Investor! Simak Rekomendasi Saham Pilihan ini
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00:00 Let's look at some other data, Mr. Mirsa.
00:03 Among them, there is the Halal Emittance.
00:07 Astral, the latest record, 34 trillion rupiah.
00:11 The dividend-based business is also attracting attention.
00:14 And then, the other emittance news,
00:17 officially controlled by the government, 34%.
00:20 The daily income is 4% or in the last trade.
00:26 Then we turn to the economic agenda,
00:29 there is the weekly oil stock from API, the United States.
00:33 The price of consumer goods, the main personnel,
00:35 the sales price of goods in January 2024 and from Europe.
00:40 Consumer survey and February balance sheet.
00:44 And then there are members of the IMPC, BOE from England, Mr. Mirsa, and other information.
00:54 Meanwhile, from the emittance agenda,
00:58 there is the plan to reduce the emittance of the emittance of WIKA, Mr. Mirsa.
01:06 Then we also see there are several other agendas.
01:09 BTPN, the date of the ex-HMETD, and also Mr. Mirsa.
01:16 Yes, that's it, the emittance agenda that should be considered.
01:19 And the update from the ASEAN exchange, the complete data can be seen together with the following,
01:23 which may be a reference for the opening of trade on the first session of this Wednesday.
01:29 Nikkei, Japan fell 0.26%,
01:34 Stratime Singapore fell 0.27%,
01:36 Kospi Korea South rose 0.52%,
01:39 Hang Seng Hong Kong rose 0.94%.
01:47 We continue with Mr. William Suryawijaya, CEO of UGAN Securities.
01:53 Mr. William, how are you?
01:54 Good morning.
01:57 Good morning. Thank you for joining us this morning, Mr. UGAN.
02:00 Okay, Mr. UGAN, how do you view the international asset that is recorded to exceed expectations,
02:07 even record the highest new record in the full year of 2023?
02:15 Yes, before that, correction, my name is William, not UGAN.
02:18 One, if we look at Astra,
02:22 indeed, if the movement from Astra itself,
02:26 actually, if we look at it since early February, it was quite consolidated,
02:33 after experiencing the pressure that occurred from early January to the end of January.
02:41 The condition of Astra itself, indeed, it is seen that the energy that is provided
02:48 is indeed like there is a slight carryover from the improvement conditions in the Batu Barat emitter,
02:56 including the United Tectors itself.
02:58 In addition, we know there is an agenda or an event from EEMS,
03:09 which yesterday was already available,
03:11 it will also be a little more in the first quarter, it will support Astra's energy.
03:16 So in the future, I see that there is still enough prospect for this company,
03:22 in addition to the fact that the mobility of the community can also support the sale of automotive,
03:29 which was still a little bit under pressure.
03:33 So I think in the future, maybe we will see that Astra will still be able to make a good contribution
03:39 from the automotive side too, which will certainly support the movement from the community.
03:45 Okay, but many also say that growth in 2024 will not be as good as 2023 for Astra
03:53 because maybe the sale of motorcycles and cars tends to be more stable,
03:58 and the price of the CPO also seems to have not shown significant improvement
04:04 compared to other sectors.
04:06 What is your reaction to Astra?
04:09 If we look at the CPO side, we know that maybe the weather is a little more influential for the CPO.
04:17 In addition, maybe it has started to be more stable.
04:22 Then if we look at the automotive side, we know that many other brands are emerging,
04:27 which will certainly have a little more impact on the market share of automotive,
04:33 including one of them in Astra.
04:36 Moreover, we know that some of the brands are also quite a market-oriented,
04:42 so it can also be an alternative choice for users,
04:47 which of course has a little impact on the sales of Astra itself.
04:54 So if we look ahead, there are still quite a lot of needs,
04:59 especially now people have started to switch to hybrid automobiles or even Patra.
05:08 Of course, it can be anticipated by Astra.
05:11 I see it like that.
05:12 You see that the competition is getting tighter, especially from electric vehicles,
05:17 it can be anticipated by Astra.
05:20 And we see that the opportunity of Astra's energy in 2023, which is the CIAMIC,
05:24 can still continue in 2024.
05:26 Mr. William, right?
05:28 It is natural if Astra also makes breakthroughs for the products it produces.
05:35 Okay, then the next thing to pay attention to is the dividend from Astra,
05:40 which will be discussed later at the RUPS April.
05:44 And there is a dividend final of 421 per share.
05:50 How far do you see this is quite prospective?
05:53 Maybe it can be compared to the dividend in previous years.
05:57 Yes, if we look at it, Astra is actually quite spectacular for the dividend.
06:07 However, it is not surprising that Astra does not want to hold the dividend too much.
06:19 So I think it's a good step to attract investors again to continue to invest in this company.
06:30 Moreover, we know that Astra itself has proven to provide good energy in 2023.
06:40 So I think it's one of the steps for investors to stay comfortable to invest in the company.
06:47 Mr. William, are you interested in investing in Astra right now?
06:51 Astra for now is actually quite interesting.
06:56 Because the decline that has occurred since early 2023, around November,
07:06 sorry, from late 2023 to November until now,
07:12 and there was a fairly deep decline in early February,
07:16 I think right now we are doing the level of buying accumulation,
07:20 of course with a more medium-term investment time frame, if we look at Astra.
07:25 Moreover, in the long term, it is still quite interesting.
07:28 Until this morning, the pair reached 6.19x, then the P/BV was at 1.05x.
07:38 This is quite low for Astra, Mr. William.
07:41 For Astra, including the holding, where there are a lot of contributions from businessmen,
07:50 I think it's still relatively interesting for us to invest right now.
07:56 Okay, is it more interesting for investment or just chasing the momentum of dividends?
08:02 Which is more interesting?
08:04 Both are interesting, it just depends on the time frame of investment from the investor.
08:10 If the time frame of investment is short, especially for traders, maybe the dividends will be much more interesting.
08:16 If we talk about the medium-term investor, for investors to see, it will be more interesting,
08:23 especially if there are dividends.
08:25 Mr. William, yesterday, on the 27th, Astra experienced a 0.98% increase.
08:33 According to you, the short term with the release of the energy above expectations,
08:37 then waiting for the dividends, the animus to buy Astra may experience a slight increase.
08:44 In the short term, what will be the opportunities?
08:47 Is there any support and resistance that can be considered?
08:51 If we look closely, the strong support is around 4,950.
08:58 Whereas for resistance, it seems that Astra will still try to test at level 5,300 for the short term.
09:07 So I think that's what will be tried to be passed by the other side.
09:12 That's the range for Astra International, Mr. Mirsa, in investing for you who are interested in a number of fundamental sentiments
09:21 and technical that we have discussed with Mr. William.
09:24 Okay, whatever the case, Mr. William's recommendation,
09:27 after the interview, Mr. Mirsa, stay with us in the market bus segment.
09:32 Back again, Mr. Mirsa, with us in the market bus segment.
09:37 And we will still discuss with the CEO of UGAN Securities, Mr. William Suryawijaya.
09:43 But before that, Mr. Mirsa, we will show the recommendations of the options that we summarized in the following graphics.
09:49 Among them, there is Pakuwon, recommended by Unilever.
09:55 Then Oasra is also included in the recommendations by and TBIG, Mr. Mirsa.
09:59 Okay, we will discuss one by one with Mr. William after the opening of the first trading session
10:05 which is still about 2 minutes, Mr. Mirsa.
10:08 We will continue a little for Astra, because it turns out to be included in your recommendation.
10:13 Mr. William, Astra, if this morning it rises from 5175 which is the closing level yesterday,
10:20 is it a buy or buy on weakness?
10:24 Again, it depends on the time frame of the investment.
10:28 If we talk about investors who are in the middle of the long term, actually these levels are still quite interesting to accumulate purchases.
10:35 Maybe in the range of around 5100-5150, if a little aggressive,
10:42 can buy gradually even though today there is an increase.
10:46 However, if we talk more in the short term,
10:50 maybe it is better to wait for the number of around 5000 or 5050 or even 575.
10:57 That might be a more stable level.
11:01 Actually, in the last month, Astra International has risen 5%,
11:08 then for a month, then a week, 1.43%.
11:13 And in the pre-opening, about 1 minute more, it has risen 3%.
11:17 So, it's a buy, even though Astra International had a net sale of 70.68 billion rupiah in the Selasah trading.
11:28 Yes, if we look at the company's conditions, it actually has a fairly solid fundamental.
11:34 Moreover, we know from the movement side that it has also experienced a lot of pressure.
11:43 In addition, the pressure is quite big, but not accompanied by negative energy, but rather positive energy.
11:51 That is certainly one of the things that rarely happens and is quite interesting.
11:57 So, I think if we look at Astra itself, we know that the business is still running normally.
12:04 In addition, people's interest in buying a motorcycle or car is still quite high from the automotive side.
12:11 In addition, from the energy side, other businessmen also made quite positive contributions.
12:19 Certainly, this stock is one of the stocks that is quite interesting for us to do.
12:24 Okay, this stock is one of the stocks that is quite interesting for the market.
12:28 And maybe it has experienced a lot of discount in the last few months.
12:36 And in the opening of the trading place at 9 o'clock, Astra International released 2.9% of its shares at 5,325.
12:43 We turn to the next recommendation, you also recommend Unilever.
12:49 Mr. William, how about Unilever?
12:55 Yes, if we look at Unilever, it is actually quite similar to Astra International.
13:02 However, Unilever has experienced quite a long pressure, from November 2023 to the significant pressure in February 2020.
13:15 If we look at Unilever, fundamentally it is still quite okay.
13:20 Moreover, as soon as we are approaching the holy month of Ramadan,
13:24 Eid al-Adha will certainly make a positive contribution to Unilever.
13:29 So, if we do an investment for Unilever, of course, with a long trading time frame, it is still quite interesting.
13:36 If we talk about the short term, this is also a momentum that can be used by short-term investors or traders,
13:43 because we know that the pressure is quite deep.
13:46 Although, we still have to pay attention to Unilever from the fundamental or kinergy side.
13:54 However, if we look at the medium term, it is actually very interesting.
14:00 Very interesting for the medium term.
14:02 So, if you buy now, for the medium term, do you think it is quite interesting with the range,
14:07 what level is the target, and fundamentally, how interesting is it compared to the segment or sector,
14:17 maybe the same as ICBP or Indofood?
14:23 The pressure on Unilever is actually greater than ICBP, especially ICBP or Indofood.
14:29 However, at least we see that the leaders of Unilever are trying to reverse the trend to around 2900,
14:38 which is, if we look at it now, yesterday it was lowered to more than 2500,
14:44 so it gives a quite interesting nuance for Unilever itself if we talk about the range from 2600 to 2900.
14:56 Because the drop is quite a lot compared to other emitters, there is a potential reversal or reverse direction.
15:02 But Unilever's price dropped 10.51% in 2023,
15:06 is there a possibility that it can continue in 2024 so that the interest in buying is not as massive as other emitters?
15:14 That's what was mentioned earlier, that we still have to pay attention to the fundamental side of the leader that we see from technical.
15:25 But if we look at Unilever itself, even though it has experienced a close relationship,
15:30 whether we like it or not, we want to see that everyone is still using the product.
15:35 So I think that's also one of the things that will certainly contribute,
15:40 at least not supporting from the fundamental side of Unilever itself.
15:44 Okay, you are not comparing Indofood with Kinergy, which may be more solid in 2023?
15:49 Indofood is more solid, but maybe more interesting in its ICBP.
15:55 But if we look at Indofood itself, the price is relatively stable with the expected capital gain,
16:08 maybe a bit thinner than Unilever.
16:11 Okay, ICBP is more interesting than Indofood, although Kinergy is more solid,
16:16 but the range to find gains is narrower.
16:23 Okay, so it's more interesting to see Unilever that has fallen quite deep.
16:27 Okay, then what about the other two companies, Pakuon and TBIG?
16:32 Pakuon is more to the property, right?
16:34 Yes, if we look at the property, we can see that Pakuon has experienced a deep fall,
16:44 not only Pakuon, but also other properties have experienced the same thing.
16:49 But in my opinion, Pakuon is also one of the big companies that can bring in quite good profits or Kinergy,
16:59 because we know that Pakuon has a fairly large income from malls and other things.
17:05 And we know that the shopping malls owned by Pakuon are generally quite crowded.
17:11 Of course, that will also make a good contribution to the Kinergy of Pakuon.
17:16 And Pakuon itself has experienced a pressure that can be said to be quite long.
17:21 Of course, it will be seen.
17:25 What is the range of Pakuon?
17:28 If we look at Pakuon, the strength is actually at 404.
17:33 Of course, if we look at the closest direction,
17:38 it will be seen that maybe around 440 is still not enough to be achieved by Pakuon and Kinergy.
17:45 The opening is up 0.5% at 412, that is the recommendation for Pakuon.
17:49 But if we look at the recommendation from Samsum, Mr. William is more happy with Samsum,
17:53 which is going down, but the prospect is interesting.
17:55 So, is the gain, the potential is greater?
18:00 More or less like that.
18:03 If we look at the investment, we have to look at which one is discounted.
18:09 The one we buy is the same as if we buy goods.
18:11 We have to look at the discounted one, not the one that is already prime or premium price,
18:17 then we buy it.
18:19 We will review one more share of the choice.
18:23 Here is the opening of the trade this morning,
18:26 where the index of the Samgabungan share has been opened and increased 0.13% at 7294 or 9 points.
18:35 We will provide the complete information after the break.
18:37 Stay with us in the segment Market Plus.
18:40 And Mr. Mirsa is back in the segment Market Plus and the index of the Samgabungan share.
18:44 Mr. Mirsa, we can see together in the RTI data.
18:47 The next one is increased 0.14% at 7294.
18:50 It seems that this morning it tried to return to 7300 or 12 points.
18:55 Mr. Mirsa, with the value of the Rupiah exchange rate against the US dollar,
18:58 is at level 15,639, decreasing 0.03%.
19:05 Next, we see the shares that become gainers based on value and losers,
19:10 among them there is MMEX, which increased 20%.
19:12 Then, FIRE increased 12%.
19:15 VC, VKTR, MLPL, ASII, Mr. Mirsa also entered the gainers and losers top.
19:21 There is APIC, JASA, MARGA, ARNA, CHASA.
19:24 Then, NICE, BEST, and SILO.
19:27 Along with several other shares that will continue to experience changes, Mr. Mirsa.
19:32 Mr. William, there was one last thing, your recommendation.
19:37 What is the interest of the shares, and also tips for future trading, TBIG?
19:44 TBIG is one of the shares that has a very long contract.
19:51 We also know that he is a telecommunications supporter.
19:54 So I think this is more towards the long term, if we invest in this share.
20:00 And this share has also experienced a significant decline,
20:05 especially around mid-January.
20:10 And now it is still being consolidated more towards accumulation.
20:14 So I think this is still quite interesting for this share to be bought in the accumulation,
20:19 even though there is indeed pressure and support.
20:23 As I see, it is still around Rp1,800-Rp1,850 for support.
20:30 It is still quite interesting for us to do or buy in accumulation
20:34 with the target of investment at least in the middle,
20:37 it can return to the amount of around Rp2,000.
20:39 So that's quite interesting.
20:41 Okay, last, Mr. Tips for Mr. Mirsa at home,
20:43 assuming that ESG is strong, even though it is still thin this morning.
20:48 And we saw earlier that there was Astra who became one of the main supporters.
20:51 In short.
20:52 Yes, if we look at it from ESG's perspective,
20:55 the movement is actually more towards consolidation.
20:59 And there is a tendency for distribution.
21:02 So I think maybe for ESG itself,
21:06 there will be times when there will be a significant decline or pressure in the short term.
21:15 Of course, it also needs to be anticipated by investors,
21:18 especially in some stocks that have experienced quite high strength,
21:23 such as stocks related to commodities and technology,
21:26 maybe it will be enough to give pressure to ESG.
21:29 At that time, it can be used by investors to do buying accumulation,
21:34 maybe with more weight.
21:36 Okay, Mr. William, thank you for sharing the information,
21:39 recommendations, and analysis this morning.
21:42 Good luck, Mr. William. See you again.
21:45 Yes, good morning. Thank you.
21:48 Good morning.
21:49 [Music]
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