- 1 year ago
"Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Senin (17/02/2025) dengan Tema Analisis Saham ANTM, SIDO, CUAN, BMRI".
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00:00Thank you for joining us, and now we will take a look at this morning's election results from Ms. Rita Effendi at NTR Jelada Antam
00:13with the target at level 1625 and buying area at area 1570 to 1500, stop loss if it has reached level 1470
00:27then there is Sido that is recommended, buying area at level 640 to 600 with the target at 650, stop loss if it has reached level 590
00:40then there is Cuan with buying area at level 7700 to 7300 with the target at level 8000, stop loss if it has reached level 7200
00:51and there is Bang Mandiri with buying area at 5300 to 4950 with the target at 5525 with stop loss at 4850
01:05Okay, before we discuss the technical from Antam, Ms. Rita, let's talk a little about whether we need to be careful about the projection of the strengthening of the price of Mas Global itself
01:17What we need to worry about, I don't think it's too much, but the economic factor, it seems that the inflation will continue to be high
01:28We are still waiting for the BI rate to cut the flower rate in a few days, it seems that there is a BI rate schedule, but I forgot the date
01:38There is a possibility that the BI rate can cut our flower rate again, so if the BI rate cuts the flower rate, it may have a positive impact on the banking sector
01:47If it is really cut, there are some economic projections that it can be a flower rate cut
01:56So maybe it will be positive for the banking sector and property and some that are sensitive to flower rate
02:04Okay, just keep an eye on it, if it turns out to be a flower rate cut, it needs to be careful because it is prone to profit taking
02:12Okay, let's talk about the buying area from Antam and also the technical analysis, what is it like, Ms. Rita?
02:21For Antam, I have already mentioned some technical projections, the buying area can be done from 15.70 to 15.00 and the stop loss at 14.70
02:33With technical targets of 16.25 and 1.700, so outside the technical catalyst that was already interesting
02:44Antam also has very positive news, if the big profit is that it has a projection of interest, it can probably be above the consensus
02:53And it's not included, it's just from the nickel, so from the nickel predicted, it will be above the consensus plus business margin
03:02With potential dividends, if the Philippines really prohibits nickel, then Antam will be more profitable
03:09And yesterday, Antam on Friday increased by 4% with a business volume of more than 100 million shares, so this is quite an active transaction
03:1750% higher than the average of the previous 10 days of Antam transactions
03:22So these are probably some catalysts that fundamentally support, technically support, and the news also supports
03:30Okay, this is also interesting to be able to collect for a long term, for Antam
03:36We move to Sido, what is it like, Ms. Rita?
03:41Yes, for Sido, technically it has a break resistance of 610, and the rally will continue towards the Inverted Head & Shoulders target with a target of 695
03:52At the moment, Sido is above Kinjunsen, Tangunsen, and Kumo technically, and the buy area can be from 640 to 600
04:02Target 1 is 650, target 2 is 675, and the stop loss is at 590
04:07At the same time, Sido is also supported by the purchase action by the board, and some of the former directors also see an accumulation
04:17Indeed, the price of Sido has dropped a lot, and maybe that's one of the catalysts of Sido
04:25If there is a buy, or a buy direction, usually it's like a smart money in, because they know better than us outside
04:33And if they do a buy accumulation, usually the price is also slow, usually there is an increase
04:39Okay, that was the analysis for Sido, it's also interesting to be able to hold for a long term, Sido
04:45Yes, and it's also defensive, and there are also a lot of flu from China, from Japan, it's already starting to burst
04:55It looks like Sido will be our pillar in this flu season
05:01Okay, so the consumption of the product produced by Sido itself will increase
05:07Then from Sido to Cuan, what is it like?
05:12Yes, Cuan has been corrected a lot, because it was reported that it did not enter MSCI
05:19Although later it will be reviewed again and does not cover the possibility that MSCI will receive income from the market players
05:25So it doesn't mean that this time it won't go in, it won't go in, so it still depends on the review and the income from the market players
05:32And technically, Cuan has been corrected, but he is still supported at 65.50
05:38And if Cuan continues to hold at 65.50, then Cuan has the potential to rebound to 87.50 and 10.050
05:49Although MSCI is still negative, but Cuan can be tried to accumulate in the 77-7300 area
05:57Target 18.000, target 28.750, the stock price is 7.200
06:02Because if we read the news yesterday, Cuan was accumulated by almost all directors and there are also commissioners who bought it
06:10And it looks like the price here is quite attractive to the directors there to shop
06:16Okay, from Cuan we go to Bang Mandiri, what is it like?
06:20Bang Mandiri has several catalysts, in addition to dividends that have a potential of around 60% payout ratio dividends
06:26This is also a dividend, Mandiri has announced that he will buy back around 1.7 trillion
06:35And technically, Mandiri has held at the last jump of 7.090 and has oversold
06:41So the rebound potential goes to FR50% at 5.525 and FR61.8% at 5.700
06:50He has the potential to form a golden cross, so he can be accumulated in the 53-49.50 area
06:57And target 1, 55.25, target 2, 57, the stock price is 48.50
07:03And this is also quite interesting because it has been corrected, but hopefully it is not limited to the sale of banks by foreign investors
07:11Like yesterday, the payout rate was quite sharp, so it was a bit held back
07:16Okay, those are the stocks recommended by the government, including Antam, Sido, Cuan, and also Bang Mandiri
07:23Next, we will take a look at the movements of the stocks that seem to attract the attention of the market players
07:32Among them are the banks, it seems that these are the stocks that are included in the top gainers list
07:37Among them are Bang Mandiri, BBRI, and BBCA
07:41And also one of the stocks that was recommended by the government is Cuan or Petrindo Jaya Kerasi TBK
07:47Which so far in the trading session 1 is included in the top gainers list
07:53If we look at the top gainers list so far, Mrs. Rita, BBRI is also included, which was recommended by you
08:00What is then being respected by the market players from Samsung based on these banks?
08:06Still waiting for the catalyst for Katsubunga, which will have a BI rate in the near future
08:15So maybe it will be one of the catalysts, and the banks are already quite oversold
08:22And we are waiting for dividends, dividends
08:26Because usually they are rupiahs first, after that they are dividends, but with this price correction, the valuation will be interesting
08:33So maybe that's what the market players are aiming for, to buy the banks
08:38Okay, that was Samsung, which is included in the top gainers list
08:41And earlier we had a little discussion in the spotlight market related to the strengthening of PANI stock last week
08:48Which strengthened by 9% and also TELCOM strengthened by 4.5% which is the main supporter of IHSG on Friday
08:57And so far, TELCOM is also included in the top gainers list
09:00Related to PANI analysis and also TELCOM, what is it like, Mrs. Rita?
09:05PANI, the news about the stock is probably a bit weak
09:10And I had recommended PANI at around Rp. 10,000, and it just rebounded
09:17And it looks like it will try to go to the MA100 at Rp. 14,250
09:22Although technically it has experienced a real increase of 4 days
09:26So maybe for those of you who want to enter, be a little careful
09:30Because there is resistance, it looks like it will try to resist or not be able to break through
09:37Afraid of profit taking first
09:39So maybe if you want to enter, you can be more careful
09:45Because it has experienced an increase of 4 days, afraid of profit taking
09:50And for TELCOM, this is also through MACD, it has formed a holding cross
09:55Although today it still looks red for TELCOM
09:59A little corrected because it has increased yesterday, so there is a profit taking
10:03Oh no, it increased by 1.9%
10:07Yes, this is still top gainers, a few weeks ago
10:10Then top losers, this is RATU, PSAB, BBNI, and also BRIS
10:14We found from IHSG, Mrs. Rita, your analysis or projection of IHSG's movements today, what is it like?
10:22It looks like today it will experience a rebound, the index
10:26It looks like there is a rebound and we can still see that there is no massive foreign trade
10:34Our problem all this time is the massive foreign trade flow in the banks
10:39And if from yesterday, after the banking was corrected sharp enough
10:44Tomorrow there will be MSCI news correcting that there will be no waste, there will be three
10:50Well, that makes some groups corrected
10:53It looks like the news is getting smaller, so there is a lot of potential for a rebound
10:58Yesterday the index was quite low too, yesterday it was 65, now it's trying to rebound
11:03Maybe it will go back to 68, it looks like there is a movement
11:07Okay, that was the analysis related to the opening or projection of IHSG's movements
11:12This is a sector that is the driver of IHSG in the 1st quarter
11:18IHSG is a property that is 1.11% strong, and then steel that is 0.76% strong
11:24Meanwhile, health and non-primary consumption are weakening by 0.39% and also 0.31%
11:33Okay, the global data that seems to be still anticipated by the market players
11:38Mrs. Rita, and what is the strategy to capture some of the data?
11:46It looks like the data is already anticipated
11:49That's why our index is also quite low, it is indeed anticipated that foreign
11:54It looks like it will still last abroad, so we haven't got a foreign flow yet
12:01So it looks like it's already expected, there's no foreign
12:05So we're the only ones who can survive here, local investors
12:09And hoping for a positive sentiment from the BI rate that will be announced soon
12:14Oh, maybe I can add a little bit, Mr. Wiki
12:16Today, it turns out that there was a stock that helped, it was crowded, it was chased by people
12:21It looks like it has started to correct for 3 consecutive days
12:25It looks like there are a lot of stocks that there is news that there is a corporate action
12:31They say there is a new investor, they hope there will be like Carwell or the second forum
12:38Or something like that, even today the correction is quite sharp, I just saw it
12:43Okay, a few more hours into the fasting month, is there anything interesting for us to collect?
12:50At least until Eid later
12:53Still for fasting, we can pay attention to the consumer
13:00Maybe it's still like this, AMRT, Alphamart was quite interesting yesterday
13:08Although today the rise is only thin, and the 2850 area is usually quite interesting
13:16But now it's slow, because there is no catalyst that is very strong to make Alphamart work
13:23But with the current price, for long-term investors or middle investors, it's quite interesting for Alphamart
13:30Okay, Ms. Rita Heveni, Investment Consultant, Founder of Indonesian Investment Education
13:34Thank you for joining us in Market Plus this time
13:38Hopefully this discussion and analysis can be a reference for market players
13:44Can implement the investment strategy today
13:46But again, the investment decision is back to the investor
13:51Ms. Rita, thank you for your success, stay healthy and see you
13:54Thank you
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