue
14:39the discussion
14:40with Mr. Praska Puterantio,
14:41CEO of advisor.id,
14:42who is reviewing
14:43the recommendations
14:44mostly from
14:45the energy sector
14:46and also
14:47the metals,
14:48of course,
14:49Mr. Praska.
14:50You said earlier
14:51that there is MDKA
14:52from the top 5.
14:53If outside of that,
14:54the interesting one
14:55is Antam,
14:56PTRO,
14:57and Elsa.
14:58What are the targets
14:59of those stocks,
15:00according to
15:01Mr. Praska,
15:02which may
15:03be a reference
15:04when we want
15:05to accumulate
15:06those emittances?
15:07Yes,
15:08okay.
15:09So,
15:10if earlier
15:11I repeated,
15:12Antam,
15:13MDKA,
15:14and also
15:15PTRO,
15:16like that.
15:17But,
15:18in terms of
15:19target,
15:20for PTRO,
15:21the accumulation target
15:22is in the range
15:23of
15:240.820
15:25to
15:264,600.
15:27And also,
15:28for the exit
15:29target,
15:30I predict
15:31PTRO
15:32has a strong
15:33resistance target.
15:34The strongest
15:35is at
15:36level
15:375,400
15:38to
15:39level
15:405,800.
15:41Then,
15:42if we talk
15:43about
15:44Antam emittance,
15:45as an
15:46alternative
15:47beside MDKA,
15:48which is
15:49currently
15:50supported
15:51by the
15:52gold commodity
15:53price,
15:54which jumped
15:55more than
15:562.3 trillion,
15:57this Antam
15:58is interesting
15:59to accumulate
16:00more
16:01level
16:02safe
16:03in the
16:04range
16:05of
16:061,680
16:07because
16:08there is
16:09a low
16:10gap
16:11until
16:12the
16:13exit
16:14target
16:15is
16:16at
16:17level
16:181,920
16:19to
16:20level
16:212,000.
16:22While
16:23the last
16:24one,
16:25we see
16:26here
16:27from
16:28MDKA,
16:29I think
16:30MDKA
16:31is
16:32in the
16:33best
16:34accumulation
16:35range
16:36at
16:37level
16:382,500
16:39to
16:40level
16:412,680.
16:43Okay,
16:44that's the
16:45recommendation
16:46for the stock
16:47that we reviewed earlier,
16:48but it's also interesting
16:49to talk about
16:50from Advisor.id,
16:51this is the performance
16:52of the
16:53investors'
16:54investment.
16:55We can
16:56display it
16:57on the
16:58screen,
16:59how the
17:00performance,
17:01we specifically
17:02highlight
17:03this stock
17:04investment
17:05until
17:06early April
17:072024,
17:08this is the
17:09complete data
17:10of the
17:11stock.
17:12And
17:13we have
17:14the
17:15information
17:16on
17:17the
17:18stock.
17:19So,
17:20as we
17:21mentioned
17:22earlier,
17:23the
17:24stock
17:25is
17:26in the
17:27best
17:28accumulation
17:29range
17:30at
17:31level
17:322,500
17:33to
17:34level
17:353,000.
17:36So,
17:37this is
17:38the
17:39best
17:40accumulation
17:41at
17:42level
17:432,500
17:44to
17:45level
17:463,000.
17:47So,
17:48this is
17:49the
17:50best
17:51accumulation
17:52at
17:53level
17:542,500
17:55to
17:56level
17:573,000.
17:58This
17:59is the
18:00best
18:01accumulation
18:02at
18:03level
18:043,000.
18:05So,
18:06this is
18:07the
18:08best
18:09accumulation
18:10at
18:11level
18:122,500
18:13to
18:14level
18:153,000.
18:16So,
18:17this is
18:18the
18:19best
18:20accumulation
18:21at
18:22level
18:232,500
18:24to
18:25level
18:263,000.
18:27This
18:28is the
18:29best
18:30accumulation
18:31at
18:32level
18:332,500
18:34to
18:35level
18:363,000.
18:37Isn't that right, Mr. Praska?
18:39Yes, that's right.
18:40So, the Reksanana Group was formed in a group based on a single drill,
18:44which recorded the highest energy efficiency in the last month,
18:49the top five in the last month,
18:53per position, if I'm not mistaken, on the 5th of April,
18:57where there was more attention on the 19th of April,
19:04the closing on Friday.
19:06So, the strengthening of the Reksanana Group
19:08is also supported by other stocks.
19:11If I look at it here, based on the portfolio
19:14that was formed based on the Fund Factsheet,
19:18there is an exposure to energy commodities-based stocks
19:22and also stocks that are currently strengthening,
19:25such as commodities such as Brand,
19:29then TPIA, there are also banks,
19:31and there is also Adaro, which is one of the positions in the portfolio.
19:35If you compare it to other stocks,
19:39it can be said that in the last month,
19:42until the beginning of April, the stock market was the one that performed the most.
19:46Isn't that right, sir?
19:48Yes, so if we look at it,
19:50up to the position of the end of last week,
19:56for the performance in the last month,
20:00of course, here all the stock markets are under pressure
20:04because it follows from the market movement itself,
20:06which is also under pressure.
20:09But if we talk about the last year here,
20:14it seems that the stock market performance is still a little bit
20:17giving a positive return,
20:19although there is already a slight decrease in the position in April.
20:22Because at the beginning of April,
20:24the stock market experienced a significant correction.
20:27And the performance of the financial market
20:32especially the corporations,
20:34I think this is more of a driving force.
20:39Okay, but if I look at the performance of the last month,
20:42compared to the performance of the mixed stock market,
20:46which is also the best,
20:48the increase from, for example,
20:50AUM above Rp1 trillion,
20:52HPAM, Equitas, Syariah, Berkah,
20:54this is an increase of 12.9%, Mr. Praska.
20:58Meanwhile, from the mixed stock market,
21:00the AUM above Rp1 trillion,
21:02the increase is only 0.48%.
21:05What do you think?
21:09The difference is due to diversification
21:12from the mixed stock portfolio,
21:14where the mixed stock portfolio
21:16is not only exposed to the stock market,
21:19but also exposed to fixed income income,
21:23where HPAM also, as we can see here,
21:25actually experienced a weakness.
21:28So, it's not as significant as the last month,
21:31where there is a place in the stock market
21:34that has quite a significant increase,
21:37especially from the stock market
21:39based on infrastructure from the Barito Group,
21:42and also from the stock market
21:44based on other energy communities, like that.
21:47So, what is more interesting, Mr. Praska,
21:49what is more interesting, Mr. Praska,
21:51what is more interesting, Mr. Praska,
21:53what is more interesting, Mr. Praska,
21:55what is more interesting, Mr. Praska,
21:57for the current Bakgihå¸‚å ´, Mr. Praska?
21:59for the current Bakgihå¸‚å ´, Mr. Praska?
22:03Actually, the fixed income income
22:06relates to the time of option and momentum.
22:09For the more aggressive-looking
22:11and more aggressive-looking
22:13stock-based investment,
22:15choose stock that has a more dominant
22:18and dominate over time-oriented
22:21and advantageous increase.
22:23choose stock that has a more dominant
22:25focus on energy community-based sectors like that.
22:29Because, of course, with the expectation of the future energy community value...
22:33...in the short and medium term, it can support the energy portfolio of the fund.
22:39Meanwhile, for more conservative investors...
22:45...we are more focused on fixed income.
22:48We are more focused on fixed income that has a place in the Sharia obligation...
22:55...as well as the corporation.
22:56Because, if we talk about the SBN market, with the current inflation pressure...
23:00...it will also result in pressure on the energy portfolio of the fixed income.
23:05I think it's like that.
23:06Okay.
23:07So, it depends more on the profit and the risk.
23:09Okay.
23:10We will continue later, Mr. Prasca, with the trading opening update.
23:13SBN is up 0.57%.
23:15At 7,150 USD, it remains in the Bass market segment.