Cermati Saham Pilihan: BBCA, BBRI, CLEO

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"Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Selasa (17/12/2024) dengan tema Cermati Saham Pilihan: BBCA, BBRI, CLEO."

Transcript

00:00GAMEPLUS ARCADE is available only on RCTE Plus Super App. Play it now!

00:31Okay, let's continue the discussion between BBCA and BBRI.

00:34We have discussed earlier, Mr. Hamzah.

00:38Cleo, why did Cleo get involved in the banking emittance that you recommended today?

00:44What is the interest of this stock?

00:47Okay, from the trend pattern, I see that there is a potential for Cleo.

00:52Cleo is a big resistance in the 1410-1460 area.

01:00So, in my opinion, it's quite interesting.

01:03Because it was corrected yesterday, but there was a rejection.

01:07So, it's quite interesting to monitor for Cleo.

01:10So, Cleo is really based on technical?

01:13Yes.

01:14Okay, 1370 current price.

01:16What is the best strategy to monitor Cleo in positions like this, Mr. Hamzah?

01:24Okay, for the current condition, because it was strengthened in 1440,

01:30I think there is still a potential for strengthening.

01:34For the buying area, it is still in the 1370-1395 area.

01:41With a stop-loss support at 1315.

01:471315 as a stop-loss?

01:50Yes, with a big target at 1540.

01:54Okay, shouldn't the volume be monitored from Cleo?

01:58Of course, the volume can still be monitored.

02:03Because in the current condition, the volume continues to strengthen,

02:07so there is still a potential for Cleo to continue strengthening.

02:10Okay, there is still a potential to continue strengthening,

02:12where in the last month, it has strengthened by about 15%.

02:18Mr. Hamzah, here it is.

02:20Recommendations for Cleo, BBRI, and also BBCA.

02:24Okay, those are the recommendations.

02:26We go to the opening of trading this morning.

02:28What will the opportunity be like?

02:31If we look at the RTI data, Mr. Hamzah is still weak, but already thin.

02:35Only 0.28% at 7238.

02:38Is the sentiment of the government about the 12% PPN

02:42very impactful to some major sectors?

02:47Of course, yes.

02:48Maybe the market was panicking,

02:52because the PPN will be a burden.

02:55But with the announcement that the PPN will have an impact

02:59to the expensive ones,

03:02maybe it can be a fresh wind for IHSG.

03:06Because we also know that IHSG has a lack of sentiment.

03:10From the global sentiment, IHSG continues to press,

03:14Rupiah also continues to press.

03:16So in my opinion, with conditions like this,

03:19IHSG should at least be able to move sideways.

03:24Because for it to continue to weaken this month is a bit difficult.

03:29A bit difficult.

03:30Maybe next year there is still potential.

03:33But for this month, because we also know that

03:36in the months of window dressing,

03:38there was a lot of strength in window dressing,

03:43even though foreign investors and dollars

03:47re-joined, so IHSG fell.

03:51So in my opinion, IHSG should at least be sideways first.

03:55That's what we most expect.

03:57What is the range for one IHSG?

04:01For the bottom, maybe you tried it yesterday,

04:06in the 7200s,

04:08the big hope is not broken.

04:11Because the current condition,

04:13it has entered the usual downtrend,

04:18not accelerated.

04:19Because last week it was accelerated.

04:21The acceleration fell, but the target in the 7500s has been achieved.

04:26So for now, there is still a sideways potential,

04:29at least up to the 7200s.

04:32Okay, let's take a look at the trading situation.

04:34The first session was on December 17, 2024.

04:40The IHSG index is weakening.

04:42Based on the data we have at the moment,

04:44it is 0.31% at 7238.

04:49With Samsam as the top gainer,

04:52among others, PANI or Pantai Indah Kapuk II,

04:56again experienced a 3% increase.

05:01Then there is Cuan, Pemirsa, almost 4%, Raja.

05:06Then some others like JIHD, IOTF, Pemirsa, Da'as.

05:12And then Samsam, who is the top loser,

05:15there is Telkom there, Pemirsa, who leads.

05:18Then there is Indofood, ISAT, AMRT, ICBP, Javva, Bird.

05:24If we look at the top losers,

05:27and health is leading the sectoral movement and techno.

05:31In the morning, today, property and also energy.

05:36Retail stocks seem to be leading the top losers,

05:38besides Telkom and so on.

05:40But ICBP is there, then maybe we discussed AMRT.

05:46Is it normal when it is released in the morning,

05:49maybe along with the 12% PPN,

05:52even though there are additional stimulus packages from the government?

05:58In my opinion, the correction for INDF is still a normal correction,

06:02because the current condition is still quite sideways,

06:08so in my opinion, this weakening does not respond to the PPN sentiment.

06:19But it still responds to the global sentiment,

06:23because the exchange rate is the most burdensome for IHSG.

06:28Okay, the exchange rate is the most burdensome,

06:30but according to you, it is already at its peak.

06:32Okay, there is a chance until 16,005.

06:3716,005?

06:3954.

06:41Okay, there is a chance for the peak to be in that position,

06:43so it will be limited by the US dollar.

06:48Last tip, Mr. Hamzah, before we end.

06:52The last tip, of course, is to invest with a fundamental stock choice.

07:01Because in an uncertain market condition like this,

07:06the only way is to invest in stocks that have a continuous fundamental growth.

07:13Because by speculating in value stocks,

07:17it will give a risk that is difficult to tolerate.

07:24Because in an uncertain market condition like this,

07:26it is difficult to find value stocks that you can run.

07:35So the point is to invest with a fundamental stock that continues to grow.

07:42Okay, those are the tips from Mr. Hamzah.

07:44I hope it can be a reference for investors wherever you are.

07:47Mr. Hamzah, thank you for sharing your information this morning.

07:51Stay healthy and see you again.

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