"Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Selasa (10/12/2024) dengan tema Analisis Dampak Kejatuhan Presiden Suriah ke Komoditas"
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TVTranscript
00:00What is the impact of the COVID-19 pandemic on Indonesia's economy?
00:05Thank you for joining us.
00:06Now, let's take a look at the economic agenda.
00:08First, let's take a look at the U.S.
00:11There's the OPEC summit.
00:12Then, there's the data on agricultural productivity.
00:15From Italy, there's the industry production.
00:16Then, from Germany, there's the consumer price index.
00:19Meanwhile, from China, there's the rice production.
00:21And from Japan, there's the currency.
00:22Then, in Indonesia, there's the data on retail sales.
00:25And in Australia, there's the data on inflation.
00:28Next, let's take a look at the EMI10 Agenda for December 10, 2024.
00:35For Jatisen, ADCP is holding the RUPS.
00:38Then, SPTO is holding the Interim Cash Dividend.
00:41Meanwhile, for Power and GEMS,
00:43DPS is holding the Interim Cash Dividend.
00:45And Nelly is holding the Interim Cash Dividend.
00:50Next, let's take a look at the opening of the main Asian exchanges this morning.
00:56For the main Asian exchanges this morning,
00:59Compact is open in the green zone with 0.41% strength.
01:05For Nikkei, it's at 39,319.
01:08For STI Singapore, it's open and strengthened at 0.38%.
01:13At level 3,809.
01:16Then, for Kospi Korea, it's open and strengthened at 2.26%.
01:21At level 2,413.
01:23Then, for Hang Seng Hong Kong, it's open and strengthened at 3.21%.
01:27At level 21,070.
01:39And for this morning's discussion,
01:41via video conference, we have Kenji Putracahaya,
01:43Head of Business Development, PT FAC, Indonesia's Security.
01:47Good morning, Kenji.
01:49Good morning, Wiki.
01:51Hello.
01:52How are you, Kenji?
01:54I'm good, thank you.
01:56Thank you for joining us on Market Plus.
01:58Kenji, if we talk about a few things that happened,
02:01the condition is getting warmer,
02:03or maybe it tends to get hotter.
02:05What happened in Syria, in South Korea,
02:08when the president announced a military emergency,
02:12but then was threatened, and so on.
02:15And also related to what happened in France.
02:19How much of an impact did it have on the global market, Kenji?
02:27Okay.
02:28If we look at the case in Korea,
02:31with the president's potential in Maksul,
02:35it's more like domestic Korea.
02:38In the region, it's the Korean business that has a correction.
02:43But I'd say it's more like a conflict in the Middle East.
02:48And also in Europe.
02:50Why?
02:51Because usually the impact is directly on the commodity sector.
02:56And this volatility can interfere with the supply chain,
03:02and also the economic activity of the international market is usually disturbed.
03:07Now this sometimes becomes a double-edged sword.
03:11Sometimes this supply chain interference becomes good news,
03:15for the commodities in the country.
03:18Some examples, if we look at it,
03:21there's gas and also coal,
03:24when we once had a positive impact in Indonesia.
03:29But overall, it's not that good.
03:32Once again, uncertainty in the market is usually avoided by investors.
03:37Especially at the end of the year.
03:40If we talk about what happened in the Middle East,
03:44if there's a disruption in the supply chain from oil,
03:48usually the oil price will go up, right?
03:51Yes.
03:52And this can be used as one of the potentials,
03:56to be used for certain sectors related to energy.
04:01Okay.
04:02What are the recommendations for the energy sector,
04:04related to this issue, or this sentiment, Mr. Kenji?
04:08Okay, for the energy sector,
04:11maybe we should go back to the fundamentals,
04:14because at the end of the year,
04:16we can take advantage of momentum,
04:19such as window tracing, and also the general effect, of course.
04:22Therefore, I have several stock options,
04:28especially from the energy sector.
04:32There's also oil.
04:34Once again, I usually see for the fundamental position,
04:38the fundamental is to touch, approach, or level support,
04:41or there are already signals for reversal.
04:44So, technically, there are already signals.
04:47And it's hard from the MECD,
04:49I think it can be considered to advance this year.
04:53Okay.
04:54So, for the energy sector itself,
04:56there's a lot of sentiment,
04:58in addition to the potential of window tracing,
05:00then there's also Santa Claus Rally,
05:02then it's also related to the sentiment in the Middle East,
05:05which is likely to reduce the price of oil,
05:07and also the price of energy-based commodities.
05:10If we move to China,
05:12Mr. Kenji, who will continue the stimulus package for the economic booster,
05:16how is the market opportunity with the stimulus in China,
05:20especially for the commodities?
05:24Okay, of course, if we talk about energy stimulus,
05:29usually the purpose is to increase the demand,
05:35or domestic purchasing power first.
05:38But usually the impact is quite positive to the global market.
05:43But the effectiveness is still quote-unquote,
05:47we still have to wait.
05:49Once again, the inflation is quite low,
05:51and there is also a challenge in China,
05:54so the last stimulus,
05:56the first stimulus given by the government to the Chinese domestic market,
06:01is not really up to the expectations,
06:05for the market players,
06:07especially in China's domestic market.
06:09Of course, we have to continue to monitor the stimulus,
06:13how is it,
06:14is it really impactful,
06:16especially in the property sector,
06:17which I listed below.
06:20So it can be considered for the diverse portals,
06:25or for those of you who want to enter the same options as given,
06:32I think for China,
06:35the impact to our domestic market is not too significant.
06:39Because the challenges in the property sector in China itself are very strong,
06:43the damage is quite significant,
06:46so the impact is quite significant,
06:48so the impact is quite significant,
06:49so the impact is quite significant,
06:50so the impact is quite significant,
06:51so the impact is quite significant,
06:52so the impact is quite significant,
06:53so the impact is quite significant,
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09:19so the impact is quite significant,
09:20so the impact is quite significant,
09:21so the impact is quite significant,
09:22so the impact is quite significant,
09:23so the impact is quite significant,
09:24so the impact is quite significant,
09:25so the impact is quite significant,
09:26so the impact is quite significant,
09:27so the impact is quite significant,
09:28so the impact is quite significant,
09:29so the impact is quite significant,
09:30so the impact is quite significant,
09:31so the impact is quite significant,
09:32so the impact is quite significant,
09:33so the impact is quite significant,
09:34so the impact is quite significant,
09:35so this is what both market players,
09:36so this is what both market players,
09:37so this is what both market players,
09:38investors and emitters expect,
09:39investors and emitters expect,
09:40investors and emitters expect,
09:41usually for a beautiful closing at the end of the year,
09:42usually for a beautiful closing at the end of the year,
09:43usually for a beautiful closing at the end of the year,
09:44usually for a beautiful closing at the end of the year,
09:45whether it's from a financial report
09:46whether it's from a financial report
09:47or the final position of the stock price.
09:48or the final position of the stock price.
09:49or the final position of the stock price.
09:50Okay, that's what is expected,
09:51Okay, that's what is expected,
09:52so there will be further strengthening
09:53so there will be further strengthening
09:54from YSG itself.
09:55from YSG itself.
09:56You just predicted that
10:06and stay with us,
10:07and stay with us,
10:08we will be back soon.