๐ ๐๐๐ซ๐ฎ๐๐ซ๐ฒ ๐๐, ๐๐๐๐
* ๐๐ก๐ย ๐๐๐ ๐ญ๐ซ๐๐๐ข๐ง๐ ๐ซ๐๐ง๐ ๐: ๐,๐๐๐๐ฉ๐ญ – ๐,๐๐๐๐ฉ๐ญย (๐๐๐ฌ๐ญ๐๐ซ๐๐๐ฒ ๐๐ฅ๐จ๐ฌ๐: ๐,๐๐๐๐ฉ๐ญ)
* ๐๐๐ฅ๐ฅ ๐๐ญ๐ซ๐๐๐ญ ๐ฐ๐๐ฌ ๐๐ฅ๐จ๐ฌ๐๐ ๐๐จ๐ซ ๐ฉ๐ฎ๐๐ฅ๐ข๐ ๐ก๐จ๐ฅ๐ข๐๐๐ฒ
* ๐๐ก๐ ๐๐๐ ๐ข๐ฌ ๐๐ฑ๐ฉ๐๐๐ญ๐๐ ๐ญ๐จ ๐ ๐๐ข๐ง ๐๐๐ ๐ ๐๐ฅ๐ฌ๐จ ๐จ๐ง ๐ฌ๐ญ๐ซ๐จ๐ง๐ ๐๐ซ ๐๐๐๐๐๐ ๐๐ง๐ ๐จ๐ข๐ฅ-๐๐ฅ๐จ๐ฌ๐
Morning,
The Jakarta Composite Index (JCI) today (2/16) is expected to be in the range of 6,225pt โ 6,350pt to attemp higher also to share regional positive mood. ย Meanwhile, Dow, S&P 500, and the Nasdaq futures rose this morning by some 0.5% to reflect investors confidence on COVID-19 vaccines roll-out as well as ย extended easy monetary policy ย in the United States (US).
๐๐ง ๐ญ๐ก๐ ๐ง๐๐ฐ๐ฌ: ๐ ๐จ๐ฏ๐๐ซ๐ง๐ฆ๐๐ง๐ญ ๐๐ฅ๐ข๐ฆ๐ข๐ง๐๐ญ๐๐ฌ ย ๐๐๐ง๐๐ (๐๐๐ฅ๐ฎ๐-๐๐๐๐๐ ๐ญ๐๐ฑ ๐จ๐ง ๐๐ฎ๐ฑ๐ฎ๐ซ๐ฒ ๐๐จ๐จ๐๐ฌ) ๐ญ๐จ ๐% ๐๐จ๐ซ ๐ฉ๐ฎ๐ซ๐๐ก๐๐ฌ๐ ๐จ๐ง ๐๐๐ซ๐๐ก ๐๐๐๐ – ๐๐๐ฒ ๐๐๐๐ ๐จ๐ง ๐-๐ฐ๐ก๐๐๐ฅ ๐ฏ๐๐ก๐ข๐๐ฅ๐๐ฌ ๐ฎ๐ฉ ๐ญ๐จ ๐,๐๐๐๐๐, ๐๐ซ๐จ๐ฆ ๐ฉ๐ซ๐๐ฏ๐ข๐จ๐ฎ๐ฌ๐ฅ๐ฒ ๐๐%-๐๐%
The Coordinating Ministry has stated plan to boost the automotive sector by erasing value added tax on new cars purchase to 0% of the existing rates during purchase on March โ May 2021, ย to 50% during June โ August, and to 25% during September โ November.ย Cars of maximum machine capacity of 1,500cc to be affected to include city car, ย hatchback, MPV, SUV, and sedans, with retailerโs price range of IDR175mn โ IDR350mn.ย The new regulation can reduce the retailer -end price by 10-20% and expected to help boost car demand for the period.ย ย Automative sector contributes some 6% of total economy of total IDR15,434tr current price last year.
At the other end, yesterday ย the WTI price closed higher by 1.1% to USD60.1/barrel as compared ย to the previous close, as freezing weather in the US both fostered demand for power and fuel and at the same time threatened production capacity. ย Meanwhile, the USDIDR ย closedย at IDR13,946 ย vs. IDR14,011 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, ๐๐๐๐ (๐ฌ๐๐๐ญ๐จ๐ซ ๐จ๐ ๐๐ฐ๐ฏ๐ด๐ถ๐ฎ๐ฆ๐ณ, ๐๐ฅ๐ฅ๐จ๐๐๐ญ๐ข๐จ๐ง ๐ฌ๐ฎ๐ ๐ ๐๐ฌ๐ญ๐ข๐จ๐ง ๐๐ท๐ฆ๐ณ๐ธ๐ฆ๐ช๐จ๐ฉ๐ต ), ๐๐ง๐ ๐๐๐๐, ๐๐๐๐, ๐๐๐๐,๐๐๐๐ (๐ฌ๐๐๐ญ๐จ๐ซ ๐จ๐ ๐๐ณ๐ข๐ฅ๐ฆ, ๐๐ฅ๐ฅ๐จ๐๐๐ญ๐ข๐จ๐ง ๐ฌ๐ฎ๐ ๐ ๐๐ฌ๐ญ๐ข๐จ๐ง ๐๐ท๐ฆ๐ณ๐ธ๐ฆ๐ช๐จ๐ฉ๐ต),๐๐ง๐ ๐๐๐๐ (๐ฌ๐๐๐ญ๐จ๐ซ ๐จ๐ ๐๐ข๐ด๐ช๐ค ๐๐ฏ๐ฅ๐ถ๐ด๐ต๐ณ๐บ, ๐๐ฅ๐ฅ๐จ๐๐๐ญ๐ข๐จ๐ง ๐ฌ๐ฎ๐ ๐ ๐๐ฌ๐ญ๐ข๐จ๐ง ๐๐ข๐ณ๐ฌ๐ฆ๐ต-๐ธ๐ฆ๐ช๐จ๐ฉ๐ต).
Cheers,