Analisis Saham ICBP, JSMR, KAEF, TKIM

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"Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Jumat (17/01/2025) dengan Tema Analisis Saham ICBP, JSMR, KAEF, TKIM".

Transcript

00:00Thank you, Mr. Wiersena, for joining us. We will continue our discussion with Mr. Hans Kuih.

00:10We will review the Bank Indonesia that has decreased interest rates, but our rupiah is still weak.

00:15We have reviewed it earlier, but the impact.

00:17The economist from UI also said that the impact tends to be positive to the banks.

00:23But if the interest rate is in the middle, what will it be like, Mr. Hans?

00:29Actually, if we look at it, we do not expect that the rupiah will continue to weaken.

00:36So, actually, maybe right now, because of the rise of Donald Trump,

00:42people are asking why the flower-cutting is being done when Trump's term is approaching,

00:49where the dollar is relatively strong in these periods.

00:53But in general, if we look at it, Trump actually wants a weak dollar.

01:00Because with a weak dollar, he has the power to export.

01:04Because his goods will feel cheaper in the market.

01:07It means that Trump's policy in the future should weaken his dollar exchange value.

01:15But before Trump's term, if we look at what China is doing,

01:21China's yuan is deliberately weakened, if we look at it.

01:25Because it is indeed a strategy from China to anticipate the potential tariffs that will be imposed by Donald Trump.

01:34Therefore, the yuan weakness spreads.

01:38It means that including rupiah, there is a drop in pressure.

01:41It means that the yuan is weakening, the euro is weakening, the dollar index is strengthening,

01:46and is investing in the weakness of our IDR.

01:49Because they are a country that is interested in exports.

01:52But after Trump takes office, Trump will definitely want a weaker dollar.

01:59And that's certainly good enough for us.

02:02Okay, let's look at the recommendations for the next election.

02:06Mr. Hans, there is no bargaining.

02:08Let's take a look first.

02:09We gathered in the survey graph, there are ICBP, JASAMARGA, KF, TEKIM.

02:14These are the stocks that you recommend, with support at 10,600 for ICBP, resistance at 11,600.

02:23JASAMARGA, BUY, with support at 4,180, resistance at 4,590.

02:29KF, BUY, with support at 600, resistance at 706.

02:34TEKIM, with support at 5,750, and resistance at 6,250.

02:39And we also added, there is actually one more.

02:42There is TPIA, PEMIRSA, BUY, with support at 6,600, resistance at 8,000.

02:47These are the analysts' choices.

02:48There is no bargaining, Mr. Hans, why?

02:51Yes, if we look at the bargaining, on the first day BI did the flower correction,

02:58the average bargaining increased rapidly.

03:00If yesterday, there was still an increase, but if compared to the open, it was relatively corrected down.

03:07It means there has been a profit-taking action, from an increase of two consecutive days.

03:13One day after the flower correction, yesterday, the investor started profit-taking,

03:18when the banks experienced a boost.

03:21Of course, we can't do buy weakness first against the banks,

03:27because the increase is relatively higher.

03:29So we will choose another sector that has upside potential, and the increase is not too much.

03:36Okay, so the upside from the banks at the moment, because the increase is quite significant,

03:41maybe considering the decrease in the flower population yesterday,

03:46so the jump is fast and significant.

03:50So you see the upside is a bit limited for now, right?

03:53Yes, of course people will profit-taking.

03:56And this will certainly open up opportunities for re-accumulation.

04:00Okay, but if the investment is medium-term,

04:02do you still recommend banking and what should be the strategy, Mr. Hans?

04:05Yes, of course, if we look at it, if the market goes in the opposite direction and starts to uptrend again,

04:12then usually Samsung Blue Chip is more accumulated.

04:16And of course, our four major banks, BCA, Mandiri, BRI, BNI,

04:22are the main choices when the market moves rebound again.

04:27But in the short term, of course, we also have to pay attention to the potential for profit-taking in the market.

04:34Okay, we will review a little for Samsung, which you recommend ICBP, customer service, KF, Tekim.

04:40In short, Mr. Hans, what is interesting about Samsung with the levels that you have seen on my screen?

04:46Yes, of course, if we look at ICBP, because it is in a downward trend,

04:50so we see that there is a rebound potential,

04:54so we think of the 10,600 area to the 10,900 area of the accumulated area.

05:03If it moves down below 10,500, then we cut loss.

05:07Then our target is at 11,600.

05:10If it can break through, maybe it can reach 11,500 for the ICBP stock.

05:15Okay, next for the next stock, Mr. Hans, you also recommend Jasa Marga.

05:21Yes, if we look at the Jasa Marga stock itself, we recommend, in short,

05:29Jasa Marga has actually been moving since its relatively long decline.

05:39The last decline failed to meet the previous low area,

05:44so we recommend buying at 4,180 to 4,300 for Jasa Marga.

05:50We just cut loss if this stock moves below 4,100 with our strengthening target,

05:58while at 4,600, if it can break, maybe it will return to the level of around 5,200 for Jasa Marga.

06:12Okay, there is a target price of 5,200, but break first at 4,590.

06:19KF, what is interesting about the KF stock, Mr. Hans?

06:23Yes, for KF itself, if we look at it, this stock is actually quite volatile.

06:29It has risen almost 800, it has been corrected down, and now it is consolidated.

06:35So this is a bit of a speculative buy.

06:37The area to buy is from 600 to 630.

06:41Cut loss if it falls below 590, our target is at 700 to 790 for KF.

06:51Okay, and then there is Tekim and also TPI, right?

06:55Yes, for Tekim itself, if we look at it, it is actually moving sideways downwards.

07:07And if we think about it, this opens up the opportunity to buy speculative buy from 5,750 to 5,900 for Tekim.

07:16And then cut loss if it moves down below 5,500.

07:20The increase target is indeed for a short term of 6,200.

07:24And if it breaks, it can reach 6,600 for Tekim itself.

07:29Okay, those are the recommendations of the analysts.

07:32And the time shows 9 o'clock, more than 11 minutes, West Indonesia time.

07:36The opening of the trade has begun.

07:38Pemirsa with the price index, the joint stock is weakening.

07:410.21% at 7,091, or down 16 points.

07:46Pemirsa with shares that are in the top gainers and top losers category are as follows.

07:52The shares of Pemirsa that are top gainers are CBDK.

07:56CBDK or Bangun Kosambi, Pemirsa.

08:01This is 12%, Ratu 24.71%.

08:05When it became a suspension, Ratu, today it was reopened again, Pemirsa.

08:08And still the top auto reject, PTRO, ADI, Brand, PSAB, WIRG, Raja.

08:14Then there is Film, AMRT.

08:1610 top gainers based on value.

08:19Losers, Bank Mandiri there, Pemirsa, with a weakness of 1.28% at 5,800.

08:25Then WIFI, DAAS, BBNI, Indi, BRRC, the new emitter.

08:32SSEA, then there is Indofood, CTRA.

08:35And from the sectoral movement, Pemirsa, we can see that the weaker ones are more dominant.

08:40Along with IHSG, it is also open in negative territory.

08:43The property is still sustainable from the closure yesterday until now leading to an increase.

08:47But it's starting to drop 0.63% in terms of energy.

08:52Johan, what is the highlight of the reopening this morning?

08:55Yes, of course, if we look at the correction, it is quite normal.

09:00If we look at the market, yesterday there were several increases every two days.

09:05After the profit of Rp 3,000,000.

09:07And the banks seem to be a bit corrected.

09:10The property sector did not move when the flow is high.

09:16But when the flow period starts to decline,

09:18I think property is one of our choices in the medium term.

09:23Okay, property can still be an option, right?

09:26Yes, that's right.

09:28Because if we think about it, when the flow is declining,

09:32there is hope that the QuickWin program run by Mr. President Prabowo

09:38can boost the power of the middle class again.

09:41So there is a demand for property.

09:43But maybe there will be a bit of a delay in 2026-2027 for the property sector to move more positively.

09:49Okay, what about the price index and joint, Mr. Hans?

09:53Yes, indeed, if we look at it, maybe the price index will not move much.

09:58Because the market is a bit careful.

10:01Even though the correction happened, we think it is relatively limited.

10:05Support in 2071, and if it does move down,

10:12we will look at level 7,000 as a spot.

10:15While the resistance is at 7189 up to level 7200 for EISG in today's trading.

10:23Okay, there is still a resistance of 7,000 at least for today.

10:26And thank you, Mr. Hans, for sharing the information this morning.

10:31Always healthy for you, see you again.

10:34Yes, thank you, good morning.

10:36Again, Mr. Mirza, we say that this discussion,

10:38the investment decision is entirely in your hands.

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