00:00Thank you for joining us.
00:07Before we continue our discussion with Mr. Kenji Putrajahaya,
00:10Head of Business Development PT FAC,
00:12we will take a look at Indonesia's security first.
00:15The opening data from the IHSG this morning,
00:19we passed through the data from RTI.
00:22For IHSG, the green movement is strengthening by 0.37%.
00:26This means that it continues to strengthen.
00:28Yesterday, it strengthened by almost 3% at level 6,856,251 so far.
00:34And also, the same is included in the TOP GENERAL SEMPAT ranks,
00:38which are SAFE, then there is also PAOLU, SMBR,
00:41then there is also SMEL.
00:43TOP LOSERS in the opening of the SEMPAT trading session today
00:47are MSCN, MAMG, then also NIZ and PACK.
00:53And next, we will take a look at this morning's SEMPAT choices
00:56from Mr. Kenji Putrajahaya.
01:00The recommended SEMPAT choices are
01:02ADDA XL with support at Rp 2,130,000,
01:06RSSS at Rp 2,470,000,
01:08Trending Buy Recommendation, BBRI.
01:10We have already discussed a little about the Accumulative Buy Recommendation
01:13with support at Rp 3,800,000 and RSSS at Rp 4,430,000.
01:17MEDCO with support at Rp 9,100,000,
01:20with RSSS at Rp 1,235,000,
01:22Accumulative Buy and SIDO
01:24with support at Rp 580,000,
01:26RSSS at Rp 640,000,
01:28with Trending Buy Recommendation.
01:30Let's go to Excel.
01:31Mr. Kenji, what is the analysis like?
01:36Okay, for Excel, technically it is interesting.
01:40The RSI, if we look at it,
01:42has reached the level of oversold.
01:45The oversold signals have been given.
01:48And in terms of sentiment, it's pretty good.
01:51So last year, in December,
01:54Excel and SmartPay officially merged
01:58to become Excel Smart.
02:00So the transaction value is also quite fantastic.
02:03And if we look at the market share
02:05owned by each emitter,
02:08this is also very good.
02:10So for the future, I think
02:12this Excel can be one of the options
02:15for trading mid to long term.
02:18Okay, your recommendation is related to
02:21the corporation's action.
02:25If we compare it with other emitters
02:29in the same sector,
02:33what is the comparison like?
02:36If other emitters in the same sector,
02:41for example, if we look at the infrastructure,
02:44for example, Telkom is one of the forms.
02:48For Telkom, it's in terms of price.
02:51In terms of price, Excel is quite interesting.
02:54If we look at it now, it's still sideways.
02:58It's still sideways, but there is an upside potential
03:00that I feel with the sentiment of the supporters.
03:03So it can be achieved from there.
03:07The volatility that exists can be used for trading.
03:11Is it interesting for mid to long term for Excel?
03:15The first option is for short-term trading.
03:18But for mid to long term, it's also quite interesting.
03:21Because we'll see how it works
03:24for the next quarter,
03:26when it emerges.
03:28So this will be one of the momentum
03:33for them to achieve the mid to long term target
03:37in terms of price.
03:39From Excel, which is recommended for trading buy,
03:42we go to BBRI, which is recommended for accumulative buy.
03:44What is the analysis like for BBRI, Mr. Kenji?
03:50Okay, BRI, as we discussed,
03:53for BRI, there are some big banks.
03:56In terms of price, it has actually strengthened.
03:59But for BRI, it's still in the support area.
04:04And I think fundamentally it's pretty good.
04:08Compared to last year, it's more or less 60.64 trillion.
04:11And also, one of the reliable programs,
04:14this is probably what the public also feels,
04:17BRI Link is almost reaching, let's say,
04:1980% market share in Indonesia.
04:22So fundamentally it's very good.
04:25The prospect for 2025 is also okay.
04:28The price is cheap.
04:29That's why it's one of the big banks that I give options to.
04:34The indicator to be able to enter BBRI
04:36looks complete.
04:37The last price is cheap.
04:39And also, if you look at the projection of strength
04:41or the movement of BBRI itself,
04:43and also the fundamentals are very good.
04:45So then you recommend BBRI this morning.
04:47From BBRI, we move to Medco.
04:50Mr. Kenji, what is it like?
04:52Okay, Medco, if we look at the sentiment,
04:55the development of PLTP has already started,
04:58is the first one.
04:59And also, their expansion, I see, is quite aggressive.
05:03So there are three new energy development projects
05:08for the EBT from Medco.
05:12So, what's interesting is that this increase
05:16in an effective and commercial way
05:18will occur in January 2022.
05:21It has been going on since yesterday.
05:24We can see that the EBT business prospect
05:27is quite interesting,
05:29from 2024 to 2025.
05:32We can take advantage of the momentum
05:34for Accumulative Buy, if I'm not mistaken.
05:37Okay, Medco recommends Accumulative Buy
05:40for the term of investment,
05:41is it too long or just short, Mr. Kenji?
05:45More to the middle, not too long.
05:48Okay, from Medco, we go to Sido.
05:50What is it like, sir?
05:51Sido, as usual, is one of the stocks
05:54in the middle of the market volatility
05:56which is quite high.
05:58Moreover, from the macro as well.
06:01We are good domestically,
06:02the macro is catalyst and negative.
06:05Usually, Sido is quite resilient
06:08or defensive when faced with pressure from the macro.
06:12In terms of price, it's interesting
06:14for us to enter technically.
06:16Therefore, my recommendation for Sido
06:19is more to Trilling Buy, Mr. Wiki.
06:21So technically, there is potential
06:23for uptrend continuation.
06:27Okay, that's Sido's recommendation.
06:30This morning, from Mr. Kenji,
06:32there are Excel, BBRI, Medco, and also Sido.
06:36Mr. Kenji, speaking of the movement of IHSG,
06:38yesterday it was almost 3% strong.
06:41So far, we checked at the opening,
06:44it's still strong.
06:46How do you project the movement of IHSG
06:49in today's market, Mr. Kenji?
06:51Okay, for IHSG today,
06:54I think it will continue the positive trend.
06:57Mr. Wiki, the momentum from
07:01a little dofus from the United States,
07:04some of the delay policies.
07:06So the range may still be at the level
07:096,400 to 6,977 for today's range.
07:15But we hope it can break at 7,000
07:18so that it can continue at least
07:21until the end of February
07:24and also early March,
07:26it can be a positive catalyst
07:28for the domestic economy.
07:31Okay, in terms of sentiment,
07:33supporting the strength of IHSG,
07:35and you also see the strength of IHSG
07:39still continues.
07:40As with IHSG,
07:41also experiencing strength
07:43related to the exchange rate
07:45of the US dollar itself.
07:47How can investors take advantage of this
07:50as a momentum to enter sectors
07:52related to or perhaps implicated
07:55in the strengthening of the US dollar?
07:58Okay, this weakening of the dollar
08:01actually has a linear effect
08:03with the delay in the withdrawal of imports.
08:06So usually, if we look at it,
08:09investors and also foreigners,
08:12when there is a policy like this,
08:16a dofus,
08:17they will be more willing to enter the ASEAN
08:19which is more risky.
08:20Of course, one of them is the stock market.
08:22That's why the emerging markets
08:24are quite interesting, Mr. Wiki,
08:26to be a target
08:28for both traders and investors
08:31at least for short to mid-term.
08:33Okay, those are some of the analyses
08:35that have been presented by Mr. Kenji
08:37related to the options,
08:39then also the projections related to IHSG
08:41and also the Rupiah.
08:42Hopefully, it can inspire
08:44and also be a reference for market players
08:46in implementing the investment strategy today,
08:49but then the decision to invest
08:51back to the investor.
08:52Mr. Kenji, thank you for the information
08:54and also the analyses that you have presented.
08:56Good luck.
08:57I always look forward to seeing you again, Mr. Kenji.
08:59Thank you, Mr. Wiki.
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