๐๐๐๐๐ฆ๐๐๐ซ ๐, ๐๐๐๐
* ๐๐ก๐ ๐๐๐ ๐ญ๐ซ๐๐๐ข๐ง๐ ๐ซ๐๐ง๐ ๐:๐,๐๐๐๐ฉ๐ญ – ๐,๐๐๐๐ฉ๐ญ (๐๐๐ฌ๐ญ๐๐ซ๐๐๐ฒ ๐๐ฅ๐จ๐ฌ๐: ๐,๐๐๐๐ฉ๐ญ)
* ๐๐๐ฅ๐ฅ ๐๐ญ๐ซ๐๐๐ญ ๐๐ง๐๐๐ ๐ก๐ข๐ ๐ก๐๐ซ ๐๐ฒ ๐ฌ๐จ๐ฆ๐ ๐% ๐จ๐ง ๐ญ๐ก๐ ๐ฎ๐ง๐ฏ๐๐ข๐ฅ ๐จ๐ ๐๐๐๐๐-๐๐ ๐ฌ๐๐๐จ๐ง๐ ๐ฌ๐ญ๐ข๐ฆ๐ฎ๐ฅ๐ฎ๐ฌ ๐ฉ๐ฅ๐๐ง
* ๐๐ก๐ ๐๐๐ ๐ข๐ฌ ๐๐ฑ๐ฉ๐๐๐ญ๐๐ ๐ญ๐จ ๐ฌ๐ฅ๐ข๐ ๐ก๐ญ๐ฅ๐ฒ ๐๐จ๐ง๐ฌ๐จ๐ฅ๐ข๐๐๐ญ๐ ๐๐ง๐ ๐๐ ๐ฌ๐ฎ๐ฉ๐ฉ๐จ๐ซ๐ญ๐๐ ๐๐ฒ ๐ฌ๐ญ๐๐๐ฅ๐ ๐๐๐๐๐๐
Morning,
The Jakarta Composite Index (JCI) today (12/2) is expected to be in the range of 5,685pt โ 5,800pt, to slighlty consolidate and be supported by the sign of national private consumption recovery. Meanwhile, yesterday (12/1), the DJIA closed higher by 185 points or 0.6% to 29,824pt, while the S&P500 and the Nasdaq both ended higher by 1.1% and 1.3%, respectively. ย Wall Street responds positively on the news that COVID-19 vaccines of Pfizer & BioNTech is likely to be available before the year end.
The Central Statistic office yesterday released the inflation rate for the month of November, at 0.28% MoM (October: 0.07% MoM, September: -0.05% MoM) which is higher-than- consensus estimate of 0.21% MoM. On annual basis, the CPI index grew by 1.59% (October: 1.44% YoY, September: 1.42% YoY). The highest contributor of Novemberโs inflation tick is that of food, drink, and tobaccos of 0.22ppt (October: 0.07ppt, September: -0.09ppt) and transportation of 0.04ppt (October:-0.02ppt, September: -0.04ppt). The uptict of last monthโs CPI rate triggered stakeholdersโs optimism on the recovery of the economy into the end of the year, at the minimum, in our observe.
At the other end, yesterday the WTI price closed lower by 1.7% at USD44.6/barrel along with the the delay of OPEC+ coutries official meeting scheduled yesterday to decide extension of output cut. Meanwhile, the USDIDR ย closedย at IDR14.178 ย vs. IDR14.128 the previous one.
We advise the following recommendations, for both trading and longer-time investment purpose. ๐๐๐๐, ๐๐๐๐ (๐ฌ๐๐๐ญ๐จ๐ซ ๐จ๐ ๐๐จ๐ณ๐ช, ๐๐ฅ๐ฅ๐จ๐๐๐ญ๐ข๐จ๐ง ๐ฌ๐ฎ๐ ๐ ๐๐ฌ๐ญ๐ข๐จ๐ง ๐๐ฏ๐ฅ๐ฆ๐ณ๐ธ๐ฆ๐ช๐จ๐ฉ๐ต ), ๐๐๐๐, ๐๐๐๐, ๐๐๐๐, ๐๐๐๐ (๐ฌ๐๐๐ญ๐จ๐ซ ๐จ๐ ๐๐ฐ๐ข๐ญ ๐๐ช๐ฏ๐ช๐ฏ๐จ, ๐๐ฅ๐ฅ๐จ๐๐๐ญ๐ข๐จ๐ง ๐ฌ๐ฎ๐ ๐ ๐๐ฌ๐ญ๐ข๐จ๐ง ๐๐ข๐ณ๐ฌ๐ฆ๐ต-๐ธ๐ฆ๐ช๐จ๐ฉ๐ต), ๐๐๐๐, ๐๐๐๐, ๐๐๐๐ (๐ฌ๐๐๐ญ๐จ๐ซ ๐จ๐ ๐๐ฐ๐ฏ๐ด๐ถ๐ฎ๐ฆ๐ณ, ๐๐ฅ๐ฅ๐จ๐๐๐ญ๐ข๐จ๐ง ๐ฌ๐ฎ๐ ๐ ๐๐ฌ๐ญ๐ข๐จ๐ง ๐๐ท๐ฆ๐ณ๐ธ๐ฆ๐ช๐จ๐ฉ๐ต ), ๐๐๐๐ (๐ฌ๐๐๐ญ๐จ๐ซ ๐จ๐ ๐๐ถ๐ต๐ฐ๐ฎ๐ข๐ต๐ช๐ท๐ฆ, ๐๐ฅ๐ฅ๐จ๐๐๐ญ๐ข๐จ๐ง ๐ฌ๐ฎ๐ ๐ ๐๐ฌ๐ญ๐ข๐จ๐ง ๐๐ข๐ณ๐ฌ๐ฆ๐ต-๐ธ๐ฆ๐ช๐จ๐ฉ๐ต), ๐๐ง๐ ๐๐๐๐, ๐๐๐๐, ๐๐๐๐ (๐ฌ๐๐๐ญ๐จ๐ซ ๐จ๐ ๐๐ณ๐ข๐ฅ๐ฆ, ๐๐ฅ๐ฅ๐จ๐๐๐ญ๐ข๐จ๐ง ๐ฌ๐ฎ๐ ๐ ๐๐ฌ๐ญ๐ข๐จ๐ง ๐๐ท๐ฆ๐ณ๐ธ๐ฆ๐ช๐จ๐ฉ๐ต),๐๐ง๐ ๐๐๐๐ (๐ฌ๐๐๐ญ๐จ๐ซ ๐จ๐ ๐๐ข๐ด๐ช๐ค ๐๐ฏ๐ฅ๐ถ๐ด๐ต๐ณ๐บ, ๐๐ฅ๐ฅ๐จ๐๐๐ญ๐ข๐จ๐ง ๐ฌ๐ฎ๐ ๐ ๐๐ฌ๐ญ๐ข๐จ๐ง ๐๐ข๐ณ๐ฌ๐ฆ๐ต-๐ธ๐ฆ๐ช๐จ๐ฉ๐ต).
Cheers,