"Saksikan tayangan kami Official Youtube IDX Channel di Program Power Breakfast, Senin (26/08/2024) dengan Tema Analisis dan Rekomendasi Saham Pilihan di Awal Pekan".
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00:00And next, we will take a look at the interesting economic agenda for us to look at.
00:09For example, from the United States, there is data on the 3 and 6-month debt debt.
00:13Then there is also data on the Dallas-DeVette Manufacturing Index.
00:16And also from Canada, there is a sale of groceries.
00:19And from France, there is a debt debt.
00:21Meanwhile, from Germany, there is a business expectation.
00:24And from Switzerland, there is a level of employment.
00:26Then from Singapore, there is data on industrial production and Thailand.
00:29Data on export and import.
00:31And the interesting economic agenda for us to look at today,
00:34among them is MD, holding a general shareholder meeting.
00:37Then RMKE also held a similar agenda.
00:41TB, the date of payment of interim cash dividends.
00:44And we look at the surface of the Asian main stock market this morning.
00:48As you can see on the television screen,
00:51the Asian main stock market, the compact opened,
00:54opened and strengthened except for Nikkei with a 1% weakness at level 37,981.
01:01STI Singapore strengthened 0.27% at level 3,396.
01:05Kospi Korea opened and strengthened 0.35% at level 2,711.
01:10And Hang Seng Hong Kong opened and strengthened 0.55% at level 17,709.
01:24For this morning's discussion, we are in contact with Reza Priyambada,
01:27Director of PT Reliance Securitas Indonesia TBK.
01:30Good morning, Reza.
01:32Good morning, Nikkei. Good morning, IDX Channel.
01:35I hope we are always healthy.
01:36Reza, thank you for joining us on this occasion.
01:38You're welcome.
01:39Let's talk about the movement of Rupiah and YSG.
01:42Yesterday, it was closed very positively.
01:45This is also in line with what happened at the closing of the US stock market.
01:50And this is also in line or seems to be a reaction from an explicit statement
01:55that was delivered by Governor De Fedt
01:57that it will then lower the level of speculation in September.
02:02How is the analysis related to these movements?
02:07Yes, thank you, Nikkei.
02:09Indeed, the market players are very concerned about the given.
02:15They want to know more.
02:18They want to make sure that De Fedt will indeed lower the level of speculation in September
02:25as the first decrease.
02:28So, when the market players adhere to what has been stated by De Fedt,
02:35of course, it will give a positive impact for the market movement.
02:41And if we look at the sentiment in the country itself,
02:46it is also quite positive.
02:48That is, with the existence of Rupiah,
02:51and the positive news from the action of the Emiten Corporation,
02:57this also gives an additional positive sentiment for the IHCA.
03:02Okay.
03:03What is interesting is that there is a statement from the Indonesian Bank Governor himself
03:06saying that it is ready to welcome the time or the moment of a decrease in the flower rate.
03:13At this point, this could also be a booster for certain sectors,
03:18especially property and banking.
03:22Considering that these two sectors also have a significant impact in the US.
03:27Yes, because usually when there is a decrease in the flower rate,
03:32the sectors that usually have an impact are, first of all, the banking sector.
03:38Then, related to banking, there is definitely the credit sector.
03:44Where does the credit go?
03:46It can go to the consumer, then it can go to the property,
03:49then it can go to other sectors, to the industry, and so on.
03:52That is what ultimately makes the market players see
03:54the impact of a decrease in the flower rate
03:57and which sectors will have a positive impact.
04:02Including these two sectors.
04:04Yesterday, on Friday, the level was 7,544.298 for IHSG.
04:12The prediction for today, will it continue to strengthen?
04:16Or maybe specifically, will there be a sharp strengthening for IHSG?
04:22Yes, that's what we're still looking at.
04:25But because the closure on Friday was an increase
04:30after on Thursday there was a weakness.
04:33The weakness that occurred was actually more to profit-taking than the market players.
04:38When the market players see that the index and stock positions
04:44are technically already in the overbought area,
04:47of course they will consider profit-taking.
04:51But on the other hand, it turns out that the positive sentiment can still be maintained.
04:56This is the condition of IHSG and also a number of stocks,
05:00especially S&P Caps, can still maintain the strengthening trend.
05:04And for today, we also estimate that the strengthening trend can still occur
05:08because we see that the global condition is actually still quite positive.
05:15Moreover, in the closure of the US and European companies yesterday,
05:19it was also closed in the green zone.
05:22So at least it can provide positive energy for IHSG.
05:26Okay, what's interesting to discuss is Samsung based on Big Cap insurance,
05:30or you also liken Samsung based on property.
05:33Most likely, maybe the projection will be pretty much the same
05:37as what happened in the United States
05:39when these two sectors experienced significant strengthening.
05:42Or do you only look at the property insurance sector later?
05:47Yes, of course, what we see is from the existing sentiment
05:53and also from the volume of trade.
05:56When the volume of trade is quite supportive,
05:59we will certainly consider the same in our stock pick.
06:05So for example, we see, for example, BCA, BRI, Madiri,
06:09then the volume of trade is still available,
06:14so maybe it can be an option.
06:17Then in the property sector, for example, we want to look at PANI,
06:20then we want to look at BSDE, SMA, or maybe DLD,
06:24which in general is still supportive,
06:27we can also make a choice like this.
06:30Okay, if we look at what happened a while ago,
06:34there was a demonstration in the DPR-MPR building,
06:37but then it didn't significantly affect IHSG.
06:41If we look at the market, psychologically,
06:44what is the most fragile issue?
06:48If then conductivity becomes a focus a few times ago,
06:52but then it didn't happen a while ago,
06:55the movement is still positive.
06:58What happened? What is your analysis of this situation?
07:03Yes, it's usually like this, market players want certainty,
07:08even though in this world there is no certainty.
07:11Moreover, in the capital market,
07:15there is no guarantee or no one can ensure a certain condition.
07:21But what the market players see,
07:25or what Mas Riki said earlier,
07:28when there is a demonstration,
07:29what is calculated by the market players,
07:31it can eventually become a challenge,
07:33and then it will affect politics, economy, and so on.
07:40So there is instability that gives a sense of concern to the market players.
07:46But after the market players saw that the demonstration didn't affect
07:54the economic activities of the community,
07:56and then it didn't go on for a few days,
07:59and on the other hand, from the existing decisions,
08:04it didn't make the demonstration go on.
08:07That's what gives a positive sentiment.
08:11Okay, if we look at the interesting sectors,
08:13you have just said that the analysis is actually the real estate and property sectors.
08:17Then how about other sectors?
08:19Mas Reza, which one is interesting for us to discuss?
08:24Yes, usually when these two sectors move,
08:28what we usually see is the order.
08:30So, for example, from the banking sector,
08:33then from the property sector,
08:35then what is the next one that supports the property sector?
08:38Well, there are manufacturing industries,
08:41such as the cement industry,
08:43then the ceramic industry,
08:44and then other industries.
08:47We also need to look at this,
08:50fundamentally,
08:52from the technical point of view,
08:54from the volume of buying or selling,
08:56whether it supports or not.
08:58That's what we usually see.
09:00Okay, specifically, which one do you recommend today?
09:03We will discuss in the next session, Mas Reza.
09:05And stay tuned with us.
09:09I'm still talking with Mas Reza Priyambada,
09:11Director of PT Reliant Securities Indonesia, TBK.
09:14We will deliver this morning's selection from Mas Reza,
09:17including Unilever,
09:19with support at 2330,
09:22then resistance at 2630,
09:24with buy recommendation.
09:25After that, there is PTPP,
09:27which is recommended speculative buy,
09:28with support at 428,
09:30and resistance at 486.
09:32Meanwhile, Buka is also recommended buy
09:35this morning by Mas Reza,
09:37with support level at 114,
09:39and resistance level at 132.
09:42Then SCMA is recommended buy,
09:44with support at 125,
09:46and resistance at 143.
09:48For the full analysis, we will discuss,
09:50Mas Reza, for Unilever,
09:52what is interesting about Unilever
09:54to be collected in today's trading?
09:58Yes, thank you, Mas Siki.
10:00So, if we look at Unilever's technical movements,
10:04why our research team recommends it well,
10:07first, after the decrease,
10:10there is an increase in the buy flow.
10:14So, as stated at the beginning,
10:17we look at the stock,
10:21whether the buy or sell volume
10:23has increased or not.
10:25So, in Unilever, this buy accumulation
10:27happened last week.
10:30Then, if we look at the technical side,
10:34one of them is stochastic,
10:35it is also in the oversold area.
10:38So, the market can try to enter the level
10:41at 2340 to 2360.
10:44Then, the stock loss is at 2300.
10:48Unilever's target for today is
10:51resistance at 2500 to 2630.
10:56Okay, even though in years,
11:016 months, 3 months, 1 month,
11:03all of this is recorded in the red report,
11:05or it continues to decrease for Unilever,
11:07but in terms of valuation,
11:09compared to its peers,
11:11how cheap is Unilever?
11:14Yes, I think if we look at Unilever's movement
11:17at the level of 2000,
11:20it's actually very cheap.
11:23If we compare it to the previous months,
11:27or last year,
11:29Unilever was still in the range of 3000-4000.
11:33But we take advantage of the positive momentum of the market.
11:39When there is a rebound,
11:43or the trend of the market is still maintained,
11:46then almost most of the big caps,
11:49of course, experience an increase.
11:52And we can take advantage of one of them at Unilever.
11:56Okay, Unilever's stock is recommended
12:00to be collected in the short, medium, or long term?
12:05Yes, while we recommend it in the short term.
12:10We will look more at the positive momentum of the market.
12:14Okay, fundamentally, there is nothing really about Unilever,
12:18so you only see momentum or technical?
12:22Yes, actually if we look at the fundamental side,
12:25it's more to the past history.
12:27So in the past history, the moment has passed.
12:31Because what we see now is the moment or the current sentiment.
12:37That's what we pay attention to.
12:39Okay, from Unilever, we move to PTPP.
12:42How interesting is PTPP, Mr. Reza?
12:45Yes, for PTPP, we see that the trend is still quite positive.
12:50Moreover, the movement is still above MA20 and MA60.
12:56Then, if we look at it from a technical point of view,
13:02the pattern that occurs is called the spinning top pattern.
13:08So this means that it gives the potential for further growth.
13:13Then, from the technical line,
13:17the stochastic has also touched the golden cross.
13:21So we see that the full mobility of PTPP is still quite large.
13:26Okay, the involvement of PTPP itself in the IKN project,
13:29how interesting is it, or how significant is this sentiment
13:34to become a driving force or maybe a determining factor,
13:40an investment strategy from investors to then collect PTPP?
13:43Mr. Reza, fundamentally, how interesting is PTPP?
13:47Yes, at least from the sentiment side.
13:50The sentiment is quite positive.
13:52Moreover, if we look at it, this IKN project has a very large cost.
13:58With PTPP as one of its contractors,
14:02at least we hope it can provide positive additional for its performance.
14:08But next, what we need to see is
14:11from the payment side of the IKN project.
14:15Because it will support their cash flow.
14:19It's all coming back to the cash, right, Mr. Reza?
14:22Yes.
14:23How is the payment term and the discipline of the government
14:27to pay the value of the project to PTPP?
14:31Because everything will affect the operational of PTPP itself.
14:35The last level is at level 442.
14:38Then the level you recommended, the support level is at level 428.
14:42So wait for it to be corrected first, until level 428, Mr. Reza.
14:45Or level 442 can enter?
14:48Yes, we see that as long as it can still survive above the support level 428,
14:53we can still do speculative or good trading in PTPP.
14:58For the level entry, it can be observed at levels between 442 to 446.
15:04For the resistance level, 462 to 486 with stop loss at 426.
15:10Okay, that was the analysis for PTPP.
15:14What do we mean by PTPP? We go to Buka, what is it like, Mr. Reza?
15:18Okay, next for Buka, if we look at the price of Buka,
15:22it can still survive above the support level 417.
15:26Then if we also look at the volume of buying or selling,
15:33we see that the selling price in the last three days
15:36is still lower than the volume of buying.
15:42Then if we also look at the reverse direction,
15:46it also happens in Buka.
15:50So if we look at the support at 1114,
15:54then for the entry level, it can be at levels 117 to 119
15:59with resistance at 127 to 132,
16:03for the stop loss at level 113.
16:06Okay, Bukalapak has a net loss of 752 billion rupiah in 2021-2024.
16:11Based on this, is the investment for Buka itself
16:16medium, short, or long, Mr. Reza?
16:19Yes, again, we try to take advantage of the short-term forecast today,
16:25the forecast for the market position,
16:27so we see a positive move in Buka,
16:32even though financially they are still at a loss,
16:36but we see that the loss has also been managed well.
16:40Okay, from Buka to SCMA, what is it like, Mr. Reza?
16:43The last level is at 128,
16:46the support level you recommended is at 125,
16:48what is the analysis like?
16:50Yes, for the support level at 125,
16:53then for the entry level, it can be at 127 to 129,
16:59resistance at 137 to 143,
17:03with stop loss at 124.
17:06Okay, for SCMA, if we look at the valuation,
17:10is it cheap or what, Mr. Reza?
17:13Yes, if we look at the media stocks,
17:17like SCMA, we see that at level 120,
17:22the entry level is quite interesting for SCMA.
17:28Moreover, if we look at their product line,
17:33it is also quite variety,
17:36so at least this can give a positive sentiment for the stock movement.
17:41Okay, those are some of the stocks recommended this morning by Mr. Reza,
17:45there is Unilever, recommended by Buka,
17:48SCMA is also recommended by,
17:50meanwhile, PTPP is recommended by Speculative Buy.
17:53A little about projection until the closing of trading in the afternoon,
17:59and the most recommended trading strategy,
18:03the most secure trading strategy today,
18:07what is it like, Mr. Reza?
18:10Yes, for today, we target the movement of IHSK,
18:15support at 7450 to 7485,
18:19with resistance at 7550 to 7595.
18:24For today, maybe we will see how much
18:28the influence of the existing sentiment is,
18:33the movement of IHSK,
18:35and we can take advantage of that momentum
18:38to re-enter trading buy in Samsung,
18:42especially Samsung PLAN earlier, as well as Samsung Bickers.
18:46Okay, Mr. Reza, thank you for joining us at Market Plus,
18:50success for you, I always see you.
18:52Thank you, Mas Wiki, thank you IDX Channel,
18:55good health and success always.
19:23And select the emitter that you want to watch,
19:26note the date starting today,
19:28August 26th to August 30th, 2024,
19:31Public Expo Live 2024, only on IDX Channel.
19:35And, Mr. Reza, we have accompanied you for 60 minutes in Power Breakfast,
19:39hopefully today's discussion can be a source of information for you.
19:43I am Wiki Ardian, representing the SOMBRA network
19:46and also friends who are on duty today,
19:48stand back, see you.
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