Analisis Saham Pilihan: BREN, AMMN, PANI

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"Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Senin (23/12/2024) dengan Tema Analisis Saham Pilihan: BREN, AMMN, PANI"

Transcript

00:00GAMES PLUS ARCADE is available only on RCTI Plus Super App. Play it now!

00:30Buy on Breakout

01:00The Sentiment will continue at the end of this year

01:04We also anticipate that

01:09Brand, Aman, Pani are also related to the conglomeration

01:16Brand is Prayogo Pangestu

01:18Aman is related to Salim

01:20Pani is also related to Aguan

01:24Usually, cyclically, seasonally,

01:30stocks with large market cap

01:34and related to big names like that

01:37are more targeted by investors

01:40or foreign to retail at the end of the year

01:43So that's why we recommend it for now

01:46Okay, so this brand has strong short-term momentum, right?

01:50Correct

01:52Speculative buy with entry, how much should it be in each position for the brand?

01:57So we advise for the speculative buy brand at 9,100

02:049,100 with resistance and maybe stop-loss?

02:07The resistance is at 9,650

02:10Then the second resistance is at 9,875

02:15The stop-loss is at 8,500

02:19Why is it more speculative, why not just buy?

02:22You see there are two opportunities, up and down

02:26It's very short-term too

02:31and it already hit its previous resistance too

02:35So I think that there is a possibility

02:38the brand has a potential for minor correction

02:42in the short term

02:44There is a potential for minor correction

02:46In the short term, you see there is momentum

02:49but there is also a chance for minor correction

02:52That's why we recommend it for the short term

02:55How long is the time frame, Eza?

02:585 days in the last trading days

03:02Okay, that's it

03:04What about AM, MN and Bunny, Eza?

03:08AM is more of a buy-on weakness

03:11to achieve the minor price action resistance

03:19So we recommend the entry is at 8,900-8,875

03:26Maybe the resistance to be achieved is at 9,150-9,200

03:35After that, there is a potential for 9,500

03:39Okay, there is a potential for 9,500

03:42Stop-loss in the position below 8,500?

03:478,575

03:49Okay, buy-on weakness

03:51Because looking at the movement pattern of AM, MN

03:53What pattern is it forming right now, Eza?

03:56So if we look at it, it's in the sideways channel trend

04:02Okay, minor

04:04Bunny?

04:06Bunny, we see there is a good accumulation

04:09And we will test the simple moving average

04:13Simple moving average 10

04:17And we advise to buy-on breakout

04:21From the dynamic resistance moving average 10

04:25The entry level is at 16,275

04:28And the closest resistance is at 17,125

04:36And if we put it in the range, it's 17,125-17,150

04:44Stop-loss is below 15,375

04:50Okay, you prefer to buy-on breakout for Bunny

04:54But talking about Bunny, including property

04:57When PPN 12% is estimated to have an impact on this sector

05:03How do you feel?

05:04Because according to you, the raw materials for cement, etc.

05:08May also be affected

05:10Then also the purchasing power of the community

05:12The purchase of property may also be sustained

05:16Is there an opportunity there?

05:20Actually, if we look at it from the point of view of buying a house

05:27We have to look at the size

05:31Because if we look at the purchase of a small house

05:35The increase is quite large

05:39In comparison to the purchase of a large house

05:43Or a medium-sized house

05:48So it really depends on the size

05:52And also if we look at the house purchase credit

05:56Has begun to decline

05:57So if people want to buy credit

05:59It's starting to be cheaper for now

06:03And this is because there is an incentive from the government

06:06For people to be able to access

06:10The house purchase credit

06:15Which is cheap for now

06:17It doesn't mean it will be a good factor in the long run

06:21But in the current state, it's really good

06:25What kind of house do you want to buy?

06:29So more to a small house

06:37The current sales are quite increasing

06:40According to you, that may still be beneficial for you

06:44Okay, how was it?

06:46With PPN 12%

06:47What strategy do you have for the beginning of 2025?

06:52If you don't have WNC yet

06:56If you already have it, for example, it will be quite affected

07:00For example, consumer goods, retail, banks, maybe?

07:04How?

07:05For banks, we see that

07:09There is a possibility that the Fed will be a bit more

07:13Haukis?

07:15A bit less dovish

07:17Haukis used to be

07:19BI also held yesterday

07:22Our expectations and concessions

07:24For BI to hold

07:26For a cut rate of 25 basis points

07:29It turns out they hold their current rate

07:33So the possibility of cheap credit will not come

07:38At least in the near future

07:40So what is your bank recommendation?

07:43I currently do not recommend banks

07:48At least for the medium term

07:51Not recommended for the medium term, including blue chips?

07:54Including blue chips, yes

07:57Because there is no momentum

07:59If you already have Samsung Retail

08:02Then maybe consumer goods about PPN 12%

08:05What should be done now?

08:07Already have?

08:08If you already have, I recommend selling

08:12Because there is a negative sentiment

08:14Which is quite significant in the future

08:16And you see the negative impact will continue to increase next year?

08:20Yes, if we look at the soft commodity

08:24The price is also starting to increase

08:27Okay, let's go to the opening of the trade

08:30Where the index price of Samsung Retail is 1.1%

08:34Or up 76 points to 7,060

08:39I hope this holds and can reach the target of Mr. Esa

08:42He said it could be 7,500 in the end

08:44With the rise of stocks that have become top gainers

08:46And also top losers, among other gainers based on value

08:50There is PTRO or Petrosi

08:52Which rose almost 4%

08:55PANI or Pantai Indah Kapuk 2

08:57Recommendation from Mr. Esa increased by 2.5%

09:00BBCA increased by 1.5%

09:02Aman Mineral, Mr. Esa's recommendation increased by 2%

09:05Bang Mandiri, BNIBR, Ibris, Telkom

09:07Wow, this is Samsung Bluechips supporting the strengthening of IHSG by more than 1%

09:11Then Losers, Mkpi Games, Sona, Da'as, Emyo, Polu, INTP, CMNT, MSCN

09:18In terms of sector, all are moving in positive territory

09:22You can see on the screen

09:25Sectors that are the main supporters

09:30With 2% increase, 1% increase

09:33That's it, Mr. Esa

09:34Just a brief look at the opening of the trading

09:36The stocks that you recommended are still top gainers

09:38But Bluechips is also in the area

09:40What do you think, Mr. Esa?

09:41Yes, as I said earlier

09:43Indeed, at the end of the year

09:45There are many stocks that have potential

09:50With high market cap

09:51Yes, people see it

09:53But that doesn't mean

09:54Coming into the new year 2025

09:56Will continue uptrend

09:58Yes, that's right

09:59Okay

10:00Positive at the moment

10:01The uptrend will not continue in 2025

10:04So take advantage of the short-term opportunity first

10:06According to Mr. Esa

10:07That's right

10:08Okay, thank you Mr. Esa for sharing the information

10:10We have reviewed a lot

10:12But our time is limited

10:14Have a nice holiday

10:16Maybe for Mr. Esa who is in Japan

10:18See you again

10:20Thank you

10:28Thank you

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