"Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Jumat (15/11/2024) dengan Tema Analisis Saham Pilihan: EMTK, SRTG, JPFA, WIFI"
Category
📺
TVTranscript
00:00What is the impact on the automotive industry?
00:05We will continue to talk with Mr. M. Hamzah, CEO of Sahamologi,
00:09who is in charge of the currency exchange rate, which is now almost 16,000 Rupiah.
00:14Then there is also confirmation from the Ministry of Finance that the PPN will continue to rise to 12% in 2025.
00:23And earlier, Mr. Hamzah said that this will tend to have a more negative impact,
00:28which is to the automotive industry.
00:30The automotive industry has several stocks in the Indonesian stock exchange, Mr. Hamzah.
00:34For example, Astra, what is your recommendation at the moment to see if there is a chance of negative sentiment?
00:41For Astra, the condition at the moment, if you look at the movement trend, it is still sideways.
00:48But I see, because the movement is also not supported by sentiment and also significant volume,
00:56I think there will still be a potential weakness.
00:59At least for these stocks, there is a weakness at 4640.
01:04If the 4900 is broken, there will still be a potential weakness.
01:114640, is there a chance there? Can buy in those positions? Buy on witness?
01:19Maybe only speculative, because earlier there was a negative sentiment the next day.
01:24So, in my opinion, it is not recommended to buy first.
01:28Okay, we will recommend the options. What kind of stock do you actually recommend, Mr. Hamzah?
01:34Okay, for now I see, first there is Emtek.
01:40In the condition that the IHSG is downtrending, the Emtek stock is still moving strongly.
01:46And yesterday I experienced a rejection in support 462.
01:52In my opinion, there is still a potential weakness, up to 530 first, because the closest high is 530.
02:01So, in my opinion, Emtek is still quite interesting to monitor.
02:04Okay, what is the target level after 500 right now?
02:08530, then 575.
02:11Okay, short term, right?
02:13Yes, the short term is 530, then for the medium term is 575.
02:19Okay, then?
02:21Next, I also see SRTG.
02:26Saratoga is still in the sideways area, which used to be quite significant.
02:35And I see the support is quite strong to be maintained.
02:40The support is at 2210, the current condition is still in the 2300 area.
02:46In my opinion, it is still quite interesting for speculative.
02:49The target is up to 2600.
02:52Okay, 2300.
02:53And the range in the last week is at 2270.
02:57How much should it be?
02:592270-2440 is the range in the last week.
03:03In my opinion, from 2270 to 2300 is still interesting for collection.
03:09So, right now it's at the accumulation level?
03:12Yes.
03:13Can you repeat, what is the target level?
03:16The target is minimal at 2600 first.
03:19Oh, 2600 first.
03:21Is this only for short-term trading?
03:24Yes, because the condition is still sideways.
03:27I don't see any potential for strengthening.
03:30But in my opinion, for sideways strengthening to the nearest resistance, there is still a lot of potential.
03:35Okay, after MTEC, then Saratoga?
03:39Next is Javva.
03:41Javva.
03:42What is the interest in Javva?
03:45From Poltry.
03:49Yes, in my opinion, Javva is also because the condition is still uptrend.
03:54And in my opinion, the weakness is also quite limited.
03:58And in my opinion, support 1690 is quite strong.
04:021680-1690 is still quite strong.
04:06So, it can still be speculated in the current area at 1700 with a strengthening target up to 1850.
04:141850, there is such a target.
04:16It tends to be uptrend and the support is still quite strong in the position you mentioned earlier.
04:21Okay, the last one, sir?
04:24The last one is WiFi.
04:26WiFi.
04:28Yes.
04:29Why?
04:30Because yesterday it just broke 442.
04:35In my opinion, there is a potential for continued strengthening up to 540.
04:43500?
04:44540.
04:45The next target is 540?
04:48Yes.
04:49Okay, with support at what level?
04:52The support is at 442.
04:54442, okay.
04:56Okay, support at 442 for WiFi.
04:59Those are the items that you recommended this morning.
05:03Pemirsa, EMTK, SRTG, Javva, and WiFi are all well-recommended.
05:12We can't invest in this, right?
05:17It tends to be long-term, right?
05:20Or how about now?
05:23Of course, for the long term, it is still preferred by the banks.
05:28Because the current condition is still quite cheap.
05:32The condition is quite deep.
05:35For the long term, it is still recommended by the banks.
05:38Of course, because it is also defensive.
05:40But for the shares that were recommended earlier, it is only for trading.
05:45Because the condition is indeed uptrend.
05:49The condition is downtrend.
05:52Okay.
05:53If we want to talk about the defensive medium-to-long term,
05:57again, it is still banking.
05:59But we will review it later.
06:01Because the chairman of The Fed, Jerome Power,
06:03in December, he was expected to be able to cut 25 basis points again,
06:06just like this November.
06:08But it doesn't seem to be the case.
06:10Because it was announced yesterday, there were no signs of that.
06:12That's what makes Wall Street weak.
06:14How about our banking response this morning?
06:16We will show you an update on the first trading session opening on this Friday.
06:21Where the IHSG is reversed.
06:24Strengthened by 0.33% after yesterday,
06:26weakened by more than 1%.
06:28And now at 7,237.
06:31We also delivered the exchange rate for the US dollar.
06:34The United States weakened 15,936.
06:38Weakened by about 0.54%.
06:41With a range of shares that are gainers based on value
06:43and also losers based on value
06:45based on our current data,
06:47the shareholders are
06:49JSPT or Jakarta Setia Budi,
06:52which strengthened by 24.93%.
06:54DAAS, which IPO last Monday,
06:56increased by 24.77%.
06:58Nike, which also IPO this week,
07:00increased by 17.53%.
07:02Then there is MLPT, SKRN, BOAT.
07:05And this is also a new meeting this week.
07:08Losers are PART, WIKA,
07:10ISEA, SMGA, TOWR, PICO, and several others.
07:14It doesn't look like banking is there.
07:16How is your analysis?
07:17When is the right time to enter Samsung Banking, Mr. Hamzah?
07:21Okay.
07:22Of course, for the medium,
07:24we hope there will be window tracing.
07:26Of course, because this is already at the end of the year.
07:29So, in my opinion, for the bank itself,
07:32because the condition now has reached,
07:34most have reached the decrease target.
07:37In my opinion,
07:38you can start collecting for the bank now.
07:41Okay.
07:42We saw this morning,
07:43Bank Mandiri, BR, IBC,
07:44which I just checked,
07:45everything is still weak.
07:46Which one do you highlight the most?
07:48Two, MLPT Banking for the medium term,
07:50which in your opinion is already quite okay at the moment.
07:52Or is everything still waiting?
07:56For now, in my opinion,
07:58Mandiri is quite interesting.
08:02Mandiri, right?
08:03Yes, because in my opinion,
08:04the decrease target is only up to 6.375.
08:07Yesterday, it fell quite deep,
08:09but it was a rejection.
08:11So, in my opinion,
08:12for Mandiri,
08:13it's starting to be interesting to collect.
08:15Okay.
08:16Mandiri has started to collect at 6.300, right?
08:19Yes.
08:20What is the support level?
08:22For Mandiri,
08:23the continued support was maybe at 6.050,
08:26but in my opinion,
08:28it's difficult to reach that level.
08:31Before we finish,
08:32what are the tips for investors at home, Niem?
08:35Okay.
08:36For the tips,
08:37in my opinion,
08:38the market conditions like this,
08:40friends,
08:41focus on short-term trading.
08:44Because for swing trading,
08:47the market conditions are still uncertain.
08:50Then also from the global side,
08:54it's still fluctuating.
08:56So, in my opinion,
08:57it's better to target the short-term first.
09:01But of course,
09:02the money management is maintained.
09:05Because the shorter the trend,
09:07maybe the higher the falls.
09:09Okay.
09:10That's it.
09:11Thank you, Mr. Almso,
09:12for sharing the information and recommendations.
09:13Once again,
09:14we will return the investment decision to you, Mr. Mirsa.