Indeks Harga Saham Gabungan naik tipis ke 7.080-an pada penutupan Selasa sore. Sempat volatile sepanjang hari, namun sejumlah saham khususnya BREN mampu jadi penopang dengan penguatan hampir 8%. "Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Rabu (08/01/2025) dengan Tema IHSG Bertahan di 7.000, Saham BREN Penopang Melesat 7%".
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00:00Indeks Harga Saham Gabungan
00:05Indeks Harga Saham Gabungan is still able to maintain above 7,000
00:09in the middle of the volatility that was quite high in the trading yesterday.
00:12IHSG is strengthened by the support of the brand shares,
00:14above 7% in the middle of the recession,
00:16the weakening of the continuation of the B-Caps trading stock.
00:23Indeks Harga Saham Gabungan, or IHSG,
00:25moved weakly in trading on January 7, 2025.
00:29Judging from RTI data, IHSG rose 0.04%
00:33to level 7,083.28.
00:36In terms of intraday, IHSG moved weakly
00:38and experienced a fairly high fluctuation.
00:41Opened in the red zone at level 7,080,
00:44back to the green zone and back down
00:46by touching the lowest intraday level at level 7,029
00:50and rose back to the green zone by touching the highest intraday
00:53at level 7,103.
00:55When touching this level, IHSG tends to move thinly in the red zone
00:58and the green zone to the closure.
01:02The health sector rose 0.87%,
01:04the technology sector rose 0.86%,
01:07the industrial sector rose 0.33%,
01:10while the financial sector rose 0.50%,
01:13the consumer goods sector rose 0.43%,
01:17the transportation and logistics sector rose 0.47%
01:20and the energy sector weakened 0.34%.
01:25Meanwhile, from the side of the newly renewed energy emitter
01:28or IBT Conglomerate Prajogopang S2,
01:30PT Baruto Renewable Energy TBK or BREN
01:33became the largest ISG supporter, reaching 28.7 index points.
01:37The BREN share was strengthened by a significant 7.65%
01:41at the level of Rp 10,550 per share.
01:44Next is PT Aman Mineral International TBK or AMMN,
01:49which is a 12.2 index point ISG supporter.
01:53The AMMN share was strengthened by 4.82%
01:57at the level of Rp 8,700 per share.
02:00However, PT Telkom Indonesia Perseru TBK or TLKM
02:03became the largest ISG supporter, reaching 13.8 index points.
02:08ISG was volatile on the first side and flat on the second side,
02:12in the midst of foreign investor funds
02:14coming out of the Indonesian Republic stock market.
02:16The latest data on Monday,
02:18the foreign market recorded a net sales of Rp 923.39 billion.
02:22With a profit of Rp 623.31 billion in the regular market
02:26and Rp 300.8 billion in the cash market and negotiations.
02:30In addition, the market is also waiting for the release of economic data globally,
02:33especially in the United States,
02:35to release data on the Openings and Labor Turnover Survey.
02:38This data is needed to look at the development of the FED
02:41in the January 2025 meeting.
02:44As a source for IDX Journal.
02:48ISG Supporters
02:50Some of the spotlights of the ISG market
02:52are ISG held at the level of Rp 7,000 in the support of brands,
02:55growing above 7%.
02:57Then the MBG program started.
02:59Agricultural stocks such as Java grew by 1.35%.
03:02And there are also mines, which grew by 0.66%.
03:06Singaporean investors entered until PZZA jumped above 20%.
03:11Economic agenda graphics.
03:13You can see the complete ISG on the screen.
03:15Among them, there is a reserve of Indonesia's deficit
03:17and the sale of Indonesian motorcycles.
03:19Next, there are supporters from the United States and Europe.
03:23Then from ME10, among them are
03:26FAPA, RUPS, CCSI, DPS, HMETD, TOWR, DPS,
03:31Cash Dividend and BIAN, Cash Dividend Payment.
03:35Updates from Asia that can be
03:40an opening picture this morning for ISG.
03:43Street time Singapore rose,
03:45South Korea's KOSPI also rose,
03:47while Japan's Nikkei still fell by almost 1%.
04:07This morning, Pomi Ersa is waiting for the IPO
04:10of three ME10 in the Indonesian stock market.
04:12Let's talk to the Head of Research Analyst
04:14PT Yuanta Securities Indonesia, Mr. Chandra Pasaribu.
04:16Mr. Chandra, how are you?
04:18I'm fine, good morning.
04:20Good morning, thank you for joining us this morning.
04:22Mr. Chandra, looking at our current market conditions,
04:25yesterday it was strong but weak,
04:27in the middle of the morning to evening volatile market.
04:29It is estimated that one of the main supporters
04:31that is quite strong is the brand.
04:33What is interesting about our current market and the brand?
04:37The market in general is still a bit wait and see.
04:42Because it will be a decision.
04:47Maybe in the near future,
04:49there will be data from the United States.
04:53The data will determine the direction
04:57whether the Fed will lower the interest rate
05:00for the current market,
05:02speculating twice,
05:05or maybe it will be held at the beginning of January.
05:11The problem is, if we look at the US dollar,
05:14it is still quite strong.
05:16Maybe the sentiment towards the emerging markets,
05:19including Indonesia, is a bit weak.
05:21So the market will still wait and see for the data from the Fed first.
05:26As for the brand, we know that
05:28because the market cap is quite large,
05:30maybe one or two years.
05:33Pak Chandra.
05:35Thank you, Mr. Wiersa.
05:36We will talk again with Pak Chandra Pasaribu,
05:38Head of Research Analyst, PT Yuanta Securities Indonesia.
05:41How do you see the opening of the trade
05:44that is accompanied by the strengthening of the three emitters
05:48that have just landed in the Indonesian stock market?
05:50There is YOWI, then there is RATU.
05:52What is your reaction?
05:54The market in general may be looking for a gap to fill.
05:59Because last year, there was an internal correction
06:03up to below 7,000.
06:04So the market in general seems to be looking for momentum
06:07to recover from the correction.
06:09Because actually, in terms of fundamentals,
06:11there are not too many changes.
06:13If I comment on the IPO,
06:16maybe I will focus more on RATU.
06:19Because RATU is actually a bit similar
06:23to what happened in RAJA.
06:25So RAJA, basically, we see the share price performance
06:29is relatively strong.
06:31And it was also mentioned in the opening speech
06:34that there was an oversubscription 300 times.
06:36It looks like maybe in the future,
06:39RATU will try to mirror
06:43what happened in RAJA.
06:44Because RATU is actually a subsidiary of RAJA.
06:48So it should be a bit of a mirroring
06:51in terms of the share price movement.
06:53As for K6 and EOI,
06:56we haven't seen it yet.
06:59Okay, so if you want to mirror the IPO,
07:02you are still more focused on RATU
07:04because this is also an energy sector.
07:06And the IPO funding target is also very large.
07:11Hundreds of billions of rupiahs.
07:13Okay, let's switch to a little bit of the brand.
07:16Supporters of the joint stock price index
07:18yesterday could last in the 7,000s.
07:20What is the analysis like, sir?
07:22If you look at the brand in a fundamental way,
07:25the price is everywhere.
07:27So it doesn't go back to the philosophy
07:29of Warren Buffett Indonesia,
07:31who said, buy Merck at the price of Bajaj.
07:33This is buying Merck at the price of Ferrari.
07:36If we look at the price movement,
07:39the brand actually had 12,000 at the time,
07:42only when it became a correction,
07:44because it turned out that it was canceled
07:46to enter the MSCI index.
07:48So maybe now the market is a little bit
07:51speculating whether in the future
07:54this brand can enter the index or not.
07:57If it can enter, it means there is still
07:59price appreciation in the future,
08:02in the future, now.
08:05So far, we do see from the demand supply side
08:09and it looks like if there is
08:11inclusion in this MSCI,
08:13then the brand will be relative,
08:16people have to buy, because people
08:18who try to mirror the index
08:20eventually have to have that stock.
08:23Okay, what are the recommendations
08:25for current brand stocks?
08:27For a relatively speculative brand,
08:30because we don't know
08:32whether it will enter the MSCI or not,
08:34because at that time the issue was in the free float.
08:36So if the issue is solved
08:40and it can enter,
08:42it will be relatively speculative to go up.
08:44And it looks like the market itself
08:46is pushing towards that.
08:48So maybe relative speculative buy.
08:50Speculative buy for a good brand.