"Saksikan tayangan kami Official Youtube IDX Channel di Program Power Breakfast, Kamis (07/11/2024) dengan Tema Cermati Saham Pilihan: PGAS, MNCN, AVIA, BBRI."
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00:00Indonesia's Stock Exchange Responded to the U.S.-U.S. Peel Price
00:05The opening of the first trading session this morning
00:08when the U.S.-U.S. Peel Price responded to the U.S.-U.S. Peel Price
00:11we can see that the Indonesian Stock Exchange responded negatively
00:14and we can see together that the weakness is quite deep, almost 1% again
00:19where yesterday it dropped more than 1%
00:21this morning it dropped another 1% to 7,314
00:26according to the support level just mentioned by our source, Mr. Patrick
00:307,314 with the exchange value of rupiah to the U.S. dollar, PEMIRSA
00:35actually strengthened to 15,799, even though the strengthening is thin
00:41the trend of stocks that became gainers, PEMIRSA, you can see on the screen
00:44this will of course still undergo changes as the opening of the trading session
00:48which we have just witnessed together
00:50Greetings, PEMIRSA
00:52among them, there is PTRO, PEMIRSA
00:55which we have captured earlier, experienced a 6% strengthening
00:59then there is KPIG, MNC, LEND
01:02which is related to the presence of Haritan Sudipyo in the United States
01:09welcomed the victory from Donald Trump, this rose to 6%
01:11Avia, Pegas, MNC, N, also not left out
01:14then PEMIRSA, there is also BCAPS, MNC, Capital Indonesia
01:18most of the stocks are MNC
01:20then the top losers, still banking, such as BBCA
01:25which yesterday the weakening was not too deep
01:27today continues the weakening of 1.67%
01:30BRMS, BBNI, also still continues the weakening
01:34ANTAM, PANI, GOTO, BUMI, and some other stocks
01:40we continue PEMIRSA to see the recommendations of the options stocks
01:45you can see on the PEMIRSA screen
01:47among them, there is Pegas, MNCN, Avia, and also BBRI
01:51that's it, the recommendations for Pegas, MNCN, and Avia trading by BBRI buy on weakness
02:01Mr. Patrick, let's talk to the second choice stock
02:04which is in the MNCN graph first
02:07because on average, the stock is also experiencing significant strengthening
02:11do you see this as just a momentary sentiment?
02:14or what is it like?
02:15because it reminds of a tight cooperation between the MNCN owner, Haritana Sudipyo, and Donald Trump
02:24okay, that's right
02:25indeed, one of the reasons we put this in
02:28besides because the fundamental MNCN is quite positive
02:31and also from the technical side, it has been confirmed
02:34from the news side that was announced
02:38because sometimes the stock is driven by the news
02:41so actually, if we look at how long the impact is
02:44or whether it will be profitable
02:46actually, we still don't know yet
02:48but we try to take advantage of any opportunities right now
02:51because in the middle of the decline of the ISG right now
02:54it is very difficult to see what interesting MNCN is
02:58to be discussed, both for trading and for investing
03:01so indeed, if we look at it for the time being
03:05this can be one of the choices
03:08and also as one of the sentiments
03:11so one of the power for this MNCN to experience an increase
03:15that's why you only give trading buy recommendations
03:17which means only in the short term
03:19take advantage of the opportunities or celebrations that exist right now
03:24MNCN 330, what are the recommendations in short?
03:28for MNCN, if we look at it
03:32this MNCN right now is already at the price
03:37330 right?
03:38330 yes
03:40actually, it's still in the entry buy that we give
03:45which is around 326 to level 332
03:49for MNCN, we see that the stochastic is already cool
03:53then the MSCD is already golden cross
03:55the fundamental is also okay in Q2
03:58and if we look at the target here
04:00we see the potential is around 350 to 360
04:06350 to 360 in the short term, what is the risk limit
04:09if there is a reverse direction for MNCN at what level?
04:13if we look at it, MNCN has a level at level 321
04:17if indeed it penetrates below level 320
04:20we can make a limit for the cart in that area
04:23okay, that's it for MNCN
04:25do you really value MNCN more than other MNC group stocks?
04:29according to you, the most interesting one is MNCN
04:34okay, let's talk about banking
04:36BBRI fell 5% yesterday
04:38this morning, it's still weak
04:40and followed by other banks such as Bank Mandiri
04:43which also fell more than 5%
04:45is this an opportunity for those who don't have it yet
04:49or increase the position
04:50because there must be a lot of people who have banking
04:52BBRI first
04:54okay, for BBRI
04:55for BBRI, actually we can
04:59in this condition, there are many terms
05:01cash is the king
05:03in this condition
05:04so for BBRI
05:06we try to look at the valuation
05:08it's already cheap
05:09compared to 4 banks
05:11or 3 other big banks
05:13so for BBRI, if indeed
05:15we want to try to enter BBRI
05:18actually it's fine
05:19but with a very small portion first
05:22because we can't confirm yet
05:24whether this BBRI is already in the strongest support or not
05:28because we can see it from the foreign flow
05:30if later the foreign has done inflow
05:33it can be one of the triggers or additional catalysts
05:36for us to enter more
05:38okay, the levels that need to be discussed for now
05:40even though it's not confirmed yet
05:41the foreign looks like it hasn't sunk
05:43do net sell
05:44at what level first
05:45which is your support right now
05:47maybe the first support, the second support
05:49for our closest support
05:51currently, we provide support
05:54in the range of 4,500
05:57for BBRI
05:58if indeed
05:59the level is met
06:01we can see there is a potential at the level of 4,300
06:04or up to 4,200
06:05based on the monthly candle
06:07why from the list of banks that have sunk
06:11you are more interested in BBRI
06:13or is there a second bank
06:14maybe that you think is also interesting to buy on witness
06:18if we look at it overall
06:20all the banks in our domestic
06:22especially the big four
06:23actually the interest rate is positive for the quarter of 2024
06:26but I personally and we
06:29see more from the evaluation
06:33because in the middle of this condition
06:35at the end of the day
06:36it's about evaluation and fundamentals
06:38so the fundamentals are okay
06:40the valuation is cheap
06:41so I choose BBRI
06:42okay, that's what makes you choose BBRI
06:44the valuation is cheap
06:47but the fundamentals are okay
06:50Pegas
06:52okay
06:53for Pegas
06:54here we have the entry price in the range of 4,900 to 1,530
07:00we put the target price at 1,610
07:02with support at 1,460
07:04and also resist at 1,550
07:06if we look at it
07:07pure from technical
07:08and also from the price movement
07:10natural gas
07:11if we look at it
07:12this natural gas in the last quarter
07:14was driven because of the wind
07:17the wind
07:18which interferes with their production
07:20and if we look from the technical side
07:22for Pegas
07:24in a condition that is in its support
07:26so we see
07:28at the moment the risk is not too big
07:30and there is also a potential upset for Pegas
07:331,540 at the moment with 1.65% strength
07:36means still in the net buy phase
07:38I mean the buy phase
07:40okay, that's it for Pegas
07:42and your last recommendation is Avia
07:45it looks like Avia is also strong this morning
07:48yes, that's right
07:50for Avia itself
07:52we see
07:53back again
07:54we always choose from the side
07:56the environmental performance is quite good
07:58we see in the quarter of 2024
08:01the performance is also quite solid for Avia
08:04and also if we look from the technical side
08:09from the MSCD side is already golden cross
08:12then for the stochastic
08:14the stochastic is also uptrend
08:16indicating that the buying interest is also quite high
08:18besides that, we also take advantage of the rumors
08:21that Avia has the potential to enter the MSCI
08:24so we combine
08:25from the fundamental side
08:26and also from the technical side
08:28and also rumors
08:30that's why we made a recommendation
08:32for Avia itself
08:34okay, that's the recommendation
08:35remembering that Avia will also spread
08:37interim dividend as big as 665 billion rupiah
08:41or 11 rupiah per share
08:43according to the dividend in the regular market
08:45and the negotiation on November 12th
08:47that's the recommendation
08:48from Pegas, MNC, Avia, and BBRI
08:51if you say
08:52the tips are
08:53maybe the condition of the market is dead first
08:55it looks like it's not at the lowest level
08:57just briefly
08:58do you think Mr. Patrick has any additions?
09:01from me
09:02it's really like what Mrs. Pris said
09:06the important thing is
09:07we always know what we want
09:09we are investors or traders
09:11and also we know
09:12what are the positive impacts
09:14from Trump's rise
09:15and also what we should avoid first
09:18okay
09:197327
09:20you said earlier
09:21the support at 7330 is too much
09:23how much is the next support for IHSG?
09:26if we look at the level of 7200
09:29is the last support
09:30before we confirm
09:32yes, before we confirm
09:34IHSG will go deeper
09:36but it looks like so far
09:38there is still a little resistance
09:40there is still a little resistance
09:41but it's already in the downtrend phase
09:43yes, that's right
09:44okay, thank you
09:45Mr. Patrick for sharing the information
09:47in this segment
09:48we are running out of time
09:50see you again
09:52thank you, Mrs. Pris
09:53that's it, Mr. Meersa
09:54analysis
09:55from Indonesia's FASJ security analyst
09:58hopefully it can be a reference for you
09:59but again
10:00the investment decision
10:01we completely return it to you, Mr. Meersa