"Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Selasa (17/12/2024) dengan tema Cermati Saham Pilihan: BBCA, BBRI, CLEO."
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00:00GAMEPLUS ARCADE is available only on RCTE Plus Super App. Play it now!
00:31Okay, let's continue the discussion between BBCA and BBRI.
00:34We have discussed earlier, Mr. Hamzah.
00:38Cleo, why did Cleo get involved in the banking emittance that you recommended today?
00:44What is the interest of this stock?
00:47Okay, from the trend pattern, I see that there is a potential for Cleo.
00:52Cleo is a big resistance in the 1410-1460 area.
01:00So, in my opinion, it's quite interesting.
01:03Because it was corrected yesterday, but there was a rejection.
01:07So, it's quite interesting to monitor for Cleo.
01:10So, Cleo is really based on technical?
01:13Yes.
01:14Okay, 1370 current price.
01:16What is the best strategy to monitor Cleo in positions like this, Mr. Hamzah?
01:24Okay, for the current condition, because it was strengthened in 1440,
01:30I think there is still a potential for strengthening.
01:34For the buying area, it is still in the 1370-1395 area.
01:41With a stop-loss support at 1315.
01:471315 as a stop-loss?
01:50Yes, with a big target at 1540.
01:54Okay, shouldn't the volume be monitored from Cleo?
01:58Of course, the volume can still be monitored.
02:03Because in the current condition, the volume continues to strengthen,
02:07so there is still a potential for Cleo to continue strengthening.
02:10Okay, there is still a potential to continue strengthening,
02:12where in the last month, it has strengthened by about 15%.
02:18Mr. Hamzah, here it is.
02:20Recommendations for Cleo, BBRI, and also BBCA.
02:24Okay, those are the recommendations.
02:26We go to the opening of trading this morning.
02:28What will the opportunity be like?
02:31If we look at the RTI data, Mr. Hamzah is still weak, but already thin.
02:35Only 0.28% at 7238.
02:38Is the sentiment of the government about the 12% PPN
02:42very impactful to some major sectors?
02:47Of course, yes.
02:48Maybe the market was panicking,
02:52because the PPN will be a burden.
02:55But with the announcement that the PPN will have an impact
02:59to the expensive ones,
03:02maybe it can be a fresh wind for IHSG.
03:06Because we also know that IHSG has a lack of sentiment.
03:10From the global sentiment, IHSG continues to press,
03:14Rupiah also continues to press.
03:16So in my opinion, with conditions like this,
03:19IHSG should at least be able to move sideways.
03:24Because for it to continue to weaken this month is a bit difficult.
03:29A bit difficult.
03:30Maybe next year there is still potential.
03:33But for this month, because we also know that
03:36in the months of window dressing,
03:38there was a lot of strength in window dressing,
03:43even though foreign investors and dollars
03:47re-joined, so IHSG fell.
03:51So in my opinion, IHSG should at least be sideways first.
03:55That's what we most expect.
03:57What is the range for one IHSG?
04:01For the bottom, maybe you tried it yesterday,
04:06in the 7200s,
04:08the big hope is not broken.
04:11Because the current condition,
04:13it has entered the usual downtrend,
04:18not accelerated.
04:19Because last week it was accelerated.
04:21The acceleration fell, but the target in the 7500s has been achieved.
04:26So for now, there is still a sideways potential,
04:29at least up to the 7200s.
04:32Okay, let's take a look at the trading situation.
04:34The first session was on December 17, 2024.
04:40The IHSG index is weakening.
04:42Based on the data we have at the moment,
04:44it is 0.31% at 7238.
04:49With Samsam as the top gainer,
04:52among others, PANI or Pantai Indah Kapuk II,
04:56again experienced a 3% increase.
05:01Then there is Cuan, Pemirsa, almost 4%, Raja.
05:06Then some others like JIHD, IOTF, Pemirsa, Da'as.
05:12And then Samsam, who is the top loser,
05:15there is Telkom there, Pemirsa, who leads.
05:18Then there is Indofood, ISAT, AMRT, ICBP, Javva, Bird.
05:24If we look at the top losers,
05:27and health is leading the sectoral movement and techno.
05:31In the morning, today, property and also energy.
05:36Retail stocks seem to be leading the top losers,
05:38besides Telkom and so on.
05:40But ICBP is there, then maybe we discussed AMRT.
05:46Is it normal when it is released in the morning,
05:49maybe along with the 12% PPN,
05:52even though there are additional stimulus packages from the government?
05:58In my opinion, the correction for INDF is still a normal correction,
06:02because the current condition is still quite sideways,
06:08so in my opinion, this weakening does not respond to the PPN sentiment.
06:19But it still responds to the global sentiment,
06:23because the exchange rate is the most burdensome for IHSG.
06:28Okay, the exchange rate is the most burdensome,
06:30but according to you, it is already at its peak.
06:32Okay, there is a chance until 16,005.
06:3716,005?
06:3954.
06:41Okay, there is a chance for the peak to be in that position,
06:43so it will be limited by the US dollar.
06:48Last tip, Mr. Hamzah, before we end.
06:52The last tip, of course, is to invest with a fundamental stock choice.
07:01Because in an uncertain market condition like this,
07:06the only way is to invest in stocks that have a continuous fundamental growth.
07:13Because by speculating in value stocks,
07:17it will give a risk that is difficult to tolerate.
07:24Because in an uncertain market condition like this,
07:26it is difficult to find value stocks that you can run.
07:35So the point is to invest with a fundamental stock that continues to grow.
07:42Okay, those are the tips from Mr. Hamzah.
07:44I hope it can be a reference for investors wherever you are.
07:47Mr. Hamzah, thank you for sharing your information this morning.
07:51Stay healthy and see you again.