"Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Jumat (17/01/2025) dengan Tema Analisis Saham ICBP, JSMR, KAEF, TKIM".
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00:00Thank you, Mr. Wiersena, for joining us. We will continue our discussion with Mr. Hans Kuih.
00:10We will review the Bank Indonesia that has decreased interest rates, but our rupiah is still weak.
00:15We have reviewed it earlier, but the impact.
00:17The economist from UI also said that the impact tends to be positive to the banks.
00:23But if the interest rate is in the middle, what will it be like, Mr. Hans?
00:29Actually, if we look at it, we do not expect that the rupiah will continue to weaken.
00:36So, actually, maybe right now, because of the rise of Donald Trump,
00:42people are asking why the flower-cutting is being done when Trump's term is approaching,
00:49where the dollar is relatively strong in these periods.
00:53But in general, if we look at it, Trump actually wants a weak dollar.
01:00Because with a weak dollar, he has the power to export.
01:04Because his goods will feel cheaper in the market.
01:07It means that Trump's policy in the future should weaken his dollar exchange value.
01:15But before Trump's term, if we look at what China is doing,
01:21China's yuan is deliberately weakened, if we look at it.
01:25Because it is indeed a strategy from China to anticipate the potential tariffs that will be imposed by Donald Trump.
01:34Therefore, the yuan weakness spreads.
01:38It means that including rupiah, there is a drop in pressure.
01:41It means that the yuan is weakening, the euro is weakening, the dollar index is strengthening,
01:46and is investing in the weakness of our IDR.
01:49Because they are a country that is interested in exports.
01:52But after Trump takes office, Trump will definitely want a weaker dollar.
01:59And that's certainly good enough for us.
02:02Okay, let's look at the recommendations for the next election.
02:06Mr. Hans, there is no bargaining.
02:08Let's take a look first.
02:09We gathered in the survey graph, there are ICBP, JASAMARGA, KF, TEKIM.
02:14These are the stocks that you recommend, with support at 10,600 for ICBP, resistance at 11,600.
02:23JASAMARGA, BUY, with support at 4,180, resistance at 4,590.
02:29KF, BUY, with support at 600, resistance at 706.
02:34TEKIM, with support at 5,750, and resistance at 6,250.
02:39And we also added, there is actually one more.
02:42There is TPIA, PEMIRSA, BUY, with support at 6,600, resistance at 8,000.
02:47These are the analysts' choices.
02:48There is no bargaining, Mr. Hans, why?
02:51Yes, if we look at the bargaining, on the first day BI did the flower correction,
02:58the average bargaining increased rapidly.
03:00If yesterday, there was still an increase, but if compared to the open, it was relatively corrected down.
03:07It means there has been a profit-taking action, from an increase of two consecutive days.
03:13One day after the flower correction, yesterday, the investor started profit-taking,
03:18when the banks experienced a boost.
03:21Of course, we can't do buy weakness first against the banks,
03:27because the increase is relatively higher.
03:29So we will choose another sector that has upside potential, and the increase is not too much.
03:36Okay, so the upside from the banks at the moment, because the increase is quite significant,
03:41maybe considering the decrease in the flower population yesterday,
03:46so the jump is fast and significant.
03:50So you see the upside is a bit limited for now, right?
03:53Yes, of course people will profit-taking.
03:56And this will certainly open up opportunities for re-accumulation.
04:00Okay, but if the investment is medium-term,
04:02do you still recommend banking and what should be the strategy, Mr. Hans?
04:05Yes, of course, if we look at it, if the market goes in the opposite direction and starts to uptrend again,
04:12then usually Samsung Blue Chip is more accumulated.
04:16And of course, our four major banks, BCA, Mandiri, BRI, BNI,
04:22are the main choices when the market moves rebound again.
04:27But in the short term, of course, we also have to pay attention to the potential for profit-taking in the market.
04:34Okay, we will review a little for Samsung, which you recommend ICBP, customer service, KF, Tekim.
04:40In short, Mr. Hans, what is interesting about Samsung with the levels that you have seen on my screen?
04:46Yes, of course, if we look at ICBP, because it is in a downward trend,
04:50so we see that there is a rebound potential,
04:54so we think of the 10,600 area to the 10,900 area of ​​the accumulated area.
05:03If it moves down below 10,500, then we cut loss.
05:07Then our target is at 11,600.
05:10If it can break through, maybe it can reach 11,500 for the ICBP stock.
05:15Okay, next for the next stock, Mr. Hans, you also recommend Jasa Marga.
05:21Yes, if we look at the Jasa Marga stock itself, we recommend, in short,
05:29Jasa Marga has actually been moving since its relatively long decline.
05:39The last decline failed to meet the previous low area,
05:44so we recommend buying at 4,180 to 4,300 for Jasa Marga.
05:50We just cut loss if this stock moves below 4,100 with our strengthening target,
05:58while at 4,600, if it can break, maybe it will return to the level of around 5,200 for Jasa Marga.
06:12Okay, there is a target price of 5,200, but break first at 4,590.
06:19KF, what is interesting about the KF stock, Mr. Hans?
06:23Yes, for KF itself, if we look at it, this stock is actually quite volatile.
06:29It has risen almost 800, it has been corrected down, and now it is consolidated.
06:35So this is a bit of a speculative buy.
06:37The area to buy is from 600 to 630.
06:41Cut loss if it falls below 590, our target is at 700 to 790 for KF.
06:51Okay, and then there is Tekim and also TPI, right?
06:55Yes, for Tekim itself, if we look at it, it is actually moving sideways downwards.
07:07And if we think about it, this opens up the opportunity to buy speculative buy from 5,750 to 5,900 for Tekim.
07:16And then cut loss if it moves down below 5,500.
07:20The increase target is indeed for a short term of 6,200.
07:24And if it breaks, it can reach 6,600 for Tekim itself.
07:29Okay, those are the recommendations of the analysts.
07:32And the time shows 9 o'clock, more than 11 minutes, West Indonesia time.
07:36The opening of the trade has begun.
07:38Pemirsa with the price index, the joint stock is weakening.
07:410.21% at 7,091, or down 16 points.
07:46Pemirsa with shares that are in the top gainers and top losers category are as follows.
07:52The shares of Pemirsa that are top gainers are CBDK.
07:56CBDK or Bangun Kosambi, Pemirsa.
08:01This is 12%, Ratu 24.71%.
08:05When it became a suspension, Ratu, today it was reopened again, Pemirsa.
08:08And still the top auto reject, PTRO, ADI, Brand, PSAB, WIRG, Raja.
08:14Then there is Film, AMRT.
08:1610 top gainers based on value.
08:19Losers, Bank Mandiri there, Pemirsa, with a weakness of 1.28% at 5,800.
08:25Then WIFI, DAAS, BBNI, Indi, BRRC, the new emitter.
08:32SSEA, then there is Indofood, CTRA.
08:35And from the sectoral movement, Pemirsa, we can see that the weaker ones are more dominant.
08:40Along with IHSG, it is also open in negative territory.
08:43The property is still sustainable from the closure yesterday until now leading to an increase.
08:47But it's starting to drop 0.63% in terms of energy.
08:52Johan, what is the highlight of the reopening this morning?
08:55Yes, of course, if we look at the correction, it is quite normal.
09:00If we look at the market, yesterday there were several increases every two days.
09:05After the profit of Rp 3,000,000.
09:07And the banks seem to be a bit corrected.
09:10The property sector did not move when the flow is high.
09:16But when the flow period starts to decline,
09:18I think property is one of our choices in the medium term.
09:23Okay, property can still be an option, right?
09:26Yes, that's right.
09:28Because if we think about it, when the flow is declining,
09:32there is hope that the QuickWin program run by Mr. President Prabowo
09:38can boost the power of the middle class again.
09:41So there is a demand for property.
09:43But maybe there will be a bit of a delay in 2026-2027 for the property sector to move more positively.
09:49Okay, what about the price index and joint, Mr. Hans?
09:53Yes, indeed, if we look at it, maybe the price index will not move much.
09:58Because the market is a bit careful.
10:01Even though the correction happened, we think it is relatively limited.
10:05Support in 2071, and if it does move down,
10:12we will look at level 7,000 as a spot.
10:15While the resistance is at 7189 up to level 7200 for EISG in today's trading.
10:23Okay, there is still a resistance of 7,000 at least for today.
10:26And thank you, Mr. Hans, for sharing the information this morning.
10:31Always healthy for you, see you again.
10:34Yes, thank you, good morning.
10:36Again, Mr. Mirza, we say that this discussion,
10:38the investment decision is entirely in your hands.