"Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Kamis (16/01/2025) dengan Tema Analisis Saham BSDE, PWON, BBRI, SMGR".
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00:00INDONESIA'S LOWEST INFLATION BANK
00:05We're still with you, Mr. Miyarasa, at Market Plus.
00:08We're still reviewing the impact of Indonesia's low inflation bank
00:12and the US's low inflation data.
00:15It turns out that this is a very positive response from the domestic market.
00:19It's booming.
00:20Mr. Arya, it seems that it can still go to what level?
00:23IHSG in the short term?
00:26Yes, in the short term, our combined share price index
00:29in the nearest resistance is 7197.
00:33So, it's close to 7200.
00:36So, the short-term target is probably in the 7200 area.
00:427200, there's still a chance there.
00:44So, is this an indication of a January effect or what?
00:49January is still there.
00:51So, if we look at it now, it's already at 7190.
00:54So, it looks like there's still a possibility
00:58that it can go up to 7200.
01:027200.
01:03So, there's still a chance of a January effect.
01:06Okay.
01:07Yes, this morning, my Pomirsa was up by 1%, 1.31%.
01:11As Mr. Arya said, it's already at 7175 right now.
01:15And let's take a look at the recommendations
01:17of the following analysts.
01:18We summarized the Pomirsa in the graphic data.
01:20Yes, it's still dominated by shares
01:22that are indeed sensitive to the decline of the flower population.
01:25In a positive sense.
01:26There's BSDE recommended by Pakuwon,
01:28recommended by BBRI, we've reviewed it earlier,
01:30by SMGR, by.
01:32Let's go to BSDE and Pakuwon.
01:34Property, what is the interest of the property sector
01:36to be looked at right now?
01:38Yes, the property sector is still a perception
01:42directly related to the decline of the flower population.
01:45Therefore, from the weaknesses that have continued,
01:49if we look at it, like BSDE,
01:51it's also from August or September of 2024,
01:57there have been weaknesses from the price of IDR 1,340
02:00to less than IDR 900.
02:03So it's quite interesting that there is a potential
02:07to continue the rise,
02:09even though there are weaknesses today.
02:11We see from BSDE,
02:13it is one of the property companies
02:16with a fairly large land bank.
02:19Therefore, we see that at this time,
02:21with a fairly low price,
02:23it will probably continue to IDR 965.
02:26Therefore, it's a good opportunity
02:28when there is a weakness today,
02:30or an opportunity for entry,
02:33in the range of IDR 910 to IDR 965,
02:37the range of movements that are likely to support IDR 910,
02:40IDR 910 resistant to IDR 965.
02:43Okay, IDR 910, IDR 965.
02:45That means the short term first, right, Mr. Arya?
02:47Yes, for the time being, we see the short term first.
02:50Now we see from the opening,
02:52BSDE is still weak,
02:54because the movement yesterday was quite aggressive.
02:57But for investors, don't worry.
02:59With a fairly low price,
03:00we see that the debt is also under control.
03:02Then the land bank is quite large.
03:04Now it's smaller than the book value,
03:08less than half the book value.
03:10So we see that the ability to give land is quite good.
03:14So it is possible that it can still be stored
03:17in the medium or long term,
03:19if they have a longer time horizon.
03:22What is the target price for BSDE, Mr. Arya?
03:26Yes, the target is actually,
03:28we are still targeting at IDR 1050.
03:30So the medium term, please,
03:32you can buy it, Mr. Arya.
03:33The short term is at IDR 965.
03:35Okay, IDR 965 first, the short term.
03:37Okay, Mr. Kuan?
03:39Yes, Pak Kuan is one of the M810 properties,
03:43a business property that also has a fairly good income.
03:47We see that there is support in the area of IDR 390,
03:51and then the recipient is at IDR 430.
03:55And it is also quite cheap at the moment,
03:57with a net profit of almost IDR 2 trillion.
04:00So it can be one of the investment choices
04:04in the property,
04:06for those who want to trade in the short term,
04:08as well as the medium term.
04:10Okay, so just like BSDE,
04:12it can be in the short term,
04:13it can be in the medium term.
04:14Now, the level of the short term first,
04:16what should be paid attention to, Mr. Arya?
04:18Yes, for the short term,
04:19you can pay attention to the support area at IDR 390,
04:22and then up to the nearest resistance threshold at IDR 430.
04:26That can be one of the thresholds
04:28to trade in the short term.
04:30Okay, and the target price?
04:32The target price for the long term,
04:34we can see it again,
04:36up to IDR 460,
04:39even up to IDR 480.
04:41Okay, that's it.
04:42Banking Suda and BBRI,
04:44there is an under-sounding sector as well.
04:47It looks more like an SMGR infrastructure.
04:50There is also a strong connection
04:52from the flowering of low-growth flowers
04:53to the infrastructure.
04:55Yes, so the sentiment is indeed
04:57after there is a property,
04:58usually it is also related to roads and stone materials.
05:02Because of that, this sentiment is also usually
05:04attractive.
05:05Therefore, it is quite interesting to pay attention
05:07to the production of materials
05:12in SMGR or Semen Indonesia.
05:15We pay attention to this because
05:16what is also discounted is more than half,
05:19the margin of safety is more than 50%.
05:21Therefore, we pay attention to the fact that
05:24SMGR can be an option.
05:26So, Semen Indonesia can be used
05:29when there is a short-term expansion.
05:32Okay, that's it.
05:34Sentiments and recommendations
05:36from analysts that we have reviewed.
05:38Mr. Arya, there is also interesting news
05:40related to the arms race
05:42between Israel and Gaza.
05:46It looks like there is a point
05:50that this will end soon
05:53at the end of the government of President Joe Biden
05:55in the United States.
05:57How far will this be a long-term positive trigger?
06:01Actually, in the short term,
06:03we see that peace from geopolitical tensions
06:07is what we hope for.
06:09But usually, historically,
06:12there will be violations
06:14even from the peace agreement.
06:16So, we still prepare ourselves
06:18that there is a possibility
06:20of a sudden continuation of the movement
06:22on the Gaza Strip.
06:23But for the short term,
06:25we will consider this
06:27as a positive sentiment.
06:29Okay, it's a bit relieving.
06:31At least, a gradual agreement
06:33that has been long awaited
06:34to end the war in Gaza
06:35after 15 months has been better.
06:37It's quite relieving.
06:39Okay, let's look at the trade opening update
06:41this morning, Mr. Mirza.
06:42At 9.07 am, based on the data we collected,
06:45the index of joint stock prices
06:47still exceeded 1.28 percent.
06:49At 7,138, it rose by 55 points.
06:53With the highest level
06:55that has ever been touched
06:57is 7,190 shares.
06:59Let's look at the stock prices
07:01that have become top gainers
07:03and top losers until now.
07:06Yes, sectoral on the right side,
07:08shares are almost all positive,
07:11except for one sector
07:13that is experiencing a weakness.
07:16Then, CPDK leads with a strength of 12.71 percent.
07:19BRI 2.2 percent.
07:21Independent Bank, almost 5 percent.
07:23BCA 1.28 percent.
07:25BNI 2.72 percent.
07:27WIFI, BRMS, ADRO, then BBTN.
07:31Top losers BRRC, EMTK, MLPL, KJEN,
07:35DGWG, GPSO, SAPX, EMUR, HGII,
07:39and also PYFA become losers based on value.
07:43The market conditions are generally positive right now,
07:46but dominated by Blue Chips Banking, Mr. Ari.
07:49For those who already have it,
07:51just keep following,
07:53defend your targets, or something like that, sir?
07:56Yes, while for Blue Chips Banking,
08:00the weight of the share price index is quite large.
08:03We see that the strengthening of the top 15
08:07that has a fairly large weight
08:09actually dominates today.
08:14So, for those who still have
08:18quite large emittance,
08:20Blue Chips Banking, please hold first.
08:23The possibility of strengthening in this week will continue
08:26until the end of the week.
08:28Meanwhile, you can ride the trend first
08:32when the short-term trend has started to reverse.
08:36Okay, follow the trend.
08:37Just hold first for Samsung Decaps
08:39which has been strengthened like that.
08:43At least we don't wait until the end of the week
08:45how strong this will last.
08:47Mr. Aria, thank you very much for sharing the information.
08:49In this Market Buzz,
08:50I hope it can be a reference source of information for investors
08:53wherever you are,
08:54but again, the decision of the investor's investment
08:56is in your hands.
08:57Good morning, Mr. Aria.
08:58See you next time.