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00:00Thank you, Mr. Meersa, for joining us again in the marketbust segment.
00:10Of course, we will share some information about the capital market
00:13and we will discuss with analysts who have joined us via video conference.
00:16But before that, there are some global economic agendas that should be taken into consideration.
00:21Let's take a look, Mr. Meersa.
00:23The Global Economic Agenda from the United States is closely related to the IMF,
00:28then the Bank of England,
00:31then there is also the German POMIERSO Index Production Price,
00:35and a number of agendas from other countries.
00:38Then, Mr. Meersa, let's move on to the EMI10 Agenda.
00:45Among other things, Mr. Meersa, there is SICO, which will direct payment of Interim Cash Dividend,
00:49then there is also FICI, Interim Cash Dividend DPS,
00:52then there is KUM, Interim Cash Dividend from Japan,
00:55and ASDF, the main payment of the series, as we can see on the screen, ASDF.
01:02Then, Mr. Meersa, let's update from the Asian Stock Exchange,
01:06how far is the movement so far?
01:10Nikkei Japan fell by 0.06%,
01:14then the Stratetimes fell by 0.11%,
01:18then the KOSPI rose by 0.57%,
01:21then the Hang Seng Hong Kong fell by 0.35%,
01:24only the KOSPI rose.
01:36We will talk with Mr. Hamzah, CEO of Samology.
01:40How are you, Mr. Hamzah?
01:43Hello.
01:44Thank you for joining.
01:46Do you have a new spirit, sir, with the new leadership, our new president,
01:51Prabowo, and his representative, Gibran?
01:53What do you think, do you see hope for investment in the capital market?
02:00Okay, of course we see some certainty,
02:04because yesterday, before this interview,
02:06we were waiting for whoever the minister was,
02:08then what the election was like, and all kinds of things.
02:12And this, of course, should bring a positive sentiment to the market,
02:16based on the certainty that is already there,
02:18and today it is also being challenged,
02:20and the market should be able to be opened with joy today.
02:25Okay, so there is a chance for an increase in the price index of Sam Gabungan today, right?
02:29Of course.
02:30Although several economic plans have been announced,
02:35from the Red-White Cabinet later, President Prabowo,
02:40but this is just the beginning.
02:42What do you think?
02:43So that we are not too euphoric,
02:45or the investment strategy at this time is also at the end of the year,
02:51the advice from Mr. Hamzah, what should it be like, especially for retail investors?
02:56Okay, of course, if it's euphoric, it will definitely happen.
02:59Maybe for friends who are retail investors,
03:01they can take advantage of the short term for the euphoria,
03:04but for the long term, of course,
03:07we have to see first what the track record is like,
03:11what kind of impact it has,
03:13so for deeper advice,
03:16maybe it's still for growth investing,
03:18looking for shares that are in line with the economy,
03:22and the growth is also okay,
03:23and it can be for the dollar cross average.
03:27Okay, before we continue to the shares that are intended,
03:31because we will discuss that later in the selection segment,
03:34let's go to gold.
03:36From a global sentiment, gold has broken at 2700,
03:39even though last weekend it was still tied,
03:41can it be that by 2700,
03:43it will immediately be broken above the highest level in the long run.
03:47Is there an opportunity to take advantage of the investment in the real estate market around gold,
03:51or has it risen first?
03:53Or what should it be like to absorb this significant rise in gold prices?
03:59Okay, of course, the strengthening of gold is no different
04:02because of the uncertainty of the global economy,
04:04and there was also a war and all kinds of things
04:08that made this safe haven very interesting.
04:12For the domestic market,
04:14some stocks have strengthened,
04:17especially Antam,
04:19it has strengthened quite significantly,
04:21but I myself see that there is still a potential for strengthening from the MDKA stock,
04:26of course, which is also my highlight today.
04:29MDKA is still in the support area at the moment,
04:33and of course this is quite interesting
04:35because the strengthening of gold will still continue.
04:40Okay, MDKA?
04:43Yes.
04:44Okay, MDKA, you see the opportunity is interesting,
04:46let's discuss MDKA,
04:48why is MDKA compared to Antam, PSAB,
04:52or those decorated with gold, HRTA, or others?
04:58For MDKA itself,
05:00of course I see it because the potential for buy-on weakness is stronger,
05:06because if you look at Antam and other friends,
05:09it has continued to strengthen,
05:11so there is still a good upside potential from MDKA,
05:15because the current conditions are also approaching support at level 2,520,
05:20where the support is at 2,450.
05:24So it's quite interesting for buy-on weakness.
05:26Okay, we should do buy-on weakness
05:29because the rise is already quite high,
05:31but with the price of gold that has soared to 2,700,
05:34do you see a chance for a pullback for MDKA?
05:38For MDKA, there is already a pullback,
05:40that's why Antam has risen sharply compared to MDKA.
05:44MDKA, when its friends have risen,
05:46it is still in the pullback area,
05:48so this is still interesting.
05:50That's why MDKA is quite good to pay attention to.
05:54Because Antam has run first,
05:56so maybe the upside has begun to be limited,
05:59so you are more interested in those who have not experienced too much strengthening,
06:02the opportunities are still quite wide there.
06:04Maybe Antam can run faster,
06:08can run faster again, or how?
06:10There are those who speculate like that, Mr. Hamzah.
06:13Yes, for Antam, there is still a potential for strengthening,
06:16but the upside is also quite limited.
06:20Close to 1670, there may be a correction,
06:23because the current condition is 1625,
06:26so the upside potential is better in MDKA than Antam.
06:30So you think this is more interesting in MDKA,
06:34if the current price of MDKA is 2520.
06:40The upside may be up to 2750.
06:432750 first, the closest.
06:45If it can break at 2750?
06:48Yes, the target can be up to 3,000.
06:513,000, okay, that's it.
06:52That's why it's interesting in the current price,
06:54can it be up to 2520, sir?
06:56Yes.
06:57What is the support level?
06:59Support at 2450.
07:012450.
07:02While if Antam, there was an opportunity to go up,
07:04but it was limited and it looked like it was going to profit first.
07:07Well, when the pullback was just interesting,
07:10it went into Antam, not being chased at the current level.
07:13Like that, right?
07:14That's right.
07:15Okay.
07:16That's it, the opportunity for gold.
07:18But talking about this gold sentiment,
07:20because there is a geopolitical conflict in the Middle East,
07:23where just last week Israel was reported to have killed a leader from Hamas.
07:31Is this a bit of a geopolitical conflict that is indeed closely related?
07:37That the war may begin to end,
07:40or will it cause anger from Hezbollah and other countries?
07:47On top of that, maybe the war will get bigger.
07:50How do we deal with this in the midst of many uncertainties?
07:55Actually, the escalation of this war,
07:57in my opinion, is closely related to the US election.
08:01Because we know that this war is also supported by the US,
08:06so that's why this gold keeps getting stronger.
08:09Because we also know that this war is very supported by the US,
08:13and the US is also in an election,
08:15and it's quite strong here,
08:17so we have to wait for who will be elected in the US.
08:22And when we know who will be elected,
08:25maybe this war can end,
08:28or even the escalation will be bigger.
08:31So that's why gold, because of the uncertainty,
08:35keeps getting stronger.
08:36Okay.
08:37Any further projections?
08:38Based on the data, gold has increased by more than 30% this year,
08:43and has been the best year growth since 1979.
08:48So this year is considered the best year growth since 1979.
08:53Any further projections after 2700, maybe from the same logic?
08:58For now, the closest target is indeed at 2820.
09:04So the current condition is still on running,
09:06it will continue to strengthen,
09:07at least 2820,
09:09maybe after that we will see if there is a potential correction or not.
09:13Okay, that's it. 2820, right?
09:172820.
09:18And if we talk about gold-related stocks,
09:21Mr. Hamzah is more interested in MDKA after what we discussed earlier.
09:25But the decision to invest in POMIERSA will be in your hands.
09:28There is also information from other ME10,
09:30POMIERSA and recommendations on options,
09:32as well as an update on the opening of trading.
09:33The first session on Monday is over,
09:36stay with us on MarketBus.
09:40Thank you, POMIERSA, for watching MarketBus.
09:42And of course we will still talk with the CEO of Salmology, Mr. Hamzah.
09:47But before that, there is other information from ME10
09:50about Adaro Energy or ADRO, POMIERSA.
09:53Let's see the following information
09:56on how to immediately release the thermal stone business.
10:00This is according to the attention of a number of POMIERSA netizens
10:04on the Instagram account of IDX Underscore Channel
10:07related to this Adaro that will immediately release the thermal stone business.
10:12Mr. Hamzah, how do you feel about this Adaro Energy step?
10:18Maybe it's not 100% released,
10:21but this is enough to attract attention. How?
10:25Okay, if it's said that Adaro is releasing
10:29some of the thermal stone business,
10:32in my opinion, it's pretty good.
10:35Because indeed, if we say,
10:39the current condition is that the business call is already at its peak,
10:44where people have started talking about renewable energy,
10:47clean energy, and all kinds of things.
10:50So, with such a shifting business,
10:54we see a lot of big companies in the Indonesian stock market
10:59that are late for shifting business,
11:01which has an impact on the company's performance.
11:05So, in my opinion, with this condition,
11:09it will provide good performance for the future of Adaro.
11:13Oh, it will provide good performance for the future of Adaro.
11:16We see some comments from netizens, Mr. Mirza,
11:20regarding this information.
11:22First, we captured Mr. Mirza's comment.
11:29This is from Zone underscore Sony.
11:32He said, Mr. Hamzah, bad news or good news?
11:35It looks like you already answered, this is actually good news, right?
11:38Yes.
11:39Then the next question.
11:40We see Mr. Mirza Agung underscore Haryanto.
11:42013 said,
11:44So, is it still worth it for investors who rely on dividends?
11:47It looks like this, sir.
11:49If you rely on dividends, is it still worth it for Adaro to invest?
11:53Okay, actually, for Adaro itself,
11:57in my opinion, there is a stock value, not a dividend stock.
12:01Indeed, the condition is because recently the call is also rallying,
12:05so Adaro tends to divide dividends.
12:09With the condition that it changes its shifting business,
12:13it means that there is a value that we see in the future will continue to attract,
12:18so for friends who are dividend hunters, it's still quite interesting.
12:24It's still quite interesting for Adaro.
12:26Let's talk a little bit about the technical side of Adaro 3780.
12:29What should be the strategy?
12:31For Adaro, maybe it will be corrected,
12:34because the condition is already strong enough,
12:38and the current condition tends to side-twist.
12:41I see it will be limited correction, at least up to 3650.
12:483650 is corrected first.
12:51We buy on weakness, right?
12:53Yes.
12:54You can buy on weakness.
12:55And if we look at Adaro, it looks like it's been strengthened.
13:01If this morning, it's down, sir.
13:030.79% is what makes you more interested, better buy on weakness.
13:07Yes, that's right.
13:09The candle coming in is also dominated by a decrease in candles,
13:12so it should be corrected this week.
13:14Okay, 57% increase throughout this year, from the beginning of the year to now,
13:19so it's a good correction to do a buy action.
13:22With the support target, can you say again, sir, the support and the target at what level?
13:27The support is at 3650.
13:30For the strengthening target, at least it's back to the closest resistance, 3910.
13:353910.
13:38Adaro trend in what phase, sir?
13:41The trend is still quite okay.
13:43The current condition is still in the acceleration trend.
13:46So it's normal if it's corrected, maybe it will be deep enough.
13:51So actually there is still a potential to strengthen, because the trend is still okay.
13:56Okay, that's it.
13:57Information related to Salam Adaro,
14:01which is out of the business of coal, thermal, or AAI,
14:05which indeed owns 99.9% of Adaro in AAI.
14:10Okay, we will move on to the recommendation of sellers,
14:13which we have summarized in the following graphic data.
14:17The recommendation of sellers has already been discussed, one of them is MDKA.
14:21And the next seller is also recommended by Indofood and BBRI.
14:25Everything is recommended, sir.
14:27Indofood first.
14:28What do you think, Mr. Hamzah?
14:31Okay, I see that INDF will still continue to strengthen.
14:37Because last week it just broke the strong resistance in the 7200 area.
14:44So there is still a potential to strengthen up to level 8000.
14:49But this morning it dropped by 1%.
14:51Doesn't that make you a little anxious?
14:55It's still okay, because the strength is still okay.
14:59As long as it's still above 7200, it's still okay.
15:02As long as it's below 7200, it's still okay.
15:05Just a warning, right?
15:07Yes.
15:087350 buy or what?
15:11Buy at 7350 is still okay.
15:13Current price, yes?
15:14Still okay as long as it's not below 7200?
15:177200, yes.
15:18Okay, that's it.
15:19Still in the buy area even though it dropped by 1% with upside potential?
15:25Upside potential up to 8000.
15:278000.
15:28What makes you interested in Indofood?
15:30Why not ICBP or other consumer goods stocks?
15:34Okay, Indofood looks like the energy sector is still quite okay.
15:40And I also see that Indofood's volatility is also better.
15:47So I choose Indofood rather than other friends.
15:51Okay.
15:52Last, BBRI.
15:54Okay.
15:56BBRI, yes.
15:58I saw that yesterday it was also quite foreign.
16:01It's quite massive in sales.
16:03And last week, the foreign market has also started to be less dominant.
16:10It's interesting if there's a breakout buy.
16:13For BRI, it's more likely to have a breakout buy at 5050.
16:17Breakout buy at 5050?
16:20It means that if there's a breakout buy at 5050, it will be interesting to enter.
16:24Even though right now it's at a beautiful number,
16:27at 5050, we still have to wait.
16:29Because at 5050, it's still not certain.
16:32Yes, there's still a potential for a decrease
16:34because the trend condition is also more likely to be sideways.
16:39But it's more interesting if at 5050 it's broken,
16:42it should be able to re-rally to level 53 at least.
16:47Because if it's not broken, there's a chance it will go down to what level?
16:51There's a chance it will go down to level 4660.
16:55Oh, 4650, right?
16:57Yes.
16:584650 more for BBRI.
17:03Right now it's still trying to strengthen and it's a bit heavy
17:07because it's been 6 minutes since the trading opened,
17:10it's still at 5000, sometimes it even goes down to 4990.
17:14But if you look at BBRI with other banks,
17:17there are a lot of people who say that maybe BBNI's upside is still better.
17:21But why are you more interested in BBRI?
17:25Okay, because I see the potential of Sukubunga, of course.
17:31Because we see that the Sukubunga trend should go down
17:34and also BBRI mostly, especially the middle class,
17:41where it has a good exposure to the WMKM segment,
17:47in the middle of what is benefited by economic recovery.
17:51So in my opinion, BBRI is more interesting.
17:54BBRI is more interesting, right?
17:56Okay, if Sukubunga will also have an impact on other banks?
18:01Yes, the upside potential is still better in BBRI
18:05and also the volatility of BBRI is quite interesting to be traded
18:10compared to other friends,
18:12because the condition of other friends is still resistant.
18:16I see the potential break is still not too strong,
18:21so in my opinion, the buy-on weakness in BBRI is still quite interesting.
18:24Okay, in the last week, the range was indeed from 4920 to 5050,
18:29so you said it would be interesting if it was able to break the highest level
18:33achieved in the last week.
18:35It will be more confirmed, there is a chance for a further increase in BBRI.
18:40Well, if we talk about blue chip banking,
18:43this is of course not just a short-term investment.
18:45This is usually a medium-term and also a long-term strategy.
18:49That's still the right strategy, Mr. Hamzah?
18:52Yes, of course, the investment strategy in banks is still very accurate.
18:57Remembering that the bank itself is a growth stock,
19:01where the interest rates continue to rise, the interest rates continue to grow,
19:06and the stock conditions are still uptrending.
19:09So for the long term, it's still quite interesting.
19:11Still quite interesting.
19:12If we buy now for the purpose of,
19:15at the end of the year, there is usually a window dressing,
19:18and maybe waiting for the third quarter,
19:21what will the projection be like for the bank?
19:24I don't think Mr. Hamzah is positive.
19:25In the US, it's usually growing, it's good.
19:28That's why the Dow Jones index has been on record lately.
19:34For banks, of course, we still continue to see positive trends.
19:40Because again, the stock conditions of banks are still good,
19:45although we do see some sentiments that make it fluctuate.
19:51But for the long run, banks are still quite interesting.
19:54Okay, banks are still quite interesting.
19:57Can you repeat the BBRI target in the short term?
20:015,300.
20:025,300.
20:03If that is achieved, what is the next level?
20:07It should be able to strengthen to 58.
20:1058, wow.
20:11That's the recommendation.
20:12There is BBRI, then IMDF, and earlier there was MDKA, Pemirsa.
20:16The trading surface this morning shows that the S&P index has risen.
20:21It's not too significant.
20:22Mr. Hamzah is only 0.23% at 7,778.
20:28The lucky number seven.
20:30What is your take on this?
20:33Actually, if we didn't have the President's announcement yesterday,
20:39we might have been under pressure.
20:41Because looking at the Friday candle, it reflects the candle rejection.
20:46But because there was sentiment last week,
20:49and today there is sentiment from the Cabinet,
20:53it should be able to push.
20:56At least today we can see that it has strengthened to 78.
21:0178.
21:02So if there is no sentiment from the Cabinet and the President,
21:06you see that there should be a correction for the IHSG?
21:09Yes.
21:10Because the driving force yesterday was driven by the strengthening of the exchange rate.
21:16And for the current exchange rate conditions, the strengthening has begun to be limited,
21:22so our IHSG should be able to be corrected.
21:27However, because there is sentiment from the Cabinet,
21:31this can be a strong push for the IHSG.
21:35Yes, a strong push.
21:37There is a gap up for the IHSG.
21:39If we look at the Net Foreign Buy right now, it's banking again.
21:43There is BBN, Italkom, BBC, Indofood.
21:46Earlier, your recommendation has increased by 3.48%.
21:49How about 7.425 for Indofood?
21:54How?
21:55If we look at it, I think I'm confused.
21:59The one that strengthens the significance this morning is BBRI, BRMS, Antam.
22:04What do you think?
22:06If we go to BRMS, it increased by 1.78% this morning at 3.44%.
22:13Okay, wait a minute.
22:16Earth Resources Minerals.
22:19For BRMS itself, it just broke resistance at 308 last week.
22:28And this is a big move.
22:32I see that the strengthening will continue until 4.20, at least.
22:37If the current 3.50 conditions can be broken.
22:43If it can be broken, it means there is still a chance, right?
22:48Yes, it will continue until 4.20 if the 3.50 conditions are broken.
22:53Do you think this is also pushed by the gold price?
22:56Of course, this is a sentiment from gold that is already at level 2700.
23:01And as I mentioned earlier, there is still a chance until 2820.
23:05So this is still a good sentiment for gold.
23:10Okay, that's BRMS that has been recommended.
23:14BRMS has already experienced a strengthening of up to 25% in the last week.
23:20And this morning, it is still in the top gainers of my BRMS.
23:26Especially from a fairly significant valuation.
23:29Only one position below BBRI.
23:32So BRMS is in the second position.
23:34ANTAM followed PEMIERSA with a strengthening of almost 4% this morning at 1685.
23:40Including PSAB at 392.
23:43But if we talk about gold, Mr. Hamzah is more interested in choosing MDKA.
23:48Because it hasn't run fast like ANTAM and its friends.
23:54That's the PEMIERSA update on the opening of trading in the first session.
24:00Mr. Hamzah, thank you very much for sharing your information this morning.
24:04I wish you good health and success.
24:08I hope that can be a reference for you, PEMIERSA.
24:11But again, our investment decision is in your hands.