"Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Jumat (22/11/2024) dengan tema Cara Jitu Maksimalkan Potensi Trading."
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00:00Thank you for staying with us. Before I talk about the sources, on this occasion, we will first present the agenda, the economic agenda or interesting data for us to discuss.
00:15From the United States, there is data on PMI manufacturing. Then from Canada, there is retail sales.
00:20From Europe, there is Pidato, Governor of the European Central Bank, Christina Lagarde.
00:24From England, there is data on retail sales. Then in Germany, there is data on domestic products.
00:31And from Japan, there is an index of consumer prices. Meanwhile, from Malaysia, there is an index of consumer prices.
00:36And from India, PMI manufacturing.
00:39From the EBITDA agenda, there is a POWR survey for the EU, UFOE for the EU, and so on.
00:47Meanwhile, for the ASSA, there is a payment of BBCA Interim Cash Dividend, DPS Interim Cash Dividend, BRAM, DPS Interim Cash Dividend, and TOTO Ex Interim Cash Dividend, JTPE, Ex Interim Cash Dividend, then BOBA, and also SPTO Ex Interim Cash Dividend, then SKRM KUM Interim Cash Dividend, MLBI, and so on.
01:11And next, we will see the opening of the main ASEAN exchanges this morning.
01:16As you can see on the screen, for the main ASEAN exchanges, MIX was opened with Nikkei at 0.79% at level 38,326.
01:28STI Singapore was opened with 0.24% at level 3,748.
01:33KOSPI Korea was opened with 1.18% at level 2,509.
01:37And Hang Seng Hong Kong was opened with 0.53% at level 19,601.
01:42And this morning, we will discuss about how JITO maximizes the potential of trading.
01:54We are joined by Angga Septianus, Community and Equity Analyst Lead PT Indo Premier Securities.
02:02How are you, Angga?
02:03I'm fine, Mr. Wiki.
02:04Thank you for being here.
02:05Thank you for being here.
02:06Let's talk about the trading activity in the capital market.
02:11Why is it important for us to have more than one account?
02:16Okay.
02:17From IPOT, we just launched multiple accounts.
02:20So, when we want to trade, we can choose several accounts.
02:25There are regular, ODT, and also margin.
02:27ODT is one-day trading.
02:29Because we are preparing for the global drop in the fat rate, which is 4.75%.
02:36So, to maximize the profit, we can use different types of accounts to segregate our accounts to maximize the profit potential.
02:45Okay.
02:46So, actually, Indo Premier Securities also provides special solutions to meet various needs of their clients when they are trading.
02:55What are the functions of each account?
02:58Maybe you can explain, Angga.
03:00Yes.
03:01Actually, there are three accounts in the capital market.
03:07First, there is a regular account.
03:09This regular account is for buying stocks using leverage, but with a time limit.
03:15The maximum time limit is T4 or 5 days.
03:19So, after T4, if we don't pay the loan, it will be for sale.
03:27The second account is ODT.
03:28This is for those of you who like to trade aggressively.
03:33So, on the same day, at the end of the day, it will be for sale.
03:36So, the stock cannot be kept.
03:38The last account is margin.
03:40This is without a time limit.
03:41The margin flow is also very low, 0.05%.
03:45And this is for keeping stocks that are usually fundamentally good.
03:48Those that sell in the long term are always felt that there is a correction now, but the long term is still okay.
03:54Okay.
03:55So, there is a regular trading account, margin, and one-day trading.
03:59That's right.
04:00Okay.
04:01So, why does IPOT release these three types of accounts?
04:06Is that what is read, the trend, from the needs of the client himself?
04:13Or is this an innovation from IPOT itself?
04:17And projecting in the future, it looks like it will need accounts like this.
04:20Yes.
04:21Like what?
04:22Okay.
04:23From IPOT itself, we continue to innovate.
04:26So, for a year, there have been many innovations that we have done.
04:30And we see the market conditions.
04:32The market trend, as I said earlier, the global Bungas tribe is starting to decline.
04:36Although BI is still holding on.
04:38Yesterday it was raised by 6% to stabilize the value of rupiah.
04:41In the future, the trend should also decline.
04:44To control inflation, of course.
04:47If the Bunga tribe declines, it will be good for the stock market.
04:51Usually, because the company's profitability will increase, the stock demand will increase, the stock price will also increase.
04:57To optimize this, we think, usually investors are there to invest, but they also want to trade at the same time.
05:06When the market is crowded, they want to trade too.
05:09FOMO.
05:10That's why we provide a different kind of wallet.
05:13For the regular account or the margin for investment, for example.
05:17But there is also an ODT account with a fee of 0.1-0.2% to sell and buy.
05:23To provide friends who want to learn trading aggressively too.
05:27We also have a campaign, suddenly become a trader to support friends who want to learn.
05:32A kind of bootcamp, Mr. Wiki.
05:34Okay, it means that this is a platform that is quite friendly for investors who previously invested for a long time to become a trader.
05:43They want to learn first, they want to experience first.
05:46When it is accommodated through the features mentioned earlier.
05:50Okay.
05:51The Booster account on Epot is better than other options.
05:56Is that true?
05:57And what actually makes this Booster account better than others?
06:04Okay, why is it better?
06:06First, it's from the segregation of the account.
06:10In other places, I don't call it a brand.
06:12In other places, it is made as one.
06:16So, for example, if there is something with the ratio of obligations or something happens to the trading shares.
06:22The shares that are invested can also be affected.
06:25Whether it's for sale or something else.
06:28We segregate, we differentiate.
06:30So, how much do you want to learn?
06:32Please use enough or according to your own risk tolerance.
06:37The second is that in addition to having different types of accounts, we add an innovation called order management, Mr. Wiki.
06:44The purpose of this is to provide friends, in addition to order management, there is also Robo.
06:49So that the trading is maximal.
06:51Robo is also to manage the risk.
06:54So, we don't just have multiple accounts, there are other additions that support trading activities from friends.
07:00What has been said by investors is not to put the eggs in one basket.
07:08But something that can also be applied when we do trading strategies or maybe invest.
07:15With multi-accounts, this is also a form of minimizing the risk.
07:22Let's talk about managing risk.
07:25With a leverage account or a strategy to manage risk effectively when using a leverage account, what is it like, Mr. Angga?
07:34Okay, we don't deny that leverage accounts have multiple profit potentials.
07:41Because it can increase our capital.
07:43But the loss potential is also big, compared to high risk and high return.
07:47That's why we provide Robo to minimize the risk.
07:51So, when entering a stock, we can immediately set it for Robo.
07:55Robo is not a trading robot, but a kind of auto order to keep track of the stop loss, take profit, and trailing stop.
08:04And our Robo also has a comprehensive version.
08:07So, for example, if we want to sell, but we wait, let's say in the stock there is a remaining bid.
08:14It means we want to wait for the bid to be a bit thin, then we can execute it.
08:17We can also set it as complex as that.
08:20So, we provide it to minimize the risk.
08:23Okay, through the mechanism that is already in it.
08:27Okay, let's talk about the tricks to use this leverage account.
08:36Tips and tricks to use leverage accounts.
08:39Make sure we know what kind of trader we are.
08:42If we are a momentum trader or scalper, then we use an appropriate account.
08:48Scalper can use ODT, momentum trader can also use ODT.
08:52It means we can see when there is a breakout resistance, where we want to enter.
08:57Make sure if you are swing trading, using a regular account, we can see the uptrend stocks.
09:03Don't buy downtrend stocks, because don't go against the trend.
09:08Or if we are an investor, we want to use a regular or margin account.
09:12We can see what the fundamentals are, what the value per pbv is.
09:17Is it relatively cheap, or is it in an overvalued position?
09:20Something like that.
09:22Okay, at the end of the year, of course there are many strategies that are done by investors or traders.
09:30It can be seen from the historical basis, or maybe from the company's habits.
09:35At the end of the year, there is usually a window dressing.
09:39Tips to understand that, to maximize leverage.
09:44Facing historical moments like this, at the end of the year, what do you call it?
09:50In November and December, in November, by historical, about 60% of the market was closed red in the last 10 years.
09:58In December, in the last 10 years, only once was closed red.
10:02What does it mean? In November, the market is usually bottoming, in December, hopefully it can go up again.
10:07By statistics.
10:09So we can take advantage of this when Samsung is just about to go up.
10:14We can take advantage of the momentum, for swing and trading.
10:18Because no matter what, when the forend returns, our market rebounds.
10:22For trading, it will be very good.
10:25Because overall, the ESG will return to uptrend.
10:28What we are waiting for is the momentum.
10:31Only then can we take advantage of this leverage to the maximum.
10:34Facing window dressing, of course.
10:36This window dressing, of course, has an impact on investors and traders.
10:41But then, have you seen the indication so far?
10:44It means, if I talked to my friend a while ago,
10:49this window dressing doesn't seem to be visible.
10:53Is it because, in terms of performance, there is a lot of correction related to various kinds of sentiments?
11:01Or do you think there is still window dressing?
11:05Usually, if you talk about it now in November,
11:07if it turns out to be seen that there will be window dressing, it has started to enter.
11:12But now it's still in point N.
11:14What do you think?
11:15Yes, this is because Donald Trump was elected in November.
11:19So, the shock is quite deep.
11:21Indeed, our ESG IDR is also weakening, approaching 16,000.
11:24I haven't checked it yet.
11:26But I'm still optimistic with the historical data, by statistics, in the last 10 years.
11:31Even though in 2022, we also said this.
11:34But by statistics, the probability of increasing is still higher.
11:38So, I'm still optimistic.
11:40Two weeks before the end of the year, or three weeks,
11:43there will be movement, the window dressing will enter, hopefully.
11:47Okay, we will continue with the next segment.
11:49Stay with us, we will be right back.
11:51Thank you for staying with us.
11:53We are still discussing how to maximize the trading potential.
11:56And we are still discussing.
11:58On Surya IDX channel, there is Angga Septianus,
12:00Community and Equity Analyst Lead, PT Indopremier Sekuritas Setoipot.
12:04Okay, let's talk about some issues that seem to be a concern,
12:08or maybe the attention of the market players.
12:11Whether it's traders or investors,
12:13or whether it's related to the weakness of the US dollar's exchange rate.
12:17Which is a priority when the exchange rate is maintained at 6%
12:23by Gubrur Bank Indonesia in the RDI yesterday,
12:26is the focus to stabilize the exchange rate of the US dollar.
12:30But this, again, is also a concern.
12:34There are concerns related to the continued weakness of the US dollar's exchange rate.
12:41Mr. Nufi, what do you think about this?
12:44Yes.
12:45If I look at it, this is an impact of the protectionism
12:48that Donald Trump himself has.
12:51He is very American-centric.
12:53He wants to reduce the exchange rate of the US dollar from 21% to around 15%.
12:58Not to mention increasing the import tariff.
13:00So this is a short-term blow for our stock market, of course.
13:04But we have to look at the development there,
13:07what is the policy decision like?
13:10Has it been hit or not?
13:12We are still waiting for the development.
13:14If it turns out that it doesn't meet the market expectations,
13:17and it's stable again, it makes it possible for foreign exchange to enter our stock market.
13:22And finally, our exchange rate can be stable again,
13:25because the dollar supply will increase again.
13:28If it's just now, the foreign outflow is around 10 trillion,
13:31maybe more in this month.
13:33So this is our observation,
13:35and the movement of the Rupiah itself is closer to the level of 16,000 and 16,200.
13:41That's right.
13:42I saw the data earlier, the Rupiah is at the level of 15,900.
13:47It's getting closer to the level of 16,000.
13:49Okay.
13:50In terms of trading, point of view trader,
13:53are there any sectors or movements of Samsung
13:57that may also be under your observation,
14:00that can be done, or maybe the trading strategy can be applied
14:05to take advantage of this moment?
14:10Okay.
14:11Now, what is starting to be seen, there is a recovery,
14:14is the telecommunications sector.
14:16Forex is starting to get in, like telecom.
14:20There is a recovery on the technical side too.
14:23It's just that it hasn't fully turned into an uptrend yet.
14:26The banking sector is still a downtrend.
14:28As for investment, we can repeat,
14:30the fundamentals are in an interesting position,
14:33precisely in terms of valuation.
14:35And we can also monitor the emittance,
14:37which is indeed the export orientation, Mr. Wiki.
14:40Because when USD, when the IDR weakens like this,
14:44when it exports, it actually benefits the export orientation.
14:48And also the commodity stocks,
14:50we still pay attention to the underlying commodities,
14:52such as coal stock, oil stock,
14:56we can monitor that too.
14:58Moreover, geopolitics has warmed up a little again yesterday,
15:02and this can affect the crude oil price,
15:05in terms of the world price.
15:07Okay, those were some sectors,
15:09in terms of investment,
15:11whether it's just trading,
15:13or long-term investment,
15:15is it considered interesting like that?
15:16Quite interesting.
15:17Okay.
15:18We also go to one thing that is quite interesting for the public,
15:21and also investors,
15:22which is related to the implementation of PPN,
15:26to become 12% in early 2025,
15:29then it becomes a law.
15:31If we talk about the law,
15:33whether or not, the government must also implement it.
15:35It has been approved and just need to be implemented.
15:38But the voice is quite vocal related to this.
15:41What are the implications for the capital market in Indonesia,
15:44and certain sectors, in your opinion?
15:47Okay, for PPN 12%,
15:50the increase of 1% is quite exciting out there,
15:54for the comment.
15:56Because we are looking at the Scandinavian country,
15:59the news is like that.
16:00But we can just follow the policy,
16:03the purpose is actually to increase the tax ratio,
16:06which is indeed quite low.
16:08To increase the tax ratio,
16:10what is the purpose?
16:11In the end, it's actually for development in the country itself.
16:14We can see in APBN,
16:16with what was presented by Mrs. Sri Mulyani herself.
16:19For the stock market itself,
16:21this kind of spike has actually happened in the market.
16:25Yesterday, when PPN increased by 11%,
16:27there must have been a spike too.
16:29But I'm more concerned about the global market.
16:32Because if PPN is increased,
16:34but the demand globally increases,
16:36our inflation can pick up again.
16:38Don't be too low like now.
16:40It should be able to recover again,
16:42for fundamental energy from companies in the country.
16:45What about the recent movement,
16:50when PPN increased by 12% at the beginning of 2025,
16:55the public will apply a lot of frugal living,
16:58meaning that consumption is maintained.
17:00And as we know,
17:01economic growth in Indonesia
17:03should be contributed mostly by domestic consumption.
17:06If the consumption is maintained,
17:09it will then have an impact on the maintenance
17:12of Indonesia's economic growth.
17:15Is it scary to see certain sectors like this?
17:24If I look at the purchasing power,
17:29especially the upper middle class,
17:31it is still strong.
17:33Especially like emitting property,
17:35PPN is released,
17:36it can still get purchasing power there.
17:39But for the lower middle class,
17:41PPN will be reduced by 12%.
17:44The hope is that the increase in revenue
17:48from PPN by 1%
17:51can still cater to the increase in PPN.
17:54Yesterday, the minimum revenue was around 3%,
17:57if I'm not mistaken.
17:58So there is still a gap there
18:00that is expected to boost consumption in the country.
18:04And we are actually waiting for the global decision.
18:08And we, domestic policy,
18:09can balance the demand from this global.
18:12Because that's what I think is more important,
18:14to be able to meet domestic demand
18:16and create job opportunities.
18:17Okay, the most important thing is,
18:19when we talk about history,
18:21when President Donald Trump led the United States
18:23when there was a trade war
18:25between the United States and China,
18:27Indonesia actually got a blessing, right?
18:29Yes.
18:30Moreover, its orientation is export.
18:33For the United States or perhaps China,
18:37they will look for alternative suppliers
18:40that can meet their needs.
18:43Meanwhile, this then becomes a projection
18:46of the potential for the future.
18:48In the middle, there is a momentary sentiment
18:50related to the capital outflow,
18:53and also the rupee then weakens
18:56when the President of the United States
18:58was elected by Donald Trump.
19:00Some time ago, he delivered his speech
19:03and now he has started to elect people
19:05to join his cabinet.
19:07What do you think about this?
19:09Okay, if we are our biggest trading partner,
19:12our exports are to China,
19:14bigger than to the United States.
19:16The United States is the second largest.
19:18The impact is if the United States imposes sanctions
19:21on import tariffs to China,
19:23demand from China will also decrease,
19:25the raw materials or demand from us will also decrease.
19:28So the chain is also on us.
19:30So the key is,
19:32how big is the import tariff,
19:34what products are being imported there,
19:37besides that, can China see new demand
19:40other than from the United States?
19:42It is very close to other countries
19:44such as Russia and others.
19:46If it can still be met,
19:48in my opinion,
19:50the trade effect to us can still be a barrier.
19:53Because China is still strong.
19:55That's the key.
19:57What we will discuss later
19:59is related to moments that need to be seen
20:01equally by traders,
20:04related to various sentiments.
20:07The moments can be maximized
20:11if we do various strategies.
20:15One of them is using the multi-account.
20:17With multiple accounts from us.
20:19Thank you for joining us.
20:22We will talk again later.
20:24Before I end this segment,
20:26we will update the movement of IHSG
20:29at the opening of the first session.
20:31You can watch it on our RTI TV screen.
20:34The IHSG session will be held at 0.39%
20:39at level 7168.424.
20:43The top gainers so far are
20:45LMPI, POLU, BOAT, and JSPT.
20:49The losers are
20:51SRTG, MLPL, GMAS, and Laba.