Ribuan Driver Ojol Demo, Bagaimana Dengan Saham GOTO?

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"Saksikan tayangan kami Official Youtube IDX Channel di Program Power Breakfast, Jumat (30/08/2024) dengan Tema Ribuan Driver Ojol Demo, Bagaimana Dengan Saham GOTO?."

Transcript

00:00We move to several global economic agendas, from the United States, there is PMI Cicago,

00:09then the King of Taxation from Canada, PDB Quartal 2 from Canada, and Pidato Anggota Dewan,

00:15ECB Supervisors, COKNIC from the European Union, then several other agendas, including from

00:21India, Deficit Savings, and Unemployment Rate from Germany.

00:27From the Global Economic Agenda, we move to the Emitten Agenda from the country,

00:31there is Java that will hold RUPS, Goto will also hold RUPS, Amar Payment of Interim Cash Dividend,

00:37PSSI Payment of Interim Cash Dividend, BSBK Payment of Interim Cash Dividend,

00:44BPII Ex-Dividend Interim Cash Dividend.

00:48Next, the update from the Asian Stock Exchange this morning, you can watch the full data on your TV screen.

00:54This morning, Pekasai Stock Exchange is getting stronger or vice versa, let's take a look together.

01:06Pekasai Stock Exchange is getting stronger, where Nikkei, Japan is up 0.51%,

01:11Singapore Street Time is up 0.6%, KOSPI South Korea is up 0.74%,

01:15Hang Seng, Hong Kong is up 0.05%.

01:24Sina Prima Suci, Head of Investor Relations, Mandiri Utama Sekuritas.

01:29We continue to the video conference with Sina Prima Suci, Head of Investor Relations, Mandiri Utama Sekuritas.

01:35How are you, Mrs. Sulis?

01:40Hello, Mrs. Sulis, how are you?

01:43Yes, hello, how are you?

01:45Obviously, Mrs. Sulis, thank you for joining.

01:48Are you well?

01:49Yes, I'm well, Mrs. Prisna.

01:52We will discuss about the demo that was broadcasted yesterday from a number of OJOL drivers,

01:58especially when we talk about Gojek.

02:01Today, there is an RUPS plan from Goto, based on the agenda calendar from the Indonesian Stock Exchange.

02:10With the demo that was broadcasted yesterday,

02:14how do you see the correlation and the opportunity?

02:21Because there must be a lot of people who still have an investment in Goto.

02:27Yes, that's right, Mrs. Prisna.

02:28Yesterday, we all saw how Gojek drivers did a big demonstration.

02:36But if we look at the demonstration that was done by Gojek drivers,

02:40it has no direct impact on the company's performance.

02:45And this sentiment is only temporary,

02:48which will have a big impact on the company's performance, as Mrs. Prisna said.

02:54Regarding the RUPS that will be implemented today with two main agendas,

03:01the private placement agreement is up to 10% of the company's capital,

03:07and will also promote Simon Ho as the new director who has a good track record in Asia in finance.

03:16So right now, investors tend to wait for the RUPS LB results, Mrs. Prisna.

03:21Okay, the promotion of the director, right?

03:24Yes.

03:25Okay, the promotion of the director and also the private what?

03:28Private placement up to 10% of the capital.

03:31What will the effect be like?

03:32Let's go to the private placement first.

03:3410% of the capital.

03:35What do you think the effect will be?

03:39Okay, from the private placement side, it will definitely be positive for the company.

03:46Because it will strengthen Goto's capital in the future,

03:51and it will also have a good impact on the company's direct performance.

03:56Okay.

03:57Meanwhile, the promotion of the director may be more in the direction of the managerial optimism, right?

04:04Yes, that's right.

04:05Okay, have you seen Goto's recent move, the 50th one?

04:10What are your expectations? Especially for those who already have it,

04:13and maybe those who don't have it, is there a chance to do it?

04:17Or do you recommend it?

04:19Okay, if we look at Goto's current performance,

04:24up to the first semester in 2024,

04:27it is still at a loss.

04:29Although there is a recovery in terms of losses,

04:31but it is still at a loss up to 2.84 trillion.

04:35So, looking at the trend that is still negative,

04:37and there is still a tight business competition in the digital transportation business,

04:42I think Goto's recommendation for those who have it,

04:45it is still recommended to do sales.

04:48But for those who don't have it,

04:50maybe we need to end it first,

04:52until there is a recovery,

04:54or if there is an interesting corporate action for investors,

04:57it is recommended to return to Goto.

04:58Wait a minute, if you just want to enter or don't have it yet,

05:01or want to increase your position,

05:02but if you already have it, it has lasted a long time,

05:05sell it?

05:07Yes, it is still recommended for every strengthening to do sales.

05:12Do sales, okay.

05:14Because you see it still won't go anywhere,

05:17this Goto stock, it will still be around this level, right?

05:20Yes, that's right.

05:21There is no improvement yet.

05:22Will it change if there are signs like what?

05:25Indicators that seem to make this Goto stock move in a synergistic way,

05:30is it interesting?

05:32Okay, if it's interesting,

05:34it's when it's already starting to record lags,

05:38that's the first from the fundamental side of the company first,

05:42then it will directly affect the stock price movement.

05:46Okay, it still has to lag, right?

05:48Yes.

05:49The lag may not be as easy as that,

05:51because in the last few years, it is still being tried.

05:55Maybe there are other indicators besides the lag?

05:58Okay, other indicators besides the side that notes the lag,

06:03Goto also needs to be from the side that will be done

06:10and discussed in the PSLB meeting,

06:12which is related to the restructuring of the organization.

06:17So there really needs to be a new strategy that is done by the management

06:21to be able to improve the performance.

06:24Okay, it means it takes time, not just a moment, right?

06:27It has to be seen first, even if there is strength,

06:29maybe it will be more like a short-term euphoria, right?

06:32That's right.

06:33Okay, let's leave it about Goto.

06:35We move to the index of joint stock prices that has been corrected yesterday.

06:40What is the opportunity like?

06:41Is there a tendency for the market to be careful

06:43and wait for the U.S. PDB report at the end of this week,

06:46in the second quarter?

06:48Or is it really profit-taking because we have been record-breaking?

06:51Is there a chance to strengthen further?

06:53We saw earlier that the stock price was up,

06:55the closing of Wall Street was a bit mixed,

06:57but the Dow Jones was also a closing record.

07:00And from Europe, there is also a DAX record.

07:02What is the opportunity of the joint stock price index

07:04that can be a catalyst for investors related to the chosen emittance?

07:09Okay, if you look at the PDB-AS report that was just released last night,

07:15it seems that the market has appreciated it first,

07:18because over the last two weeks,

07:21the IHSG has been noting the strength

07:24up to the ATH level yesterday.

07:26So, the opportunity is still quite good for investors,

07:31but I am worried that at the end of September,

07:36there is a potential for sell-on use.

07:38So, right now, let's take advantage of the momentum first.

07:42So, you are still optimistic that the FED will lower the flower rate in September?

07:46Yes, from the FOMC results that have been carried out,

07:51I am still quite optimistic that the FED will lower the flower rate,

07:54even though it is only 25 basis points,

07:57because we are still waiting for the inflation level to drop to 2%.

08:02Okay, so maybe it can be said that right now,

08:04this is a euphoria related to the long-awaited cut of the FED's flower rate,

08:10and it has started to be released now.

08:12I am afraid that the FED will really knock,

08:15from Jerome Powell announcing the flower rate cut,

08:18the market is profit-taking.

08:19We will discuss the strategy later,

08:21what it should be like,

08:22Mrs. Sulis, let's take a break first.

08:25Our guest will be back soon,

08:27stay tuned with us in the marketbuzz segment.

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