IHSG Rebound Ditopang Saham GOTO dan ASII

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"Saksikan tayangan kami Official Youtube IDX Channel di Power Breakfast, Rabu (23/10/2024) dengan tema IHSG Rebound Ditopang Saham GOTO dan ASII."

Transcript

00:00Thank you for joining us on this episode of Agenda Ekonomi from the United States.

00:05The data that is interesting for us to look at is the IMF meeting,

00:09then there is also the FOMC member data,

00:13and from the European Union there is the data of the ECB,

00:16Lagard, from Canada, the statement of the BOC flower family,

00:19and also in Taiwan there is data on industrial production,

00:23then from South Korea there is data on the production of the BOS,

00:27then from South Korea there is data on consumer trust,

00:31and from Singapore there is an index of consumer prices.

00:34Then the M10 Agenda can be seen on the television screen.

00:42Indonesia's FOMC will hold a general meeting of shareholders,

00:45KDSI, RUPS, TPI, RUPS,

00:48then also BIR, the General Meeting of Shareholders,

00:51JPFA, DPS, Dividend, Interim Finance,

00:54and also MFIN, the bonus shareholder.

01:00And we will see the ASEAN main exchanges this morning.

01:03The opening of the data can be seen on the television screen.

01:07For ASEAN main exchanges, Compact is opened by Mangwad,

01:10with Nikkei Mangwad 0.06% at level 38,434.

01:14Then STI Singapore is opened by Mangwad 0.26% at level 3,596.

01:19And KOSPI Korea is opened by Mangwad 0.15% at level 2,574.

01:24And Hang Seng Hong Kong is opened by Mangwad 0.1% at level 20,498.

01:37And now I am in contact with Andika Ciptalabora,

01:40PT Kanakahita Solvera analyst.

01:42Good morning, Andika.

01:44Hello, good morning.

01:46Thank you for joining us, Andika, at MarketBuzz.

01:49I hope you are always healthy, Andika.

01:51Yes, thank you.

01:53Andika, if we talk about yesterday's ISG rebound,

01:57of course it was supported by the Saham Goto and Astra movements.

02:02What do you think the ISG movement was like yesterday,

02:05during the rebound?

02:07Will this then become a movement,

02:09or maybe a pattern that will continue for a long time?

02:13Or what is it like?

02:15Okay.

02:16Well, if we look at it, yesterday the ISG movement was able to rebound.

02:21Andika, sorry for the camera access, can you open it?

02:28And that's it.

02:30Besides Astra and Goto,

02:32the ISG movement was supported by the PPP groups,

02:36the Prajabupang Estu or Barito Group,

02:38such as Brand, Chuan, PTRO, TPIA.

02:42Well, if we look at the trading of Haris Lhasa yesterday,

02:46the ISG still responded positively

02:49by appointing a president and a vice president,

02:53along with a new cabinet.

02:55It seems that the ISG is still in the euphoria

02:58of appointing a new president.

03:01It means that if we look at it from a fundamental point of view,

03:05is there a fundamental reason

03:07that really strengthens the movement of the ISG,

03:10why did the ISG rebound yesterday?

03:13Or is this just a psychological impact from yesterday's training?

03:17Mr. Andika.

03:18Okay, if we look at it,

03:20in addition to the training of the president and vice president

03:24that went smoothly,

03:26also from July,

03:29the index has indeed uptrended

03:32because of the potential of the defects of the Bunga tribe by the FED,

03:36because of inflation that is about to hit the FED target,

03:39which is around 2%.

03:41So, until now, the market is still uptrending

03:44and the sentiment is still big from the outside,

03:47which is against the defection of the Bunga tribe by the FED.

03:51Okay, one of them is supported by that.

03:54The sentiment of the defection of the Bunga tribe by the FED.

03:57Okay, if we move a little to China,

03:59Mr. Andika, a few times ago,

04:01the global market responded positively

04:03with the statement of a significant stimulus for the Chinese economy.

04:08But then it didn't last long,

04:11considering that global investors also see this as one thing that is not certain yet.

04:16But then when the stimulus is certain,

04:19what does it look like, and so on,

04:21maybe the global market will be more active again.

04:24Can that then become a concern?

04:26And what can be anticipated by market players

04:29who also continue to consider the movement of the global issue

04:33related to what happened in China, Mr. Andika?

04:36Okay, it looks like if the global stimulus from China is running,

04:41there will be a potential outflow in Big Cap banks,

04:46because later with this stimulus,

04:50investors will run to China like that.

04:55However, it can be observed that if the economic stimulus in China is running,

05:01it will make China's real sector move more economically.

05:06And this also creates a positive signal,

05:11a positive sentiment for the emittance of commodities,

05:15such as coal, nickel,

05:17because the consumption of coal or other world commodities is large in China.

05:22Okay, it means that for the banks,

05:25Big Cap may need to be careful.

05:30That's right, if the Chinese stimulus is running.

05:32Okay, but then if we look at it from the Chinese economy itself,

05:36which is improving due to the stimulus,

05:38the commodity-based Samsung is usually a sector that gets blessings like that.

05:42Maybe it can be likened to this commodity sector

05:45if then the stimulus from China starts to run like that.

05:48Okay, we specifically talk about the two stocks

05:52that also regulate the movement of ISG in Ribbon yesterday,

05:55Goto and also Astra.

05:57What is your analysis of these two stocks, Sandika?

06:01Okay, if I look at it,

06:03Astra is experiencing a very significant increase

06:07in the last two trading days, Monday and Tuesday.

06:11It looks like there will be a profit taking action for today's trading.

06:16Because technically, Astra has increased by about 7%

06:20in the last two days.

06:22This is quite significant for a stock like Astra, 2 days 7%.

06:26It looks like there will be a potential for a short-term correction

06:30for Astra itself.

06:32And I see that Astra will correct to around 5150 to 5100.

06:39And later, Astra will be in this wave 4.

06:44If the correction is 4 out of 5,

06:46and later it will potentially go to 5525 again.

06:50Okay, what is the normal price for Astra International,

06:53based on your analysis?

06:55For me personally,

06:58the ideal price for Astra is around 5500 to 5700.

07:03It means that the last level is 5275,

07:07and it can still enter the normal price level.

07:12Or maybe it can be concluded that

07:14for Astra International, the price is still cheap now.

07:17Yes, that's right.

07:19Moreover, the volume has increased in the last two trading days.

07:23Okay, regarding the possibility of a correction,

07:26it was 6.35% in one week, I mean,

07:31cumulatively.

07:33It means that it will be avoided first for Astra International.

07:36Do you see a possibility of a weakness for Astra?

07:40That's right, because there will be a potential for profit taking in the short term.

07:45As I said earlier,

07:47if investors or shareholders want to invest in Astra,

07:51they can invest from 5150 to 5100.

07:565150 if they want to invest in Astra International,

08:00so they have to wait for a correction to that level.

08:03Okay, from Astra, let's move on to Gotoh.

08:05What is your analysis?

08:07For Gotoh,

08:09if I look at it,

08:12it seems that it will still be limited to 74.

08:16There is a risk of 74 to 76.

08:20It seems that this potential will strengthen in the short term.

08:28Okay, it can be used for short-term trading for Gotoh.

08:31That's right.

08:32If you don't have anything at all,

08:35you can wait for the white NC.

08:39Because the risk is already bigger for Gotoh

08:42because it is already approaching the resistance of 74 and 76.

08:49Okay, what is the normal price for Gotoh?

08:52For the normal price itself,

08:56if I look at it technically,

08:59it is already at a normal price.

09:01It's time to be careful for the short term.

09:06Okay, it can be used for trading,

09:08but if there is a movement, the movement is quite limited.

09:11But you can see that the movement can reach the level of 74 for Gotoh.

09:18Yes.

09:19Okay.

09:20Let's move on to Samsam, Pragya Gopang Estu.

09:26Andika, what is your analysis and recommendation?

09:31What do you need to learn from Samsam?

09:34Okay, if I look at it myself,

09:37Samsam, Pragya Gopang Estu,

09:39which has experienced a significant increase,

09:41such as the PTRO brand,

09:43is still interesting for now.

09:45If I look at it myself,

09:46this brand forms an inverted head and shoulder pattern.

09:52It looks like it will have a technical potential

09:54to continue strengthening to close the gate to 8825.

09:58For PTRO, it can go up to 19,000 to 19,250.

10:07This is a bullish pattern.

10:09Then for the brand?

10:118850, sir.

10:13Okay.

10:14If we want to enter the PTRO brand,

10:19is the term of investment long-term or short-term, Sandika?

10:24In my opinion, it's short-term, sir.

10:30Because for the longer term,

10:32it's better to go to BRI, Mandiri, BCA, Telkom,

10:36which has a story of dividing dividends every year.

10:40Okay.

10:41So, for the longer term, it's better to go there,

10:44from the historical point of view,

10:46which has a habit of dividing dividends.

10:48If it's short-term, it can be considered dead,

10:51for PTRO and the brand.

10:55Yes.

10:56Okay.

10:57Sandika, we will discuss your choices,

11:00but we will discuss the next issue.

11:02We will be right back.

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