"Saksikan tayangan kami Official Youtube IDX Channel di Program 2nd Session Closing, Selasa (04/02/2025) dengan tema Angin Segar Sektor Ritel dan Konsumsi Jelang Ramadan".
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00:00We are still in IDAX Season Closing, and next we will invite you to discuss the topic of choice that was successfully collected by our editorial team.
00:14Where the audience does not feel that we have passed the moment in black and other big moments that are currently awaited are Ramadan and Eid al-Fitr.
00:21Ahead of this big moment, people's consumption is projected to return significantly, especially in food and beverage components as well as clothing or retail.
00:30Where the stock market prospects, including interesting values, are respected in the middle of the discount of the Samkabungan Sat price index.
00:36Let's take a look at the complete information.
00:44In the middle of a fluctuation in the value of currency exchanges and the capital market, a number of opportunities are considered very prospective.
00:49One of them is the momentum of fasting and Eid al-Fitr, where the retail and consumption sectors are projected to rebound.
00:58This is due to the high consumption of the people at that moment.
01:01This was exposed by William Surya Wijaya, who is the CEO of UGAN Securities in the MarketBus program this morning.
01:10In addition, maybe in the consumer goods sector, where we will fast and Eid al-Fitr soon, it will be quite interesting to see the performance report from them.
01:18For the closest, maybe we can see the consumer goods during Eid al-Fitr.
01:24However, if we look at the consumer goods, there are several examples such as Unilever, which has experienced quite a deep decline for quite a long time.
01:31So right now, maybe it's more towards the long term if we talk about Unilever.
01:36For the closest, maybe the movement is still quite active.
01:45We can see it in Indofoods and ICBP, which is an interesting consumer goods for us to multiply.
01:52Meanwhile, for Unilever, maybe it's more towards the long term because we know that the decline has reached the 1500-1600 level.
02:01Actually, it's interesting for Unilever, maybe it's just more towards the long term.
02:07There was even a closure of the first trading session this afternoon.
02:10The number of retail and mixed consumer goods, including Mitra Adipergaso or MAPI, decreased by 0.78%.
02:18Matahari Department Store or LPPF stagnated.
02:22PT Aspirasi Hidup Indonesia or Aces strengthened by 0.68%.
02:26Midi Utama Indonesia decreased by 0.96%.
02:30Alvalia Trijaya or AMRT increased by 1.39%.
02:36Meanwhile, Samsung Consumsy, which has experienced a strong decline, is Indofood Sukses Makmur, increased by 0.33%.
02:42Indofood CBP Sukses Makmur increased by 0.22%.
02:46And Unilever Indonesia increased by 0.63%.
02:51However, if we take a look at the longer term, Samsung's performance is still positive.
02:57One of them is Indofood, which recorded an increase of 27% for the last six months to the position of 7,650.
03:07Despite the prospective valuation, the value of the currency exchange continues to fluctuate until it touches the lowest level for six months in trading yesterday.
03:14And it is projected to affect the performance of retail and consumer sectors, especially the products or raw materials from imports.
03:25In addition to the rupiah, a lower inflation even recorded a deflation in January can also indicate a decline in the purchasing power of the community and can affect the performance of retail and consumer exchanges.
03:36Based on the data of the central body, statistics, January 2025 inflation achieved a monthly history of 0.76%, the largest since 1999 or around 26 years ago.
03:49However, the fresh wind came, while the BPS reported that the F&B component, clothing and household appliances were still stable and still in inflation, not deflation.
04:00This reflects that the return on investment of the component is still maintained.
04:04Various sources IDX channel