"Saksikan tayangan kami Official Youtube IDX Channel di Program Power Breakfast, Selasa (07/05/2024) dengan Tema Cermati Saham Pilihan: WIRG, EMTK, Hingga MTDL".
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00:00Thank you, Mr. Mirza, for joining us.
00:02I'm still with Mr. Ezar Ido Ibnu Tama, Head of Technical Analyst, Senan Putih Rai Sekuritas.
00:07Earlier, Mr. Ezar said that the market still has to be respected until the third quarter.
00:12That's why it's better now, according to him, the investment strategy is short-term.
00:19Let's take a look at Samsung's recommendations first.
00:21Let's take a look at the graph.
00:23Among them, there is WIRG, which is recommended by my audience.
00:27The levels that should be highlighted are Support 95 and there is a resistance close to 110 buy.
00:35MTK buy. GOTO is recommended to sell.
00:39MTDL buy.
00:41Let's discuss one by one.
00:43First of all, Mr. Ezar, WIRG.
00:47Is this short-term or how?
00:50All of my recommendations are short-term.
00:55Because technology and banking are in the aggressive sector.
01:03And now we see that our economy is likely to experience a slowdown.
01:10This has an impact on several other developed nations that will experience stagnation,
01:18and we will also experience a slowdown.
01:21After that, WIRG, GOTO, and other technology industries will also have an impact.
01:31Actually, if we look at it, there are indeed several technology emitters in the downtrend.
01:45But there will be a correction to the top.
01:47So usually in the uptrend, there is a correction to the bottom.
01:52But in the downtrend, there will be a correction to the top, like that.
01:56Okay, that's why you see WIRG, even though it's short-term.
01:59If we talk about short-term, we see that in one week it has increased by 8.6%.
02:03You still see there is a chance to 110, right?
02:06Yes, that's right.
02:08110 from now, 101.
02:10Why is GOTO sell?
02:14For GOTO, it looks like there is a chance to buy again at a lower price.
02:25Because there are several stocks, if I'm not mistaken, Series C or Series D,
02:33whose lock-up period for several stocks will be terminated.
02:42And the downtrend will continue.
02:45We can see from the chart, GOTO has experienced a bullish rebound.
02:53But the bullish rebound is only minor.
02:56The downtrend is likely to return to support 55.
03:00And with our slowdown economy, and if we look at the behavior of the consumer,
03:08from spending to saving, it is possible that GOTO will have difficulty to break even.
03:17Their target is to break even.
03:20At the end of last year, we saw that wasn't the case,
03:24even though their adjusted bid was already positive,
03:28but the bottom line was still very negative.
03:34Okay, that's the reason you see GOTO looks like it's going down.
03:39If the WERG is up, GOTO has the potential to go down.
03:44With a strong support level at 65, in your opinion,
03:48sell will go up to 73, or sell at this time.
03:54Yes.
03:55Okay, that's it for GOTO, which also rose 11.11% over the last week.
04:01Okay, there are still two more salams.
04:03And we will update you on the opening of trading.
04:06Of course, later it will be more complete after the break.
04:10Stay with us in the market bus segment.
04:13Back with us in the market bus segment.
04:15At 9.07 AM, EISG trading has been opened this morning.
04:21And showed a strength of 0.11%, or 9 points at 7,144.
04:29Following the development of the global stock market,
04:31EISG is up, although still thin.
04:34Then, the exchange rate for the US dollar
04:37also strengthened by 0.01% at 16,019.
04:41Indeed, it is not far from the position of 16,000 for the US dollar.
04:46The salams that are in the top gainers category this morning
04:50are Eternal Remaya or DATA, which rose 34%.
04:56Then, Ladang Bajamurni or LABA rose 33%.
05:00Nasi Wahana Inti Makmur rose 9%.
05:03Inet or Sinergi Inti Andalan Prima rose 2%.
05:07Brand or Baritorinable Energy rose 3.76%.
05:12And several other salams such as MHKI, ESA, BUMI, and DOIT.
05:18Top losers are MLPT, CASE, AMAX, JASAMARGA, ATLA, MIMA, CAKK, and TGUK.
05:278 salams that are in the top losers category are led by MLPT,
05:32which weakened to 16%.
05:35And CASS or Cardic Aeroservices, which weakened to 13%.
05:41That's a brief review of the traders opening this morning.
05:44Now, let's move on to the first salam with Mr. EZA.
05:48There are still two.
05:49Other than WIRG, GOTU, there is EMTK.
05:52What about EMTK, Mr. EZA?
05:55What is your recommendation?
05:58If we look at EMTK, it is very undervalued.
06:03Especially if we look at the entertainment industry right now.
06:07Even though it is in IDX Technology,
06:09they are focused on video platforms.
06:12And their entertainment platform is starting to grow.
06:20Even though, if we look at GOTO,
06:23they are focused on consumer retail.
06:28This is for entertainment that still has a chance to grow.
06:34Even though the economic slowdown, people still need entertainment.
06:38This morning, it rose 2.5% to 4.10%.
06:41Is it still a buy? Or how about the short term?
06:46Yes, I think it's a buy.
06:48It's a buy.
06:49What about MTDL?
06:52MTDL is also undervalued.
06:55We can see that MTDL is similar to WIRG.
07:02So, they are in the new sideways trend.
07:08And they will experience rebound.
07:11But this is not for long play.
07:13This is more for the medium term.
07:16Just for the medium term.
07:18Not for the short term.
07:20This is a stock from MTDL, right?
07:23Yes.
07:24Okay, MTDL this morning fell 0.86%.
07:29As you said, there is a chance to grow to 6.15% and support to 5.60%.
07:35Yes.
07:36And in the last week, it rose 1.77%.
07:40Those are the four stocks recommended by Mr. Esa.
07:43All of them are in the technology sector that is considered aggressive and interesting to be explored.
07:48Net sell was 1.1 trillion yesterday.
07:51Is this big or not?
07:53And what are the tips for Mr. Esa at the beginning of May?
07:58So, yesterday the net sell was very big.
08:02But even though it was very big,
08:08it became one of the indicators that,
08:12yes, that's a good thing.
08:14Because with the big net sell transaction,
08:21all the bears or pessimistic people in the Indonesian market have left.
08:29And what's left is only bulls, people who are also optimistic.
08:34So, it is possible that all pessimism must leave the market for optimism to return.
08:43What should we do, Mr. Esa?
08:47What?
08:48What should we do for retail investors?
08:53In my opinion, we should just buy now.
09:00For now, don't just wait and see, but execute the trade to buy as much as possible.
09:06Because if we look at the current valuation, it's relatively cheap.
09:11If from the beginning of the year.
09:13Trading first, right?
09:14Yes, trading first for the beginning of the year.
09:16Okay.
09:17Thank you, Mr. Esa. See you again.
09:20Okay, thank you.
09:21That's all, Mr. Esa, for the market buzz segment.
09:23Hopefully it can be a reference for your investment protocol.
09:26But again, we will return the full investment decision to you.