Peluang IHSG Pascapertemuan Prabowo Dengan 8 Pengusaha

IDXchannel

Presiden Prabowo Subianto bertemu dengan delapan pengusaha besar di Istana Kepresidenan, Jakarta pada Kamis (06/03). 8 pengusaha itu adalah Anthony Salim, Sugianto Kusuma (Aguan), Prajogo Pangestu, Boy Thohir, Franky Widjaja, Dato Sri Tahir, James Riady, dan Tomy Winata. Masing-masing dari mereka memiliki latar belakang bisnis yang berbeda.   Pertemuan ini menjadi ajang diskusi strategis antara pemerintah dan dunia usaha mengenai perkembangan ekonomi nasional serta program-program utama yang tengah dijalankan.

Transcript

00:00Thank you so much for being with us this morning, Mas Reza Priyambada, Director of PT Reliance Securities Indonesia.

00:12Good morning, Mas Reza.

00:13Hello, good morning.

00:16Thank you for being with us this morning, Mas Reza.

00:18There are two IPOs this morning, there is Mine and there is Kaki.

00:23If we look at the emittance that has just done this IPO in a sector or maybe fundamentally, what do you see it like, Mas Reza?

00:34Yes, so if we look at the two emittances, it is based on two different sectors,

00:42but what I see is that these two sectors or these two emittances seem to be preparing a number of expansions that will be done.

00:54And we see that in the middle of the macroeconomic condition, which can be said to be more or less up to now,

01:00these two emittances can still show the existence of expansion plans,

01:06so we hope that with the IPO processing later, it can make their budget better.

01:14So this is a corporate action that needs to be done by companies to be more expansive, right?

01:22Yes.

01:23Okay, but in terms of sectors, it's quite interesting, these two emittances, right? Or maybe in terms of potential?

01:29Yes, these two emittances are still quite prospective, if we look at it.

01:34For example, in the self-employment sector, they are in the field of additional taxes, right?

01:40Then the next emittance is also in the field of infrastructure, right?

01:49So these two sectors, from a perspective, if we look at the macroeconomic condition,

01:57we hope that it can be better in the future.

01:59Of course, the demand for goods and services in the mining sector and infrastructure should be able to experience growth.

02:10These two emittances can at least play a role in that growth.

02:15Okay, speaking of economic growth and also the growth of the capital market in Indonesia,

02:19if we look at the meeting between President Prabowo Subianto and 8 conglomerates

02:24that met in Jakarta, of course a number of issues were discussed,

02:31and one of them is related to how the consolidation between the government and the business world

02:36to make the economy stable.

02:40This is a recent dynamic that we have been witnessing day by day.

02:44A few days ago, we also saw the business authorities holding a meeting at Menho,

02:49an Indonesian fake business, with entrepreneurs.

02:53Actually, these meetings were responded positively,

02:57and if we look at the movement from the ISG on Friday, it was also supported by SAMSAM, the conglomerate.

03:04How do you see this meeting, and how does it look like it is needed by the market players,

03:16as in psychologically speaking, Reza?

03:20Yes, so if we look at it from a positive perspective,

03:25the meeting between the President and the entrepreneurs is actually more of a collaboration.

03:33A collaboration between the government and entrepreneurs

03:36to see how it can survive in the current macroeconomic condition

03:41that is being tested.

03:46Then how can our macroeconomic condition survive in the global macroeconomic condition

03:54which is currently not very good,

03:57with trade wars, with global conditions in some areas.

04:04Of course, it needs collaboration between one and the other.

04:08Meeting between the President and a number of entrepreneurs,

04:11this is a collaboration between the government and private sector

04:14to make our economy better in the future.

04:18Moreover, if we look at this meeting with entrepreneurs,

04:23their companies are already willing to contribute to the Indonesian economy.

04:32For example, the cooperation with the entrepreneurs from Bali Toher,

04:38with the Adaro Group, they have already contributed to our macroeconomic condition.

04:45Then, with the partners, like Pak Minstu, Pak Soemin Aka, and the Sinarmas Group, etc.

04:52These entrepreneurs have already made a lot of contributions to our economy.

04:58Therefore, the government itself wants a collaboration

05:06so that our economy can survive.

05:10Something like that, if we look at it from a positive perspective.

05:12Okay, psychologically, these meetings have a significant impact on the strengthening of the Indonesian economy.

05:18But then, what is expected from entrepreneurs and market players, I mean,

05:24what are the policies of the government pro-business world

05:29so that the efficiency that leads to layoff

05:33does not happen again and also affects the purchasing power of the community.

05:39And also, how we can face the consequences of the trade war

05:46which was just started, and then the war was crushed by Donald Trump

05:52and also various retaliation actions by countries

05:57which were then imposed an import tariff by the President of the United States, Donald Trump.

06:02Okay, we leave it, related to this discussion,

06:05we move on to the morning election.

06:07From you, Mr. Reza.

06:09And you can watch it on LINE Television for the election.

06:13This morning, among them are

06:19BRPT, then there is also MEDC, PNBN, and also SMGR.

06:24Recommended by BRPT with support at 7.70, resistance at 8.55,

06:30then MEDC with support at 9.70, resistance at 1.050,

06:35PNBN with support at 1.330, resistance at 1.475,

06:39and SMGR with support at 6.200 and resistance at 7.200.

06:44A brief analysis for your election this morning, Mr. Reza, please.

06:49Yes, okay, Mr. Geng.

06:51If we look at the first of BRPT,

06:53we see that the movement of MA20 is very positive.

06:59Moreover, the price has passed the MA20 and MA5,

07:03so we recommend it as a buy with entry at 8.15 and 8.30,

07:09then to support at 7.70 with a target at 9.85.

07:15Then next from the MIGAS sector, there is MEDCO.

07:19MEDCO, if we look at the introduction, it is above the MA5.

07:26So we can try entry buy at 9.85 to 1.015 with resistance at 1.050 to 1.090,

07:35support at 9.70.

07:38Then next for PNBN,

07:41almost the same as MEDC,

07:43where the movement is above the MA5,

07:47entry at 13.85 compared to 14.30,

07:53resistance at 14.75 and support at 13.30.

07:57Okay, Mr. Reza, with this correction,

07:59the sum that you recommend is PNBN, MEDC,

08:02then also BRPT and SMRA, right?

08:05Yes, SMRA.

08:06Not SMGR.

08:07We apologize for the confusion of the data we just mentioned.

08:10SMRA, buy recommendation with entry at 6.575 to 6.750,

08:15resistance at 7.000 to 7.325.

08:18Analysis for SMRA, Mr. Reza, please.

08:21Yes, for SMRA, if we look at it,

08:24the movement is also above the MA5,

08:30entry at 6.575 compared to 6.750,

08:35resistance at 7.000 to 7.325.

08:42Okay, those were some of the recommendations

08:44recommended by Mr. Reza,

08:46including BRPT, then MEDC, PNBN,

08:49and also SMRA.

08:52We have a very short time, Mr. Reza.

08:54It was nice to talk to you this morning.

08:57I hope you are always healthy and successful.

08:59What we discussed this morning

09:02can serve as a reference for market players

09:04in today's trading.

09:05See you, Mr. Reza.

09:06Okay, thank you, Mr. Reza.

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