• 8 months ago
"Saksikan tayangan kami Official Youtube IDX Channel di Program Power Breakfast, Selasa (23/04/2024) dengan Tema Cermati Saham Pilihan: BSDE, BUKA, Hingga SCMA".

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Transcript
00:00 We move on to the election shares report from Mr. Hans, which we have summarized in the following graphic, Mr. Mirsa.
00:06 Among them, so far there are no banks, we see there are property, there is BSDE, then there is Buka, then there is ICBP and also SCMA with levels that you can see, all are recommended by Mr. Hans.
00:26 Okay, Mr. Hans, why is there no comparison? Because in the short term, other sectors are more interesting?
00:31 Yes, actually this is more because of the technical, so if we look at BSDE and some other indications that I recommend, the trend is quite aggressive.
00:45 And it is seen in the Seneg trading that there is a sign of counter-reversal, so this is more of a recommendation for people who want to do trading, since we chose the four shares.
00:59 Okay, because the weakness is quite aggressive, so this is an opportunity to do trading. Is it appropriate to do trading now, Mr. Hans?
01:08 Yes, maybe the market is a bit volatile in this short term, so the tension in the Middle East is quite difficult to predict.
01:19 Last week, the US passed their laws to help Ukraine and Israel.
01:29 We are also worried that this tends to increase the tension there. And of course, we cannot be really careful about the conflict in the Middle East.
01:41 Because Russia has also sent its ships to the Middle East area and this also has the potential to increase the conflict.
01:51 Not to mention the statement from China, from China, accusing Israel of doing genocide there.
02:00 So the tension is hot there. So of course, seeing the hot tension in the Middle East, we have to be a little careful and take advantage of the swings that are happening in the market.
02:11 Okay, but why did you choose BSDE, Bukai CB, PCM, how interesting are the four shares, Mr. Hans?
02:18 Next, we will also prove that the opening of trading will come out of the red line or still negative.
02:24 Premier, after the break, stay with us in the market bus segment.
02:28 Thank you, Premier, for being with us again. And we will still talk with Mr. Hans Kui, Capital Market Observer.
02:34 But now it's 9 o'clock, more than two minutes, West Indonesia time. We deliver the opening of the first trading session on this Tuesday, April 23, 2024.
02:48 The index of the joint stock market strengthens 0.78%, a significant increase. Still at the beginning of the session or 55 points at 7,130.
02:58 And the share price of the US dollar still weakens 0.03% at 16,229.
03:06 With the tightening of the shares that are in the gainers based on value category among them is the BCA share.
03:12 BCA, which has released quite an epic synergy in Q1 2024, was immediately responded positively with a 1.07% strength this morning at 9,450.
03:24 The BBRI also rose 2% at 5,400. The independent bank 1.86% at 6,850.
03:32 The AMRT or Alfa Riatri Jaya, TBK rose 2.43%.
03:37 ATLA, which was just IPO a few days ago, is also still strong at almost 7.6%.
03:43 GUMI, GOTU, Teens, Pegasus and NCKL are also in the line.
03:48 10 top gainers based on value stocks at the beginning of the opening minutes of the first trading session today.
03:54 Top losers, PMIRSA and MDKA fell 1.5%, Brand 1.64%, Silo 1.96%, MHKI, FWCT or Wijaya Cahaya Timbar TBK, LMAX,
04:08 and several other stocks, PMIRSA, which you can check through RTI data.
04:17 We are discussing with our resume editor, Mr. Hans Kui.
04:20 If BCA immediately dropped 1%, bringing the ISG to the positive zone, what should 9,450 be in the short term?
04:29 So, you didn't get the price of the 93 closing yesterday, but went straight to 9,400.
04:35 If we look at BCA, it has already formed a base below.
04:45 If we look at the levels, we have to wait a while.
04:50 Usually, if the price rises early in the morning, there will be a slight correction in the afternoon.
04:55 We can consider buying the stock based on the moving price.
05:02 But if we look at the index, it's going up quite a lot.
05:07 Usually, it's the banks that support the movement of the index when it moves up.
05:13 Okay, so don't chase it this morning, Mr. Hans.
05:16 Wait for the index to cool down in the afternoon, then accumulate again.
05:21 Yes, but if we look at it, we can see that BCA is moving up.
05:29 So, if there is a slight weakness, we can accumulate again.
05:33 Is there any other strategy, sir? Or maybe we should buy if-break?
05:39 If we look at it, there was a gap before, and it's not quite perfect at level 9,675.
05:51 But we think the trend tends to move there.
05:56 If BCA wants to go back to the trend, it needs to break 10,000.
06:03 If it's above 10,000, we can consider holding BCA after the break.
06:11 Okay, besides banking, what's interesting is energy.
06:14 Energy has been quite volatile lately.
06:18 The rise is quite big, along with the commodity factor, especially with the warming of the Middle East.
06:24 But what's interesting is that Teens, Pegasus, and CKL are getting stronger.
06:28 While some others like MDKA, Bren, are weakening.
06:31 Is it because they are getting more significant, that's why there is a profit-taking action?
06:35 And how do you choose the energy?
06:38 If we look at it, it's quite different.
06:43 If Teens, Pegasus, and CKL are quite different.
06:48 Indeed, when oil moved up quite high,
06:52 because of the conflict concerns in the Middle East,
06:55 the energy sector, especially oil, coal, and gold, tend to rise.
07:05 When it comes to oil, people are concerned.
07:09 When Iran is involved in the conflict in the Middle East,
07:13 directly involved, people are worried that it will close the Hormuz.
07:19 If it closes the Hormuz, 20 million barrels of oil will flow through it every day.
07:26 If it closes, we will see that the oil will move very high.
07:32 That's why the price of oil moves up.
07:38 As the geopolitical tension moves down,
07:42 and we haven't said that it's over, but it's going down,
07:47 oil tends to be corrected.
07:51 Then, if we look at gold, it also corrected.
07:58 But the sanctions given by the US and its allies to Russia
08:03 caused a potential supply disruption to the metal.
08:09 That's why we see a rise in prices there.
08:13 So, if we look at the price, one of the factors is the sanctions.
08:20 Then, if we look at the nickel price,
08:25 there is also a potential that the sanctions imposed by Russia will disrupt the supply.
08:32 So, from these external sentiments,
08:35 which are very sensitive to commodities and must follow the development,
08:41 what do domestic investors do about the rise in Samsung,
08:44 for example, TINS, and NCKL?
08:48 Yes, if we look at it, the rise has already happened.
08:54 So, if you want to buy, if there is a correction, you can start buying again
08:59 to follow the existing movements.
09:04 And usually, commodities will have a long-term trend
09:08 if the global economy is really good.
09:11 But this is not really seen.
09:13 So, it's more like trading, Mr. Hans?
09:15 Yes, that's right.
09:17 Okay, briefly, Mr. Hans, for the BSDE, Buka, ICBP, SCMA elections,
09:22 why do you recommend these four SAMI?
09:24 Yes, if we look at the changes in the trend of the flower breed,
09:29 one of them is indeed influential.
09:30 So, Buka is the same technology, when the flower is estimated to be high,
09:34 it will have a lot of correction.
09:36 So, there is a potential for rebond.
09:38 So, if we look at when we recommend Buka, BSDE,
09:42 it's more because of the problem earlier.
09:45 ICBP, because the trend went down yesterday,
09:48 so there is a potential for rebond.
09:51 SCMA is also the same, the trend went down, so there is a potential for rebond.
09:55 That's why we chose the four emmits as our choice.
10:00 Okay, that's my recommendation, Mr. Mirsa.
10:03 Briefly, Mr. Hans, what are the tips for viewers at home?
10:06 Yes, if we think about the geopolitical trend that happened,
10:12 making the volatility that happened,
10:15 but if we look at the future, the market tends to be more positive.
10:20 So, the market players tend to be better,
10:22 take advantage of the momentum of volatility to accumulate and buy back stocks.
10:28 Okay, another accumulation for stocks in the middle of volatility,
10:32 but it's a pity that you chose the interesting sum, Mr. Hans.
10:36 That's right.
10:37 Okay, Mr. Hans, thank you for sharing the information in the market bus segment.
10:41 Hopefully, it can be a reference for viewers at home.
10:44 But again, the decision of investors is in your hands.
10:48 Good morning, Mr. Hans. Good luck. See you again.
10:51 Yes, thank you, ma'am. Good morning.
10:53 Good morning.
10:54 [Music]
10:57 [BLANK_AUDIO]

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