"Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Senin (09/12/2024) dengan tema Analisis Saham Pilihan: BBRI, BSDE, INDF, AALI"
Category
📺
TVTranscript
00:00POPPYARSA
00:05We will continue to discuss POPPYARSA with our sources this morning.
00:09We will discuss, of course, the movement of the Sam Gapungan index,
00:13which has strengthened by about 4% in the last week,
00:17even though it is still joined by foreign net sales,
00:19which almost reached the regular market of 2 trillion rupiah,
00:22together with Mr. Arya Santoso, President Director of CSI Institute.
00:26Mr. Arya, how do you see, you just said that
00:31there are still opportunities, phases,
00:35shown by the Sam Gapungan index.
00:37For now, what phase are you in,
00:40and the opportunity is short-term,
00:42how will it be, at least not until the end of the year?
00:46We see that foreign investors are doing rebalancing,
00:50so we as investors adjust it to the initial plan.
00:54Each of us, because the holding period of each investor is different.
00:59So for those who want to take profit,
01:01or are affected by the trailing stop,
01:03or even the stop loss that has been achieved,
01:05please execute it.
01:07So we can see in the market,
01:09in the primary, secondary, and minor movements.
01:11So the secondary movement is indeed weak,
01:15but in the minor movement there is a boost.
01:17So bullish in the minor movement,
01:19like last week,
01:20we can see that there is a boost of almost 4%,
01:24so there is still room to go up.
01:26And in the meantime, certain stocks can be observed,
01:30because the movement is indeed the motor that makes the IHT stronger,
01:37because its weight is greater compared to the Sam Gapungan index.
01:40Okay, cool, short-term, right?
01:41How do you see the Wall Street stock market,
01:43whose two main indexes are still record, S&P and Nasdaq?
01:46The European stock market is also still strong,
01:48even though we saw earlier that Asia is on the opposite side.
01:51What do you think of the potential of the Sam Gapungan index?
01:53Yes, because of the factory balancing,
01:55so there are some that are weak,
01:57but of course not all sectors are weak.
01:59We see that the IHSG still has room for growth
02:03up to the 7495 resistance area.
02:06Currently, the support is short-term at 7320.
02:10So in the short-term, it can still be used for short-term opportunities.
02:15Is the current valuation a good opportunity to invest?
02:20In my opinion, there are always opportunities in the short-term,
02:23medium-term, and long-term.
02:26So for those who invest,
02:28I hope it will be adjusted from the risk and how to trade it.
02:34So each has a different way.
02:37So for those who are short-term,
02:39when there is a boost, it can be used.
02:41But don't forget that there may be a swing low or decrease
02:46that can also happen in the short-term.
02:48Okay, let's take a look at the recommendations for this election.
02:51We summarized this graph for the short, medium, or long term.
02:54Let's take a look together with the chairperson of the election committee
02:57from Mr. Arya CSA Institute.
02:59Among them, there is PBRI with support at 4160,
03:05resistance at 4530, a good recommendation.
03:08Then there is BSDE at 955 with resistance at 1055,
03:14a good recommendation.
03:15Indofood at 7700 with resistance at 8300,
03:18AALI at 6100, resistance at 6575,
03:22all are good recommendations.
03:24Mr. Arya, is this a short-term, medium-term, long-term, or diverse?
03:27Okay, because in Idea Channel,
03:30it can be updated routinely, even every day.
03:33So this is a short-term recommendation
03:36that can be traded in a short-term way.
03:39But if you want to keep it for a long term,
03:41it has been chosen that this is a good METN,
03:43it can be hold and quite cheap at the moment.
03:45Okay, how interesting are BBRI, BSDE, Indofood, and AALI?
03:49Yes, we see that the most sensitive to recovery
03:53from the pre-pandemic is usually the banking sector,
03:56followed by the property sector,
03:58and usually in the new year,
04:02the CPO sector also undergoes strengthening.
04:05And AALI is quite cheap at the moment.
04:08Okay, for that, you want to include BBRI, BSDE, Indofood,
04:11and also AALI from various sectors.
04:14There is banking, then also property, retail or consumer goods,
04:19and also from farm commodities, right?
04:22Yes.
04:23Okay.
04:24BBRI is indeed considered the most interesting at the moment from the banks,
04:29as well as other SAMSAMs that represent the sector.
04:32Yes, it can be said that it is interesting because on the liquidity side,
04:35the daily transaction is quite good,
04:37so for those who want to enter or exit,
04:40it can be easily from a small size to a large size.
04:45It can also be said that foreign investors also have a large enough portion
04:52to hold for a long time.
04:53So it is said that although there is rebalancing,
04:55while the decline may be around a few months,
05:00there will usually be reinforcements and inflows when the portfolio grows.
05:06Therefore, BBRI is one of the good choices with the annual earnings growth.
05:13You provide support at 4,160 with resistance at 4,530.
05:18How long is this resistance for the time frame?
05:22It can be said that it is around 2 weeks to 6 weeks.
05:252 weeks to 6 weeks.
05:26It will rebound to that number.
05:28Okay, that's it.
05:29BBRI, BSDE, Indofood, and also AALI.
05:32We will also update the position of the opening of the first trading session this morning
05:36or at the beginning of Wednesday,
05:38where the joint share price index managed to continue 0.37% following the global stock market,
05:45or an increase of 29 points to 7,410 for the joint share price index, 7,410.
05:54With the value of the exchange rate for the US dollar at 15,839,
05:59weakening by 0.04%.
06:02Greetings to the top gainers.
06:04Greetings to the newcomers who just IPO on Thursday.
06:07Then, the Indonesian stock market rose by 20%,
06:11GOTU increased by 4%,
06:13AADRO or Alam Tri Resources, an Indonesian company from AADI,
06:18also increased by around 2%.
06:20Then, there are PANI, BBNI, UNTR, DAAS, and several others.
06:25The top losers are AMMN, TPIA, AMRT, DIPA, GPSO, UNIQ, POPR, NEST, and also GRIA.
06:34While the sectoral movements are almost all moving strongly,
06:38except for TECNO.
06:40This morning.
06:41A little update on the opening of the trading session.
06:44Mr. Arya, what is it that attracts ADI?
06:46What is it that attracts you?
06:51Yes, indeed, some of the IPO options at the end of the year are still there.
06:55It can be said to be the queue for IPO.
06:59They say there are two more big ones.
07:02Yes, quite big.
07:03So, indeed, in the business pipeline, there are still more than 20, according to me.
07:07So, maybe you can pay attention to this sentiment.
07:11ADI, which can be said to be a listing, a spin-off from ADI.
07:16You can also pay attention to the commodity price cycle.
07:20Like coal, then CPO.
07:23Oh, it's interesting to enter the commodity sector again.
07:27Yes, so usually the commodity price cycle will also move at the end of the year.
07:33Then, some consumers who are related to the new cyclical year,
07:38such as travel agents or retailers,
07:41it's usually quite interesting to be able to pay attention to at the end of the year.
07:46Okay, what about the mid-term?
07:49Yes, for the mid-term, it's still back to companies that produce profits
07:55for dividends in a routine way, which is positive.
07:58So, I say, actually, it will follow a cycle,
08:01such as from banking to property,
08:03then back to infrastructure, to consumers,
08:08then it will also go up and down in the commodity sector.
08:11Okay, what are the targets from CSA or Mr. Arya for the end of the year commodity price index?
08:16Yes, for the end of the year, we see that there is still a chance up to 7,500-7,600.
08:23So, the continuation of the strengthening that may still take place in that range.
08:27Okay, thank you, Mr. Arya, for sharing the information this morning on MarketBuzz.
08:32Happy activities. See you again, sir.
08:35Thank you, Prisha. See you.