Analisis Saham Pilihan: BIPI, BRMS, KLBF, TINS

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"Saksikan tayangan kami Official Youtube IDX Channel di Program Power Breakfast, Rabu (04/09/2024) dengan Tema Analisis Saham Pilihan: BIPI, BRMS, KLBF, TINS"

Transcript

00:00PEMIERSA

00:05We can see the recommendations and choices from Mr. Hans Kui PEMIERSA

00:09in the middle of the price index of joint stocks,

00:11which seems to continue the phase of the global correction.

00:15Here is the data of PEMIERSA that you can see on the screen,

00:18which we have summarized in the following graphics.

00:21The first stock that is recommended is PEMIERSA BP,

00:26recommended by BRMS, by Calbe Pharma, and also by Teens.

00:30Here is the PEMIERSA recommendations and choices,

00:33with support and resistance.

00:35As you can see, BP at 60, resistance at 81,

00:38BRMS at 156, resistance at 212,

00:41Calbe at 1,600, resistance at 1,795,

00:45and Teens at 990 with a target of 1,110.

00:51This is a short term, right, Mr. Hans?

00:54Yes, this is really short term.

00:56Actually, because it is asked for a choice of four,

01:00and usually buy,

01:02it is a bit difficult to find a stock to buy in the middle of the market,

01:05but BP is moving in a downward trend.

01:09Then if we look at the candle, it is relatively small

01:14and there is a chance for a rebound.

01:16So this is a bit by weakness and speculative.

01:19So we will be speculative at 5862, our buying area.

01:24Later, if it falls below 55, then cut loss.

01:30The target goes up to 72, and if it goes through again, it can reach 81.

01:35So this is relatively for trading, for BP.

01:40Okay, 72, if that is achieved, there is a chance to 81.

01:44What was the cut loss level just now, sir?

01:4655, the cut loss.

01:48The lower is 58.

01:50Currently, it is still around 62, the closing of trading yesterday.

01:54Is it still at the buy level, Mr. Hans?

01:57Or just wait for 60?

01:59Yes, if we look at it, it's better to wait for a correction,

02:03because the market is likely to be opened with the potential for correction.

02:07We have to pay attention to a stable market,

02:10then we can make a purchase.

02:13What about the next one, BRMS?

02:16Yes, BRMS is quite interesting.

02:19When the market was corrected yesterday,

02:21we saw a break in BRMS,

02:24with a relatively high volume.

02:28So this opens up speculation, buying.

02:32Indeed, 56, 156 and up to 169,

02:39that's our speculative area for buying BRMS.

02:42Maybe there's a little pullback there.

02:45This opens up opportunities for us.

02:48If it drops below 150,

02:51maybe we have to cut loss first.

02:53Okay, below 150, we cut loss first for BRMS.

02:57Yes, that's right.

02:59Calbe Pharma?

03:01Yes, Calbe itself, if we look at it,

03:04this relatively forms a doji in the correction trade yesterday.

03:10Indeed, the corrected market is relatively stable.

03:15So we recommend a speculative buy at 1635

03:20up to 1700, our accumulation position.

03:25If it drops below 1600, we cut loss.

03:29For trading, our target is 1795 for Calbe Pharma.

03:341795?

03:36Yes, 1795.

03:39For Calbe, right now Calbe is up 0.3% at 1685.

03:44What's the next step?

03:47Yes, if we look at it, we wait for the pressure to drop

03:51before we make a purchase.

03:53We accumulate doji when there is a correction.

03:56Teams?

03:58Teams itself, if we look at it,

04:00also moves relatively sideways.

04:02And our buy area, if it is corrected at 970 up to 1000,

04:09that's our buy area for teams.

04:11Our cut loss, if it moves below 950,

04:15then our target is 1110 for teams.

04:18Okay, that's it for the recommendation of Pemirsa stock.

04:21And time shows 9 more than 2 minutes,

04:24where the index of this joint stock price

04:26dropped quite deep, Pemirsa 0.71%,

04:28continuing the weakness that occurred in the closing yesterday, 1%,

04:33and the IHSG is at 7567.

04:38While the closing yesterday was still around 7616,

04:42right now it's playing Pemirsa at 7550 again.

04:47And later we will discuss, Mr. Hans,

04:49there is also a potential to receive a number of inputs,

04:52this Indonesian stock exchange will cut the number of stocks

04:55that are included in the short selling.

04:56If there is a Pemirsa, stay with us in the market bus segment.

05:00Thank you, Pemirsa, for joining us again,

05:02and we will still discuss with the capital market observer, Mr. Hans Kui.

05:06But before that, we will update the opening of the first trading session,

05:09where the index of the joint stock price moves in the negative territory,

05:12continuing the weakness that occurred yesterday.

05:16The IHSG is currently moving at around 7588,

05:20decreasing 0.37% or 31 points.

05:23This weakness tends to shrink Pemirsa,

05:27compared to exactly 5 minutes ago,

05:30when the Indonesian stock exchange was just opened,

05:33it was almost 0.8% weaker,

05:36now only 0.4% only.

05:39And the value of the Rupiah exchange to the US dollar

05:42moves at around 15529,

05:46weakening 0.06% against the US dollar.

05:49Next are the top gainers and top losers based on Pemirsa's value.

05:54Among them are ZBRA,

06:01which is 2.45% weaker at 167.

06:05Then there are SPRE, SMLE, SILO, PUDP, PTMP, OKAS, OILS,

06:13NZIA, MSKY, and MMEX.

06:17Meanwhile, the losers based on value are UNTR,

06:21UNITY TRACTOR, TOBA,

06:24TELCOM, SSEA, SRTG, SMRA, SIDO, and PNLF.

06:31And you can also see the sectoral movements

06:36on the Pemirsa's screen,

06:38which are the main supporters of the joint stock price index,

06:41and specifically the technology following the development of the global or US stock exchange,

06:46including the worst in the closing of last night.

06:52Let's go back to the discussion with Mr. Hans.

06:55Mr. Hans, we have discussed the recommendations and choices

06:58that are more related to short-term trading.

07:01If it is not suitable for short-term trading,

07:05what are your recommendations at the moment?

07:08Yes, if we look at it, we should look at it with NC.

07:12So there is a global pressure,

07:16and I think the market will be a little careful until the end of the week,

07:20because the risk index in the US has increased quite a bit in the last trading session.

07:28And of course, now we are waiting for data from the US.

07:32Non-farm payroll is quite important.

07:34Then of course we are also waiting for the US unemployment rate.

07:39In addition, we also have some non-manufactured PMI data.

07:45This will determine the direction of the market itself.

07:50Usually, September is a bit corrected,

07:53so the market players can use it to buy,

07:56and usually blue chips are our choice to accumulate.

08:01Which blue chips are Mr. Hans' choice?

08:04Yes, if we look at it, the banking sector is of course our choice.

08:09So there is BCA, BRI, Bandiri, BNI.

08:14This is a bank that will be more profitable when Central Bank of America cuts the flow,

08:19and BI will cut the flow.

08:21This year it may be up to 50 basis points,

08:24if the Fed does 3 or 4 times, 75 to 100 basis points.

08:29So, Mr. Hans, including those who historically see

08:33that September is usually a bad month for the capital market,

08:37usually it goes down, so it becomes an opportunity for those who do not have the opportunity to buy,

08:41especially in blue chips for long-term investment.

08:44Okay, Mr. Hans, in short, the Indonesian stock exchange will cut the number of short selling shares

08:48constituted in IDX30 and also LQ45 from an average of more than 100 emittance.

08:55This will be cut after receiving various inputs.

08:58What is your response?

09:00Fresh wind or what?

09:02Yes, this is certainly good.

09:04It means that the authorities are listening and adapting to their needs.

09:09So maybe not all stocks are fit for short selling transactions.

09:14Secondly, this short selling is an existing ecosystem.

09:18And marketers must realize that we do not sell this short selling for free.

09:24It means there is a mechanism where people borrow stocks,

09:28they do short selling because they think the market will go down.

09:33Those who borrow stocks are also investors,

09:36but usually they are long-term investors.

09:38So by borrowing stocks, they get income from the stocks they borrowed earlier.

09:45Secondly, short selling also increases the discovery price

09:50because it tends to reduce the spread in the market.

09:53Then this short selling also becomes a mechanism

09:57when the authorities plan the existence of liquidity providers there.

10:02And if we want to encourage derivative trading, there are liquidity providers

10:07and provide opportunities for market players to do hedging.

10:11So of course this is a good and positive thing for the market.

10:14You are also one of those who welcomes the opportunity

10:18from the shortage of emitters categorized as short selling.

10:24Okay, Mr. Hans, there are a lot of things we want to review,

10:27including this short selling, maybe next time.

10:30Thank you for your analysis and recommendation when we are limited.

10:33See you again, Mr. Hans. Good morning.

10:36Thank you, Bu. Good morning.

10:44Thank you, Mr. Hans.

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