"Saksikan tayangan kami Official Youtube IDX Channel di Program Power Breakfast, Kamis (05/09/2024) dengan Tema Waspada Wabah MPOX, Saham Kesehatan Melesat"
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00:00Ibu Mirso in the middle of the IHSG, which continues to strengthen in the highest record, one of the sectors suddenly recorded a surge in the last 30 days, namely the pharmaceutical or health sector.
00:14A warning of a global health emergency such as the M-pox virus or monkey flu from WHO and the re-screening of health units at the airport is considered a sentiment of strengthening of Sam Kimia Pharma and other colleagues.
00:31Health sector shares showed a positive performance for the last 30 days, until the closing of the RABU trade, the health sector strengthened in the second position to reach 1.61%.
00:44In the last month, the largest increase in shares is PT Kimia Pharma TBK or KF, which recorded an increase of almost 25% in the range of 735 rupiah per share.
01:00In the second position, there is the Siloam International Hospitals or SILO, with an increase of 17% in the last month at the price of 3,150 rupiah per share.
01:12Several other stocks that also recorded a significant increase are Piredang Pharma or PYFA, Papros or PH, KB Pharma, Temposken Pacific or TPSC, Soho Global Health, and Daria Faria Laboratorium or DVLA.
01:33The strengthening of Sam-Sam Pharmacy occurred after the WHO announced the monkey flu or M-pox as a global health emergency in early August last year.
01:44The government noted that there were 88 cases of M-pox or monkey flu that were confirmed in the country until August 2024.
01:52In order to prevent the entry of the M-pox virus, the government is now re-screening through the Satu Sehat application at the airport's international door.
02:04This step is done as an effort to increase awareness of the M-pox virus or monkey flu in Indonesia, as found in the Clade IV variant in Africa.
02:14Minister of Health Budi Gunadi Sadiqin at a meeting in the presidential palace in Jakarta a few days ago discussed the risk of the transmission of the variant if it infects the body.
02:29Some analysts estimate that if it is not handled well, the M-pox epidemic can spread and the rise in prices for hospitals and pharmacies will continue.
02:43What are the risks of the M-pox epidemic?
02:50We went to the economic agendas of the WHO. We present several agendas, economic and also emittance.
02:56As follows, from the United States, there is a claim for the unemployment of the United States.
02:59Then there is also the inventory of crude oil from the European Union, retail sales from Germany, factory order.
03:06In South Korea, there are gross domestic products and savings in Taiwan, as well as the consumer price index from the Philippines
03:13and retail sales from Singapore, as well as other agendas, such as the King of Trade from Australia.
03:19In addition to emittance, there is a claim for RUPS from BJBR.
03:23Then there is also SMIL, Tele, Keras, and other agendas such as payment of coupons from BVIC.
03:35Next, there is an update from the Asian Stock Exchange this morning.
03:39Is it still experiencing a deep weakness or is it starting to reverse?
03:43We see that Nikkei Japan, which fell by 4% yesterday, has started to be more moderate.
03:49It only fell by 0.62%.
03:52At the same time, Singapore rose by 0.52%.
03:54KOSPI also reversed, rose by 1.13%.
03:57Hang Seng Hong Kong rose by 0.07%.
04:04And this morning, we will continue our coverage of the health sector and pharmacies
04:13together with Mr. Abdul Aziz Investment, an RDK elite security specialist.
04:18Good morning, Mr. Abdul.
04:21Good morning, Mrs.
04:23Thank you for joining us this morning, Mr. Abdul.
04:25For the last 30 days, the health sector has been struggling.
04:29Yesterday, it was in second place with a strength of around 1.6%.
04:32The health sector is in second place in the sectoral movement.
04:36How do you see the health sector and maybe the connection with the crisis, including the Mpox epidemic?
04:45That's right. If we look at the data from the last month,
04:48some health sectors have been strengthened.
04:51One of them is the emitting case.
04:54If we look at the data from 2022 to 2024,
04:57the number of cases of Mpox has increased to around 88 cases.
05:05And in 2024, there were around 14 cases.
05:09However, the government has also overcome this issue,
05:12and has also vaccinated those who have high risk of Mpox.
05:19And there are some restrictions at international airports or international destinations.
05:24Because if we look at some countries in Asia or foreign countries,
05:29there is an increase in cases of Mpox,
05:33such as Australia, which has increased to more than 150 cases per month in July.
05:38So this situation will probably be strengthened at the end of September.
05:44It will still be strengthened until the end of September.
05:47And the government has recently resumed screening using the Satu Sehat application,
05:50especially for passengers from abroad.
05:55This indicates a significant situation,
06:00which may be the reason why Samsam Pharmacy and Rumah Sakit
06:04have also experienced significant strengthening.
06:06We have the graphic data, my dear viewers,
06:09which leads to the fact that in the last 30 days,
06:12the number of cases has increased by almost 25% to 735.
06:18Do you see this as a momentary euphoria,
06:21or is there a chance that if it is not handled properly,
06:24the concerns can be like COVID-19 yesterday?
06:28Well, if I look at it, this is definitely an opportunity for strengthening.
06:35Because even though this case is handled, there is a potential for additional cases.
06:40On the other hand, there is also a potential for currency strengthening
06:43which always pushes some pharmacies
06:45that can do currency trading, the import is lower.
06:49So some of these pharmacies still have a potential for strengthening in September.
06:52Still have a potential for strengthening in September.
06:55We just saw the graph, there is KF which has increased by almost 25%,
06:58Silom Hospital has increased by 17% in the last 30 days.
07:02Opportunities that can be used in pharmacies or health,
07:06what kind of emittance are you more curious about?
07:09I'm afraid the euphoria is also quite high.
07:13Well, if I look at more secure funds,
07:17like funds that have good fundamentals, there is KLBF.
07:20It has moved above IDR 5200, and this fund is already moving in the uptrend channel.
07:25Yesterday, the KLBF fund experienced a strengthening,
07:28after touching its strong support and moving back to the uptrend channel.
07:34If we also look at this KF fund, there is a potential to form a bullish trend.
07:38When it breaks the resistance, it will have the potential to continue strengthening and test MA200.
07:44Testing MA200, there is an opportunity there.
07:47KLB is already at IDR 1730, what is the strategy?
07:52Okay, for this KF fund, we can see that
07:56KF or KLBF?
07:58KLBF first.
08:00KLBF first, KLB Pharma first.
08:02If we look at the KLBF fund, we can guess the purchase,
08:05because this fund has moved in the uptrend channel.
08:08If we guess at IDR 1730,
08:10we will have a target around the uptrend channel at IDR 1800.
08:17We guess because this fund has the potential to continue the strengthening trend.
08:21Okay, there is an opportunity for the trend to continue.
08:23What is the closest target at what level after IDR 1730?
08:28For the closest level, it is at IDR 1760 for this KLBF fund.
08:32IDR 1760, if it is achieved, the next target?
08:36The next target is at IDR 1800.
08:39Okay, is it only KLBF or KLB Pharma that you recommend
08:43from the sector related to health?
08:46I also recommend related to KF fund,
08:49because this KF fund has the potential to form a bullish trend.
08:52Okay, Kimia Pharma.
08:54Bullish trend, can you explain what it is like?
08:58Bullish trend, this KF fund previously experienced
09:02a strengthening and increase in volume,
09:05and the last few days, the last two weeks,
09:07the stock experienced a correction, the correction is healthy,
09:10because the volume of sales is very small,
09:13and now the sideways has begun to be limited,
09:16the correction, the consolidation has begun to be limited.
09:18If we look here, there will be a potential for a bullish trend,
09:21and if the stock succeeds in breaking,
09:24the resistance at IDR 755,
09:27this consolidation will have the potential to continue the strengthening trend
09:30and test for IDR 200.
09:33Okay, so if you want to target the health emittance that you want to buy,
09:37it seems interesting at KF, because it has fallen,
09:40and you see the volume is not too significant in the middle of this weakness,
09:43there is a chance for a reverse direction,
09:45we buy at IDR 735 current price?
09:47Correct, we just hit at IDR 735,
09:50and we limit the risk at IDR 702.
09:52Okay, we limit the risk at IDR 702.
09:55So talking about the health sector emittance,
09:57you see there is still a chance for strengthening
09:58until the end of September,
10:00later after the end of September,
10:02we look again if there is still a potential or not,
10:04but so far you see there is a chance there,
10:06with the stock you recommended, Calbe Pharma and Kimia Pharma, right?
10:09Correct, this stock still has the potential for strengthening,
10:13not only supported by the MPOC case,
10:15but also supported by the strengthening of the Rupiah trend,
10:17because the capital purchase will be lower,
10:19and this stock will be more profitable.
10:21Okay, in the bottom line,
10:23it's not just speculative about the MPOC,
10:24but there is also an increase in the value of the Rupiah exchange rate, right?
10:30Correct, the Rupiah strengthening trend for the US dollar.
10:34Okay, we will continue later,
10:36we have to go first, Mr. Meersa,
10:38with the choice we present,
10:40stay with us in the market bus segment.