Menunggu IHSG rebound
Koreksi pasar sebagai kesempatan buy: Kami melihat ketakutan pasar akibat terpilihnya Trump menjadi presiden dan perubahan policy terhadap global trade serta perekonomian kedepan dapat digunakan sebagai kesempatan untuk akumulasi saham big cap dan lapis dua pilihan untuk potensi rebound kembali menuju IHSG 5.350-5.450.
Asing jual, asing beli: Selama seminggu ketika IHSG naik dari 5.300 hingga high 5.481, asing melakukan net sell terutama di saham big cap index driver dan lapis dua dan menukar ke mata uang US di 13.100, dengan kejatuhan pasar saham Indonesia atau asset rupiah yang turun, mereka sekarang memiliki currency gain di 13.600 dan harusnya berpikir untuk melakukan bargain hunting.
Stock picks & 1-week targets: (BUY: ASII, TLKM, BSDE, BMRI)
1. Astra International (ASII) (BUY) (Trading target: Rp.8.125-8.350)
Entry buy (1) Rp.7.925, Entry buy (2) Rp.7.725, Cut loss point: Rp.7.575
2. Telekomunikasi (TLKM) (BUY) (Trading target: Rp.4.200)
Entry (1) Rp.3.900, Entry (2) Rp.3.700, Cut-loss point: Rp.3.500
3. Bumi Serpong Damai (BSDE) (BUY) (Trading target Rp.2.100)
Entry: (1) Rp.1.965, Entry (2) Rp.1.945, Cut loss point Rp.1.915
4. Bank Mandiri (BMRI) (BUY): (Trading target Rp.11.600)
Entry: (1) Rp.10.925, Entry (2) Rp.10.825 Cut loss point Rp.10.725
Disclaimer: Investasi di pasar modal adalah hal yang beresiko dan dapat mengakibatkan kerugian material. Tulisan ini hanya bertujuan hanya sekedar memberikan informasi dan tidak boleh ditafsirkan sebagai ajakan atau penawaran untuk membeli dan/atau menjual efek atau instrumen keuangan lainnya. Setiap keputusan investasi yang di ambil merupakan tanggung jawab sepenuhnya investor.
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Yuganur Wijanarko Senior Research (yuganur.wijanarko@kgi.com)
