"Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Rabu (19/02/2025) dengan Tema Analisis Saham MLPL, ICBP, BBCA, PTRO".
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00:00Pemirsa is in the middle of a global index record, there is the S&P 500 index from the United States, then Stoxx 600 from Europe, and also Dax German, Pemirsa is in the country, IHSG this morning was launched Profit Taking, we see the opening of trade, where IHSG Pemirsa is weakening 0.22% at 6,857,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000
00:30Pemirsa is in the middle of a global index record, where IHSG Pemirsa is weakening 0.22% at 6,857,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,000,
01:00Losers Pemirsa are independent banks, then AMMN, PANI, AMRT, ERA, RATU, KALBE, FARMA.
01:08Those are losers, and we corrected it earlier, WIFI, DATA, WIERG, SMIL, INDOFOOD are top gainers or technology-based stocks.
01:15With the rally sector, technology is in the top sector that is strong in the second position this morning.
01:22Then there are other sectors, such as finance, and the weakening sector is basic industry and infrastructure.
01:30That's a bit of an update.
01:33Is it reasonable, Mr. Chandra, when there was a correction this morning?
01:37When the schedule for two consecutive days went up, on Monday it was 3%, yesterday it was 0.62%.
01:43It's reasonable. So far, not much has changed globally.
01:49Still, the fear is the same, the risk is the same.
01:52Maybe the market is a bit speculative about the BI rate, maybe later in the afternoon.
01:57It looks like there is a drop, but if we look at the market consensus, it doesn't seem to change.
02:06About 66% of respondents show that there is no change in the BI rate.
02:12So if the BI rate doesn't change, maybe in the end, in terms of positive sentiment, it will decrease.
02:19Maybe this morning there was a bit of a market correction.
02:24The stocks that you recommended, there are MLPL, ICBP, BBCA, and also PTRO.
02:36But all of them are speculative. Why is it speculative?
02:40The market condition doesn't support us to take a long position.
02:47So the market traction doesn't seem to be enough.
02:51Because the foreign sentiment we saw until two weeks ago, the outflow was still quite large.
02:58Back to our domestic growth, the challenge is still quite a lot.
03:04Because to be honest, in terms of government policy, it's still a bit less consistent.
03:14Some of the policies issued by the government seem to be pulled back.
03:21So it looks a bit less smooth.
03:23Which policy do you mean?
03:26Like gas and melons, it's a bit inconsistent.
03:31If I'm not mistaken, we also talked about budget savings, 700 trillion.
03:40Allocation to free food and land.
03:45But there is no explanation from the government.
03:49For example, if you get 300 trillion in land, how do you reallocate to accelerate growth?
03:58There are still a lot of questions.
04:03How about MLPL?
04:06It's related to technology.
04:08In the US, the Magnificent Seven is still relatively okay.
04:14So we think there is a chance there.
04:17The charting is also relatively interesting.
04:21So we see a speculative buy there.
04:24Which levels should be respected?
04:27The number is 130 with a target of 140.
04:34Level buy 130 or support?
04:36Support.
04:38Then there is ICBP with speculative buy support 11,200, resistance 12,000.
04:46Then there is BCA speculative buy at 9,300 and a target of 9,600.
04:51PTRO speculative buy at 3,750 to 4,000.
04:55Mr. Chandra, you responded a little about the interest rate.
04:59There are a lot of emittance, especially banking, in the related stock market.
05:04What are you most concerned about the interest rate that may affect the BUMN emittance registered in the stock market?
05:13It shouldn't be too significant in terms of stock price.
05:19Because if we look at it, it's related to the stock market.
05:24They have their own regulations, so the risk is relatively limited.
05:29Okay, what about energy?
05:32It shouldn't change.
05:35So it shouldn't be too significant.
05:38So there should be no direct connection to the emittance of the stock market?
05:44Correct.
05:46Thank you, Mr. Chandra, for sharing the information in the market.
05:49I hope it can be a reference for investors wherever you are.
05:52Good morning, Mr. Chandra.
05:54Thank you, Mr. Mirza.
05:56The decision to reinvest again is entirely in your hands.