Cermati Saham Pilihan: SMGR, INDF, Hingga KLBF
"Saksikan tayangan kami Official Youtube IDX Channel di Program Power Breakfast, Kamis (25/01/2024) dengan Tema Cermati Saham Pilihan: SMGR, INDF, Hingga KLBF".
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TVTranscript
00:00 Thank you for staying with us, Mr. Minister.
00:02 Before I continue the discussion with Mr. Arya Santoso, President Director of CSA Institute,
00:07 we will update first a few moments ago, the movement of IHSG.
00:11 So far, IHSG has moved to weaken at level 7223 or between level 721 to 723.
00:19 It was opened at a red level, and then it weakened at the opening this morning at level 7227.686.
00:31 It reached the highest level at level 7235.166 and the lowest level was 7215.359.
00:42 We will continue the discussion with Mr. Arya. Mr. Arya, the election results this morning,
00:49 as you can see on the television screen, there is SMGR with support at level 5850 and resistance at 6200.
00:58 Recommendation by INDF, support at level 6300 and resistance at 6600.
01:06 Recommendation by INDCO, support at level 3910 and resistance at 4400.
01:14 Recommendation by KLBF, with support at 1525 and resistance at 1670. Recommendation by.
01:21 Let's go to SMGR first, Mr. Arya, what is the analysis like?
01:25 Yes, for the time being, we see that there are quite resilient sectors,
01:30 so we maintain that the demand is still quite good.
01:33 In SMGR, we see that the current condition is also a minor movement that is expected to continue to increase.
01:41 We see in the last two trading days before today, there has been a rejection
01:47 or it is also seen that there is a strength to return upside after a decline since the beginning of the year.
01:54 Therefore, it becomes one of the choices in a very short period of time, it can be done trading for SMGR,
01:59 taking advantage of the 5850 support area which is quite close.
02:03 Then we see there is a possibility of an increase of up to 6200.
02:08 Okay, it was a chance to strengthen SMGR by more than 1% in today's trading, the last level at level 6075.
02:14 Still, the recommendation is bye, Mr. Arya, for SMGR.
02:20 Correct, still a bye recommendation, if for example, investors who feel that this is a short-term movement,
02:27 there may still be a weakness, it can be purchased in the range of area 6025.
02:32 Later, when it reaches 6025 to level 6000, it can be purchased.
02:38 Okay, related to SMGR, which was actually expected to grow positively in 2024,
02:44 when can this then be a support to collect SMGR in the portfolio with a long-term investment term, Mr. Arya?
02:53 We see that the needs in this sector are needs that have a fairly good prospect.
03:03 We see that the development will also be intensified again,
03:08 after the political year is over, then the transition to a new cabinet,
03:13 the focus back to physical development will also be very needed in various fields in Indonesia.
03:21 And that's also a pretty big budget, it can be said that hundreds of trillions are also ready to be implemented.
03:31 Therefore, this is a pretty good choice.
03:33 What is the INDF like?
03:35 For INDF, we can say that this is also a holding company that manages various business sectors in the IndoFood group.
03:46 And we see that although there have been ups and downs since 2022, the range is quite wide.
03:52 We notice that this is also one of the choices for medium or long-term trading.
03:58 We see that the price trough or price bumps since 2022 are also getting higher.
04:04 And price consolidation at the moment is a good opportunity.
04:09 We see that it has not fallen any lower since November 2023 until now.
04:15 We see that the consolidation at ICBP has also started to have upsides,
04:19 and this is a good opportunity to make purchases in Indofood.
04:23 The short-term movement is very likely to return to level 6600.
04:29 Okay, the level you recommended is at level 6300, but the last level is at level 6400.
04:35 And in terms of trading, it seems that the decline continues to enter the level of support that you just mentioned.
04:42 We go to INKO, sir.
04:43 INKO is a company that has received quite a good sentiment from Nickel.
04:52 We see the bottoming at level 4000.
04:55 We have seen since last month in December 2023, we see that the level 4000 is quite strong as a level support.
05:04 The possibility of consolidation will continue to occur at the level 4000 to 4400 before there is a breakout again in the price movement of 460.
05:16 Therefore, very short trading can be done at the level of the price that has been given, which is 3910 to 4400.
05:24 Okay, the last is KLBF. What is it like?
05:27 KLBF is also a fairly resilient business sector, which is in need of the people, the consumers, quite good.
05:33 And because of that, we also pay attention to the price movement that has occurred in KLBF.
05:37 Meanwhile, this is a fairly good consolidation in the range of 1560.
05:43 That is a fairly close price level to the current price.
05:47 Then in the three trading days that have occurred, there was a rejection pattern at 1525.
05:56 Okay, that's what Mr. Arya recommended. Today there is SMGR, INDF, INKO, KLBF.
06:01 And Mr. Arya, thank you for joining us once again when we are limited and the investment decision can be returned to you.
06:10 Mr. Arya, I always see you.
06:12 Thank you, Mr. Wiki, see you.
06:14 Bye.
06:15 (chiming)
06:17 [BLANK_AUDIO]