"Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Rabu (04/12/2024) dengan tema Cermati Saham Pilihan: TLKM, INDF, MAPA, BRIS."
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00:00Thank you, Mr. Mirsa, for joining us again at MarketBuzz, and we will continue our discussion with Mrs. Rita Effendi, Investment Consultant, as well as the founder of Indonesia Investment Education.
00:16Here are the recommendations and choices from Mrs. Rita, summarized in this graphic. As usual, Mr. Mirsa, we present four.
00:23Among them, there are Telkom, INDF, MAPA, and BRIS.
00:28These are all recommended by, but what are their strategies?
00:32We will discuss one by one.
00:33First of all, we have mentioned that there are non-cyclical consumer stocks, such as Indofood.
00:41You said that Indofood is also positively affected by the 6.5% increase in UMP.
00:46Because it boosts the purchasing power of the community, especially products that are targeted by Indofood.
00:55What is interesting about Indofood to be bought?
00:58Indofood, technically, has begun to break resistance to other trends, so there is a high possibility that it will rebound.
01:08And the price has also been corrected quite a bit.
01:11Then, don't forget that Indofood has L-SHIP inside.
01:14If we look at the price, CPO is also quite high.
01:17And in addition, we will enter B45.
01:20So, it also adds a booster for the potential increase of Indofood itself.
01:27And outside the business of ICBP, which will also make a significant contribution.
01:34If there is, for example, the increase of UMP and free food will also have an impact on ICBP.
01:44Because we don't know if there will be additional UMP or what, we are still waiting.
01:51But it should also be a positive catalyst for Indofood.
01:57There is a range position that can be respected, and this range, for example, if the range is short first, or can it be mid-range?
02:05Yes, because the market is now very volatile and changes very quickly.
02:09There are so many conditions that make our stock very volatile.
02:13So maybe for trading, for the time being, short-term trading first, we control the technical.
02:19Because the technical has passed the test at IDR 8,000, so Indofood has the potential to continue the rally test at IDR 8,675.
02:29But don't forget, if the conditions change, the market has a correction, keep the stop-loss level at IDR 7,575.
02:36Okay, stop-loss level at IDR 7,575 and there is a chance at IDR 8,600?
02:40Correct.
02:42Okay, that's it for INDF.
02:46Then, similar to MAPA, you also recommend it there.
02:50But if we talk about the rising IMF, it is estimated that the high risk of salary burden on the company's performance can affect MAPA.
03:00Because of the proportion of operational expenditure or salary of employees, because there are quite a lot of employees.
03:07But you recommend MAPA, is this just a short term?
03:11Yes, because the market is very volatile and changes very quickly.
03:16Still, I think it's better to trade first.
03:21So, the rise of the IMF cannot be avoided, it has been planned for a year.
03:27But MAPA usually gets a positive sentiment or catalyst by the end of the year.
03:34Where people's needs for new items, entertainment, and to buy sports equipment as a gift can add a catalyst to MAPA.
03:47And the technical side of MAPA is also very interesting.
03:51Because it rebounds and will try to test resistance at IDR 1,090.
03:55If MAPA manages to break the resistance at IDR 1,090, then the potential of MAPA for the 1,175 rally and then at IDR 1,220 will be very open.
04:05But don't forget, if the market changes and the conditions become profit-taking, IDR 1,010 will be our number for stop-loss.
04:15MAPA is active in Perkasa, why not MAPI?
04:21Technically, MAPA is more…
04:23Attractive?
04:24Yes, technically.
04:26Because we can't deny that there is a flow in there that makes the technical side of MAPA change.
04:33Okay.
04:34Meanwhile, from banking, you recommend BRIS compared to Samsung Banking Blue Chips, which has fallen quite deep and became a supporter again yesterday.
04:42It should be a momentum to buy again.
04:45Why are you more interested in Bank Syariah Indonesia?
04:48Bank Syariah is technically more interesting because the foreign investors have increased their position again yesterday.
04:56And indeed, Bank Syariah has less impact than…
05:01If we look at it, there are a lot of news yesterday, for example, like BRI and other banks have to delete the UMKM debt book.
05:11Debt.
05:12It will bring a less positive sentiment for banks.
05:16Meanwhile, for Bank Syariah, there are not too many interventions from the government for things like that.
05:23And then later on, for free food programs, banks are also asked for support, such as providing soft loans for those who may support free food products.
05:34Now, if Bank BRIS is no further from such interventions.
05:39So this is very positive.
05:42First of all, as one of the largest banks in Indonesia, with a price that is now also technically starting to show improvement.
05:52The technical price is also going to run below Rp 3,000.
05:56Usually, it goes up to Rp 3,000.
06:01So technically, it will rebound and will test resistance to Rp 3,040.
06:06If it succeeds in breaking Rp 3,040, it will continue to Rp 3,240 and Rp 3,480.
06:12The stop loss is Rp 2,850.
06:14So, if the banks rebound, it will also pull up.
06:19Why don't we dare to recommend the big banks?
06:26Because technically, it has not yet confirmed that there will be a certain flow in the signal.
06:31Because it's only been a day since the rebound.
06:33So, it's not yet confirmed that there will be a certain flow in the signal.
06:37But will it continue?
06:39It must be monitored again.
06:40Especially if there is a lot of sentiment, especially from the government.
06:44If BRIS, there is less sentiment from the government.
06:49Because it is based on Sharia.
06:50And we see that the flow is quite massive.
06:52It has been confirmed.
06:53There is a target as far as Rp 3,480.
06:56And the levels that must be observed earlier, can it be repeated?
07:00Yes, it will be opened.
07:02The support will be at Rp 3,000.
07:07So, the point has to break first at Rp 3,040.
07:10So, if the break is at Rp 3,040, the potential will continue to Rp 3,240.
07:15But if today it continues to rise,
07:17where ASIC did a net buy yesterday,
07:20the chances to test the resistance at Rp 3,480 will be opened.
07:25The top loss is still Rp 2,850.
07:28Okay, that's it for BRIS.
07:30And then your next stock is Telkom.
07:35What is the interest of Telkom?
07:37For Telkom, Telkom has dropped quite a lot compared to the beginning of the year.
07:44And Telkom itself usually after the holidays,
07:49the demand will increase, will come.
07:53That's what Ratu Rami said.
07:55That will boost the data income from Telkom.
08:00So, it will also be quite interesting.
08:04Because the technical was also quite crowded for Telkom yesterday.
08:09And it increased by 5.2% yesterday.
08:12So, technically, Telkom is quite interesting.
08:16And as we discussed earlier,
08:18the technical for Telkom is if it breaks at Rp 2,850,
08:22Telkom will strengthen and test the next resistance,
08:26Rp 3,010, Rp 3,130, and Rp 3,250.
08:30So, if it's below Rp 3,000, it's still quite interesting.
08:33The potential to test Rp 3,000 is still quite big.
08:36Our risk is only if the stock loses, if it fails, Rp 2,720.
08:40So, it's close.
08:41But our chances to go up are much bigger.
08:44The risk and reward are quite interesting.
08:46Okay, that's it. There is the farthest target at Rp 3,250.
08:49If you want to enter at this time, what position should you be in, ma'am?
08:54This time, Telkom...
08:56Yesterday, it was still closed.
08:58Has the market opened yet?
09:00It's open.
09:01It's open?
09:02Yes, Rp 2,820.
09:04So, if you want to confirm, Rp 2,850 first.
09:07Okay, that's it.
09:08Greetings to those who are recommended.
09:10There is Telkom, then there is INDF, MAPA, and there is also BRIS.
09:15We have reviewed the strategy.
09:17What is the strategy?
09:18Especially in the short term, ma'am.
09:21While waiting for the end of the year.
09:23And we will go to the opening of the trade.
09:25Because the time shows 9 o'clock, more than 6 minutes.
09:27The bearer, where the price index is the same,
09:29is still showing a tendency to go down.
09:35The bearer wants to go up.
09:36It's going down slightly now.
09:38At Rp 7,195.
09:40It's quite significant.
09:42It was traded yesterday with an increase of more than 2%.
09:49The exchange rate for the US dollar at Rp 15,959
09:54is still weak at around 0.15%.
09:57The stock is a gainer based on value.
10:00The bearer, among them, we can also see on the same screen.
10:04Among the bearers, there is a go-to stock.
10:08Leading with an increase of 2.67% of gainers based on value at Rp 77.
10:12Then Newport Marine Services, which just IPO a few weeks ago.
10:178%, then DOSS, BRMS, INKP, BUMI, MDKS, MGR, ACRA, CEPING, and STAA.
10:26Then there are losers.
10:28Again, there are a lot of blue chips there, such as BBCA,
10:31which fell 1.5% at Rp 10,050.
10:35CIHD fell 1.5% at Rp 1,980.
10:39INET, CYBR, ECEI, MAPA, which was recommended by Mrs Rita,
10:44also fell 2% at the moment, and a few others.
10:48With the sectoral movement dominated by the power,
10:51you can see it on the right side of my screen.
10:56Mrs, MAPA fell.
10:58So what's the strategy? Wait or what?
11:01Yes, wait.
11:03There is no confirmation signal there yet.
11:07Wait and see first.
11:08So let's see how the movement is.
11:11Because if we look at it today,
11:13the dominance is still in the commodity stocks that are rising today.
11:19But because our topic today is about UMP,
11:22so it can be observed.
11:26Okay.
11:27If it's commodity stocks, is there anything you recommend?
11:29Or is there anything interesting you've seen
11:31from the opening of the first trading session on Wednesday?
11:36It looks like today there are several stocks,
11:40like DEWA.
11:41DEWA seems to be starting to rise.
11:44Then, what is it today, Medco?
11:49But it's more short-term, right?
11:51Yes, because our market can't be too long.
11:55If it's too long,
11:56when there is news that changes,
11:59it will immediately turn around.
12:02Sometimes we hold for a long time
12:03for a long term purpose.
12:05If there is, we return the capital.
12:07So for the time being, it's better to short-term first.
12:10And maybe DEWA is also quite interesting
12:14because yesterday there was a public expo
12:16and one of the stocks that will enter the mutual circle
12:24is DEWA.
12:29It's interesting to buy DEWA now.
12:32It's speculative first, right?
12:34Speculative.
12:35But still, the risk and reward are quite interesting in my opinion.
12:39Because the seller has started to decrease
12:46and today it's starting to show green candles.
12:48Okay.
12:49If it's related to DARO,
12:51if you want to IPO tomorrow,
12:53in short,
12:55it's interesting to talk about ADRO
12:57which has changed its name from ALAM3.
13:00Then ADRO ADALAN,
13:03if I'm not mistaken,
13:04who wants to IPO tomorrow,
13:05what's interesting about it?
13:06In short.
13:07ADI yesterday became one of the stocks
13:11that became a retail or investor topic
13:15because yesterday it was very difficult for us to buy.
13:19Finally, yesterday we managed to get an allotment.
13:22It's really small.
13:24So, the one above Rp100 million only got 1.5%.
13:28And below Rp100 million, it got 5-4%.
13:33So, the community's animus is very strong in ADI
13:37because in terms of valuation, it is sold only twice P.E.
13:40And for the average industry, it's 5.x P.E.
13:44So, the potential increase of ADI
13:46to catch up with the average industry is open.
13:50So, the chances are,
13:51maybe people say,
13:52there is a chance to influence stocks in the sector
13:55in the same way tomorrow, right?
13:58Yes, it can.
13:59But I feel like this.
14:00Tomorrow will be listed on the first day.
14:02So, maybe all eyes will be on ADI.
14:05Although it will definitely go up.
14:07It will probably be very difficult to buy it.
14:09But maybe the ADARO will be attracted.
14:12Although at first we thought,
14:14ADARO doesn't have a thermal call anymore.
14:17So, Green Energy will correct it first.
14:19But it turns out, there is a buyback.
14:21If we look at the past few days,
14:22there are brokers that are indicated to buy back
14:26for ADARO to make the same ADARO that went up yesterday.
14:29Two days ago.
14:30Okay.
14:32I hope this can be a reference for the viewers at home.
14:34Thank you, Mrs. Rita, for sharing the information.
14:37Good luck to you.
14:38See you again.
14:39Thank you, Mrs. Prisa.