00:00Thank you, Mr. Miersa, for joining us again. We will continue our discussion with Mr. Andika,
00:10who will discuss the sentiments of heavyweights or supporters of the Samgabungan price index.
00:17But as Mr. Andika said, there is still a short-term opportunity for the Samgabungan price index to continue its weakness to Rp 6,511.
00:25Mr. Andika, we will look at the recommendation of your preferred stock. You can see it on the screen, Mr. Miersa.
00:30This is an analysis of your preferred stock, which is MDKA BUY with support Rp 1,400 and resistance Rp 1,550.
00:40DSNG BUY with support Rp 880 and resistance Rp 975.
00:46ANTAM BUY with support Rp 1,355 and resistance Rp 1,555.
00:51And TPIA BUY with support Rp 6,600 and resistance Rp 7,450.
00:56Okay, let's talk about gold first. You can see that the opportunity of gold is already above Rp 2,900
01:03and continues to reach the highest level in line with the request of Safehaven, which is also increasing due to global uncertainty.
01:13What is interesting about the emittance related to this yellow metal?
01:18Okay, because the emittance of the gold community will definitely be greatly influenced by the movement of the price of the community,
01:26such as the price of gold, which is now creating an all-time high again.
01:31The emittance of gold such as MDKA, BRMS, ANTAM can be monitored,
01:37because it will be interesting when the price of the community experiences a spike like that,
01:46because later on it has the potential to increase the emittance, such as interest, income, like that.
01:53Okay, this morning, ANTAM released almost 2% with a position at Rp 1,415 and you targeted resistance at Rp 1,555.
02:05So, can you buy ANTAM at the current price according to you, Mr. Andika?
02:10ANTAM, as far as I can see, there will still be a potential increase as long as it does not fall below Rp 1,355, like that.
02:20Okay, below Rp 1,355 is still interesting for ANTAM.
02:23But is the strategy to invest in ANTAM better short-term, medium-term, or how?
02:31For me, for now, because IHSG is also under pressure, it's better for us to do short-term trading first,
02:41for example, ANTAM's target is at Rp 1,455, then at Rp 1,490, like that.
02:49From ANTAM, let's go to his friend.
02:51MDKA even soared by 4.36% this morning, and in just one month, there has been a 16% increase in MDKA, Rp 1,555.
03:00What is the strategy for MDKA?
03:02MDKA is now Rp 1,555, right?
03:07Correct.
03:08Okay, it looks like MDKA ...
03:10has exceeded your resistance target.
03:12Yes, it looks like it's break resistant, right?
03:15Break resistant.
03:18Break resistant, there will be a chance of Rp 1,600 to Rp 1,610.
03:29Is there still a chance to buy at Rp 1,555?
03:32Yes, there is still a buy-on-breakout like that.
03:35Buy-on-breakout, limit the risk if it turns out that MDKA drops to Rp 1,400 or have you increased the support?
03:42Yes, this is the closest support at Rp 1,545 to Rp 1,540.
03:50Rp 1,545, it has risen from Rp 1,400, now it is Rp 1,545 as a support.
03:56Yes, Rp 1,545 to Rp 1,550.
03:59Okay, a strong resistance for MDKA.
04:02Besides MDKA and ANTAM, you also recommend DSNG and TPI.
04:06How interesting are these two stocks?
04:08Let's go to DSNG.
04:09DSNG is technically a rebond from support Rp 880, then it also forms a bullish and gulfing candle.
04:22So, for MDKA and DSNG, it still has a chance to strengthen to Rp 975.
04:32If it is a break resistant Rp 925.
04:36Rp 925, can you repeat the first resistance?
04:42Rp 925, then if it breaks the level, it will have a chance to Rp 975.
04:46Okay, Rp 925, then Rp 975.
04:48Just in a technical way, you explain this so that you say it's interesting.
04:52The CPO price is strengthening.
04:54Yesterday, the CPO increased by 2%.
04:59Then, last week, the CPO price increased by 5%.
05:06Okay, but there are actually quite a lot of CPO stocks that the market cap is larger than DSNG.
05:14Why are you more interested in DSNG?
05:20Because technically, yesterday there was a rebound from support.
05:24Okay, also supported by the technical chart.
05:28Okay, that's for DSNG.
05:30What is the risk if it turns out that DSNG is upside down and falls in what position?
05:33Because if we talk about trading, we have to be very disciplined.
05:37Rp 880.
05:38Rp 880, okay.
05:39TPIA?
05:41I saw that TPIA has a large volume and good candles.
05:49That's why I recommend that today TPIA has a potential of Rp 7,300 to Rp 7,450.
06:00What is the risk limit?
06:01Rp 7,450.
06:03If it goes down to Rp 6,600, right?
06:06Yes, ma'am.
06:07Okay, that's the support that we showed earlier, the data from Andika.
06:11Okay, there is a target for TPIA.
06:12Recalling this morning, TPIA has increased by 2% to Rp 7,175.
06:18And in the last month, the increase was 4%.
06:21But it's still interesting, you see for the short term, just trading for TPIA or more to investment?
06:27Just trading first, ma'am.
06:29Just trading first.
06:30It looks like your four recommendations, DMDKA, DSNG, Antam, TPIA,
06:34are all moving in the positive territory of the opening of trading until 9 o'clock,
06:38more than 10 minutes, West Indonesia time.
06:40And I will continue first, Mr. Andika.
06:42Opening this morning, I update the shareholders.
06:44The index of the joint price is still weak, but it has begun to be limited.
06:47The weakness is 0.02%.
06:50Maybe try to strengthen like the index in other regional areas.
06:55IHSG is at Rp 6,650.
06:58With the exchange rate of Rupiah to the US dollar, it strengthens at Rp 16,339.
07:03We can see the complete data of the shareholders in the next update.
07:06The RTI data.
07:10And there seems to be a basic industry shareholder there that leads the sectoral movement.
07:16Up 1.3%, then there is technology and several other sectors.
07:21Energy, which was also a burden yesterday, is now back to strengthen.
07:25And the health sector, which was the main shareholder in the weakness of IHSG yesterday,
07:30has begun to have opportunities for profit taking.
07:34There are gainers based on value like PTRO, which rose 4%,
07:40BRMS 3%, GOTU 2%, Raja 3%,
07:44TPIA almost 2%, AMMN almost 2%,
07:48Antam 2%, then AMRT, BUMI.
07:52Those are the sectors, we mean the gainers.
07:56Then the losers, there are independent banks, ISAT, SSMS, SAPX,
08:02MEJA, BSDE, and there are also some other companies that continue to experience
08:08a change in shareholders or are still moving quite dynamically
08:13in the middle of a new trade opening.
08:18Maybe there are tips from Mr. Andika,
08:21in line with the opening of the trade,
08:23we see that the share price index is trying to strengthen,
08:26but it still looks dynamic.
08:32Mr. Andika, what do you think?
08:34Okay, now it looks like we're just using it for short-term trading.
08:40Because IHSG is still in the downtrend phase,
08:44so it looks like for now, for short-term trading,
08:48it's the most effective.
08:50Okay, short-term trading is the most effective for now.
08:53You said earlier that you want to invest in Samsung Banking,
08:57Big Caps to see dividends too.
09:00If trading is like gold, antam,
09:04and also CPOs that are experiencing strengthening.
09:07What sector do you think should be avoided first?
09:12What sector has a strong relationship with negative sentiment right now?
09:18For example, the most affected sector,
09:22it must have a large market cap,
09:24such as banks, telecom, and ASRA.
09:29Moreover, this is also a Prajago-Pangestu stock,
09:32a conglomeration of Prajago-Pangestu,
09:34which has long been an index holder,
09:36is also affected by negative sentiment,
09:38so it becomes an index bearer.
09:40Okay, Samsung Blue Chips becomes an index bearer,
09:43but if it's banking, it's a bit different,
09:45it's benefited there because there's a chance for dividends.
09:48You don't see that even though the performance is a bit slow,
09:50the ratio of dividends will change a bit.
09:52Do you see that it will still be consistent?
09:55Yes, if I look at it,
09:56if Indonesia's economy recovers,
10:00foreign investors have started to enter again,
10:03the fastest and first to rebound is the banking sector.
10:07When do you think it will recover?
10:11It looks like it will take a month or two,
10:14it's still heavy, right?
10:15Yes, it's still heavy.
10:17It looks like if we want to divide the dividends,
10:20after the RUPS,
10:23maybe there will be a short rebound in the banking sector.
10:27Okay, let's wait for the RUPS first.
10:29According to you, it's still a bit heavy in the next few months.
10:32Mr. Andika, thank you for sharing the information
10:34on the marketbust this time.
10:35I hope it can be a reference for you,
10:37but once again,
10:38the decision to invest in Pemirsa is in your hands.
10:41Good morning, Mr. Andika.
10:43See you again.
10:44Yes, good morning, ma'am.
10:46Pemirsa, in a moment,
10:47we will present other information updates.
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