"Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Kamis (21/11/2024) dengan tema Analisis dan Rekomendasi Saham Pilihan."
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00:00Baru, Soyu Intense Lip Stain. Intense color, lasts up to 12 hours. Buy now!
00:30PDB, this is a three-month tribunal.
00:32Then from Hong Kong, there is IHK Hong Kong,
00:34Year-on-Year, for the record in October.
00:38While the United States, later tonight,
00:41when Indonesia West, will release the claim of early unemployment,
00:44United States.
00:46We move on to the next graph,
00:48we will also try to see some Agenda Emittance,
00:51throughout today's negotiation.
00:54There is UVCR doing RUPS,
00:56then BRAM, Ex-Dividend Cash,
00:59DBCA, Ex-Dividend Cash,
01:01then there is also DVLA, WINS,
01:03BSSR, Avia, and SMSM,
01:06which is the payment of cash dividends.
01:09For investors who have participated,
01:11get ready to do ATMS check-in,
01:15to give spirit for today,
01:17especially in the middle of the Samkabungan family settlement,
01:20and still get dividends.
01:22And then we move on to the development update,
01:25Asia Exchange, this morning.
01:28You can see the graphics on your TV screen,
01:32where Nikkei experienced a weakness at 0.68%,
01:35STI increased by 0.14%,
01:38Kospi increased by 0.16%,
01:40and Hang Seng also increased by 0.21%.
01:44Yes, the latest data update from the Asian Exchange,
01:48and hopefully it can be a reference for you,
01:51especially in dealing with trade today.
01:54And to welcome today's trading activities,
01:57and what are the preparations and strategies,
01:59and also some developments,
02:01now we are connected through Zoom,
02:03together with Mrs. Sulistina Primasuci,
02:05who is the Head of Investor Relations,
02:07Independent Head of Security.
02:09We will immediately greet her.
02:10Good morning, Mrs. Sulistina, how are you?
02:12Good morning, how are you?
02:14Thank you, Mrs. Sulistina,
02:16for taking the time on the IDX channel.
02:18Mrs. Sulistina,
02:20Thank you, Mrs. Sulistina,
02:21for taking the time on the IDX channel.
02:23Mrs. Sulistina, we will start with a review
02:26of the trading activities in Rabu yesterday,
02:29where the shareholding index was weakening,
02:32and was traded again at the level of 7,100.
02:35Your analysis,
02:36is there any profit-taking,
02:37considering that some of the shares
02:39that had previously risen high,
02:40became the shareholders of the shareholding index,
02:42compact, again experienced a weakness?
02:45Yes, for this IHSG weakness,
02:48this IHSG,
02:49in addition to the profit-taking action,
02:51is still dominated by foreign sales.
02:54So, with the retention of the Hacuan flower family
02:57at 6%,
02:58this is indeed the decision
03:00to be able to stabilize the value of rupiah,
03:04which is still weakening.
03:06So, the hope is that the BI market
03:09will reduce the flower family,
03:11but in fact it is retained.
03:12So, it becomes a negative sentiment
03:14for IHSG as well.
03:16Then, for now,
03:18the position of IHSG is still under pressure
03:20from foreign investors.
03:22Because since early November until November 19,
03:25foreign outflows in the stock market
03:27have reached 11 trillion.
03:29The presence of capital outflows
03:31is also affected by the decrease
03:34in the weight of Indonesian shares in the MSCI index,
03:37which will be adjusted in November.
03:41Okay, technically,
03:42the IHSG index tends to consolidate
03:45from 7,100 to 7,200.
03:49Not yet consistent at 7,200.
03:52What is the direction of the IHSG index movement
03:55to be able to remain at 7,200?
03:58How resistant is it that can be maintained
04:01or must be overcome by the IHSG index?
04:04Okay, if you look at the technical side,
04:07for IHSG to be able to regain
04:09stagnation maybe above 7,200
04:12to be more stable,
04:13the IHSG needs to have a breakout
04:15at the level of 7,250
04:18to be able to catch up
04:20with the resistance area of EMA200
04:22at around 7,340.
04:25Then, for support,
04:26it is still a strong support
04:28at the level of around 7,060,
04:31which happened around August last year.
04:34So, as long as the movement
04:37has not yet had a positive sentiment,
04:39both globally and domestically,
04:41the IHSG index may still tend to stagnate,
04:44weaken.
04:46What about support, ma'am,
04:47that can be foreseen
04:49with a decline that has been quite deep
04:52so far?
04:54Okay, for support at the moment,
04:56friends may be able to pay attention
04:58to the level of 7,120.
05:01If the IHSG index starts to be below 7,120,
05:04it is worried that there may be a continuation of a decline,
05:07even up to the level of 7,000,
05:09its potential.
05:10Yes, with several indicators developing,
05:12then the technical position of the IHSG index
05:15continues to decline
05:17leaving some gaps in the future
05:19throughout 2024.
05:21Well, how is this?
05:22From the security independence for the target
05:23until the end of the year,
05:25the previous IHSG index
05:27has passed the level of 7,900.
05:30Yes, before that,
05:31maybe there were more optimistic for the IHSG index
05:35to reach the level of 8,000 this year.
05:38But in fact, the highest level of the IHSG index this year
05:41only reached the level of 7,910.
05:44So, until the end of the year,
05:46the probability of the IHSG index
05:48closest to our target
05:51is at the level of around 7,480 to 7,500.
05:56Because there may be a window dressing trigger
05:59that can bring the IHSG index
06:02to strengthen until the end of the year,
06:04maybe around 4% more.
06:06Okay. Is there a revision, Ms. Sulis,
06:09from the previous target?
06:12The revision target for the previous target
06:15is at 7,480 to 7,500.
06:19Okay.
06:20We turn to SAMSAM,
06:21which yesterday became the heavyweight of the SAMGabungan index,
06:24where previously the infrastructure,
06:26then the technology led the strengthening
06:28in the telecom business.
06:30But on Thursday, it turned around again.
06:32I want to go to the infrastructure first, Ms. Sulis.
06:34We will try the telecom analysis.
06:36The strengthening seems to have stopped.
06:38Previously, telecom had experienced a fairly deep weakness.
06:40It even touched the lowest intraday level
06:43at least in the last four years.
06:45It rose and the telecom business again experienced a correction.
06:49Analysis and recommendations and direction for telecom today.
06:53Okay.
06:54Okay.
06:55If you look at the technical side,
06:58the correction yesterday can actually be used
07:01for buy-on-weakness level.
07:03Because it has already broken out
07:05the resistance level of the MA5 area.
07:08So now the position is actually in the support area
07:12to be able to have buy-on-weakness
07:14with a short-term target.
07:16Maybe it can be used for the short-term
07:18ahead of the end of the year.
07:20Usually, telecom is brought fresh air
07:22with window dressing as well.
07:24So the target is close to the level of around 3,000.
07:273,000 psychologists.
07:29Okay. Is it still recommended to buy today?
07:31Or is there room for further weakness for the short term?
07:34Maybe it can be monitored actually
07:37for the lowest level at around 2,640.
07:42It can be a buy-on-weakness.
07:45For further weakness, maybe only limited today.
07:48Okay.
07:49Do you see the telecom weakness
07:51which is already deep enough,
07:53even touching the lowest intraday level.
07:55Does this illustrate from the fundamental side?
07:58Or do you think telecom from the fundamental
08:01is still okay up to this point?
08:03From the fundamental side,
08:05telecom at the moment,
08:07the telecommunication sector is still under pressure
08:10from the high level of the Bunga tribe.
08:12And if we look at the results of the quarter 3
08:16in 2024,
08:18the telecom sector is still under pressure
08:20by around 7% year-on-year.
08:23So indeed, the decline in the stock price
08:26is in line with the stock's energy.
08:31Okay. From telecom,
08:33we move to other telecommunication infrastructures.
08:35There is ISAT,
08:37which on the previous trading day,
08:39it increased significantly.
08:41Then yesterday, it also experienced a fairly deep correction.
08:43Along with GOTO at that time,
08:46ISAT again corrected to 2380.
08:49Analysis and recommendations for ISAT.
08:51Okay. For ISAT,
08:53there is more technical confirmation.
08:56Because ISAT, with the strengthening
08:58on the 19th of last month,
09:01it was confirmed to break out
09:03of the decline resistance area.
09:05So there is also a positive signal
09:07with the EMMA indicator,
09:09there is a signal of the golden cross.
09:12So maybe ISAT can reach around 2600
09:17with the risk limitation at around 2300.
09:22Okay. The position of ISAT is at 2380.
09:26The range is still quite wide to 2600.
09:29Prospect for ISAT,
09:31Mrs. Sulis, after the stock split,
09:33then also the buying action
09:35carried out by the management
09:36which was quite massive in recent times
09:38and some time ago,
09:39collaborating with GOTO
09:40in the development of the AI ecosystem.
09:44Okay. From the prospect side,
09:47ISAT is still positive
09:49compared to Telkom or XL.
09:54Because the price is still increasing
09:57and the income is still increasing.
10:00So compared to Telkom,
10:02ISAT is quite strong
10:04with the challenges of the flower family at the moment.
10:07Okay. Analysis for ISAT and Telkom
10:10from the infrastructure
10:11and in the last few days,
10:13there has been a significant fluctuation
10:15and then profit taking again.
10:17From the infrastructure,
10:18we turn to technology.
10:20There is GOTO, Mrs. Sulis.
10:22Your analysis,
10:23it jumped in the trading on Tuesday
10:27and will reach the highest level
10:29in the last six months
10:30and back again.
10:31But the level of 70s
10:33can still be maintained
10:35until this far.
10:36The next resistance,
10:38then the target for GOTO.
10:39Is there a chance for 80s?
10:41Mrs. Sulis.
10:42Okay. If you look at the strength
10:45in the last few days,
10:47it is also supported by the loss
10:51since the beginning of 2024.
10:54Even some analysts targeted
10:56projecting that at the end of this year,
10:58the EBITDA will be positive.
10:59So the EBITDA will start to break even point
11:02or BEP.
11:03So the loss will decrease.
11:05So in terms of position,
11:07for 80s, there is a possibility
11:10to reach the 80s by the end of this year.
11:15Maybe support, Mrs. Sulis,
11:16that can be monitored
11:18so that GOTO doesn't go back to 60s
11:20or even back to 50s.
11:22Okay. For support,
11:24maybe it can be noticed
11:26in the area around 67.
11:28This is also a strong level of support in GOTO.
11:32So as long as it's still above 67,
11:34maybe you can still pay attention to GOTO.
11:36Okay. Analysis for GOTO,
11:38also from the telecommunications infrastructure
11:40which was previously a burden
11:42for the Samkabungan family.
11:44And hopefully it can be one of the references
11:46for you, Mrs. Sulis.
11:47We will pause for a while.
11:48Later we will try to see
11:50what Sampilin you recommend.
11:52And viewers,
11:53we will be back in a moment.
11:55Thank you for joining us
11:57at Marketbuzz.
11:58And immediately, viewers,
11:59we will try to see
12:00what Sampilin you recommend.
12:03You can see the graphics on your TV screen,
12:05the Sampilin you recommend.
12:07First, from digital banking,
12:09there is Arto.
12:10It is recommended by
12:11its support in 2550,
12:13resistant up to 2900.
12:16Then from retail,
12:18there is Era.
12:19It is recommended by
12:21its support in 426,
12:23resistant up to 460.
12:25From technology, there is Emtek.
12:27It is recommended by 470
12:29resistant up to 530.
12:32And lastly,
12:33from commodities,
12:34there is ITMG.
12:36It is recommended by
12:37its support in 26300
12:40and resistant up to 28000.
12:43Yes, four choices that are recommended.
12:45And again,
12:47the decision to invest
12:48is still in the hands of
12:49the ITX Channel.
12:50We will continue our discussion
12:52with Mrs. Sulis Dina Prima Suci
12:54who is the Head of
12:55Investor Relations,
12:56Head of Security.
12:57Mrs. Sulis,
12:58we will continue again
12:59with the four choices
13:00that you have recommended.
13:02And this may need
13:04a rather complicated
13:06consideration.
13:07Maybe, Mrs. Sulis,
13:08considering the combined value index
13:09continues to experience
13:10quite a deep correction.
13:12Let's go to Arto.
13:13First of all,
13:14Mrs. Sulis,
13:15what are the considerations
13:16for recommending this stock,
13:17especially from a technical point of view?
13:18Okay.
13:19First, from Arto.
13:20Yesterday,
13:21the power was quite significant.
13:24Even the highest
13:26was up to 5%-6%
13:28yesterday.
13:29And now,
13:30technically,
13:31the power yesterday
13:33is confirmed to break out
13:34from the consolidation area.
13:36Then, if we look at it,
13:37the consolidation
13:38forms a double bottom pattern.
13:40So, there is a potential
13:41for a reversal.
13:43The power continues
13:45to be close to the level
13:46of around 2,900
13:48for Arto.
13:49And also, fundamentally,
13:50Arto is still quite strong
13:52in the middle of the rise
13:54with flowers,
13:55and also challenges this year.
13:58But up to the third quarter
14:00in 2024,
14:02Arto still rose
14:03by around 70%
14:04year-on-year.
14:05So, it can still be watched
14:07by all investors.
14:09What is the level of buy, Mrs?
14:11For buy,
14:12currently,
14:13we can observe
14:14the closing price yesterday
14:16at around 2,660.
14:19Yes.
14:20The closing price yesterday
14:21at 2,660
14:23when the first session
14:24was opened today,
14:25it can immediately
14:26take a position like that.
14:27Yes, maybe the entry
14:28started part by part
14:29first, right?
14:30Yes.
14:31Gradually,
14:32for Arto
14:33with the closest target price
14:34at 2,900.
14:36Arto's position
14:38previously touched
14:39at 3,100,
14:41then experienced
14:43a correction
14:44up to 2,400.
14:47From the pattern side,
14:48is it still safe, Mrs?
14:49For the short and medium term,
14:51is it still an uptrend
14:52for Arto?
14:53Okay.
14:54For the short term,
14:56maybe there is a positive signal.
14:58But,
14:59if we look at the long term,
15:01actually,
15:02there is a bearish trend.
15:03Since the highest increase
15:04at around 3,200
15:06to the lowest level yesterday,
15:08at around 2,400,
15:09there is a bearish signal.
15:12So,
15:13as long as it hasn't reached 3,000,
15:15maybe it's still a sell-on strength
15:16for Arto.
15:17Okay.
15:18When it reaches 3,000,
15:20will there be more room for strength
15:22for Arto?
15:24Yes,
15:25the potential is like that.
15:26Okay.
15:27The first option is Arto.
15:28It is recommended
15:29at the level of the closing yesterday
15:31or the opening closing
15:33of the first session today
15:34at 2,660.
15:36And it is more recommended
15:37to do the buy action
15:39gradually.
15:40From Arto,
15:41we move on
15:42to the next option.
15:44From retail,
15:45there is Era.
15:46It is recommended
15:47by the analysis for Era.
15:48Okay.
15:49Looking from Era,
15:50there is also a sentiment
15:52related to Apple
15:53that will invest,
15:55decide to invest
15:57in Indonesia
15:58to be able to sell the iPhone 16.
16:00Of course, what will have a positive impact
16:02is the official distributor,
16:04which is Era Jaya.
16:06So, in terms of position,
16:07we can see
16:08from the beginning of October,
16:10foreign investors
16:11continue to accumulate purchases in Era.
16:13So, currently,
16:14foreign investors
16:15are still making purchases.
16:17Foreign inflows are increasing.
16:19And the current position
16:21is still in the support area.
16:23So, in terms of position,
16:25there is a potential
16:26for about 460,000,000,000,000,000,000,000,000,000,000,000,000,000.
16:28Is there a chance for Era
16:29to go back to the 500,000,000,000,000,000,000,000,000,000,000,000?
16:31Is it open?
16:33If it is true
16:34about the rumor
16:36of Apple investing
16:37in Indonesia,
16:39around 1.5 trillion,
16:40that is quite a big value.
16:42There is a great opportunity
16:43for Era
16:44to be above 500,000,000,000,000,000,000,000,000,000.
16:46Okay, while waiting for the development, the certainty is also related to Apple and the closing position 436 in the closing of the second session in the trading yesterday.
16:58From the era of MIRSA, we turn to the third choice from technology, there is Emtek, you also recommend BAE. Analysis and considerations for Emtek?
17:09Okay, from Emtek, it is indeed one of the companies that succeeded in rising in 2024, which in the previous year still recorded losses.
17:20In 2024, the losses have returned to the market, so from a fundamental point of view, the performance of financial activities is quite stable.
17:29And also from the stock price side, it is still quite interesting from a technical point of view, because from a technical point of view, there is a potential pattern in the form of a scanding triangle,
17:39which if it succeeds in a strong breakout above 500, it may be above 530 as the target.
17:47How good is the level for Emtek?
17:50Okay, for Emtek, friends may still be able to monitor close to 484 to the current price at 488, at the current price, it can still make purchases.
18:02Okay, closing at 488, recommended for purchases. The third choice is Emtek MIRSA.
18:10Moving on to the last choice from Batubara mining, there is ETMG, which seems to be more recommended compared to other mining companies.
18:20Analysis for ETMG BUY at what level?
18:23Okay, for BUY, there is an increase in trading today, almost 1%.
18:31So friends, if possible, BUY can be between BUY on breakout at a level of around 27,000.
18:37Then if you want to wait for BUY on weakness, it may be close to around 26,600, 26,600 to 26,700.
18:47Because the foreign accumulation is still quite high since early November, this is still quite interesting.
18:55Also from the indicator side, there is a golden cross between MA5 and MA200.
19:01Okay, closing at 26,700 here.
19:06But Mrs. Solis, how do you see the prospects of Samsung Batubara mining?
19:11At least not until the end of the year, the commodity price is still moving at around 140.
19:17Then also some sentiments still imagine that the price of Batubara is more likely to be depressed throughout 2024.
19:25Okay, if you look at the prospects in Batubara, this is actually still dependent on the movement of the commodity price.
19:34But by the end of the year there is still a chance, for example, there is a cold season, it can be a catalyst for strengthening the price of Batubara.
19:43Then it is also supported by this Batubara mining stock that is the most loyal to share dividends.
19:49So Indonesian investors themselves like dividends.
19:53So it does trigger the strengthening of the Batubara stock, in addition to the price of the Batubara deposit,
20:01it is also from the side of loyalty in sharing dividends.
20:05Okay, there is a trend that Batubara mining emittance is diversifying.
20:09It seems that some emittance will no longer control Batubara as their main source of income.
20:18Yes, that's right. For example, there is a stock in Adaro, which after the RUPS yesterday decided to turn its business into a spin-off.
20:30That's in the AAD, which will be an IPO.
20:33That's actually quite interesting, because it sells Batubara mining.
20:39So it will focus on renewable energy.
20:41This will also go hand in hand with the program in the era of President Paprabowo related to clearing,
20:48this will of course also be positive for some of the affected stocks.
20:52Okay, there are four options that are recommended by investors from digital banks.
20:57There are Arto, Retail Adaera, M-Tech from technology, and from Batubara mining there is ITMG.
21:04And again, the investment decision is still in the hands of the shareholders of IDX Channel.
21:09Mrs. Solis, we will hold first.
21:12And maybe this is the end of our discussion, but before that I will try to convey the movement of the shareholder's price index,
21:20especially in the opening position.
21:23In the opening position, the shareholder's price index moved strongly, but experienced high volatility,
21:31because it was opened in the first session a few minutes ago.
21:36It was opened at 7180.269, and even touched the lowest level at 7168.329.
21:45The current position, the shareholder's price index turned to strengthen,
21:50with a chance to touch the highest intraday level at 7194.493.
21:55And now the strengthening is more towards the limit at 7180.
22:02You can see the graphics on your television screen, investors for RTI data,
22:08the sectoral movement position, and also the position of several other indexes.
22:16Then there are the movers, there are several stocks, there are BOT, CSPT, LMPI, and INTD.
22:25Each of them strengthened above 17%, even INTD strengthened at 27.87%.
22:32Today, SAMSAM experienced a weakening,
22:39among which there is Laba, which previously also rose high,
22:43then PYFH today also weakened.
22:45Meanwhile, for Raja, it seems to continue to grow at 5.78%.
22:50That's the information, and hopefully it can be a reference for you.
22:56Okay, let's continue the discussion with Ibu Sulis.
22:59Ibu Sulis, before closing our meeting this morning,
23:03analysis for BBCA first, Ibu, which was still fast,
23:07even though it was in the middle of the 2024 dividend interim.
23:10Just briefly, Ibu Sulis.
23:12Okay, in short, for BBCA, this is still quite interesting,
23:16because it is indeed a bank with the strongest Laba growth compared to other big banks,
23:21because it succeeded above 2 digits.
23:24Even until October, the Laba growth increased by about 15% year-on-year.
23:29So, for now, BBCA, each correction can still be done,
23:33the buying accumulation for long-term stocks is still okay,
23:36because in terms of dividends, in addition to the interim dividend distribution,
23:40which just came out yesterday,
23:41later around March, there will be a final dividend
23:45which can still be expected by all investors.
23:48Okay, thank you, Ibu Sulis.
23:50It seems that the discussion has ended our discussion for this time,
23:53and hopefully it can be a reference for the viewers of IDH.
23:56Ibu Sulis, always be healthy. Thank you again.
23:58Yes, thank you. Good morning.