Analisis Saham Pilihan: EMTK, SRTG, JPFA, WIFI

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"Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Jumat (15/11/2024) dengan Tema Analisis Saham Pilihan: EMTK, SRTG, JPFA, WIFI"

Transcript

00:00What is the impact on the automotive industry?

00:05We will continue to talk with Mr. M. Hamzah, CEO of Sahamologi,

00:09who is in charge of the currency exchange rate, which is now almost 16,000 Rupiah.

00:14Then there is also confirmation from the Ministry of Finance that the PPN will continue to rise to 12% in 2025.

00:23And earlier, Mr. Hamzah said that this will tend to have a more negative impact,

00:28which is to the automotive industry.

00:30The automotive industry has several stocks in the Indonesian stock exchange, Mr. Hamzah.

00:34For example, Astra, what is your recommendation at the moment to see if there is a chance of negative sentiment?

00:41For Astra, the condition at the moment, if you look at the movement trend, it is still sideways.

00:48But I see, because the movement is also not supported by sentiment and also significant volume,

00:56I think there will still be a potential weakness.

00:59At least for these stocks, there is a weakness at 4640.

01:04If the 4900 is broken, there will still be a potential weakness.

01:114640, is there a chance there? Can buy in those positions? Buy on witness?

01:19Maybe only speculative, because earlier there was a negative sentiment the next day.

01:24So, in my opinion, it is not recommended to buy first.

01:28Okay, we will recommend the options. What kind of stock do you actually recommend, Mr. Hamzah?

01:34Okay, for now I see, first there is Emtek.

01:40In the condition that the IHSG is downtrending, the Emtek stock is still moving strongly.

01:46And yesterday I experienced a rejection in support 462.

01:52In my opinion, there is still a potential weakness, up to 530 first, because the closest high is 530.

02:01So, in my opinion, Emtek is still quite interesting to monitor.

02:04Okay, what is the target level after 500 right now?

02:08530, then 575.

02:11Okay, short term, right?

02:13Yes, the short term is 530, then for the medium term is 575.

02:19Okay, then?

02:21Next, I also see SRTG.

02:26Saratoga is still in the sideways area, which used to be quite significant.

02:35And I see the support is quite strong to be maintained.

02:40The support is at 2210, the current condition is still in the 2300 area.

02:46In my opinion, it is still quite interesting for speculative.

02:49The target is up to 2600.

02:52Okay, 2300.

02:53And the range in the last week is at 2270.

02:57How much should it be?

02:592270-2440 is the range in the last week.

03:03In my opinion, from 2270 to 2300 is still interesting for collection.

03:09So, right now it's at the accumulation level?

03:12Yes.

03:13Can you repeat, what is the target level?

03:16The target is minimal at 2600 first.

03:19Oh, 2600 first.

03:21Is this only for short-term trading?

03:24Yes, because the condition is still sideways.

03:27I don't see any potential for strengthening.

03:30But in my opinion, for sideways strengthening to the nearest resistance, there is still a lot of potential.

03:35Okay, after MTEC, then Saratoga?

03:39Next is Javva.

03:41Javva.

03:42What is the interest in Javva?

03:45From Poltry.

03:49Yes, in my opinion, Javva is also because the condition is still uptrend.

03:54And in my opinion, the weakness is also quite limited.

03:58And in my opinion, support 1690 is quite strong.

04:021680-1690 is still quite strong.

04:06So, it can still be speculated in the current area at 1700 with a strengthening target up to 1850.

04:141850, there is such a target.

04:16It tends to be uptrend and the support is still quite strong in the position you mentioned earlier.

04:21Okay, the last one, sir?

04:24The last one is WiFi.

04:26WiFi.

04:28Yes.

04:29Why?

04:30Because yesterday it just broke 442.

04:35In my opinion, there is a potential for continued strengthening up to 540.

04:43500?

04:44540.

04:45The next target is 540?

04:48Yes.

04:49Okay, with support at what level?

04:52The support is at 442.

04:54442, okay.

04:56Okay, support at 442 for WiFi.

04:59Those are the items that you recommended this morning.

05:03Pemirsa, EMTK, SRTG, Javva, and WiFi are all well-recommended.

05:12We can't invest in this, right?

05:17It tends to be long-term, right?

05:20Or how about now?

05:23Of course, for the long term, it is still preferred by the banks.

05:28Because the current condition is still quite cheap.

05:32The condition is quite deep.

05:35For the long term, it is still recommended by the banks.

05:38Of course, because it is also defensive.

05:40But for the shares that were recommended earlier, it is only for trading.

05:45Because the condition is indeed uptrend.

05:49The condition is downtrend.

05:52Okay.

05:53If we want to talk about the defensive medium-to-long term,

05:57again, it is still banking.

05:59But we will review it later.

06:01Because the chairman of The Fed, Jerome Power,

06:03in December, he was expected to be able to cut 25 basis points again,

06:06just like this November.

06:08But it doesn't seem to be the case.

06:10Because it was announced yesterday, there were no signs of that.

06:12That's what makes Wall Street weak.

06:14How about our banking response this morning?

06:16We will show you an update on the first trading session opening on this Friday.

06:21Where the IHSG is reversed.

06:24Strengthened by 0.33% after yesterday,

06:26weakened by more than 1%.

06:28And now at 7,237.

06:31We also delivered the exchange rate for the US dollar.

06:34The United States weakened 15,936.

06:38Weakened by about 0.54%.

06:41With a range of shares that are gainers based on value

06:43and also losers based on value

06:45based on our current data,

06:47the shareholders are

06:49JSPT or Jakarta Setia Budi,

06:52which strengthened by 24.93%.

06:54DAAS, which IPO last Monday,

06:56increased by 24.77%.

06:58Nike, which also IPO this week,

07:00increased by 17.53%.

07:02Then there is MLPT, SKRN, BOAT.

07:05And this is also a new meeting this week.

07:08Losers are PART, WIKA,

07:10ISEA, SMGA, TOWR, PICO, and several others.

07:14It doesn't look like banking is there.

07:16How is your analysis?

07:17When is the right time to enter Samsung Banking, Mr. Hamzah?

07:21Okay.

07:22Of course, for the medium,

07:24we hope there will be window tracing.

07:26Of course, because this is already at the end of the year.

07:29So, in my opinion, for the bank itself,

07:32because the condition now has reached,

07:34most have reached the decrease target.

07:37In my opinion,

07:38you can start collecting for the bank now.

07:41Okay.

07:42We saw this morning,

07:43Bank Mandiri, BR, IBC,

07:44which I just checked,

07:45everything is still weak.

07:46Which one do you highlight the most?

07:48Two, MLPT Banking for the medium term,

07:50which in your opinion is already quite okay at the moment.

07:52Or is everything still waiting?

07:56For now, in my opinion,

07:58Mandiri is quite interesting.

08:02Mandiri, right?

08:03Yes, because in my opinion,

08:04the decrease target is only up to 6.375.

08:07Yesterday, it fell quite deep,

08:09but it was a rejection.

08:11So, in my opinion,

08:12for Mandiri,

08:13it's starting to be interesting to collect.

08:15Okay.

08:16Mandiri has started to collect at 6.300, right?

08:19Yes.

08:20What is the support level?

08:22For Mandiri,

08:23the continued support was maybe at 6.050,

08:26but in my opinion,

08:28it's difficult to reach that level.

08:31Before we finish,

08:32what are the tips for investors at home, Niem?

08:35Okay.

08:36For the tips,

08:37in my opinion,

08:38the market conditions like this,

08:40friends,

08:41focus on short-term trading.

08:44Because for swing trading,

08:47the market conditions are still uncertain.

08:50Then also from the global side,

08:54it's still fluctuating.

08:56So, in my opinion,

08:57it's better to target the short-term first.

09:01But of course,

09:02the money management is maintained.

09:05Because the shorter the trend,

09:07maybe the higher the falls.

09:09Okay.

09:10That's it.

09:11Thank you, Mr. Almso,

09:12for sharing the information and recommendations.

09:13Once again,

09:14we will return the investment decision to you, Mr. Mirsa.

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