"Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Senin (11/11/2024) dengan Tema Rekomendasi Saham Unggulan Pasca IHSG Turun 2,50% Sepekan"
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00:00Good morning to all of you who have just joined us. You are now watching Market Buzz.
00:09We will start this segment with Asia's economic agenda.
00:14Indonesia's consumer confidence is expected to rise in October.
00:17Thailand's US dollar's reserve in October is expected to rise as well.
00:22Indonesia's EBITDA and EFFECT Bursa is expected to rise.
00:24Masa's RUPS, Smart's KUM Dividend Tunai, Tunai's X Dividend Tunai, SM's DPS, and TAPG's Dividend Tunai are expected to rise.
00:36Let's continue with Asia's economic agenda.
00:38Do we tend to follow the Wall Street or European exchange rate?
00:42Yes, we tend to follow the European exchange rate.
00:45Nikkei in Japan fell by 0.1%,
00:47Street Time Singapore fell by 0.94%,
00:50Kospi fell by 0.94%,
00:52and Hang Seng Hong Kong fell by 2.2%.
00:55We tend to follow the Asian exchange rate.
01:02We will discuss this morning's agenda through a video conference with Mr. Gembong Swito,
01:06Director of Education and Investment at Samology.
01:09Good morning, Mr. Gembong.
01:10Good morning, Mrs. Prisa.
01:12There are many agendas this morning, including the IPO.
01:15But before that, let's take a look at the price index of SamGabungan.
01:18Last week, it fell by 2.5%.
01:20This morning, ASEAN also weakened.
01:22Previously, there was a hope that it would be closed in positive territory on Friday for the IASG,
01:27even though it failed to hold at 7,300.
01:29There is a chance for a continued rise this morning.
01:31But looking at ASEAN's business, how do you see it?
01:34If we talk about history,
01:37the IASG itself in the last 10 years,
01:40there were indeed three months that were almost dominant in terms of negative statistics.
01:44The first was in May, September, and November.
01:47So if we look at the history, it was indeed dominant in terms of negative statistics.
01:51In terms of November,
01:52why is November also interesting for ASEAN?
01:55Why? Because one,
01:57Trump's election in America will make the dollar stronger.
02:01The dollar is stronger,
02:03which means there is a pressure for capital outflow,
02:06especially from the banking sector.
02:08Our rupiah is weakening, 15,800.
02:10So the IASG will bottom out,
02:12looking for support in the range of 7,050 to 7,100 right now.
02:167,050 to 7,100,
02:18there is still a chance for weakness at that level.
02:20Okay, we will look at the recommendations of your election this morning.
02:24You can see the full details on the Pemirsa screen.
02:26Here are the parties that we will discuss together.
02:29Among the Pemirsa, there are BBCA, BRPT, ANTAM, and also ACRA.
02:34All are recommended by the levels that we will review.
02:38Okay, in the middle of the weakness of the IASG,
02:40which you said there is still a chance for 7,100 to 7,500,
02:44weakening from the current position of 7,200,
02:47why do you recommend that we go to BBCA first?
02:51Okay, when we talk about the IASG,
02:53there is an outflow,
02:55but the limit of the outflow has started to decrease,
02:58around level 10,000.
03:00That's why we recommend buy on weakness at 9,850 to 9,900.
03:09With a target increase in window tracing
03:12in December, January, around 10,800 to 11,000.
03:17Okay, then BRPT?
03:19BRPT at the level of 930 to 940.
03:25This is a positive sentiment from the Prajakobang group
03:28when the IASG stated that there were no transactions at all
03:34in the Prajakobang group.
03:37The effect of BRPT will also increase,
03:39the target is around 1,200 in December, January.
03:44All that we recommend are swing trades in December, January.
03:47Okay, then ANTAM and ACRA?
03:49ANTAM, our level is at level 1,580 to 1,560
03:57with a target increase of 1,650 to 1,700,
04:01stop loss at 1,520.
04:04And finally, ACRA, this is talking about oil,
04:07we know that the Middle East is getting worse,
04:10so the purchasing level, if we talk about ACRA,
04:131,350 to 1,360,
04:15the target is 1,500 and stop loss at 1,320.
04:19All of this is more to swing, right?
04:22Yes.
04:25We want to accumulate more in December, January.
04:32Okay, December, January.
04:34Thank you, Mr. Pearson, for joining us.
04:36We will continue to talk with Mr. Gembong Swito,
04:39Director of Education and Salmology Investments.
04:42Mr. Gembong, we just saw the ceremony or IPO from DAAS
04:48moving in the metal mining sector.
04:51What is your analysis after the auto-reject was above 25%?
04:56Yes, if we talk about the business model of DAAS itself,
05:00whether it's nickel, similar to Harum or ANTAM,
05:04why can it be in a retail proportion of only 15%?
05:10With the market cap for IPO is around 230 to 250 billion,
05:16including small, the retail investor portion is also small,
05:20the third is the underwriter,
05:22some of them are directed to large groups,
05:25that's the direction.
05:26So, this is normal,
05:28the trend is one day to three days,
05:30then it will be related to the consumer market.
05:33So, we finished predicting that DAAS,
05:36the first day, the second day, maybe it will be directed.
05:38Are there any recommendations for this DAAS?
05:41For IPO, honestly,
05:43we, personally, with the client,
05:46have never done an IPO session.
05:48Why? Because our valuation is from the fundamentals and trade codes.
05:53For IPO, it's more in the momentum direction.
05:56In the momentum direction,
05:57and there are still two more emitters this weekend,
05:59the bearer of the IPO from Tuesday and Wednesday.
06:02We leave our IPO to IHSG,
06:04which is down 0.3% at 7,266.
06:08What are the tips for retail investors with limited funds,
06:12but want to be able to harvest at the end of this year or early next year,
06:16and be able to harvest according to your terms?
06:18Okay, if we talk about the reason why IHSG is down,
06:22it must be in the banking sector,
06:24and the problem is also the capital outflow.
06:27So, with Trump's victory,
06:29his logo,
06:31Make American Great Again,
06:33means that the dollar will automatically strengthen.
06:35The significant impact is the weakening of the rupiah,
06:38in the range of IDR 15,600 to IDR 15,800,
06:41it will trigger an outflow.
06:43The first outflow is banking.
06:45But, if we look at the fundamentals,
06:48from the banking side, it's still quite interesting.
06:51So, this is statistically the same,
06:53November is the time for accumulation or gradual buying.
06:57So, this is the timing of accumulation or gradual buying.
07:02When?
07:03November, until next week,
07:06especially from the end of November,
07:08IHSG will probably drop another flower,
07:11and the U.S. will also drop another flower.
07:14At the end of November,
07:16it's time to buy.
07:18Why?
07:19Because statistically,
07:20in December and January,
07:22it is said that almost 70-80% of the IHSG statistics are down.
07:27Okay.
07:28If we look at the trading opening,
07:30the BBCA was recommended earlier,
07:32but now the BBCA is at 9,800,
07:34down 3%.
07:36This is an interesting opportunity, right?
07:38Yes, because we said earlier
07:40that our area is at 9,850,
07:43it will be a gap down,
07:46and besides this,
07:47technical rebound,
07:49at around 10,000.
07:52For the swing,
07:53for the BBCA,
07:55because there are good financial reports,
07:57statistically,
07:58December-January is good,
08:00so 10,500-10,700 is very likely to happen.
08:04Okay.
08:05Let's update for the trading opening
08:08and the losers.
08:10The joint share price index this morning
08:13is still weak,
08:15back to 0.37%,
08:17or 27 points,
08:18at 7,263.
08:21With the exchange rate of the US dollar
08:26strengthening 0.17%
08:28at 15,639.
08:31With the trend of shares becoming gainers this morning
08:34up to 9 o'clock,
08:36there are BRMS
08:38or Bumi Resources Minerals
08:39that rose 5% at 472.
08:42Bumi also rose 6.3% at 135.
08:46Raja or Rukun Raharja
08:47rose 8% at 1980.
08:52Goto didn't miss it,
08:53rose 5%.
08:54Toba rose 2%.
08:56And some other shares,
08:57like Panin Financial,
08:59rose 3.36%.
09:01Losers are TOWR
09:02or Sarana Menara Nusantara,
09:03which fell 1.32%.
09:05WIRG, RGAS, HEXA, MPPA.
09:09And almost all sectors are moving
09:11in the negative POMI ARSA territory,
09:13except for energy and technology.
09:16That's a glimpse of information
09:18about the opening of the first trading session today.
09:21Mr. Gembong,
09:23what are your last tips
09:25before we end?
09:26Looking at the opening of trading
09:27and maybe the shares that became gainers or losers?
09:34Mr. Gembong, can you hear me?
09:37Okay, go ahead.
09:38So for November,
09:40we recommend an average
09:42until the end of November,
09:45where December, January
09:46is the target
09:47for us to get gain or lose.
09:49Something like that for investors.
09:51But for those who have bought,
09:53be careful,
09:54calculate again
09:56whether you can average down
09:58or make a cut loss.
10:00It all depends on the risk profile,
10:02and look at the fundamentals of your success.
10:05Because when we talk about fundamentals,
10:07then December, January
10:09will be a technical rebound.
10:12The first sector you offer
10:14or recommend is banking, right?
10:16Yes.
10:17Still banking.
10:18Thank you, Mr. Gembong.
10:19Good luck with your activities.
10:21Good morning.
10:22Good morning, thank you.