"Saksikan tayangan kami Official Youtube IDX Channel di Program Power Breakfast, Kamis (01/08/2024) dengan Tema Cermati Saham Pilihan: PWON, TBIG, BBRI, ASII".
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00:00We will go back to the recommendations of the elections that we have summarized in the following graphical data.
00:05The candidates from William Surya Wijaya, CEO of UGAN Securities, the first one to be recommended is
00:10METEN from the property sector. There is Pak Kwon there, recommended well.
00:14Then there is Tebik or TBIG, the candidates.
00:19BBRI and there is also ASRA, all compacts are recommended well.
00:25What is your reason for recommending these four candidates, Mr. William?
00:28Do they have different characters or are there the same characters that make you include them in the four candidates?
00:37First, if we look at Pak Kwon, he has a long term vision for property.
00:41Because we know that Pak Kwon is also one of the METEN properties that has a fairly large income.
00:48At the moment, the mobility of the community has also returned to normal.
00:52When it returns, of course, it will be quite positive for Pak Kwon's own property.
01:00Then we also see that Pak Kwon has experienced strength in the last few days.
01:06Since July 26 until now, it has been quite strong.
01:13Relatively, if we want to see the support of Pak Kwon, it is at around 416.
01:20With the potential upset, it is still possible to increase to around 460.
01:31If this 460 is achieved, then there is a further target at what position, sir?
01:37520 for Pak Kwon.
01:41The potential upset is still visible in Pak Kwon.
01:45In the opening this morning, it increased by almost 1% to 430.
01:49Can we just do a return on the current price?
01:54If we talk about the longer term, it is still quite possible.
02:00Maybe there is a risk if it is not strong enough to reach the closest number.
02:07For the resistance, we see it at around 438.
02:11Maybe it is better to wait for a little resistance at around 420 to 424.
02:18Buy on weakness first, rather than entering the current level.
02:20Because for the past four lucky days, the strength in the market has increased by 4%.
02:25So buy on weakness around 420, Mr. William.
02:31420 to 424.
02:35TBIG, you also recommend TBIG Buy.
02:40TBIG Buy is similar to Pak Kwon.
02:43Maybe the long term resistance is also in the middle of the long term.
02:50As I see it, for TBIG, the current strongest support is the closest to around Rp1,930.
03:01With potential upset, it is still around Rp2,100.
03:10From Rp1,930 to Rp2,100.
03:13So I think it is still quite possible.
03:19Can we buy at Rp1,970 right now because it has dropped by 1.5%?
03:24Let's see.
03:27Maybe around Rp1,950-Rp1,965.
03:32That's the recommendation for TBIG.
03:34There are still two other emitters.
03:36PEMIRSA, BBRI, and also ASEI.
03:38And some other sentiments in the opening of the first trading session.
03:41We will review it after the break.
03:43We will be back soon.
03:44Thank you for being with us, PEMIRSA.
03:46And we will still discuss with Mr. William Suryawijaya, CEO of UGAN Securities.
03:49We will be back soon.
03:50Thank you for being with us, PEMIRSA.
03:52And we will still discuss with Mr. William Suryawijaya, CEO of UGAN Securities.
03:54We will be back soon.
04:20PEMIRSA is an independent bank.
04:22It has a 2.34% growth rate at Rp6,560.
04:27Medco Energy has a 3.03% growth rate at Rp1,360.
04:33Film has a 1.31% growth rate at Rp3,870.
04:37BRPT has a 1.83% growth rate at Rp1,110.
04:41Teens has a 6.88% growth rate at Rp1,010.
04:46Then there is MAPA, ICBP, and also ELSA.
04:50Then 8 Emittance Losers Based on Value are SMGR, MNCN, BP, PSAB, ISEA, HEXA, INDI, and HRTA.
05:00In terms of PEMIRSA's sector,
05:02we can also see sectors that support the strengthening of the joint asset index this morning.
05:11The majority of PEMIRSA's sectors are moving in a positive direction.
05:15Out of so many sectors, only four of them are weak.
05:21Mr. William, there is a new information that continues our discussion earlier,
05:26related to the emittance of cigarettes,
05:28which for the first semester of 2024 has been released,
05:32especially from the salt industry.
05:34The emittance of salt from the salt industry in the first semester has dropped by around 2.78%.
05:42Okay, I will correct it like that.
05:44The emittance has experienced a 6.25% reduction.
05:49Later, we will go further,
05:51but without any policy related to the current ban on cigarette sales,
06:00the emittance has already dropped.
06:02But you said earlier that the prospect is still interesting,
06:04and you also recommend the salt industry and HMSP.
06:08What do you think, sir?
06:10If we talk about the long-term prospects,
06:13the emission from the cigarette industry continues to increase.
06:17There are a lot of sentiments that become a barrier from the cigarette industry.
06:24As we know, a few years ago,
06:26the emittance of cigarettes was actually banned for advertising in pornographic arenas,
06:33where it seems to be quite reduced compared to the emittance of cigarettes.
06:44And now the tendency to decrease,
06:48like the salt industry,
06:49maybe the salt industry is not as aggressive as Sampurna,
06:53where Sampurna has started to enter the electric robo-robo,
06:57where people are starting to get used to it.
07:00There is diversification, right?
07:02There must be diversification for business, right, sir?
07:06Yes, more to innovation, diversification,
07:09where the emittance will also help the energy sector.
07:13Because this is Anjlog, sir.
07:1571.8% in the first semester of 2024.
07:18This 71.8% is significant, right?
07:22Do you want to change your perspective on the prospect of the salt industry?
07:29The addiction of the cigarette community is still quite high,
07:34if we look at Indonesia first.
07:38So?
07:39So the potential to return the energy sector,
07:44especially since we know that the possibility of the salt industry
07:49to do other innovations,
07:51will certainly provide a positive contribution to the emittance of cigarettes.
07:56From the decline of this industry,
07:58and the sentiment of embezzlement,
07:59the sentiment of banning the cigarette industry,
08:01are you sure that the salt industry will do something
08:04to keep the industry doing well?
08:08Of course it won't just be silent.
08:09So for those who may be a little worried,
08:11just wait for the industry to return to doing well,
08:14or what if you want to invest?
08:16Is that so, Mr. William?
08:18Yes, more or less like that.
08:20That's what needs to be understood or understood by investors.
08:27It's just that maybe relatively,
08:29it will be much longer without investment.
08:34Okay.
08:35Mr. William, just briefly,
08:36about the conflict in the Middle East,
08:38which seems to be getting more and more widespread.
08:42Are there any steps, perhaps for the price of commodities,
08:44or anything else that will worry investors,
08:47and will tend to say,
08:49wait a minute, I think it's getting hotter.
08:51Especially after the leader of Hamas was assassinated.
08:57Yes, at the moment, there are a lot.
08:59If we look at the sentiment,
09:01not just from the economy,
09:04from geopolitics and so on,
09:09of course there are a lot of things that contribute.
09:11If we talk about whether this will wait and see or not,
09:16we have actually seen in our market so far,
09:20if we talk about it, it may still be outflow.
09:23It's just that our market can still respond
09:27with a fairly positive condition.
09:30So I think if there is a conflict or other things
09:35that happen outside the control of the internal or domestic market,
09:41at least the sentiment of the domestic market should be strengthened.
09:46In the sense that the stability of the economy is maintained
09:49with policies that will of course be able to provide sentiment
09:54or a positive response to investors regarding the ISP itself.
09:58And it's still maintained, right?
10:00More or less, it looks like that.
10:03So I don't know, just with the outflow condition,
10:05our market condition is still trying to reach the all-time high.
10:11Okay, Mr. William, that's it.
10:14Thank you, Mr. William.
10:16Hopefully it can be a reference and source of information for you wherever you are.
10:21See you again. Good morning, sir.
10:23Thank you.