Indeks Harga Saham Gabungan ( IHSG ) menjauh dari zona merah pada akhir perdagangan Selasa, dengan menguat 149 poin (+2,11%) ke level 7.196.
Sektor yang mencatat kenaikan tertinggi adalah teknologi, menguat 3,18%, keuangan naik 1,55%, energi naik 1,24%, Infrastruktur naik 1,19%, hanya sektor transportasi yang melemah, 0,31%.
Sektor yang mencatat kenaikan tertinggi adalah teknologi, menguat 3,18%, keuangan naik 1,55%, energi naik 1,24%, Infrastruktur naik 1,19%, hanya sektor transportasi yang melemah, 0,31%.
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TVTranscript
00:00New Soyu Intense Tape Stain. Intense color, lasts up to 12 hours. Buy now.
00:05Yes, Mr. Mirsa, this is the price of the Rebound compound.
00:07Again, it's quite significant, 2%, supported by Samsung Blue Chips.
00:11Before we discuss, we will show you some of the global economic agendas and the following ME10.
00:16Among them, Mr. Mirsa, from the United States, then we also see from the European area,
00:22as well as from China and several other countries.
00:27From Mr. Mirsa's economic agenda, we switch to ME10.
00:36From the ME10 agenda, among them, there is INTP, the shareholder meeting.
00:40Then there is also a shareholder meeting from INOV, CMNT.
00:46Then there is BBMI, Mr. Mirsa, BKSW, HERO, POLL and a number of other shares.
00:53There are quite a lot of ME10 agendas on December 4, 2024.
01:01Next, Mr. Mirsa, we will update the Asian stock market.
01:03According to the South Korean conditions, after the military accident was reported by the South Korean president,
01:11we see that there is a KOSPI there that has dropped to 1.84%, almost 2%.
01:18Meanwhile, for other Asian areas, like Japan, the KOSPI has dropped by 0.18%,
01:23the share price has increased by 0.26%, and Hong Kong's Hang Seng has decreased by 0.14%.
01:29These are the updates based on the data we have this morning.
01:33Next, Mr. Mirsa, the IHSG rebounded to 2% in the Selasa trade.
01:47However, the exchange rate for the US dollar is back near the psychological threshold of 16,000.
01:53We will review how big the window dressing opportunity is at the end of 2024.
01:58We will have a discussion with Mrs. Rita Effendi, Investment Consultant and Founder of Indonesia Investment Education.
02:04Good morning, Mrs. Rita.
02:06Good morning, Mr. Mirsa.
02:08Thank you for joining us this morning.
02:10Let's start with the domestic market.
02:12Rupiah and Ringgit are the leading decliners for the US dollar.
02:15Our Rupiah is almost at the psychological threshold of 16,000.
02:20How far can Rupiah become a hindrance to the capital market or the index price of the joint stock market?
02:28The movement of Rupiah is very sensitive in relation to our IHSG,
02:33especially for stocks that have a dollar debt or make income in the US dollar.
02:39So, when Rupiah weakens, people tend to switch to stocks that make income in the US dollar.
02:49Such as Commodity.
02:51That's why we saw some Commodity stocks started to rise.
02:56But it is very sensitive to the rise of Rupiah.
03:02With this increase in Rupiah,
03:04the Central Bank and the Bank of Indonesia may announce policies that are not really desired by the market.
03:15What is your take on this?
03:16For example, the decline of the flower rate that may be sustained again.
03:21How far should we pay attention to these sentiments?
03:26And what should be avoided besides Commodity?
03:32Maybe we still have to wait.
03:34Indonesia is still waiting for the FED.
03:36Because the FED is on December 18th.
03:39And the probability of the FED cutting the flower rate has increased to 66% of 50%.
03:44So, if the FED cuts the flower rate again on December 18th,
03:48it will make the Rupiah position better.
03:52Because usually, when they cut the dollar, the Rupiah will strengthen.
03:56And usually, our flower rate will also follow the policy there.
04:01But it seems that there is already an inflow yesterday.
04:04Foreigners have started buying.
04:06They have started buying Sam Sam Bank, which has been suppressed for quite a long time and is already cheap.
04:12So, I think the Rupiah surge this time will be more sustainable on the 18th.
04:19Because it can be a positive catalyst for our Rupiah.
04:23So, maybe we should avoid it for the time being.
04:26Sectors that have a lot of debt to the US dollar.
04:31Or maybe the property sector.
04:33Because there are not many sentiments with the market condition that is not flourishing.
04:38So, our economic growth prospects are still not so good for the time being.
04:44Okay, that's what we should avoid first.
04:46Along with the volatility of the value of the Rupiah exchange rate against the US dollar.
04:50At the very least, the decision of the FED.
04:53Will it reduce the flower rate again?
04:55And how big is the decrease?
04:57Because the chance is indeed wide at the moment to reduce the flower rate again in December.
05:01Okay, we go to the domestic market.
05:04Domestic EHS rebounded 2% in the trade yesterday.
05:07Supported by, if I'm not mistaken, technology.
05:09And also the most dominant banking.
05:11How is your analysis with an increase of more than 2%?
05:15Does this mean that Cunz Window Dressing has started to burn more?
05:20Yes, that's right.
05:21Cunz Window Dressing is usually felt around December.
05:27Last November, the market was really bad.
05:30And usually, Samsung that is targeted is like Samsung Blue Chip.
05:35Which is often held by Reksadana or held by FAN.
05:39That will be the target of an increase for Window Dressing.
05:44Maybe banking, we saw yesterday that there was already a resistance.
05:47Then the telco sector, such as telecom, has also started to increase.
05:53Even Samsung Window Foods also formed a very interesting technical yesterday.
05:57Which we will discuss later.
05:58So indeed, Samsung, if we look at the lower side in early January,
06:02the price is higher than it is now.
06:05It has a lot of potential to experience Window Dressing, especially Samsung Blue Chip.
06:09Well, how about the husband's interest, which was affected by an increase of 6.5% in 2025.
06:14It looks like a double to the non-cyclical consumer sector.
06:19The trigger or the positive sentiment is added to this sector.
06:24How do you feel?
06:25For example, you mentioned earlier about Indofood and friends.
06:30Yes, that's right.
06:32Okay, in the midst of an increase in stock prices, in the midst of an increase in UMP,
06:37especially in the non-cyclical consumer sector, such as Unilever, ICBP, Inofood.
06:42The increase in UMP is believed to increase the purchasing power of the community.
06:46Which will ultimately encourage people to consume primary necessities.
06:51So it has a lot of potential to have a positive impact on energy,
06:56especially in the non-cyclical consumer sector, such as Unilever, ICBP, Indofood.
07:01Where the price is already very cheap.
07:04And for Unilever itself, yesterday it also announced that it will provide an interim dividend.
07:10So maybe some companies have also started to provide a boost,
07:14such as an interim dividend.
07:16That can also be a catalyst for consumer stocks and banking,
07:21which have started to provide several announcements for their dividends.
07:25And because of that, consumer stocks will also be positively affected by this increase in UMP.
07:32Okay.
07:33We just talked about consumer stocks that are positively affected by the increase in UMP.
07:38Will these stocks also be included in your recommendation this time?
07:41We will discuss this in the next segment.
07:43Thank you, Rosa and Iburita, for staying with us on MarketBas.