"Saksikan tayangan kami Official Youtube IDX Channel di Program 2nd Session Closing, Selasa (26/11/2024) dengan tema Cermati Saham Pilihan: LSIP, BSDE, INDF, MAPA."
Category
📺
TVTranscript
00:30CPU, there is L-Chip, where L-Chip is recommended by OnWeakness. Then from the support side, at 990, the
00:39resistance is up to 1100 BSDE. By OnBreakout, the support is at 1020, the resistance is up to 1120.
00:48From the consumer, there is INDF, by OnWeakness, 7500 to 8000. Then the last one is MAPA. By OnBreakout,
00:56the support is at 1480, the resistance is up to 1600. Yes, 4 options that are recommended and again,
01:05the investment decision is still in the hands of the IDX Channel.
01:09Okay, let's continue the discussion again with Mr. Nicholas Darmawan, Research Analyst,
01:14Semesta Indoface Sekuritas. Mr. Nicholas, let's just go to the first option, for L-Chip,
01:20based on CPO, you recommend By OnWeakness. But before that, Mr. Nicholas, before we discuss L-Chip,
01:29I want to discuss from the sector side first, especially for CPO-based stocks. In the past few
01:38years, it has not been discussed and also not recommended, sir, from the side of the
01:46IDX Second Session Closing program in the past few years.
01:51Yes, maybe for CPO, it's a bit interesting, why? Because this time, the volume and momentum is still
01:57strong, at least for us to trade, especially from the June period to the month of November
02:04yesterday, we saw momentum. From a technical point of view, it's still strong, even though
02:08in the past few years, it's still less popular because of the oversupply. But if we look
02:14from the global outlook, especially the tools that are difficult to electrify, to switch to
02:23biodiesel with a higher CPO composition, we see that the outlook for the future is quite promising,
02:29despite all the issues that existed in the past few years. And maybe from a technical point of view,
02:34more technical for now, we see that from a technical point of view, it still supports
02:39for rebounds at the price of Rp 1,025,000, Rp 1,020,000 to Rp 1,015,000. We recommend
02:46bioweakness because yesterday the closing was also doji at the level above Rp 1,000,000,
02:51it still managed to be maintained. So for the stop loss, it's below Rp 990,000. For the TP,
02:57we aim for the level of Rp 1,070,000 to Rp 1,100,000. In the last month, sir, the pressure on
03:05L-SHIP technically has been quite deep, because previously in mid-November, it was still moving at
03:13Rp 1,200,000. Now it's up to Rp 900,000 and the position has returned to Rp 1,000,000.
03:21How do you see from the L-SHIP pattern, from the pressure, the power that has begun to be limited,
03:28sir, even though it tries to rise above Rp 1,000,000 again?
03:32Okay, maybe for L-SHIP, related to the last technical, the decline is indeed quite deep,
03:36and actually this is also one of the reasons why we recommend L-SHIP. Why? Because usually
03:43in the middle of a decline like this, the price doesn't move in a straight line, so usually it
03:50won't immediately go down in a long line, especially for L-SHIP itself, we see from the
03:56L-SHIP, today's closing at Rp 1,025,000 strengthens at 2.50% shareholder. From L-SHIP, we switch to the
04:23second option, there is from this property, BSDE, but it is more recommended to buy on breakout.
04:30Analysis for BSDE, buy on breakout at what level, Mr. Nikolas?
04:36Okay, for BSDE, our recommendation is to buy on breakout at Rp 1,055,000 because the price is distributed
04:41and forms a bullish-harami at the support level, so the confirmation will be at the buy on breakout
04:47candle. For the profit level, we aim for Rp 1,100,000 to Rp 1,120,000. We set the stop-loss at below
04:53Rp 1,020,000 for invalidation.
04:57Okay, from the outlook, how do you see the property? With the projection later,
05:04Sukobunga will be lowered, then also government programs, incentive-incentive,
05:08it looks like it will continue, Mr. Nikolas?
05:11Yes, if we look at it, as Mr. David mentioned earlier, the government plan or President Philip
05:17Prabowo also targets Rp 3 million per year. He also mentioned that he will work with the private sector
05:24in the urban area, so if we look at the outlook from the sectoral property, it is still quite positive.
05:31And if we look at it from the price side, the data collection is quite deep, and this is usually
05:36the target of the hunting bargain at the support level.
05:39Moreover, from the index side, we also expect that this week there will be relatively
05:44an accumulation at the support level. So for the outlook, the narrative is not a problem,
05:51we see that it is still quite positive with all government plans related to property and incentives.
05:56Then also from the technical side, we see that it has started to rebound from the support level,
06:00forming a reversal pattern like that.
06:03Will the plan increase PPN, sir? Will this have an impact later?
06:08If we look at it, it looks like the plan for PPN 12% is more affected by the daily consumer spending,
06:17so maybe it will be more affected by consumer goods and retail like that.
06:21As for property, we see that with the government plan, there should still be a lightness
06:26from PPN and others like that.
06:28Okay, from BSDE, we switch to the third option, there is INDF.
06:34The recommendation is to buy on witness. Analysis and consideration,
06:37INDF is included in one of your choices.
06:42Maybe from the outlook, we can see that Indofood is also in line with President Prabowo's agenda
06:48on food security. So if we look at the last few months, Indofood is relatively bullish
06:54because if we look at it, Indofood's narrative is still included in President Prabowo's agenda.
07:00If we look at it from a technical point of view, Indofood has just broken out from Mother Candle
07:05or rebounded from support.
07:06Our recommendation is to buy on witness at level 7675 to 7550 for range buy.
07:12Our tech profit level is 7,900 to 8,000.
07:16For stop loss, we set it below the level of 7,500.
07:21The target is 8,000. Until when, Mr. Nicholas? Until the end of the year or early 2025?
07:27We are quite optimistic until the end of this year, 8,000 is still quite optimistic to be achieved.
07:33Okay, the closing today is still at 7,650,
07:37strong at 0.66%.
07:40Does it mean that if it breaks through at 8,000,
07:44it will touch the highest level again, at least in the last few years?
07:50If we look at it from a trend and narrative point of view for Indofood itself,
07:54it is still quite possible to reach the highest point.
07:57Okay, from INDF, we move on to the last option, MAPA.
08:02Recommended to buy on breakout. Analysis and recommendations for MAPA.
08:08For MAPA, we saw yesterday or today,
08:12we saw a rejection of support,
08:14even though there was an indication yesterday that it was a hanging man or pin bar in the support level.
08:19Above 1,000, still above 1,000. We see that the psychological level is still maintained.
08:24Then for today, it is still closed to strengthen 1% at level 1,500.
08:28And for range buy, we recommend it to buy on breakout, which is today at level 1,020.
08:36For take profit level, we aim at level 1,070 to 1,100
08:41because we see there is a minor resistance.
08:44And for stop loss, we recommend stop loss below level 1,000
08:47because if level 1,000 is reached as a psychological support level,
08:50the price may continue to fall like that.
08:53Okay, today's closing at 1,500.
08:55Supporters strengthen at 1.01%.
08:57Intraday today just got to 1,020.
09:00Yes, there are four options that are recommended.
09:03Among them are LSIB, BSDE, INDF, and also MAPA.
09:07And again, the investment decision is still in the hands of the IDF Channel supporters.
09:12We have reached the last segment.
09:13And thank you also to those who are still with us.
09:16Mr. Nicholas, let's continue again.
09:18The first question comes from Mr. Roberto Sini.
09:21He didn't mention where the location is.
09:23He mentioned the TOBA stock, sir.
09:25Future prospects, support and resistance.
09:28Okay, maybe for TOBA, let's do a little technical review.
09:31It is still experiencing a minor bearish trend.
09:33So indeed, for the short and medium term, we expect it will still tend to move down.
09:39For the current price target, we expect it to drop to level 4.40 to 4.38.
09:45So maybe we can tend to wait for the action first
09:48until the price is confirmed to rebound at the support level.
09:50Then we can consider buying with us.
09:53But for now, as long as the price is still in the form of a drop indication,
09:57we feel that the price will still tend to move up.
10:00We recommend to wait and see.
10:02Okay, let's move on to Mr. Anggiat from Bekasi.
10:06He asked about the Telkom stock this time.
10:08Mr. Nicholas, how much is the entry price of Everett Telkom recommended?
10:15Maybe for Telkom, because now if we look at it, it's still a bearish trend.
10:19And yesterday it rebounded at the support level, the COVID level, at around 2,500.
10:25So for now, we expect it will still range at that level.
10:29For accumulation, we recommend at level 2,600.
10:33We see that the lowest level will still be achieved at that level,
10:36up to level 2,550.
10:40So maybe those two price barriers can be considered for averaging down.
10:45Okay, is it difficult for Telkom to reach 3,000 by the end of the year?
10:50If we look at it, it doesn't really close the possibility
10:52considering that the price has started to rebound from the support level.
10:55But in terms of the trend, in the short term,
10:57the price is still unable to break through the resistance of 2,800 to 3,100.
11:02So if the price is already minimal, able to break through 2,800,
11:05we see there is a possibility that at the end of the year it will be closed at 3,000,
11:09even up to level 3,101.
11:11Okay, next we go to Depok West Java, there is Mr. Malfin Sihite.
11:15Thank you for joining us to ask about the MDKA this time, sir.
11:19You have taken a position in 2010, what is the risk profile for the MDKA?
11:26For the MDKA, maybe for now it will still be a bearish trend.
11:30Because if we look at the demand for base metal from China,
11:33which is also included in the MDKA business,
11:35it still tends to weaken.
11:37Then also from the gold side, it still tends to correct,
11:40so we estimate the average selling price will go down by the end of the year.
11:44And from a technical point of view, we also see that the price is still rejected
11:47below the resistance level of 2,170,
11:50and today it continues to weaken at 2,000.
11:52So if the 2,000 fails to be maintained the next day,
11:55we recommend exiting first
11:57because the price has a chance to continue to go down
11:59up to the level of 1,900.
12:02So for the MDKA, we estimate it will go down first,
12:05so it's better if the price fails to be maintained above 2,000,
12:08it's better to exit first.
12:10Okay, Mr. Malfin Sihite took a position in 2010,
12:13a slight difference from today's closing in support,
12:15which was expected in 2000.
12:17Next, without mentioning the name and location,
12:19from the Pani property share,
12:21today it is quite fast,
12:22has it been recommended to enter?
12:24No, sir, for Pani.
12:26Okay, for Pani, let's see,
12:28it's starting to get interesting, right?
12:29If you want to re-entry again,
12:30considering that the trend is still quite bullish
12:32with various narratives available for Pani,
12:34we see today a 7.8% closure in the 15,200 range,
12:38successfully rebounded from the support level of 14,200.
12:42So maybe if you want to buy Pani, there are two options,
12:46you can buy on breakout at level 15,500
12:48or buy on weakness at level 15,200 to 15,000.
12:53And for Stop Loss,
12:54maybe we set it below level 14,500 as an invalidation level.
12:59Okay, when it reaches 15,500,
13:02is there a chance to go back to 17,000 for Pani?
13:06Yes, for Pani, not only 17,000,
13:08we expect the price will probably rally again to 18,000
13:13and maybe the highest level is at level 18,890.
13:17So maybe for Pani,
13:19for now, the trend is still heading towards all indicators.
13:22Okay, then there is Mr. Inder from Bali, BBCA.
13:26Actually, we also reviewed it earlier,
13:28but let's just make a brief review.
13:29What is the ideal price for BBCA?
13:32Around 9,000 for BBCA?
13:35Yes, as we mentioned earlier,
13:369,890 to 9,850
13:42is still a fairly ideal level for re-entry again,
13:45considering that the price is still corrected today.
13:47So maybe on Thursday and Friday trading days,
13:50there is still a chance for the price to go down again.
13:52So it can be used to accumulate in the future.
13:56Okay, from BBCA, we move to BRMS, sir.
13:59It doesn't mention the name and location of the potential return to 500,
14:04is it quite open, sir?
14:06No, or is there still room for further weakening for BRMS?
14:10I remember the gold price is now also tend to go down
14:13because there is a weapon threat from various countries to Israel.
14:19The premium risk from gold is starting to go down,
14:21so the global gold price is also going down.
14:25And for the 500, it's actually still open from a technical point of view.
14:30But if we look at the narrative now,
14:32BRMS tends to be sideways first,
14:35at a price gap of 450 to a low level of 380.
14:42So maybe we can anticipate the wait and see first
14:44and wait at a level of 380 to consider BRMS or not.
14:49Because if the price continues to continue to weaken,
14:52there is a possibility that it will break below the level of 350 like this.
14:56Okay, the answer earlier for the position of some stocks
15:02that have entered our interactive WhatsApp
15:04and again, the decision to invest is still in the hands of the shareholders of IDX Channel.
15:07Our time is quite limited.
15:09It seems that the discussion just now has ended our company for this time.
15:12Actually, there are still some questions
15:14and we are sorry, please join us again
15:16at the same time and at the same place on Thursday, this weekend.
15:20And Mr. Nicholas, thank you for participating.
15:23Always be healthy, Mr. Nicholas.
15:24Thank you, Mas David and IDX Channel.
15:26Thank you, Mr. Nicholas Darmawan,
15:28Research Analyst at Mesta Indovest Securities.
15:30And viewers, don't forget to watch the Market Review program
15:33which will air at 6 p.m. WEST INDONESIA time.
15:36Because the affairs of the future must be ahead.
15:38I am Investor Saham.
15:39I am David Sanofal.
15:40Please excuse me.
15:41See you again.