Ceremony IPO VERN dan PMTR
"Saksikan tayangan kami Official Youtube IDX Channel di Program Power Breakfast, Selasa (08/10/2024) dengan Tema Ceremony IPO VERN dan PMTR"
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00:00What do you think about Israel and Hezbollah?
00:05The share price index that was strong yesterday,
00:09although the strength is not very significant,
00:11and brought the IHS Genderum moving on the line.
00:14But the commodity price, especially the rent,
00:17is back to its strength,
00:19along with the conflict in the Middle East
00:23that is still ongoing between Hezbollah and Israel.
00:28Let's move on to the economic agenda.
00:30First, there is the trust of Indonesian consumers in September.
00:34Then, from South Korea, there is the ongoing transaction in August.
00:38And the production of the Philippine industry in August or year-on-year.
00:42From the United States, there is the transfer of FOMC Bowman's members.
00:46And from Europe, there is the production of the German industry.
00:51Next, let's move on to the emission agenda.
00:56There is RUPS from NETV,
00:58then EPAC RUPS, UNTR, Ex-Dividend Tunai Interim,
01:02and there will also be an IPO from a new emitter in the Indonesian Stock Exchange.
01:08Next, let's look at the Asia Stock Exchange update,
01:11which can be an example of the opening of the first trading session this morning,
01:15where the Asian Stock Exchange, such as Nikkei Japan,
01:18Street Time Singapore, KOSPI, South Korea, Hang Seng, Hong Kong,
01:22all stocks are moving in the negative territory.
01:25Nikkei fell 0.68%, Street Time around 0.19%,
01:30KOSPI 0.85%, Hang Seng fell 1.17%.
01:35Following the closure of the US Stock Exchange, which is also weakening.
01:52We are joined by Mr. M. Hamzah, CEO of Sahamology.
01:59Good morning, Mr. Hamzah.
02:01Good morning.
02:02Thank you very much for your time, Mr. Hamzah.
02:04Let's get straight to the point.
02:06The condition of global crude oil prices is back up.
02:11Brand, if I'm not mistaken, is currently above US$80 per barrel.
02:15How is your analysis?
02:17How far will this affect the domestic capital market,
02:20which has been growing even though it is still flat?
02:22And today, globally, the stock market is weakening.
02:26Yes, for the movement of brands, the impact of geopolitics
02:31does have the potential to continue to grow.
02:34But the current condition is already in the resistance.
02:36There is a potential weakness.
02:38Until tomorrow, there will be inventory data.
02:42Maybe it will be corrected.
02:44So this week, the strength may be quite limited.
02:48The strength will tend to be limited.
02:50With the current crude oil price,
02:53there is speculation that it will continue to strengthen.
02:57How should investors respond to this?
03:01Can we enter the commodities like coal or other energy sectors?
03:08For the oil sector itself, I see that Medco is still interested.
03:13Looking at the condition of the oil price itself,
03:16the oil price will continue to strengthen.
03:18There is a potential buy-on weakness for Medco.
03:21It can be seen at the level of 13.75,
03:27there is still a potential buy-on weakness there.
03:30So it's quite interesting to see.
03:32In the future, oil will continue to uptrend.
03:35Oil will continue to uptrend.
03:37Is there a target nearby?
03:38Maybe not from the stock market, but from the brand?
03:41For the brand itself, my target will continue to strengthen.
03:45At least until level 84.
03:48Because at level 80, there is quite a strong resistance.
03:51So we just have to see if there is a capability to break.
03:55But there is a possibility that it will continue to level 84.
04:00Up to 86.
04:01Up to 86.
04:03Is Medco the only one you recommend?
04:06For now, Medco is quite interesting.
04:08Because if you look at the decline,
04:11like Elsa, it still needs more energy.
04:15Because the condition is that it has uptrended for a long time.
04:19Medco's upside potential is still quite okay.
04:23However, Elsa herself still needs a confirmation break at level 550
04:28for it to continue to strengthen to 600.
04:31There are Medco and Elsa that should be considered.
04:33But the strategy is not to just go in like that.
04:38Back to each of their own pros and cons.
04:41Mr. Hamzah, we will stop for a moment.
04:43Because from Bursa Efek Indonesia,
04:45there is an IPO ceremony.
04:47Two new emitters are coming.
04:48There is FERN or VERN and PTMR.
04:52Is this a reality?
04:53We will join right away with the live from Bursa Efek Indonesia.
05:03Of course, first of all, we extend our gratitude
05:07for the health benefits we can receive this morning.
05:13On behalf of PT Bursa Efek Indonesia,
05:15I would like to congratulate on the first IPO,
05:20PT Verna Indah Picture TBK and PT Master Print TBK,
05:27which will officially become the 35th and 36th
05:31in 2024.
05:35Let's give a round of applause to both of them.
05:42Ladies and gentlemen,
05:44the journey of becoming a company that is scaling up
05:48has just begun.
05:51We hope that the company will always grow in the capital market,
05:57utilize our stable economic growth,
06:02and take advantage of the growing capital market in Indonesia
06:07which is now in a conducive state.
06:10In achieving growth in the capital market,
06:13we ask for support to be able to implement
06:17the triple bottom line framework,
06:21integrating the three dimensions of profit, people, and planet.
06:29The company has a harmonious profit path
06:32by empowering the welfare of the people
06:40and always maintains the sustainability of the environment or planet.
06:46We also emphasize the importance of corporate governance
06:50as a foundation to build trust with investors and stakeholders.
06:58Corporate governance is a compass, ladies and gentlemen.
07:03A compass as a guide for the ship that is sailing.
07:09Use the compass well,
07:11so that you will arrive at your destination safely.
07:16Transparency, accountability, and business ethics
07:22are essential to build confidence level with your stakeholders.
07:30In conclusion,
07:32we at Bursa and SRO, of course OJK,
07:35will always support investors to utilize the capital market,
07:40increase the shareholder value,
07:43and contribute not only to the shareholder,
07:47but also to the national economy.
07:50Best of luck, PT Verona Indah Picture Tbk and Master Print Tbk,
07:55and keep moving forward in the Indonesian capital market.
07:57Thank you. Good morning.
08:00Thank you, sir. We will return to our seats.
08:10Next, we welcome PT Verona Indah Picture Tbk's Chief Director, Ms. Titin Suryani.
08:41Good afternoon, ladies and gentlemen.
08:47Distinguished Chief Director of PT Bursa Efek Indonesia, Mr. Imam Rahman.
08:56Distinguished Director of PT Bursa Efek Indonesia, Mr. Igde Nyoman Yatnah.
09:06Distinguished Chief Director of PT Bursa Efek Indonesia, Mr. Imam Rahman.
09:16Distinguished Chief Director of PT Bursa Efek Indonesia, Mr. Yuwobi Kahian.
09:32Distinguished Chief Director of PT Bursa Efek Indonesia, Mr. Yudhoyo Tenggoro.
09:45Distinguished Chief Director of PT Bursa Efek Indonesia, Mr. Yudhoyo Tenggoro.
09:54Distinguished Chief Director of PT Bursa Efek Indonesia, Mr. Yudhoyo Tenggoro.
10:07Distinguished Chief Director of PT Bursa Efek Indonesia, Mr. Yudhoyo Tenggoro.
10:22Distinguished Chief Director of PT Bursa Efek Indonesia, Mr. Yudhoyo Tenggoro.
10:33Distinguished Chief Director of PT Bursa Efek Indonesia, Mr. Yudhoyo Tenggoro.
10:43Last year, Verona Pictures has given a real contribution to the sinetron industry in Indonesia.
10:52Through sinetron broadcasts that are inclusive and educational, as well as entertainment for our people.
11:01Verona Pictures has won the hearts of the Indonesian people.
11:06Our products have filled the broadcast slots of various television stations in Indonesia.
11:13Especially in prime time, thousands of episodes and watches have been produced by us.
11:20And all of them can be received well by our people.
11:27In the midst of a fairly good economic growth and the purchasing power of the Indonesian people,
11:34the film industry broadcast on the cinema also experienced a significant increase.
11:40Seeing this, Verona Pictures will also take advantage of the opportunity to start producing wide screen films.
11:49In the near future, Verona Pictures will produce 5-6 wide screen films.
11:56Not to be missed, in the midst of the rapid development of digital technology, including OTT broadcasts,
12:04Verona Pictures will also expand the OTT miniseries industry even more.
12:11Today, we gather here and will soon enter the stock market.
12:18This IPO is an important moment in our company's history.
12:24By entering the stock market, Verona Pictures will look ahead to enter the global market.
12:32To our investors, we would like to thank you for your trust in our vision, mission, and potential.
12:42We are committed to provide sustainable value for your investment.
12:49To our business partners, artists, and viewers, you are the reason we exist.
12:56Thank you for your trust and support to us, which motivates us to continue innovating, providing the best products and services.
13:08On this occasion, we would also like to thank the Indonesian Stock Exchange, OJK, and support professionals for their full support to us, so that we can successfully enter the stock market today.
13:25In closing, thank you to all of you for being part of our special moment today.
13:35Let us continue to step forward together. Thank you.
13:41Thank you, Madam. Please return to your seats.
13:55Next, we would like to welcome Director PT Master Print TBK, Mrs. Sindy Kusuma.
14:14Good morning, ladies and gentlemen. Peace be upon us all.
14:20Assalamualaikum Warahmatullahi Wabarakatuh, Om Swastiastu, Namo Buddhaya.
14:25Greetings of Virtue.
14:27Distinguished Director of PT Bursa Efek Indonesia, Mr. Igre Nyoman Yetna, and all of his staff,
14:35Director-General of PT Provindo Securitas Indonesia as the Executive Director of MSC Efek,
14:40and as the Chief Commissioner of PT Bursa Efek Indonesia, Mr. Karman Pamuraharjo, and all of his staff,
14:46KAP Kanaka Puradireja Suhartono, Law Consultant Irma N. Salomon Law Firm,
14:53Notary PPAT Ibu Christina Dwi Utami, Bureau Administrasi Efek PT Adi Mitra Jasokorpora, Mr. Andri,
15:01all of the parties who helped us in preparing this IPO to be launched in the stock market today,
15:07investors, media friends, and all of the large families of PT MP, PT NMR, and N Group.
15:13We would also like to congratulate PT Verona Indah Pictures Tbk this morning.
15:18We would like to express our gratitude and gratitude for this happy opportunity,
15:24which is where the first batch of PT Master Print Tbk, PT MR, will be implemented this morning.
15:31PT Master Print Tbk was established in 2006 by Mr. Ardi Kusuma
15:36with the vision and mission to improve and facilitate the Indonesian manufacturing industry
15:42and provide innovative solutions to maximize production efficiency.
15:47PT MR is a company that moves in the business sector as an official distributor
15:52from the rental of packaging goods, including spare parts and services.
15:58We initially saw the need in the Indonesian manufacturing industry
16:02for suitable and low-cost packaging solutions and technologies.
16:06Because of this, we offer good-quality machine and consumable packaging solutions
16:13but at affordable prices for our customers from SMEs and mid-sized to multinational companies.
16:22In this 4.0 era, digital technology, integration, and connectivity
16:28will play a major role in the future manufacturing industry.
16:31This transformation also means that the manufacturing industry will move towards smart manufacturing
16:37with real-time processes and information.
16:40Meanwhile, we also see rapid development in the e-commerce sector
16:44as well as its supporting sectors such as logistics and distribution.
16:48As a country that is developing rapidly, we see the potential
16:53to produce various types of packaging needs locally
16:56and of course integrate them into a larger ecosystem.
17:02And along with globalization and competition, through this IPO,
17:07we have the opportunity to partner with both local and foreign investors
17:12to get even better in providing the needs of packaging products in the Indonesian market.
17:19Also to meet far more complex industrial needs in the future.
17:25We also have a vision and dream to make our packaging solutions and technologies
17:32to be produced in Indonesia.
17:34With the hope of also enabling these made-in-Indonesia products
17:38to be accepted and compete in the international market.
17:41In line with the values we believe can be relied on, transparency, and trust,
17:48we will continue to innovate and provide the best solution
17:51and make a positive contribution to the development of the manufacturing industry in Indonesia.
17:57To all of our current and future partners,
18:01once again, we would like to thank you for your trust in PTMR.
18:06Thank you to all capital market investors.
18:10Greetings to PTMR.
18:12Good luck and keep developing. Amen.
18:14Thank you, Madam. We will now return to our seats.
18:22Ladies and Gentlemen,
18:25we will now take a look at the activities of PT Verona Indah Pictures Tbk
18:31and PT Master Print Tbk in the Indonesian Stock Exchange.
18:36We will now present the information of the PT Verona Indah Pictures Tbk stock.
18:46PT Verona Indah Pictures Tbk is a company
18:49that operates in the field of entrepreneurship,
18:53production activities, production business,
18:56as well as the distribution of films, videos, and television programs by the public.
19:07Here is the information of the PT Verona Indah Pictures Tbk effect record.
19:12Here is the information of the PT Verona Indah Pictures Tbk effect record.
19:25Here is the management and supervision of PT Verona Indah Pictures Tbk entertainment.
19:31Here is the management and supervision of PT Verona Indah Pictures Tbk entertainment.
19:39Here is the management and supervision of PT Verona Indah Pictures Tbk entertainment.
19:52Here is the financial information of PT Verona Indah Pictures Tbk on March 31, 2024.
20:01Here is the financial information of PT Verona Indah Pictures Tbk on March 31, 2024.
20:07Next is the information of the PT Master Print Tbk stock record.
20:16PT Master Print Tbk operates in the field of entrepreneurship,
20:19official distributor, and rental of packaging industrial goods,
20:23including spare parts and services.
20:26Here is the information of the PT Master Print Tbk effect record.
20:36Here is the information of the PT Master Print Tbk management and supervision of PT Master Print Tbk entertainment.
20:45Next is the PT Master Print Tbk institution and support profession.
20:56Here is the information of PT Master Print Tbk financial data on March 31, 2024.
21:07Ladies and gentlemen,
21:08next we will witness the process of recording the stock fund of PT Verona Indah Pictures Tbk
21:15and PT Master Print Tbk,
21:18marked by a touch screen by the company representatives.
21:22For that, we invite the VIPs on the front row to come up to the stage.
21:52A few more minutes until 9 o'clock,
22:04and we invite all of you to count down together from the count of ten.
22:18One more minute until 9 o'clock,
22:22PT Verona Indah Pictures Tbk and PT Master Print Tbk
22:28are the 35th and 36th listed companies in Indonesia's stock market in 2024.
22:3730 seconds until 9 o'clock.
23:01Ladies and gentlemen,
23:03let's count down together.
23:0710, 9, 8, 7, 6, 5, 4, 3, 2, 1.
23:33Congratulations PT Verona Indah Pictures Tbk and PT Master Print Tbk
23:49are officially listed in Indonesia's stock market.
24:00Next, we will see the stock movement on the monitor screen.
24:06PT Verona Indah Pictures Tbk transaction has occurred at the price of Rp. 230
24:13or experienced an increase of 20% from the original price.
24:20PT Master Print Tbk transaction has occurred at the price of Rp. 149
24:27or experienced an increase of 12.5% from the original price.
24:38Next, we will see the information of listed companies on the monitor screen.
24:44PT Verona Indah Pictures Tbk transaction has occurred at the price of Rp. 7477
24:54or experienced an increase of 0.35% from the original price.
25:03Ladies and gentlemen,
25:05next is the handover of certificates and exchange of certificates.
25:10The first handover of certificates will be done by PT Bursa Efek Indonesia
25:14to PT Verona Indah Pictures Tbk.
25:17Next, the handover of certificates will be done by PT Verona Indah Pictures Tbk.
25:20Next, the handover of certificates will be done by PT Verona Indah Pictures Tbk.
25:23Next, the handover of certificates will be done by PT Verona Indah Pictures Tbk.
25:25Next, the handover of certificates will be done by PT Verona Indah Pictures Tbk.
25:43That was my presentation of the IPO ceremony of two new emitters in Bursa Efek Indonesia.
25:47PT Verona Indah Pictures Tbk or VERN is moving in the production house of Sinetron.
25:53PT Master Print Tbk or PT MR is the official distributor of industrial goods.
26:02As we have seen, the opening update of the Samkebungan price index is still weak.
26:07We will discuss and recommend the options together with Mr. Hamzah,
26:11CEO of Samology Usai Jedah.
26:13Stay with us in the market bus segment.
26:16We have seen the IPO live and the opening update of the first session.
26:22Until 9.05 PM, IHSG is moving in the production house of 0.64%.
26:28It is higher than the opening update.
26:31Currently, IHSG is at 7454 with a weakness of 50 points.
26:37The share price of the US dollar is at 0.07% with a weakness of 15,686.
26:46We can see that some of the stocks that have been pushed are the IPO stocks.
26:53The share price of the US dollar is at 14%.
26:55PT Verona Indah Pictures Tbk is moving in the production house of Sinetron.
26:59PT Master Banking Tbk is still moving in the production house of BBRI, BBCA, BBNI.
27:04All of these are stocks that are still moving in the negative territory.
27:07Independent Banking Tbk is also down more than 1%.
27:10We will discuss again with Mr. Hamzah.
27:12Mr. Hamzah, you mentioned the oil price.
27:14Medcom is strong today, right?
27:17Yes.
27:18It is strong at 14.20.
27:21How is the analysis?
27:22What is the buy chance?
27:25The buy chance is still quite wide to go down.
27:29Looking at the movement of the brand, there is still a potential for correction.
27:34However, the upside potential is still interesting.
27:36For the downside, at least for today, it is probably at level 1,400.
27:421,400.
27:43What level should it be at?
27:45And what is the strategy for Medcom to invest?
27:49For Medcom itself, at least for today, it can be at level 1,400 or above.
27:57It can be at 14.05.
27:59And the upside potential is still quite wide.
28:03What is the risk limit at what level, Mr. Hamzah?
28:06The risk limit is at 1,375.
28:091,375.
28:10For Elsa, Elsa is also up at 520 right now.
28:14For Elsa itself, it's a bit unique.
28:16It's better to break out buy than buy on weakness
28:19because the condition is already quite risky.
28:22The downside potential is quite wide, up to 460.
28:25It's more interesting to break out buy later at level 550.
28:28Okay, that's related to the energy or movement of global crude oil right now.
28:33What is the recommendation from Samulogi itself?
28:37For now, I see there is still PTBA.
28:40The upside potential is still quite wide.
28:43Considering that the commodity conditions are also resistant,
28:48we are waiting for it to break out too
28:50because the Chinese economy is also doing well with the stimulus.
28:55So there is still upside potential in PTBA up to 3230 at least.
29:003230, right?
29:01Yes.
29:04We are waiting for a break at what level?
29:06Or a break at 3230 earlier?
29:09No, for PTBA itself, it can be averaging now
29:13because it is still sideways, waiting for the call to break.
29:17The deepest stop loss is at 2970.
29:202970, okay.
29:22We are waiting for a break and a break at that level.
29:26Yes.
29:27Okay, in a week, it has increased by 0.33%.
29:29In a month, it has even increased by 15%.
29:32But it's still sideways.
29:33It's interesting to add more positions
29:35because there is still a chance for a rise for PTBA.
29:41Okay, other than PTBA?
29:43Next, there is LSEED.
29:45Oh, from the farm?
29:47Yes, LSEED is quite interesting because the CPO is still strong.
29:51There is a potential for LSEED to move up to 1200.
29:55For the area itself, it can be leveled from 1065 to 1030
30:06with a stop loss area at level 1000.
30:10You are the second person.
30:12Last week, the analyst also recommended LSEED.
30:15And you also recommend LSEED.
30:17LSEED at 1055, buy at current price?
30:21Yes, it can be in the current price area.
30:23Current price.
30:24What is the risk limit at what level?
30:26The risk limit is at level 1000.
30:281000, yes.
30:29Other than LSEED, is there still any?
30:31There is one more at MDKA.
30:33MDKA.
30:34Oh, everything is based on commodity, right?
30:37Yes, because if you look at it from the banking side,
30:39the foreign exchange pressure is still quite high.
30:42Okay, MDKA 2700 today fell by 0.37%.
30:47Yes, for MDKA there is still a chance up to 2970,
30:52because it looks like the condition is still sideways.
30:56At least it can be bought at the current price up to 2660.
31:00Up to 2660 with the closest target, maybe?
31:03At 2970.
31:052970, yes.
31:06That's the recommendation for MDKA.
31:082970 is the highest level this year, or year-to-date,
31:11which has a chance to be achieved again.
31:13Okay, that's it.
31:14There is MDKA, then there is also LSEED and PTBA, right?
31:18Yes.
31:19And earlier, if we talk about energy,
31:20maybe it can be speculative in Medco, right?
31:22Okay, before we finish,
31:24what are the tips for homeowners and the IHSK direction?
31:27Just briefly.
31:29For the IHSK direction itself, it is still quite stressed,
31:32seeing that our dollar is still being corrected,
31:35even though it has begun to be limited.
31:37Maybe we can play in the area of coal and commodities,
31:44especially commodities.
31:46Of course, it's more exciting to play in the short time frame,
31:51because for the long term, we still see geopolitics is quite massive,
31:57so for some growth, such as banking, it's still not interesting.
32:01It's still not interesting.
32:02There is no chance to go down further for some growth,
32:04more to the value in the short term, right?
32:07Correct.
32:08Okay, thank you very much, Mr. Hamzah, CEO of Samulogi.
32:11Good luck to you. See you again.