Seasoned investor Lo Kheng Hong assesses the selling actions by\nforeign investors in the stock market as the best momentum for\naccumulating shares, particularly in issuers with strong fundamental\nperformance.<\/p>\n
Lo Kheng Hong stated that conditions where foreign investors\ncontinuously offload their shareholdings are often accompanied by price\npressure in the market. However, this situation opens opportunities for\ndomestic investors to enter at cheaper valuations.<\/p>\n
\u201cWhen foreigners are fleeing and selling continuously, that\u2019s the\nbest time,\u201d said Lo Kheng Hong after the Annual General Meeting of PT\nABM Investama Tbk. (ABMM) on Wednesday (29\/4\/2026).<\/p>\n
Lo conveyed that share price declines should not be met with panic.\nOn the contrary, such conditions present an opportunity to buy shares in\ngood companies at a discount.<\/p>\n
He professed to remain optimistic about the prospects of the stock\nmarket amid the current fluctuations. Even, he described share price\ndeclines as a \u201cgolden opportunity\u201d to increase investment positions.<\/p>\n
\u201cWhen shares are falling, be optimistic. This is a golden\nopportunity, you can buy good companies at cheap prices,\u201d he said.<\/p>\n
In his portfolio strategy, Lo tends to utilise market correction\nmomentum to add to his shareholdings. He emphasised the importance of\nfocusing on the quality of issuers\u2019 fundamentals, rather than short-term\nprice movements.<\/p>\n
The sectors deemed attractive in the current conditions include the\nbanking and commodities sectors. For commodities, he highlighted shares\nbased on coal and palm oil as potential choices in line with global\ndemand prospects.<\/p>\n
In addition, Lo also reminded investors not to rush into cutting\nlosses when share prices experience significant declines. According to\nhim, such a step could instead lock in losses.<\/p>\n
\u201cWhen shares drop a lot, doing a cut loss is a big mistake. What\nshould be done is to buy,\u201d he asserted.<\/p>\n
With this strategy, Lo believes investors can leverage market cycles\nto achieve optimal returns in the long term.<\/p>\n
For information, the Composite Stock Price Index (IHSG) on Wednesday\n(29\/4\/2026) reached the level of 7,101.22, down 17.88% year to date\n(YtD). Over the same period, foreign investors have tended to engage in\nselling actions with a net sell of Rp48.38 trillion.<\/p>\n
A number of shares driving the IHSG throughout the year so far are\ndominated by commodity shares. These shares are EMAS, MDKA, MEGA, MSIN,\nAADI, ANTM, BIPI, ADRO, ARKO, and BNBR.<\/p>\n
Meanwhile, the shares pressuring the IHSG throughout 2026 are mostly\nbig cap shares, such as DSSA, BBCA, BREN, FILM, BBRI, BRPT, BYAN, TLKM,\nMORA, and BMRI.<\/p>", "url": "https:\/\/jawawa.id\/newsitem\/lo-kheng-hong-accumulates-shares-as-foreigners-sell-check-his-recommendations-market-business-1777593147", "image": "" }, "sponsor": "Okusi Associates", "sponsor_url": "https:\/\/okusiassociates.com" }