Analisis Saham Pilihan: BIPI, BRMS, KLBF, TINS
"Saksikan tayangan kami Official Youtube IDX Channel di Program Power Breakfast, Rabu (04/09/2024) dengan Tema Analisis Saham Pilihan: BIPI, BRMS, KLBF, TINS"
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00:00PEMIERSA
00:05We can see the recommendations and choices from Mr. Hans Kui PEMIERSA
00:09in the middle of the price index of joint stocks,
00:11which seems to continue the phase of the global correction.
00:15Here is the data of PEMIERSA that you can see on the screen,
00:18which we have summarized in the following graphics.
00:21The first stock that is recommended is PEMIERSA BP,
00:26recommended by BRMS, by Calbe Pharma, and also by Teens.
00:30Here is the PEMIERSA recommendations and choices,
00:33with support and resistance.
00:35As you can see, BP at 60, resistance at 81,
00:38BRMS at 156, resistance at 212,
00:41Calbe at 1,600, resistance at 1,795,
00:45and Teens at 990 with a target of 1,110.
00:51This is a short term, right, Mr. Hans?
00:54Yes, this is really short term.
00:56Actually, because it is asked for a choice of four,
01:00and usually buy,
01:02it is a bit difficult to find a stock to buy in the middle of the market,
01:05but BP is moving in a downward trend.
01:09Then if we look at the candle, it is relatively small
01:14and there is a chance for a rebound.
01:16So this is a bit by weakness and speculative.
01:19So we will be speculative at 5862, our buying area.
01:24Later, if it falls below 55, then cut loss.
01:30The target goes up to 72, and if it goes through again, it can reach 81.
01:35So this is relatively for trading, for BP.
01:40Okay, 72, if that is achieved, there is a chance to 81.
01:44What was the cut loss level just now, sir?
01:4655, the cut loss.
01:48The lower is 58.
01:50Currently, it is still around 62, the closing of trading yesterday.
01:54Is it still at the buy level, Mr. Hans?
01:57Or just wait for 60?
01:59Yes, if we look at it, it's better to wait for a correction,
02:03because the market is likely to be opened with the potential for correction.
02:07We have to pay attention to a stable market,
02:10then we can make a purchase.
02:13What about the next one, BRMS?
02:16Yes, BRMS is quite interesting.
02:19When the market was corrected yesterday,
02:21we saw a break in BRMS,
02:24with a relatively high volume.
02:28So this opens up speculation, buying.
02:32Indeed, 56, 156 and up to 169,
02:39that's our speculative area for buying BRMS.
02:42Maybe there's a little pullback there.
02:45This opens up opportunities for us.
02:48If it drops below 150,
02:51maybe we have to cut loss first.
02:53Okay, below 150, we cut loss first for BRMS.
02:57Yes, that's right.
02:59Calbe Pharma?
03:01Yes, Calbe itself, if we look at it,
03:04this relatively forms a doji in the correction trade yesterday.
03:10Indeed, the corrected market is relatively stable.
03:15So we recommend a speculative buy at 1635
03:20up to 1700, our accumulation position.
03:25If it drops below 1600, we cut loss.
03:29For trading, our target is 1795 for Calbe Pharma.
03:341795?
03:36Yes, 1795.
03:39For Calbe, right now Calbe is up 0.3% at 1685.
03:44What's the next step?
03:47Yes, if we look at it, we wait for the pressure to drop
03:51before we make a purchase.
03:53We accumulate doji when there is a correction.
03:56Teams?
03:58Teams itself, if we look at it,
04:00also moves relatively sideways.
04:02And our buy area, if it is corrected at 970 up to 1000,
04:09that's our buy area for teams.
04:11Our cut loss, if it moves below 950,
04:15then our target is 1110 for teams.
04:18Okay, that's it for the recommendation of Pemirsa stock.
04:21And time shows 9 more than 2 minutes,
04:24where the index of this joint stock price
04:26dropped quite deep, Pemirsa 0.71%,
04:28continuing the weakness that occurred in the closing yesterday, 1%,
04:33and the IHSG is at 7567.
04:38While the closing yesterday was still around 7616,
04:42right now it's playing Pemirsa at 7550 again.
04:47And later we will discuss, Mr. Hans,
04:49there is also a potential to receive a number of inputs,
04:52this Indonesian stock exchange will cut the number of stocks
04:55that are included in the short selling.
04:56If there is a Pemirsa, stay with us in the market bus segment.
05:00Thank you, Pemirsa, for joining us again,
05:02and we will still discuss with the capital market observer, Mr. Hans Kui.
05:06But before that, we will update the opening of the first trading session,
05:09where the index of the joint stock price moves in the negative territory,
05:12continuing the weakness that occurred yesterday.
05:16The IHSG is currently moving at around 7588,
05:20decreasing 0.37% or 31 points.
05:23This weakness tends to shrink Pemirsa,
05:27compared to exactly 5 minutes ago,
05:30when the Indonesian stock exchange was just opened,
05:33it was almost 0.8% weaker,
05:36now only 0.4% only.
05:39And the value of the Rupiah exchange to the US dollar
05:42moves at around 15529,
05:46weakening 0.06% against the US dollar.
05:49Next are the top gainers and top losers based on Pemirsa's value.
05:54Among them are ZBRA,
06:01which is 2.45% weaker at 167.
06:05Then there are SPRE, SMLE, SILO, PUDP, PTMP, OKAS, OILS,
06:13NZIA, MSKY, and MMEX.
06:17Meanwhile, the losers based on value are UNTR,
06:21UNITY TRACTOR, TOBA,
06:24TELCOM, SSEA, SRTG, SMRA, SIDO, and PNLF.
06:31And you can also see the sectoral movements
06:36on the Pemirsa's screen,
06:38which are the main supporters of the joint stock price index,
06:41and specifically the technology following the development of the global or US stock exchange,
06:46including the worst in the closing of last night.
06:52Let's go back to the discussion with Mr. Hans.
06:55Mr. Hans, we have discussed the recommendations and choices
06:58that are more related to short-term trading.
07:01If it is not suitable for short-term trading,
07:05what are your recommendations at the moment?
07:08Yes, if we look at it, we should look at it with NC.
07:12So there is a global pressure,
07:16and I think the market will be a little careful until the end of the week,
07:20because the risk index in the US has increased quite a bit in the last trading session.
07:28And of course, now we are waiting for data from the US.
07:32Non-farm payroll is quite important.
07:34Then of course we are also waiting for the US unemployment rate.
07:39In addition, we also have some non-manufactured PMI data.
07:45This will determine the direction of the market itself.
07:50Usually, September is a bit corrected,
07:53so the market players can use it to buy,
07:56and usually blue chips are our choice to accumulate.
08:01Which blue chips are Mr. Hans' choice?
08:04Yes, if we look at it, the banking sector is of course our choice.
08:09So there is BCA, BRI, Bandiri, BNI.
08:14This is a bank that will be more profitable when Central Bank of America cuts the flow,
08:19and BI will cut the flow.
08:21This year it may be up to 50 basis points,
08:24if the Fed does 3 or 4 times, 75 to 100 basis points.
08:29So, Mr. Hans, including those who historically see
08:33that September is usually a bad month for the capital market,
08:37usually it goes down, so it becomes an opportunity for those who do not have the opportunity to buy,
08:41especially in blue chips for long-term investment.
08:44Okay, Mr. Hans, in short, the Indonesian stock exchange will cut the number of short selling shares
08:48constituted in IDX30 and also LQ45 from an average of more than 100 emittance.
08:55This will be cut after receiving various inputs.
08:58What is your response?
09:00Fresh wind or what?
09:02Yes, this is certainly good.
09:04It means that the authorities are listening and adapting to their needs.
09:09So maybe not all stocks are fit for short selling transactions.
09:14Secondly, this short selling is an existing ecosystem.
09:18And marketers must realize that we do not sell this short selling for free.
09:24It means there is a mechanism where people borrow stocks,
09:28they do short selling because they think the market will go down.
09:33Those who borrow stocks are also investors,
09:36but usually they are long-term investors.
09:38So by borrowing stocks, they get income from the stocks they borrowed earlier.
09:45Secondly, short selling also increases the discovery price
09:50because it tends to reduce the spread in the market.
09:53Then this short selling also becomes a mechanism
09:57when the authorities plan the existence of liquidity providers there.
10:02And if we want to encourage derivative trading, there are liquidity providers
10:07and provide opportunities for market players to do hedging.
10:11So of course this is a good and positive thing for the market.
10:14You are also one of those who welcomes the opportunity
10:18from the shortage of emitters categorized as short selling.
10:24Okay, Mr. Hans, there are a lot of things we want to review,
10:27including this short selling, maybe next time.
10:30Thank you for your analysis and recommendation when we are limited.
10:33See you again, Mr. Hans. Good morning.
10:36Thank you, Bu. Good morning.
10:44Thank you, Mr. Hans.