"Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Senin (24/02/2025) dengan tema Analisis Saham AMRT, BDMN, BRIS, CPIN".
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00:00Thank you, Mr. Mirsana, for joining us again, and we will continue our discussion with Mr. Hans Kui, Capital Market Advisor.
00:11Let's take a look at the stock recommendations.
00:13In the following graphic data, we have summarized four stocks,
00:17including AMRT, which is recommended by BDMN, by Brise, and also by Cepin.
00:27With AMRT levels in the range of 2,240 to 2,570, BDMN supports at 2,430 and resists at 2,520.
00:39Brise supports at 2,840 and resists at 3,030.
00:44Cepin supports at 4,470 and resists at 4,670.
00:49Casemarga supports at 3,900 and resists at 4,170.
00:55Mr. Hans, what makes you interested in recommending these stocks?
01:03Let's look at it from a technical perspective.
01:07The market still seems to be volatile.
01:11Dow Jones was also corrected yesterday.
01:14Because of Trump's policy, he will adjust the tariff.
01:20Maybe it will be faster than what was planned in April.
01:24Then the technology will be corrected.
01:26But we think our stock market is relatively below.
01:31So it opens up the opportunity to make some buy speculations
01:35on the four or five stocks that I recommended earlier.
01:39Okay, let's start with AMRT.
01:41Mr. Hans, is it true that AMRT supports at 2,240 and resists at 2,570?
01:47Yes, it's true.
01:48So we recommend AMRT.
01:51It looks more technical.
01:55So after a relatively sharp decline,
01:58the stock started to rebound there.
02:01So we recommend buying at 2,290 to 2,570.
02:06Cut loss below 2,240.
02:08Our target is 2,720 to 3,080.
02:12Okay.
02:13Mr. Danamon, compared to other banks,
02:18especially BUMN,
02:20why are you more interested in BUMN?
02:24BUMN is interesting.
02:26Actually, in the long run,
02:29this is a period of buying BUMN at a discount period.
02:34But coincidentally, technically,
02:37our system shows that BUMN has a chance to move forward.
02:43The company is consolidating,
02:45not experiencing a lot of declines.
02:47So when there is a lot of pressure on the banks,
02:51it doesn't go down too much.
02:52So we recommend buying at 2,480 to 2,520.
02:56Cut loss below 2,430.
02:58Our target is 2,620 to 2,670.
03:02When other banks experience more weaknesses
03:05and BUMN doesn't experience too many declines,
03:08what does that indicate, Mr. Hans?
03:10This is actually an indication of fundamental and market interest.
03:15So the company's fundamental interest is still solid.
03:18Then the market interest for this bank is still quite high.
03:21So the correction that occurs is relatively limited for BUMN.
03:26Okay.
03:27What about Bridge?
03:29Bridge itself is also a good stock for us.
03:34And we see that this stock is actually moving up
03:39in the correction period that occurs in some banks.
03:43That's why we recommend that Bridge buy at 2,900 to 3,030.
03:49Cut loss below 2,840.
03:51Our target is 3,150 to 3,220.
03:563,220 can be higher than the highest level recorded
04:00in more than three months, right, Mr. Hans?
04:03Because the highest level is only at 3,130.
04:05There is still a target to increase again for Bridge.
04:08Okay.
04:09And then there is the POKPAN method.
04:11Cepin.
04:13Yes, the POKPAN method is also the same.
04:15If we look at the consolidation period
04:18and don't experience too many declines,
04:20then we move on to the Ramadan event.
04:23Usually, chicken and egg sales are also moving up.
04:27We see that the price of eggs is also moving up.
04:31So, this is a temporary sentiment for Cepin.
04:35In the seasonal period.
04:37But we recommend to buy at 4,570 to 4,670.
04:41Cut loss below 4,470.
04:43Our target is 4,860 to 4,950.
04:46Is this just a short period for Cepin, Mr. Hans?
04:49Maybe in the middle.
04:52Because if we look at it,
04:53the stock can actually move up to 5,000.
04:58I think the MBG program should also be positive
05:02for the consumer goods sector.
05:04So, this is one of the sectors that we recommend.
05:08Okay, it can boost sales, right?
05:11Yes, that's right.
05:12One more thing.
05:13We didn't show it in the graphic.
05:15Jasa Marganda also recommends buying.
05:17Is it because of Idul Fitri,
05:19Pradip Modi, or what?
05:21Yes.
05:22So, if we look at it technically,
05:25the stock has already sustained a decline.
05:27So, it looks like the stock has a chance to strengthen
05:30in the middle of the index risk correction.
05:33Secondly, we have to admit that during the Eid period,
05:37the stock's earnings tend to move up.
05:40So, that's why we recommend the stock
05:43to buy at 4,000 to 4,170.
05:46Cut loss below 3,900.
05:48Our target is 4,340 to 4,590.
05:51Okay.
05:52Those are the recommendations for stocks from Mr. Hans.
05:56Anticipating Trump's tariff can be faster than April,
05:59what steps should the market actors take now, Mr. Hans?
06:04Actually, Trump uses the tariff as a tool to negotiate.
06:10He will advance the tariff, then negotiate.
06:13He will lower the tariff.
06:15He will remove the tariff.
06:17So, the market is looking for a balance
06:19to become a barrier to Trump's policy.
06:22So, at one point, the market will become a barrier.
06:25It means that Trump's statement is just
06:28a gimmick to negotiate.
06:32That's what the market is waiting for.
06:34But right now, people are still quite influenced.
06:37The whole world is still quite influenced
06:39that the tariff that Trump is doing
06:41will hit the economy
06:43and have an impact on the decline of corporate interest rates.
06:47This is what causes most of the global markets
06:49to experience a correctional pressure.
06:52But if we look ahead,
06:55Trump's intention is more to negotiate.
06:59Secondly, there is also a positive sentiment for the global market
07:03when Ukraine and Russia reach peace.
07:07That will certainly push for a better economic growth.
07:10And the other is more controlled inflation.
07:13Because the supply of minerals,
07:18sunflower oil, and so on,
07:22which comes from the two countries,
07:24wheat and so on, will be more stable.
07:27Especially energy.
07:29And this will push the global market to be more positive.
07:32But we are still in the waiting phase.
07:34We still don't know what Trump's reasons are.
07:37For example, regarding the tariff to country A.
07:40Then suddenly to country B.
07:42Then, Mr. Hans,
07:44regarding Ukraine and Russia,
07:46they are still a bit alert.
07:48All of this is still awaited by the market actors.
07:51Let's go to the next update.
07:54Actually, if we look at it,
07:56Trump has changed his strategy.
07:58Before, he targeted the country.
07:59Now, he's targeting the product.
08:01So, if the country is a problem for him,
08:04he will immediately respond.
08:06But when it comes to the product,
08:08he sees that if the product is pulled,
08:10the impact is not too big for America.
08:13So, Mr. Hans, the anticipation is quite short
08:15for the market actors,
08:17where many may still avoid the risk too significantly.
08:20Because we know that gold is also a safe weapon.
08:22Recently, it has increased significantly.
08:23In short, Mr. Hans, what should be the anticipation?
08:26We think the stock market and the obligation are still interesting.
08:29The obligation is now a bit down.
08:31The yield is down.
08:32So, the stock market, when it comes to correction,
08:34just accumulate and buy in the stock market.
08:36Especially the blue chip stocks.
08:39Then, related to the financial sector,
08:42then consumption,
08:44it tends to be good.
08:45And technology.
08:46These three seem to be the winners this year.
08:50Financial or banking,
08:52then technology,
08:53and there's also consumer goods, right, Mr. Hans?
08:55That's right.
08:56Okay.
08:57It's best to accumulate and buy in the middle of weakness.
08:59We go to the opening of the trading session,
09:01at 9 o'clock, more than 10 minutes,
09:02where the Samgabungan price index
09:04was opened in the positive territory,
09:06but after 10 minutes,
09:07it moved to the negative territory
09:09with a fairly thin weakness,
09:12still moving wildly,
09:14trying to be positive and also negative,
09:15at 6,801,
09:17with the exchange rate of rupiah to US dollar
09:20at 16,314,
09:22decreasing by 0.09% at the moment.
09:25We see there,
09:27there are a lot of investors this morning
09:29who just auto-rejected the above,
09:31such as Dui Gunalaksana
09:33or DWGL Elite Data Synergy Tamajaya,
09:36Samsung based on technology,
09:38then there are others,
09:39IMAS, Indomobile Sukses Internasional,
09:42DCEI, again up 20%,
09:44at the moment it has surpassed 90,000
09:46at 96,775.
09:49If today,
09:51auto-rejected,
09:52it means it's been 4 days in a row.
09:54Bank Permata,
09:55IMJS,
09:56and several others.
09:57Losers Pemirsa,
09:58there is Manggung Polah Raya,
10:00CCSI,
10:01BJTM,
10:02BDKR,
10:03PTRO,
10:04ESA,
10:05CBR,
10:06and also CTRA,
10:07with TECNO still leading the sectoral movement,
10:09up by almost 7%,
10:11and several other sectors.
10:12That's it,
10:13a brief review,
10:14an update on the opening of the first trading session
10:16this morning.
10:20Thank you, Mr. Han,
10:21for sharing the information,
10:22and later,
10:23as we have reviewed
10:24the same things you recommended
10:25and tips
10:26on investing in the stock market,
10:28hopefully it can be a reference for Pemirsa
10:30and hopefully our investment decision
10:31will be fully in your hands, Pemirsa.
10:33Good morning, Mr. Hans.
10:35Good morning.