"Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Kamis (09/01/2025) dengan Tema Analisis Saham GOTO, UNTR, PNBN, AMMN".
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00:00Thank you, Mr. Mirza, for joining us and in this morning's trade opening update, the index of joint stock prices is strong but very thin, Mr. Mirza, at this time only around 0.12 percent, still in 7088, and we will also take a look at the recommendations of the stock options from the analysts, there are four, Mr. Mirza, as usual, among them, this time from Mr. Asadi is GOTO, recommended by Unilever,
00:29by Unilever, by PNBN, and also by AMN or Aman Mineral, all of them are by, how is the analysis, why is GOTO included in the recommendation this time, is there a chance that the performance will be better, or is it affected by the sentiment of eating for free, maybe this time, or what is it?
00:50So, indeed, for GOTO, it can be said that it is one of the METs that can withstand the index fall, so I see this as one of them, other than Kineja, which was definitely Kineja first, before we bought TAHAM, where Kineja for GOTO is considered the darkest in the first quarter of 2025,
01:16the index is positive, so the Kineja is positive, the previous one is negative, so why is the price of the GOTO stock from the 50s back to the 80s, because it can be said that people already want to see, expect that if it is in accordance with the expectations, it will be good for the price of the stock in the future,
01:42it is related to the GOTO stock,
01:47how far will it be a potential booster for the GOTO stock with a good EBITDA?
01:55Yes, I hope, we all hope, because it has been stuck in the GOTO stock since the IPO, so we hope it can go back to playing above the price of 100, like that.
02:08The hope is that it can be valued at 100, the buy is at the current price level?
02:12Yes, we can say that this is a tight market, if we want to buy a share, hoping that it can go down again, to get a low price, please.
02:26What is the strongest resistance at 60?
02:28If I look at it, in the 70s, it can be up to 60.
02:35In short, Unilever?
02:37Unilever is very interesting, if I look at it, it was discussed earlier, there is a replacement from the financial director, and last year there was a replacement, he has the CEO,
02:51so this year there are 3 positions from the directors who came in from India, and one, he has the financial director from Unilever America, which is based in America.
03:08So, this is on the 14th, so I see with the replacement in 2025, it looks like it is very difficult for the directors of large corporates, so this is what I see, there is an opportunity, if they can make it.
03:34In short, this is a new area for Unilever, we hope so.
03:38There are many challenges, but with the existence of this new direction, it is expected that there will be new expectations too, so it is recommended that Unilever can still be bought.
03:48PNBN and also AMMN are interesting, you recommend PNBN Banking more.
03:55Yes, so everything is actually bought carefully and bought in an accumulated way, because the conditions like this are very high.
04:09I just give one explanation, why PNBN Banking? PNBN Banking, there is also news in the market, it will be released, so in my opinion, if the book value is not wrong, it is around Rp2,000.
04:25I saw the book value, it is 1x book value, so usually the banking is at least 1, it can be 1.5 or even 2 if it is released by the previous owner.
04:39That's about PNBN Banking, so this is a cooperative action that we have to pay attention to.
04:45Okay, there is an opportunity to push PNBN Banking.
04:49Okay, AMMN, Aman Mineral.
04:53Aman Mineral is interesting, so it is being squeezed, the price of Nitco or what else, it can be said that if we make it in the US dollar, it is less than 1 dollar.
05:08While if we look at the next stock abroad, it is tens of dollars.
05:12Newmont is also like that, so this is the term, this is saving stocks, like that.
05:18So while it is going down, we accumulate, there is money, we buy it in bulk.
05:23This is what I see from the comparison between the price of Aman Mineral in US dollars with other mining stocks that are tens of dollars abroad, like that.
05:37Okay, that was the recommendation, greetings from the analysts of Pemirsa.
05:40And this morning, the top gainers based on value are the new arrivals.
05:43HEGII is stuck in the auto reject above Pemirsa 31%, in 262.
05:48BRRC 19%, in the second position, 250.
05:53BBHI 16.67%, EBOS 10%, HALO, LOPI 9, and several other stocks, including PTRO.
06:02Then losers based on value are SAPX, MANG, AYLS, KSEX, the new IPO yesterday.
06:08Then some other stocks, including Pemirsa, there is RAM, so the top losers are there.
06:14And the movement of the joint price index until 9 o'clock is more than 13 minutes.
06:18Based on the data we have, we are still trying to strengthen the thin 0.09% at 7,085.
06:24In short, what are the tips for investors investing in the beginning of the year, Mr. Sani?
06:30For the condition in 2025, it is not easy to invest in the stock market.
06:37So we have to be careful.
06:40And if you have been given an advantage, don't forget to take it first.
06:48If you are lucky, you can lose again.
06:51Because this is very qualitative.
06:54And this is actually very interesting if we can see.
06:59Yes, buying when it goes down will be better than buying when it goes up.
07:08When will the market start to stabilize again?
07:12Let's look at Trump.
07:14This is not yet a trial for Trump on the 20th.
07:19So will he continue to be dirty?
07:22The price war with China, this is what we have to see.
07:25There is still uncertainty.
07:28Economic data, inflation, etc.
07:31We need to pay attention to it.
07:33Okay, that's what we're still waiting for.
07:35Thank you, Mr. Sani, for sharing the information this morning.
07:38I'm always for you. See you again.
07:40Thank you all.
07:42I hope the references and recommendations that Mr. Mirza delivered this morning on MarketBuzz
07:48can be a reference for your investment portfolio.
07:52But again, our investment decision is entirely in your hands.