"Saksikan tayangan kami Official Youtube IDX Channel di Program Power Breakfast, Jumat (30/08/2024) dengan Tema Ribuan Driver Ojol Demo, Bagaimana Dengan Saham GOTO?."
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00:00We move to several global economic agendas, from the United States, there is PMI Cicago,
00:09then the King of Taxation from Canada, PDB Quartal 2 from Canada, and Pidato Anggota Dewan,
00:15ECB Supervisors, COKNIC from the European Union, then several other agendas, including from
00:21India, Deficit Savings, and Unemployment Rate from Germany.
00:27From the Global Economic Agenda, we move to the Emitten Agenda from the country,
00:31there is Java that will hold RUPS, Goto will also hold RUPS, Amar Payment of Interim Cash Dividend,
00:37PSSI Payment of Interim Cash Dividend, BSBK Payment of Interim Cash Dividend,
00:44BPII Ex-Dividend Interim Cash Dividend.
00:48Next, the update from the Asian Stock Exchange this morning, you can watch the full data on your TV screen.
00:54This morning, Pekasai Stock Exchange is getting stronger or vice versa, let's take a look together.
01:06Pekasai Stock Exchange is getting stronger, where Nikkei, Japan is up 0.51%,
01:11Singapore Street Time is up 0.6%, KOSPI South Korea is up 0.74%,
01:15Hang Seng, Hong Kong is up 0.05%.
01:24Sina Prima Suci, Head of Investor Relations, Mandiri Utama Sekuritas.
01:29We continue to the video conference with Sina Prima Suci, Head of Investor Relations, Mandiri Utama Sekuritas.
01:35How are you, Mrs. Sulis?
01:40Hello, Mrs. Sulis, how are you?
01:43Yes, hello, how are you?
01:45Obviously, Mrs. Sulis, thank you for joining.
01:48Are you well?
01:49Yes, I'm well, Mrs. Prisna.
01:52We will discuss about the demo that was broadcasted yesterday from a number of OJOL drivers,
01:58especially when we talk about Gojek.
02:01Today, there is an RUPS plan from Goto, based on the agenda calendar from the Indonesian Stock Exchange.
02:10With the demo that was broadcasted yesterday,
02:14how do you see the correlation and the opportunity?
02:21Because there must be a lot of people who still have an investment in Goto.
02:27Yes, that's right, Mrs. Prisna.
02:28Yesterday, we all saw how Gojek drivers did a big demonstration.
02:36But if we look at the demonstration that was done by Gojek drivers,
02:40it has no direct impact on the company's performance.
02:45And this sentiment is only temporary,
02:48which will have a big impact on the company's performance, as Mrs. Prisna said.
02:54Regarding the RUPS that will be implemented today with two main agendas,
03:01the private placement agreement is up to 10% of the company's capital,
03:07and will also promote Simon Ho as the new director who has a good track record in Asia in finance.
03:16So right now, investors tend to wait for the RUPS LB results, Mrs. Prisna.
03:21Okay, the promotion of the director, right?
03:24Yes.
03:25Okay, the promotion of the director and also the private what?
03:28Private placement up to 10% of the capital.
03:31What will the effect be like?
03:32Let's go to the private placement first.
03:3410% of the capital.
03:35What do you think the effect will be?
03:39Okay, from the private placement side, it will definitely be positive for the company.
03:46Because it will strengthen Goto's capital in the future,
03:51and it will also have a good impact on the company's direct performance.
03:56Okay.
03:57Meanwhile, the promotion of the director may be more in the direction of the managerial optimism, right?
04:04Yes, that's right.
04:05Okay, have you seen Goto's recent move, the 50th one?
04:10What are your expectations? Especially for those who already have it,
04:13and maybe those who don't have it, is there a chance to do it?
04:17Or do you recommend it?
04:19Okay, if we look at Goto's current performance,
04:24up to the first semester in 2024,
04:27it is still at a loss.
04:29Although there is a recovery in terms of losses,
04:31but it is still at a loss up to 2.84 trillion.
04:35So, looking at the trend that is still negative,
04:37and there is still a tight business competition in the digital transportation business,
04:42I think Goto's recommendation for those who have it,
04:45it is still recommended to do sales.
04:48But for those who don't have it,
04:50maybe we need to end it first,
04:52until there is a recovery,
04:54or if there is an interesting corporate action for investors,
04:57it is recommended to return to Goto.
04:58Wait a minute, if you just want to enter or don't have it yet,
05:01or want to increase your position,
05:02but if you already have it, it has lasted a long time,
05:05sell it?
05:07Yes, it is still recommended for every strengthening to do sales.
05:12Do sales, okay.
05:14Because you see it still won't go anywhere,
05:17this Goto stock, it will still be around this level, right?
05:20Yes, that's right.
05:21There is no improvement yet.
05:22Will it change if there are signs like what?
05:25Indicators that seem to make this Goto stock move in a synergistic way,
05:30is it interesting?
05:32Okay, if it's interesting,
05:34it's when it's already starting to record lags,
05:38that's the first from the fundamental side of the company first,
05:42then it will directly affect the stock price movement.
05:46Okay, it still has to lag, right?
05:48Yes.
05:49The lag may not be as easy as that,
05:51because in the last few years, it is still being tried.
05:55Maybe there are other indicators besides the lag?
05:58Okay, other indicators besides the side that notes the lag,
06:03Goto also needs to be from the side that will be done
06:10and discussed in the PSLB meeting,
06:12which is related to the restructuring of the organization.
06:17So there really needs to be a new strategy that is done by the management
06:21to be able to improve the performance.
06:24Okay, it means it takes time, not just a moment, right?
06:27It has to be seen first, even if there is strength,
06:29maybe it will be more like a short-term euphoria, right?
06:32That's right.
06:33Okay, let's leave it about Goto.
06:35We move to the index of joint stock prices that has been corrected yesterday.
06:40What is the opportunity like?
06:41Is there a tendency for the market to be careful
06:43and wait for the U.S. PDB report at the end of this week,
06:46in the second quarter?
06:48Or is it really profit-taking because we have been record-breaking?
06:51Is there a chance to strengthen further?
06:53We saw earlier that the stock price was up,
06:55the closing of Wall Street was a bit mixed,
06:57but the Dow Jones was also a closing record.
07:00And from Europe, there is also a DAX record.
07:02What is the opportunity of the joint stock price index
07:04that can be a catalyst for investors related to the chosen emittance?
07:09Okay, if you look at the PDB-AS report that was just released last night,
07:15it seems that the market has appreciated it first,
07:18because over the last two weeks,
07:21the IHSG has been noting the strength
07:24up to the ATH level yesterday.
07:26So, the opportunity is still quite good for investors,
07:31but I am worried that at the end of September,
07:36there is a potential for sell-on use.
07:38So, right now, let's take advantage of the momentum first.
07:42So, you are still optimistic that the FED will lower the flower rate in September?
07:46Yes, from the FOMC results that have been carried out,
07:51I am still quite optimistic that the FED will lower the flower rate,
07:54even though it is only 25 basis points,
07:57because we are still waiting for the inflation level to drop to 2%.
08:02Okay, so maybe it can be said that right now,
08:04this is a euphoria related to the long-awaited cut of the FED's flower rate,
08:10and it has started to be released now.
08:12I am afraid that the FED will really knock,
08:15from Jerome Powell announcing the flower rate cut,
08:18the market is profit-taking.
08:19We will discuss the strategy later,
08:21what it should be like,
08:22Mrs. Sulis, let's take a break first.
08:25Our guest will be back soon,
08:27stay tuned with us in the marketbuzz segment.