Anjlok 9%, Saham ASII Sentuh Level Terendah 3 Tahun
PT Astra International Tbk (ASII) mencatatkan penjualan mobil sebanyak 26.908 unit pada April 2024. Jumlah ini turun 50,28 persen jika dibandingkan Maret 2024 yang mencapai 40.438 unit.
Mengutip data yang dipublikasikan Astra, pada Selasa (14/5/2024), segmen mobil LCGC juga mengalami penurunan pada April 2024 menjadi 7.926 unit. Padahal sebulan sebelumnya tercatat 12.070 unit terjual.
Mengutip data yang dipublikasikan Astra, pada Selasa (14/5/2024), segmen mobil LCGC juga mengalami penurunan pada April 2024 menjadi 7.926 unit. Padahal sebulan sebelumnya tercatat 12.070 unit terjual.
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TVTranscript
00:00 From the top of the list, we move to the information of the emitter of the selection of the distributors from the industry sector, which today is the mainstay of the joint stock market.
00:07 Astra International experienced a weakness of more than 9% of the distributors.
00:11 And the distributors of the international company Astra International, TBK or ASEE, fell above 9% and touched the lowest level in the last three years.
00:19 The ASEE stock is in a tight spot with the ex-dividend of the stock market in the regular market and also the negotiating market, in the exact spot on May 14, 2024.
00:30 Quoted from the DTRTI, at the opening of session 1 after May 14, 2024, the Astra International, TBK or ASEE stock opened a gap at the level of Rp 4,680 per share from the previous closing at Rp 5,075 per share.
00:48 Even intraday, the ASEE stock had weakened above 9% and touched the level of Rp 4,590 per share, the lowest level in the last three years.
00:57 Previously, in July 2021, the ASEE stock was traded at Rp 4,650 per share.
01:04 At the closing of session 1 trading, the ASEE stock still weakened 8.97% at Rp 4,620 per share.
01:12 In the last three years, the ASEE stock has weakened 19.30%, Year-to-Date weakened 18.23% and Sepakan weakened 11.58%.
01:21 The ASEE stock has weakened quite deep in the last few months, with some fundamental negative sentiments developing.
01:28 Among them, ASEE recorded a drop of 1.3% year-on-year at Rp 7.46 trillion in quarter 1, 2024.
01:37 Based on the stock-bid security report released on May 13, 2024, ASEE recorded a drop of Rp 24.2% year-on-year and a drop of 23.4% year-on-year.
01:54 The ASEE market in April 2024 fell to 54.5% from April 2023 at 58.8%.
02:02 Besides that, the ASEE stock weakness occurred in the middle of the division of the book year dividends in 2023.
02:08 On Monday, May 13, 2024, the ASEE stock was closed at a 0.98% weakness at Rp 5,075 per share.
02:15 The ASEE stock remains in a tight spot, although on May 13, it met the dividend surplus at the regular and negotiation market.
02:22 Meanwhile, the deep weakness that occurred after May 14, 2024, met the ex-dividend at the regular and negotiation market.
02:30 Ex-dividend is the date when investors no longer get dividends from the emitters who share dividends.
02:36 The final dividend payment on May 30, 2024 was Rp 421 per share or a total value of Rp 17 trillion.
02:45 [Various sources, IDX Channel]
02:48 [The ASEE market in April 2023]
02:53 Yes, the ASEE market is in the middle of a lot of negative sentiment,
02:57 which is fundamentally causing the ASEE stock to experience a fairly deep weakness in the last few months.
03:04 Since the trading today, the ASEE stock has experienced a weakness of more than 9%
03:09 in line with the ex-dividend of the book year in 2023.
03:14 Let's go to the first graph, I will try to convey how the intraday movement for the ASEE stock throughout the trading today.
03:22 You can see the graph on your television screen, where at the opening of the first session this morning,
03:29 the ASEE stock experienced a fairly deep pressure, where the share was opened at Rp 4,680.
03:36 This position is much lower than the previous trading closing position in May 5, 2023.
03:44 You can see the graph, not on May 2, but on May 13, or the trading yesterday, the dividend on Monday early in the week.
03:52 Then at 9.05, the ASEE stock experienced a weakness of more than the limit at Rp 4,690, Rp 10,200,
04:00 weakening to Rp 4,890. The note is that Rp 4,590 is the lowest intraday level, not only today, but also in the last three years.
04:11 At 12 o'clock, the weakness was more to the limit at Rp 4,620, then also at the opening of the second session at Rp 4,640.
04:20 I will try to convey the position of Astra International in a few minutes after the closing of the second session today,
04:27 where it weakened to 9.16% and was at the level of Rp 4,610.
04:35 We move on to the next graph, we will try to see how the Astra International movement in the last few months has experienced quite a deep pressure.
04:47 In the May trading, it was still traded above Rp 5,000. Our intention is to sell on November 6, at Rp 5,925.
04:58 Then on January 29, it weakened to Rp 4,930. February back to Rp 5,000. Until March 26, it was pressed to Rp 4,880.
05:09 Rp 4,590 is the lowest intraday today in three years and the opening of the second session at Rp 4,640.
05:15 I will also try to convey the valuation position of Astra International.
05:22 This is also quite interesting to observe. I will try to convey that there are some changes in the valuation in the middle of the internal correction of Astra International.
05:33 This seems to affect the dividend yield position later.
05:38 From the valuation side, I will try to convey the price-to-earning ratio, which is around 6.25x, and the PSR is 0.57x.
05:47 What is quite interesting is the PVV item. The price-book value ratio for Astra International is already below 1x, precisely at 0.90x.
05:58 Can this momentum be used to take a position for Astra? We will also review it later.
06:05 The last one is the price-case flow ratio, which is around 3.54x.
06:11 A combination of fundamental, technical, and also from the valuation side.
06:14 Hopefully, it can be one of the references for the situation.
06:18 Thank you.
06:21 [BLANK_AUDIO]