๐๐๐๐๐ฆ๐๐๐ซ ๐, ๐๐๐๐
* ๐๐ก๐ ๐๐๐ ๐ญ๐ซ๐๐๐ข๐ง๐ ๐ซ๐๐ง๐ ๐: ๐,๐๐๐๐ฉ๐ญ – ๐,๐๐๐๐ฉ๐ญย (๐๐๐ฌ๐ญ๐๐ซ๐๐๐ฒ ๐๐ฅ๐จ๐ฌ๐:ย ๐,๐๐๐๐ฉ๐ญ)
* ๐๐๐ฅ๐ฅ ๐๐ญ๐ซ๐๐๐ญ ๐๐ง๐๐๐ ๐ฌ๐ฅ๐ข๐ ๐ก๐ญ๐ฅ๐ฒ ๐ก๐ข๐ ๐ก๐๐ซ ๐๐ฅ๐ฌ๐จ ๐จ๐ง ๐ฉ๐ซ๐จ๐ฌ๐ฉ๐๐๐ญ ๐จ๐ ๐๐๐๐๐-๐๐ ๐ฏ๐๐๐๐ข๐ง๐๐ฌ ๐๐ ๐๐จ๐ฆ๐ฆ๐๐ซ๐๐ข๐๐ฅ๐ฅ๐ฒ ๐๐ฏ๐๐ข๐ฅ๐๐๐ฅ๐ ๐๐๐๐จ๐ซ๐ ๐ญ๐ก๐ ๐ง๐๐ฐ ๐ฒ๐๐๐ซ , ๐ข๐ง ๐ญ๐ก๐ ๐ฆ๐ข๐๐๐ฅ๐ ๐จ๐ ๐ ๐๐จ๐ง๐ญ๐ข๐ง๐ฎ๐๐ ๐ข๐ง๐๐ซ๐๐๐ฌ๐ ๐ง๐๐ฐ ๐๐๐ฌ๐๐ฌ ๐ข๐ง ๐ญ๐ก๐ ๐๐ง๐ข๐ญ๐๐ ๐๐ญ๐๐ญ๐๐ฌ
* ๐๐ก๐ ๐๐๐ ๐ข๐ฌ ๐๐ฑ๐ฉ๐๐๐ญ๐๐ ๐ญ๐จ ๐๐ฅ๐ฎ๐๐ญ๐ฎ๐๐ญ๐ ๐๐ง๐ ๐๐ฅ๐ฌ๐จ ๐๐ ๐ฌ๐ฎ๐ฉ๐ฉ๐จ๐ซ๐ญ๐๐ ๐๐ฒ ๐ญ๐ซ๐๐ง๐๐ข๐ง๐ -๐ฎ๐ฉ ๐๐จ๐๐ฅ ๐๐ง๐ ๐๐๐ ๐ฉ๐ซ๐ข๐๐
Morning,
The Jakarta Composite Index (JCI) today (12/3) is expected to be in the range of 5,775pt โ 5,900pt, to fluctuate and also be supported by stable USDIDR close. ย Meanwhile, yesterday (12/2), the DJIA closed higher by 185 points or 0.2% to 29,844pt, while the S&P500 and the Nasdaq both ended higher by 0.2% and ย lower 0.05%, respectively. ย Wall Street was also be suppported by news that Britain yesterday ย became the first country to approve Pfizer-BioNTechโs COVID-19 vaccine.
๐๐๐๐๐-๐๐ ๐๐ก๐๐๐ค
With current Indonesia macro economic data in a controllable state, plus a delight of moving-up commoditiesโ price, again COVID-19 management to be the single important factor to determine the next national economic recovery trend.
Local mediasโ noise on the countryโs unfavorable COVID-19 ย pandemic management has triggered ย a statistic browse on the subject. ย Latest data pointed that capital city Jakartaโs ย weekly Positivity Rates (PR) at 8.6% (Indonesia 14.8%), new cases in 1(one) day of 1,166 cases (Indonesia: 5,092 cases). Meanwhile comparison on cases per 1 million people, Indonesia came in at 2,038 cases, while Moldova at 40,594 cases, and Armenia at 45,974 cases, and Malaysia at 2,052 cases.ย From this comparison, ย that is Indonesia being compared ย to those ย with about ย similar GDP/capita income ย and those of higher, COVID-19 cases managementย is being rated as โModerateโ, in our note.
At the other end, yesterday the WTI price closed higher by 1.6% at USD45.8/barrel, also on hope for a demand recovery while awaiting decision on production cut scheduled today. Meanwhile, the USDIDR ย closedย at IDR14.164 ย vs. IDR14.178 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,