JAKARTA. The Donald Trump’s victory at the US presidential election has led the investors to rearrange their portfolios. This has affected the domestic shares movement. The Jakarta Composite Index closed down by 4.01% on Friday (11/11).

However, some senior traders and investors consider the fall of JCI as opportunities to reap profits. For example, Prodjo Sunarjanto took the position of ‘buy on weakness’ for certain shares. Prodjo, who have started playing at the stock exchange in 1992 estimated that the drop in JCI was only temporary.

He is optimistic that as an entrepreneur, Trump will be pro to the business. “I believe that this is only temporary. This is an opportunity for those who dare to speculate”, he said.

Prodjo prefer to trade prospective shares, including coal shares like ADRO and BUMI, in a sort term period. However, he reminded that the opportunity will last only in a short period.

To avoid risks, Prodjo spreads the portfolios to some sectors, including banking and construction, such as WIKA, WKST, and WTON. When the index is volatile, Prodjo will not keep much cash funds. Let alone, the deposit yields are still unattractive. He is optimistic that JCI will close at 5,500 by the end of the year.

Another investor, Ellen May prefers to ‘hold’ the commodities shares. To date, she holds PTBA and ITMG shares. He also found opportunities at ANTM, TINS, and NIKL. “Trump’s policies will drive energy sector”, he said.

An investor, who is often mentioned by Warren Buffet, Lo Kheng Hong is also trading in short time period amid the volatile JCI. Kheng Hong keeps monitoring the issuers’ overall fundamentals, such as the performance and price valuation of the shares.

To date, Kheng Hong is still in favor of the shares of coal sector, such as HRUM that is free of debts and still has large amount of internal cash funds. He is also in favor of INDY and BUMI. Kheng Hong said that he bought up the shares of some sectors, which were avoided by some people. Today, he claimed to have gained the yields.

Senior investor Soeratman Doerachman mentioned that the decrease is a chance to get good shares at cheap price. Soeratman is in favor of the corrected shares, such as BBRI and BMRI. He is also attracted of the shares of KLBF, UNVR, TLKM, WSKT, WIKA, LPCK, and PWON.

At the age of 70 years old, the man who is famously called Eyang Ratman is in favor of the long term investment. He only allocates 5% of his total funds to the short term trading, while hunting blue chip shares, which are safe and have positive prospects in a long term period.

(MUHAMMAD FARID/Translator)

Editor: Yudho Winarto