"Saksikan tayangan kami Official Youtube IDX Channel di Program Power Breakfast, Senin (29/07/2024) dengan Tema Analisis dan Rekomendasi Pergerakan IHSG Serta Saham Pilihan".
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00:00So, Mr. Mirza, there is a report from the IMF that this financial report will be in line with the opening of the trade.
00:08Yes, in the first session this morning, we will cross-check together.
00:12But let's take a look first, Mr. Mirza, at some economic agendas from domestic and foreign countries.
00:17As follows, there is a holiday in Thailand, then from domestic there is foreign capital planting Indonesia year-on-year.
00:25Then from Vietnam, there is the IHK Vietnam and also foreign capital planting in the US dollar.
00:31Then, Mr. Mirza, from the United States, there is a loan, a debt letter from the United States for three and six months.
00:38Next, from the IMF, Mr. Mirza, we see there is INCI, cash dividend payment, then there is MRI, cash dividend payment.
00:48Not too many, Mr. Mirza, the agenda from the IMF at the beginning of this week, and we update the position from the Asian Stock Exchange.
00:56Data from the Asian Stock Exchange, all stocks are moving in the positive territory, there is Nikkei Japan, up 2.6%.
01:03Then, Singapore, up 0.84%, KOSPI Korea, up 1.56%, Hang Seng Hong Kong, Mr. Mirza, also up more than 1%.
01:12Okay, looking at the Asian Stock Exchange update, it should be the Indeksat Gasolam Gabungan, also accompanied by my host, experienced a boost.
01:24Now, we will discuss what the opportunity is, especially in the middle of the release of the financial report for the second quarter or the first semester of 2024.
01:33Already connected via video conference, there is Mr. Abdul Haq Al-Faruqi, who is an analyst from stocknow.id.
01:41Hello, how are you, Mr. Abdul?
01:46Hello, Mr. Abdul, can you hear my voice clearly from the studio, sir?
01:50Or maybe it's still muted, Mr. Abdul?
01:53We can't hear Mr. Abdul's voice in the studio yet.
01:57Mr. Abdul?
02:00Hello, Mr. Abdul?
02:04Good morning, Mr. Abdul.
02:07Can you hear me?
02:10Good morning, good morning. Thank you for joining us, Mr. Abdul.
02:14Okay, let's just discuss the Indeksat Gasolam Gabungan in the trading session last week, where Mr. Abdul, we see that…
02:26Hello, ma'am. Good morning.
02:32Yes, please, Mr. Abdul.
02:36Hello, ma'am. Good morning.
02:42Yes, Mr. Abdul, it looks like we have a communication problem with Mr. Abdul.
02:48However, we have delivered some information that we will discuss this morning.
02:52There is data, Mr. Abdul, related to the performance of the Indeksat Gasolam Gabungan or the Indonesian Stock Exchange.
03:00Let's take a look.
03:04Over the past few weeks, Mr. Abdul,
03:10Mr. Abdul, the average daily transaction value that fell by 11% last week was Rp 8.5 trillion.
03:18Then there was market capitalization in the Indonesian Stock Exchange, which rose by 0.03%, reaching Rp 12,362 trillion.
03:26However, Mr. Abdul, at the end of last week or on Friday, Asing did a net buy, Rp 366 billion.
03:34Even though if we take it at the beginning of the year until now, the performance of Asing is still a net sell, Mr. Abdul.
03:44But there are already signs of improvement there.
03:46We will discuss this later, related to the RNTH, Mr. Abdul, and of course recommendations from our analysts.
03:55We are back, Mr. Mirso, after the break. Stay tuned on MarketBas.
03:58We are back again with you, Mr. Mirso, in the MarketBas segment.
04:01We will still try to contact Mr. Abdul Haq Al-Faruqi, who is an analyst from stocknow.id.
04:08Mr. Abdul, can you hear me clearly from the studio?
04:12Yes, I can.
04:14How do you see our Indeksat Gasolam Gabungan at the end of last week,
04:21where the daily transaction value is slightly reduced by 11% with an average RNTH of Rp 8.5 trillion?
04:29Okay, if we look at the price index of the joint stock first,
04:34it was not long ago that the stock index in Indonesia only fell by 0.09%,
04:39in the range of Rp 7,207 to Rp 7,341.
04:44Even though there is a slight decrease like this,
04:47it is still better than global and regional indexes,
04:52such as S&P 500, Nasdaq, and also Hang Seng and Shanghai, which fell by more than 2% last week.
05:02So this is an indication that the stock market in Indonesia is still in a good state,
05:07in the middle of an economy or macroeconomy that is still fluctuating.
05:11Even though last week, important data was released, such as the GDP of America,
05:16but what was the driving force behind the increase in the ISG last week,
05:20was the release of financial report data from the Bank BCA, which was the driving force of the ISG itself.
05:27Okay, so you can see that the performance of the Indeksat Gasolam Gabungan,
05:30even though the RNTH tends to fall, and the average daily transaction frequency also fell by about 0.7%,
05:38this is still much better than the global stock market, such as the United States and Asia,
05:43where the average performance of the stock market is quite deep.
05:48Yes, that's right.
05:51If we look at the market capitalization value in the Indonesian stock market,
05:55which has reached Rp 12,362 trillion,
05:59what is your conclusion from that figure?
06:05This is an increase of 0.03% compared to the market capitalization value last week.
06:10Okay, if we look at the market capitalization value of the Indonesian stock market,
06:15this is indeed experiencing a slight increase of 0.03%.
06:18This is also followed by an increase in the BCA shares,
06:22which has already touched the all-time high,
06:24even though it was closed below the all-time high of Rp 10,400 trillion.
06:28This is also followed by the movement of the recovery-starting bonds,
06:33which has experienced a drastic decrease since last March.
06:36This is also in line with the inflow from foreign companies,
06:39which currently has recorded inflow,
06:43even though it is still outflow year-to-date.
06:46However, what we need to focus on here is the stock market and the IMF,
06:52which in the IMF itself recorded quite a steep decline for this second semester,
06:58and maybe this will be an additional sentiment to support the increase in the price of the IMF itself.
07:05And of course there will be an increase in the market cap in that regard.
07:09Okay, that means you see that the BIC index last week,
07:15although it fell, but on average, it also fell globally.
07:18Then Asia also fell.
07:19The BIC index as a whole is still much better supported
07:24by the start of the financial report for the second quarter or first semester of 2024,
07:29especially from the banking sector, namely the BBCA.
07:33Yes, that's right.
07:34Okay, then at the end of last week,
07:36maybe what became a highlight as you have said and we have broadcasted the news earlier,
07:41there is an IMF that recorded a decline of up to 300%.
07:47How far do you see the performance of this IMF will be reflected in the price of the stock at the beginning of the week,
07:52or has the BIC index been priced?
07:54And you also mentioned the brand earlier.
07:57Okay, good.
07:58For the IMF itself, this is the highest level because it is supported by the sale of gold and the like,
08:04which has increased significantly.
08:06Even the level in the second quarter of 2024 is the highest level since 7 years ago.
08:12Well, even the level has increased by 300%.
08:15This is also in line with the increase in the IMF itself,
08:20which at the moment the IMF is at the price of around Rp 11,650.
08:27And this has increased significantly since the IPO of the IMF.
08:31Well, this will also continue to be in line with the clean market of the IMF,
08:37which comes from the gold commodity,
08:39because indeed the gold price at the moment is experiencing a significant surge.
08:44This is also followed by the global,
08:47where the macroeconomic of the United States is also still maintaining a relationship at the level of 5.5%.
08:54Okay, this IMF, the performance has increased by 300%,
08:59according to you, is one of them, supported by gold,
09:02which is also quite significant, if I'm not mistaken, at around Rp 2,400 right now.
09:08Per troy ounce.
09:09Yes, why?
09:10What is your recommendation for the IMF, after increasing 4.25% last week,
09:16and has also released the financial synergy,
09:18is this IMF, which has experienced a significant surge since the IPO,
09:24still worth considering, worth buying?
09:27Well, for the IMF itself, the price has increased significantly,
09:31and also in terms of valuation from the IMF itself, it is quite expensive.
09:38The price is reasonable at the level of Rp 8,000 actually.
09:41But what needs to be respected here is the movement of the IMF in the last few weeks,
09:46this is still in the consolidation phase, sideways,
09:49in the price range of around Rp 10,500 to Rp 11,700-Rp 600.
09:55And to respect this IMF itself,
09:58we can see the entry price of the IMF in the price range,
10:02we take the support at the level of Rp 10,800.
10:05This can be a support that can be respected by investors if they want to enter the IMF like that.
10:11Okay, if you want to chase the IMF now, the upside is narrow,
10:15but if you are interested in the IMF,
10:17it is interesting to respect when it goes down near the support,
10:20around Rp 10,800 according to Mas Abdul from stocknow.id.
10:27Is it more to medium to long term or short term if Samsung is like the IMF?
10:34For the IMF itself, because the increase is already very significant,
10:37so it is very risky to continue the decline,
10:40so for this IMF, I prefer the short term.
10:45Okay, just short term.
10:47We are talking about the contribution from the sales in the gold sector,
10:53and you see and have been proven in the performance of the IMF.
10:57Is Samsung related to other gold that has not yet released its performance?
11:01Will it be as epic as the IMF and more interesting in terms of price or what?
11:08Okay, for the gold community stock,
11:11here in the lyrical sector there are MDKA and Antam,
11:14whose prices are much cheaper than the IMF,
11:18although here the projection from MDKA sales is still weak,
11:24and also for Antam, the projection is still weak,
11:27but here, because of the strengthening of the price of gold itself,
11:31this is still a big question mark.
11:34Does Samsung in the gold community experience an increase in sales
11:39because the gold is also increasing,
11:41or vice versa, the volume of sales is decreasing.
11:45Like that, there are Antam and MDKA that can be respected.
11:49Okay, we go to MDKA first.
11:52Last week, the US stock market was at 2390,
11:55what is the strategy and what is next for Antam?
11:59Okay, for MDKA itself here,
12:01the movement of MDKA is still in the downtrend phase,
12:04from the medium term here.
12:08If we look at MDKA itself, it's still on track.
12:12The movement of MDKA is still sideways since 2023.
12:17Here, for MDKA, we can see an interesting area,
12:23it's at the level of 2200 to 2300 actually,
12:27for MDKA itself,
12:29and this may be in line with the release of the financial report from MDKA.
12:35Okay, this means a short term first, right?
12:37That's right, we are waiting for the financial report from MDKA.
12:42How about Antam?
12:43Okay, for Antam itself,
12:45because this is a BMMN company,
12:47and also Antam in several months ago also experienced a case,
12:53so here I do not recommend Antam,
12:57but for investors who want to see Antam itself,
13:01here the Antam movement still has the potential to experience a decline,
13:04up to the level of 1100 to 1200.
13:09Okay, it means interesting, not directly experiencing an increase,
13:13but interesting in the sense that we can get it at a cheap price, right?
13:17Yes, like that.
13:18Okay, you recommend Antam,
13:20but this is more interesting for the time period,
13:22how long, for example, Antam, which you said is still a downtrend?
13:26Well, for the Antam movement itself,
13:28we can see the support area at 1100 to 1200,
13:33and the rebound is likely to have an upside potential
13:38up to the level of 1500 to 1600,
13:41and it can be in the medium term.
13:44Okay, if it is also supported by the financial performance report for the first semester,
13:49which is capable, right?
13:51Yes, of course, like that.
13:52If not, avoid MDKA and Antam first?
13:56Yes, of course, like that,
13:58we are waiting for the release of the financial report data,
14:01but if the results are not satisfying or below the expectations of the management,
14:05we must avoid such stocks first.
14:09Okay, let's take a look at the recommendation of the Pemirsa choice stock that has been prepared
14:15and has been summarized from stocknow.id Pemirsa,
14:18the data as follows,
14:19earlier we had a discussion about gold
14:21because there was information about the performance of Amon Mineral
14:24which exceeded 300% Pemirsa,
14:26but the stock recommended by Mr. Abdul is more like a BRPT,
14:31which is recommended by with support 1025 resistance 1115,
14:36then there is Emyor recommended by,
14:39and there is also Breeze recommended by.
14:42Is it true that Mr. Abdul,
14:44BRPT 1025 is a support resistance 1115 or range buy?
14:51Yes, correct, the support resistance is 1025 and the resistance is 1115 like that.
14:58Okay, what's interesting about BRPT?
15:01Okay, here we can see technically,
15:04because BRPT is still in a high volume and the frequency is also quite high,
15:11so this is a good choice for friends who may have a short trading range like that.
15:18If we look at the insight from BRPT itself,
15:21this candlestick is potentially tested by the dynamic resistance at MA20,
15:28and if we look at the stochastic indicator,
15:31it indicates that there is a golden cross from the area oversold,
15:36so it has the potential to bullish first for BRPT in the short term.
15:41Indicators for short-term trading support from BRPT,
15:46so you recommend trading first in BRPT with the technical analysis that has been delivered.
15:53Yes, that's right.
15:54Okay, then besides BRPT, you also recommend Mayora from the consumer goods sector.
16:01For Mayora itself, here I see that the movement of Mayora in the short term or minor trend,
16:08this is experiencing a bullish trend like that,
16:11and also if we look at the summary broker,
16:14there is an accumulation of Friday trading on July 26,
16:20which is worth 14.4 billion rupiah,
16:23even though the average price is below the market price at 2,603.
16:29So for Mayora shares like that, that's the insight.
16:33Okay, it's also short-term for Mayora.
16:35Yes, we can monitor Mayora for a week, one week.
16:40Later I want to ask, why do you prefer short-term trading?
16:44Okay, let's go to the last question first.
16:47Earlier, we talked about BCA, which has supported the performance of IHSY over the past few weeks.
16:51Why did you choose the recommendation this time from Brise?
16:56Okay, for Brise itself, compared to BCA,
17:00because BCA is already, although the financial report shows a bright result,
17:06above expectations and also positive,
17:10but indeed the price of BCA has reached its all-time high,
17:13and there is a risk of retracement first, which is pullback.
17:17So maybe for friends who like BCA shares,
17:21can monitor BCA shares, but buy on support or buy on weakness like that.
17:25Now we focus on Brise shares first.
17:27Here, the Brise shares movement is quite interesting,
17:32because here there is a support area that can be respected by investors in the price range from IDR 2,420 to IDR 2,460.
17:39And here it can be a buy area for investors for the Brise shares itself,
17:46with the upside potential that can reach the level of IDR 2,600 and above.
17:52With indications from the technical itself, there is a rebound from MA20.
17:58Where MA20 becomes a dynamic support that is quite strong from the Brise shares itself.
18:03Okay, what patterns are being formed by Brise at the moment?
18:07Okay, indeed for the movement of the patterns from the Brise shares itself,
18:11this has not yet formed a pattern that is quite significant,
18:15but there is an indication from the classic support only, like that.
18:21Okay, that's the recommendation.
18:23There are Brise, Emyor, and also BRPT.
18:26Why do you recommend trading first?
18:29Is it because the market conditions are more in favor of short-term investment, or how?
18:37Okay, for now, it's better for investors to trade short-term first,
18:42because this is a financial reporting season.
18:44So, the expectations from the market players or management may be good,
18:53but the realization is not necessarily good.
18:56So, it becomes a reason why we should trade short-term first, instead of long-term like that.
19:02More to anticipate the financial reporting of the first semester, right?
19:07That's why you recommend trading first for now.
19:10Okay, Abdul, we will continue later,
19:12and also discuss about the opening of trading in the first session of Pemirsa Usai Jedah,
19:16still in the market bus segment.
19:18Thank you, Pemirsa, for joining us again in the market bus segment.
19:22Pemirsa has been looking at the opening of trading in the first session at the beginning of the week,
19:27just like the average of the Asian stock market and the closing of the global stock market, which is strong.
19:31This morning, IHSG also monitored a strong 0.49% or 36 points at 7,324,
19:40with data on Samsung, which became the Gainers and Losers Based on Value.
19:45It is Samsung as the next Pemirsa.
19:47Gainers Based on Value, among them, there is Puri or Puri Global Success,
19:52which rose 20% to 238.
19:56Then there is ASLC, there is Dian Pemirsa, WINS, ASGR, CMRY, PSAB, KPIG, ANTAM.
20:05Pemirsa ANTAM rose 3.47% to 1,340.
20:09AALI 3.32% to 6,225.
20:14On the other hand, Pemirsa TOP LOSER, I see there is SOTS there,
20:19which dropped 16.3%, SPRE, HAJJ, SKBM, and several others, including PPRE.
20:27And there is also data.
20:29That's Pemirsa in a blink of an eye.
20:31Information, opening update until 9 o'clock, more than 4 minutes, West Indonesia time.
20:39Okay, Abdul, according to the projection, ESG should continue to strengthen like the Asian Stock Exchange,
20:46and that's true.
20:47What's interesting, we were talking about ANTAM,
20:50and ANTAM this morning entered the Top Gainers Based on Value with a pretty good strength.
20:55It was above 3%.
20:57Do you still recommend Buy on Weakness first for ANTAM?
21:03For ANTAM itself, the increase is very significant.
21:08Even the open gave up like that.
21:10This is a catalyst for the demand from ANTAM itself is quite massive.
21:15And for ANTAM itself, it can still continue to strengthen by breaking out of the MA20.
21:25Indeed, the pressure from ANTAM sellers is also quite resistant.
21:31From the ANTAM market, it is also fluctuating now.
21:35What is the level of MA20?
21:38For MA20, it is at level 1,335.
21:43This is trying to break through, right?
21:46This is because the investor is playing at 1,340.
21:51You said MA20 is at 1,350.
21:53Should we wait for the closing of session 1?
21:56For us to respect the price that is not very fluctuating,
22:01maybe we don't have to wait for session 1 to finish.
22:05But at 10.15 or 11 o'clock, it can be monitored for ANTAM itself.
22:12And in the last half, it is testing at 1,350.
22:16So if it has already broken at 1,335, can it enter or what?
22:29For ANTAM itself, it is still in the dynamic resistance range at 1,340-1,335.
22:36But for investors, it can be more resistant.
22:41To buy, you can not directly check at 1,335, even at 1,340.
22:49But you can be more conservative to buy at 1 tick below,
22:53maybe at 1,330 or 1,325.
22:58Can you tell us the loss limit again?
23:00If it drops to what level and there is a target,
23:02what position is the closest to ANTAM?
23:05And then the target price.
23:08For ANTAM itself, the support that needs to be paid attention to is at level 1,295.
23:16Here is the loss limit or the stop loss.
23:18And also the profit can be taken at the level of the classic resistance at level 1,400.
23:27There is a classic resistance that can be respected by investors.
23:31If 1,400 has been achieved, it is better to profit taking first.
23:34Because usually there will be a loss first before locking the next level for ANTAM.
23:40For ANTAM itself, like that.
23:42Okay, AMMN, which just released its performance in the first semester of 2024 with a 300% increase.
23:49Today it rose above 1%, but began to shrink to around 0.64% at 11,725 or around 75 points.
23:59What is the recommendation for AMMN?
24:02For AMMN itself, here from the technical movement or the price movement.
24:07Here, AMMN salam was initially appreciated by investors when the financial report was released.
24:15But here the seller is quite dominated like that.
24:18And also the movement from AMMN itself, it started to move weak,
24:23even though today it is still strong at 0.64%.
24:30For AMMN itself, here it needs to be respected, there is a closest resistance at 12,175 like that.
24:38The closest support or what needs to be anticipated from the current position at what level?
24:43For the closest support here, I use the classic support only.
24:48Here there is support at level 11,375.
24:52Still quite far, but the range of movement from AMMN is also quite wide.
24:56So actually it can be achieved in this range.
25:00Right.
25:01Okay, one more, Brand.
25:03Brand rose 1.42%.
25:05It looks like compared to AMMN and Brand is also more interesting, right?
25:09Yes.
25:10Because the brand is the same as the level of Samsung.
25:16The value is also high and the frequency is also high.
25:20For the brand itself, here today is also open gap up.
25:24On average, today's trading is open gap up because maybe investors see the Asian market and global market is strong.
25:33Here for the brand itself, what we can highlight is the resistance at the closest level, which is at level 9,150.
25:46For resistance, maybe for friends who invest medium term, there is resistance at 9,400.
25:54And for the loss limit here, I'm just conservative for the loss limit.
25:59Here the brand can limit the loss of friends at 8,500.
26:04Okay, that's the recommendation for the brand.
26:07Mas Abdul, what are the tips for investors at home?
26:10At least not in the next week or welcome financial reports for the first semester.
26:15Just briefly.
26:16Okay, for investors, maybe at the time of the release of this financial report, friends are more conservative to avoid stocks in the commodity.
26:27Because the price movement of commodities a few months ago was quite significant, the movement was fluctuating.
26:33For example, in the oil sector, because the oil movement in the last few months, even months, has dropped more than 5%.
26:41And this has become a negative catalyst that may affect the release of financial reports from some raw oil commodities.
26:48So for friends, just look for other sectors, but don't focus too much on oil or raw oil like that.
26:55Okay, don't focus too much on oil or raw oil.
26:58That's the commodity that was highlighted, I think it was praised first.
27:04Yes, that's right.
27:05Thank you, Mas Abdul, for sharing the information this morning.
27:08See you again.
27:11Bye.