"Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Kamis (20/03/2025) dengan Tema Analisis Saham EMTK, BUKA, ERAA, UNVR".
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00:00Thank you for joining us. Before we continue with the discussion on how Paksar reacted to some of the dynamics from yesterday's session,
00:21I would like to continue the discussion with OJK. Yesterday, Mr. Andika, regarding the statement, or rather the decision,
00:30that ME10 can buyback without doing Europe S first. How do you see this as something that might have a positive impact on the market dynamics?
00:43Okay, this is also a positive sentiment because if we look at it, if ME10 has a lot of cash, this can be the right time to buyback when the stock prices are being discounted.
01:02Later, if there is a cold stock that enters the stock market again through the buyback scheme that ME10 has done,
01:14it will make the IHSD stronger. Because there is an inflow from ME10 that is doing buyback.
01:28Okay, that's interesting. We will see what you have to say and what the policy makers have to say about the capital market in Indonesia.
01:36Hopefully, this can make the IHSD stronger.
01:41Okay, let's talk about the IHSD. We will first look at the opening data of the IHSD this morning at the opening of Session 1.
01:48We can pass through the data from RTI. You can watch it on the television screen.
01:58The IHSD so far is moving with a strength of 1.32% at level 6398 and the technology shares are still leading with a strength of 7.62%.
02:08The shares that are the top gainers so far are Wi-Fi, WAPO, United Tractors, TPIA, SCMA.
02:17The top losers are FAS, SOL, SMLK, SMGA, and SHIP.
02:28Okay, and we will look at the shares this morning from Mr. Andika, a shareholder who can be a reference in today's trading.
02:39Among them is EMTK with a Buy-on-Weakness recommendation with a support of 492, SSSD 565.
02:46Then BUKA with a Buy-on-Weakness recommendation with support of 131, SSSD 146.
02:51And ERA with a Buy-on-Weakness recommendation with support of 352, SSSD 404 and Unilever with support of 1240 and SSSD 1500.
03:02Let's go to EMTK first. Mr. Andika, please.
03:06EMTK yesterday, if we look at the movement, there is an increase in the buying volume and there is also a strengthening of the EMTK group such as BUKA, then SCMA.
03:23For EMTK itself, the candle yesterday was closed higher than the previous candle, so this indicates that there is a buying pressure from EMTK.
03:38And if we look at EMTK, there is a chance to continue strengthening near 565.
03:46Okay, the last level is interesting to be able to enter or wait for the weakness first, since you recommended Buy-on-Weakness, Mr. Andika.
03:54Yes, this is because the stocks have immediately jumped this morning because of the positive sentiment of the US index.
04:04Okay, so wait first or what?
04:07It looks like if EMTK has jumped, even if the trading is short, we have to be fast, like that.
04:17It looks like it can maximize level 565, even 585 to take the first profit later if we do fast rate.
04:27Okay, from EMTK we go to BUKA, Mr. Andika, please.
04:31Yes, BUKA has met my target, Mr. Andika. At 146, it also immediately opened G, opened at 140.
04:38The highest this morning was directly at 147. It looks like because it is already in resistance, for BUKA right now it is very, very risky for us to enter because in the last two days it has experienced a significant increase.
04:56It's better if we wait for a correction first in the future.
05:00And the price here has also increased rapidly in the last two days.
05:03Okay, that's right. According to your recommendation, Buy-on-Weakness is like that.
05:06Then there is the era in the retail sector itself.
05:10In this era, the sentiment of the iPhone 16 has been allowed.
05:16It is allowed to be sold in Indonesia after more or less from October or November.
05:21Like that, it was banned because it was to meet the TKDN.
05:25And lately, there is info that the TKDN has been met and the iPhone 16 itself is about to be resold in Indonesia.
05:38So I do see that the prospects of this era can be interesting because the iPhone sales are also a big contribution to the era.
05:48Like that, it is indeed focused on electronic sales.
05:53If we look at it, it is indeed focused on handphones like that.
05:56So that retailers can respect the era for some time in the future.
06:01Okay, can you go in to the middle to the long or just short?
06:04Okay, I see that for this era, we can buy-on-weakness.
06:12Because for the medium and long term, there is already a positive signal like that.
06:21A positive signal or a strong movement also happens in Unilever.
06:26So then you recommend Buy-on-Weakness with the support of D1240.
06:30What is the analysis like?
06:31Unilever is very interesting because it has already started to form higher-high, higher-low.
06:37There is already a break-resistant trend line like that.
06:40There will be an opportunity to end the downtrend that has been going on for years like that.
06:47If we look at it, for now, yesterday there was a selling pressure at the end of the session.
06:56And for the short term, we can buy-on-weakness.
06:58And we see that if Unilever becomes a weak point,
07:06this can make us buy-on-weakness with Unilever with the closest target at 1,500 resistance.
07:13Okay, those were some analysis of the target and options that were recommended this morning by Mr. Sandika.
07:19We go to the movement pattern from ESG.
07:22Mr. Sandika, before the market opened, we had a projection of ESG's movement.
07:26It looks like it will continue to strengthen.
07:29And this is related to a psychological impact,
07:33maybe from a statement that was delivered by the Minister of Finance,
07:36which stated that it will not back down from its position.
07:39And the Minister of Finance and the branch, I mean,
07:43will then be responsible for the management of the APBN.
07:46Meanwhile, this is actually one thing that has quite a psychological impact on the market.
07:52And today, what will the projection be like, Mr. Sandika?
07:56Okay, my projection is that the market has increased to the closest resistance, 6,360.
08:07It has even exceeded.
08:09For now, my view is that for EHSG, we are better to sell-on-strength first.
08:16Greetings to those we have.
08:19Okay, that was a variety of analysis from the global market,
08:24then also domestic, capital market, and also some macro issues that I have discussed with Mr. Sandika.
08:31I hope it can be a reference and source of information for you,
08:34but the decision to invest back to you, the capital market investor in Indonesia.
08:38Mr. Sandika, thank you for joining us.
08:40Success always for you. I always see you.
08:43Okay, thank you.