Indeks Harga Saham Gabungan (IHSG) menguat 0,43% ke 7.165,54 sesi I Jumat (8/12) Sektor barang baku melonjak 2,69%. Sektor infrastruktur melesat 2,05%. Sektor energi menguat 1,91%. Sektor teknologi naik 0,54%. Penguatan sektoral masih di dominasi oleh saham Prajogo Pangestu dengan BREN nilai kapitalisasinya mencapai Rp1.080,32 T, bahkan beberapa kali menyalip posisi BBCA yang masih menduduki level teratas.
Dari global, Indeks utama Wall Street naik pada Kamis menghentikan penurunan tiga hari berturut-turut. Pasar kerja telah menjadi fokus investor minggu ini di tengah serangkaian rilis data yang beragam jelang pertemuan The Fed di pekan depan.
Dari global, Indeks utama Wall Street naik pada Kamis menghentikan penurunan tiga hari berturut-turut. Pasar kerja telah menjadi fokus investor minggu ini di tengah serangkaian rilis data yang beragam jelang pertemuan The Fed di pekan depan.
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TVTranscript
00:00 Thank you for joining us. In this segment, we will review how the business is going today.
00:06 And we remind you again, you can still participate in interactive WhatsApp,
00:10 at 0812.8788.723, as shown on your television screen later.
00:17 You can ask directly about your portfolio so far,
00:20 or you want to join a certain Samsung,
00:22 the level is interesting, just pay attention,
00:24 both for short-term and medium-term, or for long-term.
00:27 And now we are connected via Zoom with Mr. Yosep Gabetua,
00:31 Senior Analyst of Creative Trading System.
00:34 We will directly talk to him.
00:35 Good evening, Mr. Yosep. How are you?
00:37 Good evening, Mr. David. I'm fine.
00:40 Thank you, Mr. Yosep, for your time on IDX Channel.
00:43 It seems that the good news also comes from the Samkabungan Index.
00:47 Mr. Yosep, today, you have significantly strengthened the Index.
00:49 Intraday, earlier, you touched the level of 7,200.
00:54 But in a few minutes after the closure, today, the strength is more limited.
00:58 Without the support of Big Cap Banking,
01:01 how do you see, technically, the strength that occurred during today's trading?
01:06 Okay, so for today and a few days later,
01:10 actually, the pattern is quite clear.
01:14 So, a few days ago, those who supported the IASG
01:18 were not Samsung from the banking sector,
01:21 or not from Samsung in the technology sector,
01:24 but Samsung that is in the portfolio of Mr. Prayogo Pangestu.
01:29 So, four stocks that are quite clear,
01:33 the position is owned by Mr. Prayogo Pangestu,
01:35 this is a significant support.
01:37 And because the price of the stock has risen tremendously in the last few times,
01:41 so the market cap is getting bigger.
01:43 When the market cap is getting bigger,
01:45 the impact on the IASG is also getting bigger.
01:47 So, it can be said that the one that brought the IASG to a positive area in the last few times,
01:54 not even just the IASG,
01:56 LQ45, IDX30, where there is TPI and BRPT in it,
02:01 and the brand is not included in LQ45,
02:04 but there is TPI and BRPT that support significantly for the rise.
02:09 So, it can be said, if people say this is the effect of window dressing,
02:13 maybe this is what makes the difference from this year's window dressing and previous years.
02:17 If in previous years, the REXA DANA portfolio was trying to be improved,
02:23 if we look at it here, it is indeed because of Mr. Prayogo Pangestu's portfolio
02:27 that is trying to be improved here.
02:29 Like that, Mr. David.
02:31 Okay, with today's performance,
02:33 the intraday was up to 7200,
02:35 Mr. Yosef, what is your target for the end of the year?
02:39 Until the end of the year, I am still quite optimistic,
02:42 seeing from the current situation,
02:47 if we exclude the shares in Mr. Prayogo Pangestu's portfolio,
02:52 this is also the banking sector and the old BKEPS,
02:59 it is still being cheated by foreign investors.
03:02 So, this is strengthening each other.
03:05 In my opinion, there are two great powers that are moving the IASG.
03:09 So, I am still optimistic that until the end of the year,
03:12 the IASG can continue to be in the positive zone.
03:15 Like that, Mr. David.
03:16 Okay, from the target side, is it at 7200 or more?
03:20 Just briefly, Mr. Yosef.
03:21 Hopefully, it can be more.
03:23 Okay, good.
03:24 Hopefully, it can be more.
03:25 Okay, let's go back to Mr. Prayogo Pangestu's stock market, Mr. Yosef.
03:29 When the global sentiment is challenging from several sectors,
03:33 the stock market is also a bit difficult to experience an increase,
03:35 especially in the middle of the shadow of the Bunga Tufek tribe.
03:38 But the stocks of Prayogo Pangestu's group are still growing fast.
03:42 It doesn't seem to be affected at all, Mr. Yosef.
03:44 What is actually the magnet?
03:46 So that the stocks of Prayogo Pangestu are being hunted by investors a lot.
03:51 Actually, from the sector itself, it has a strong narrative.
03:56 This brand is from the latest energy.
03:59 So, this is what can be said to bring a lot of money.
04:04 This is an investment that has an open opportunity to bring in a lot of money.
04:11 And if we look at it now, there are also many acquisition plans that are rejected by the mainstream media.
04:20 But if we look at the actions that are being done,
04:23 such as what happened in Samchuan,
04:25 which in the company Samchuan was said to cancel the acquisition of PTRO,
04:30 but it turned out that some of the directions were replaced.
04:32 So, it became Prayogo Pangestu.
04:34 So, in my opinion, this is from the sector itself,
04:41 this is quite sexy, this can be a magnet,
04:44 and from the increase, capital gain,
04:47 mostly for investors now, that's what is sought.
04:51 Not from dividends, like the brand itself, the dividend is very small.
04:55 Not even up to 1%.
04:57 So, in short, people can't look for it there.
05:02 If they are looking for dividends,
05:05 so it's better for them to choose other stocks if they want to look for dividends.
05:08 Obviously, what is sought from here is the capital gain.
05:11 That's about it, David.
05:12 Mr. Yosep, from the valuation side, we also mentioned earlier,
05:15 it's already premium for some stocks from this Prayogo Pangestu group,
05:19 but it seems that this does not require investors to stay in.
05:23 What is your analysis like?
05:25 I agree, if we talk about using fundamental valuation,
05:29 it's all premium.
05:31 This can be said to be very expensive.
05:35 But if we use this valuation,
05:40 maybe it's not relevant.
05:42 So, in my opinion, for us to take action,
05:47 for example, we want to enter the current conditions,
05:49 I honestly don't dare to recommend it,
05:52 because we don't have a picture,
05:56 both historically, we don't have a picture of how far this stock can go.
06:00 So, there is no measure yet,
06:02 unless it's already in the stock,
06:06 I can still give a picture.
06:09 It seems better to continue, because the accumulation is still quite large.
06:13 But if we want to ride in a position like now,
06:18 when all the stocks are all-time high,
06:20 I think this is a not wise move.
06:23 Okay, Mr. Yosep, there is a question from our interactive WhatsApp viewers,
06:29 Mr. C. Hotang from Medan,
06:31 asking about BRPT, how much will it be?
06:35 We will try to review this, with a significant increase in power,
06:39 is the position overbought?
06:41 Is it also prone to profit taking?
06:47 Actually, in the current conditions,
06:50 BRPT is already at the all-time high level.
06:54 So, even at today's closing,
06:57 BRPT is at the all-time high level,
06:59 BRPT has never reached the level of Rp1,750,000,
07:02 the closing is at that level.
07:04 So, in my opinion, it's not good,
07:07 if for example, in the future,
07:10 or a few weeks in the future,
07:12 there is a significant decrease,
07:14 I think it's there, if we want to take,
07:17 we want to take a momentum in around Rp1,500,000 or Rp1,400,000.
07:22 Like that, Mr. David.
07:23 But for those who have taken a position, sir,
07:26 to maximize the profits,
07:28 or to maintain the profits,
07:30 what is the strategy?
07:32 It can be a trailing stop,
07:34 in my opinion, if we are in the current position,
07:36 we just trailing stop,
07:37 no need to worry too much,
07:40 because if we look at the transaction,
07:43 from the summary broker,
07:44 until now,
07:46 what happens is accumulation.
07:48 So, even at a high price like now,
07:51 even at the all-time high level like now,
07:53 the shares from the Prayo Gopanges group,
07:56 I just checked all of them,
07:58 in the four that are already valid,
08:00 all of them are still accumulating.
08:02 It means that the buyer is still much bigger,
08:05 the top buyer is still much bigger than the top seller.
08:10 Okay, analysis for BRPT,
08:12 which today also increased significantly,
08:14 and also answered the question of Mr. Sio Otang from Medan,
08:17 waiting for the health correction first,
08:19 with significant strengthening
08:21 that happened in the last few days,
08:23 and again, the decision to invest
08:25 is still in the hands of the IDX channel.
08:27 Okay, from Samsam Group Prayogo,
08:29 Pangestu in this matter,
08:31 we turn to the other sector,
08:33 Mr. Yosep, again,
08:35 from the Big Cap Banking today,
08:37 to be a burden for the Sam Gabungan family,
08:39 especially from the BBNI side,
08:41 which today has the deepest correction,
08:43 it was over 3% earlier,
08:45 and at the same time, answered the question of Mr. Susilo
08:47 who is in Blitar,
08:49 whether this momentum can be implemented
08:51 to buy for BBNI.
08:53 But before we review for BBNI,
08:55 how do you see the movement pattern
08:57 from Samsam Big Cap Banking,
08:59 what causes their position to be quite difficult
09:01 to increase significantly,
09:03 and again to become a supporter
09:05 of the Sam Gabungan family?
09:07 Okay, actually,
09:09 if it is said that it is quite difficult to increase significantly,
09:11 it is not.
09:13 This is because we compare,
09:15 because coincidentally in our stock market,
09:17 there is a group of stocks
09:19 that is rising significantly,
09:21 so we see the stocks in the banking sector
09:23 seem to be rising
09:25 not significantly.
09:27 Actually, it's still good
09:29 if we look at it.
09:31 I mean, there is no need to be too worried.
09:33 If we exclude the stocks
09:35 in the Panges Group,
09:37 it's actually still good.
09:39 Especially if we look at stocks
09:41 like BNI, for example,
09:43 which has a fairly deep correction today,
09:45 but in the last few days,
09:47 actually,
09:49 the transaction from the foreign investor
09:51 was a lot of loans.
09:53 So actually this is a good momentum too.
09:55 So this is not
09:57 a movement from
09:59 the banking sector
10:01 that is weak,
10:03 not like that, but because
10:05 we just compare, coincidentally,
10:07 there is a significant increase, so it doesn't feel like
10:09 it's moving well.
10:11 Or maybe this is a movement from
10:13 the BKB Banking, it doesn't move
10:15 compactly like that. Because of some
10:17 rotations of sectoral movements,
10:19 the financial sector has more upsigns
10:21 in the waiting for
10:23 supporters of the Indekar Gasem Kabungan in the last few weeks,
10:25 Mr. Yusef.
10:27 Yes, actually,
10:29 there are more
10:31 supporters, for example,
10:33 one of the supporters
10:35 is technology. Indeed,
10:37 this bank is not getting
10:39 momentum. Again,
10:41 Mr. David is a shareholder
10:43 controlled by a foreign investor.
10:45 So, whether we want it or not,
10:47 we are waiting for momentum
10:49 from foreign investors. If they spend a lot,
10:51 we can follow.
10:53 Before the update of the closing
10:55 of the second session today for BNI, answering
10:57 Mr. Basusilu in Blitar, you said
10:59 that it's the right time to join
11:01 BNI. What is the ideal entry level
11:03 for BNI, Mr. Yusef?
11:05 For BNI,
11:07 I think
11:09 at 4,900
11:11 or 5,000,
11:13 there are supporters
11:15 plus inflows, I think
11:17 it's a good level, 5,000.
11:19 Okay, the closing today is still at
11:21 5,075, it's quite deep at
11:23 3,79%.
11:25 Analysis for BNI and
11:27 answering Mr. Basusilu's question
11:29 in Blitar. And again,
11:31 the investment decision is still in the hands of
11:33 the IDX Channel. Okay, Mr. Yusef,
11:35 we'll hold first. I will deliver
11:37 the closing update of the Samkabungan household
11:39 in the second session today and also
11:41 some other trading data that was successfully
11:43 collected by our redaction team.
11:45 (bell chimes)
11:47 [BLANK_AUDIO]