Analisis Saham Pilihan: TLKM, ASII, BBRI, BMRI
"Saksikan tayangan kami Official Youtube IDX Channel di Program 2nd Session Closing, Senin (15/07/2024) dengan Tema Analisis Saham Pilihan: TLKM, ASII, BBRI, BMRI".
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00:00Pemirsa is still in IDX, and we are still using you to participate in our interactive WhatsApp at 08.12.8788.7723
00:11as shown on your television screen later.
00:14And before we continue the discussion, let's take a look at the recommended stock and maybe it can be a reference for you.
00:25The first choice comes from the telecommunications infrastructure.
00:28Telkom Pemirsa is recommended by the support from Telkom at IDR 3,000, resistance up to IDR 3,500.
00:35Astra International at IDR 4,350, resistance up to IDR 4,750.
00:41BBRI Banking Picket, we actually reviewed it earlier.
00:44The support is at IDR 4,700, resistance up to IDR 5,000.
00:47BMRI, the support is at IDR 6,000, resistance up to IDR 7,000.
00:52Telkom, Astra International, BBRI and BMRI are also recommended.
00:57And again, the investment decision is still in the hands of Pemirsa IDX Channel.
01:02Let's continue the discussion with Mr. Kiswoyo, Head of Investment, Nawasena Abipraya Investama.
01:08Mr. Kiswoyo, let's go straight to the first choice, Telkom is recommended by.
01:14What is the analysis for Telkom at what level?
01:19If you look at Telkom, it's already below, it hasn't risen yet.
01:27IDR 3,000 is a spot war level, but it's hard to move below IDR 3,000 again.
01:32So, in the range of IDR 3,000 to below IDR 3,000, below IDR 3,100, below IDR 3,600,
01:40that's an interesting thing to buy.
01:42Because if it goes down, it's below IDR 3,000, but it's a bit heavy for IDR 3,000.
01:47Mr. Kiswoyo, the previous highest level was IDR 3,200.
01:51How much resistance will Telkom go through when the technical position will continue to strengthen to a higher level?
02:00IDR 3,500.
02:02Okay.
02:03If it goes through, it will go back to IDR 4,000.
02:05Is that your resistance right now, sir?
02:07Yes.
02:08Okay.
02:09Coincidentally, there are also questions coming in related to Telkom.
02:12Mr. Andi from Medan, thank you for joining us.
02:16He asks, Telkom is stuck at IDR 3,500.
02:19Is it still worth it in the hall until the end of next year?
02:23What's your analysis, Mr. Kiswoyo?
02:25It's okay.
02:26Because it's also a good business, the DVD is also big, the expo is also good.
02:29So, I said, from the telecommunications sector, especially the telephone operators,
02:34the most profitable and always give routine DVDs, always continue to analyze.
02:38Corona is a technical comp.
02:40So, I said, keep it simple.
02:42If you want to press down, if it goes below IDR 3,000, you have to press down.
02:45But if it continues to rise above IDR 3,000, then hold it.
02:49Because if it goes below IDR 3,000, it's too high.
02:52Okay.
02:53Just in the hall.
02:54For questions, Mr. Andi from Medan, Medco is stuck at IDR 3,500.
02:58Today, Telkom's recommendation is good, the support is at IDR 3,000.
03:01The resistance is just in the position of the price of Mr. Andi from Medan at IDR 3,500 per share.
03:06And again, the decision to invest is still in the hands of Mr. Mirsa Adiek Channel.
03:10Let's go straight to Astra International.
03:12Mr. Kiswoyo, how good is the level for KSE?
03:15For Astra, actually at the current level, it's also interesting, good.
03:20Because it's already below IDR 4,500.
03:23IDR 4,500 is a very safe level for buying.
03:28Because if you look at the net profit, this year is the same as last year.
03:33It means that the dividend will be less than 10%.
03:37So this dividend is quite big too.
03:39The potential price should be around IDR 7,000.
03:44So yesterday there was a gossip, there was a rumor that Astra will not grow, but the cash flow is a lot.
03:49There is an issue that Jardim, which owns Astra International, so from Singapore, there are two options.
03:55They say they will sell it or make it a cash cow.
03:58Whatever the choice is, if you want to sell it,
04:01because there is a lot of cash in Astra as a controller,
04:04I see that maybe Astra will be forced to divide the cash as a dividend first.
04:09If the cash has run out, it will be sold.
04:12Just like the past, Temasek sold Bank Dynamo to Japanese institutions,
04:16and Temasek sold BYD to MyBank, which became MyBank Indonesia.
04:21Or if you don't want to sell it, it will be reduced.
04:25In other words, the cash can't be distributed as a dividend.
04:28Pak Keswayo, when will this IDR 7,000 level reach, sir?
04:31It's quite wide from today's closing level.
04:34Not exactly, because as I said, if it's a big dividend, the price should go up again.
04:38Okay.
04:39Because it's funny.
04:40Okay.
04:41From Astra International, we move to BBRI, sir.
04:43We also had a chance to review BYE at what level, Pak Keswayo?
04:46BBRI, actually, I prefer if it can be closer to the 46 area.
04:52If possible, below IDR 4,700.
04:55But now, it's a bit high, actually.
04:59So if the base buy is at IDR 4,500, IDR 4,600.
05:03If it's forced, below IDR 4,800, like that.
05:06Okay, last for BMRI, sir.
05:08We also had a chance to review BYE at what level for BMRI?
05:12Bang Mandiri, actually, Bang Mandiri.
05:15Bang Mandiri, the base buy is actually below IDR 6,000.
05:19But if it's forced, now it can't wait below IDR 6,200.
05:25Okay, analysis for the recommended buyers.
05:28There are Telkom, Astra International, BBRI, and also BMRI.
05:32And again, the investment decision is still in the hands of IDX Channel.
05:36Pak Keswayo, we still have one more segment, sir.
05:39There are still a lot of questions on our interactive WhatsApp.
05:41Later, we will try to review one by one.
05:43And we will be back in a moment.
05:46Thank you for joining us.
05:48We have reached the last segment.
05:50Pak Keswayo, we will continue again.
05:53There are still a few questions, sir.
05:55The first one is from Mika.
05:57The question comes from Malvin Sihite from Depok, West Java.
06:01He asked Mika, the entry is already at IDR 2,910, sir.
06:05It means that today the profit is still low.
06:09Today's closing, IDR 2,940, reduced by 2.00%.
06:12How is the opportunity until the end of the year for Mika?
06:17Actually, it's a pity.
06:19Because it fell below IDR 3,000.
06:21So if it falls below IDR 3,000,
06:23it will go up to IDR 2,900.
06:25And I hope it doesn't fall below IDR 2,900.
06:28Because if it falls below IDR 2,900,
06:30it can go up to IDR 2,800.
06:32So my advice, if tomorrow or next week,
06:35it starts to go down again,
06:37the price of capital will be sold again.
06:39Because if it falls below IDR 2,900, it can be deep.
06:42Okay.
06:43To minimize the loss that occurs as soon as Pak Keswayo.
06:46Okay.
06:47Okay.
06:48There is Mika from Malvin Sihite from Depok.
06:51Already took IDR 2,910.
06:53Today's closing at IDR 2,940.
06:56Recommended to hold first.
06:58But if the tendency is down,
06:59it is advised to sell at the current current capital price.
07:02Because it is likely that when it exceeds that level,
07:05the pressure will be deeper for Mika.
07:07And again, the decision to invest
07:09is still in the hands of the shareholders of IDX Channel.
07:12Next, there is Dava from Cikarang.
07:14Thank you for joining us.
07:16Asking M-TEC, sir.
07:18The analysis, support and resistance for M-TEC?
07:21Succeeded in passing level 4.30.
07:23This is good.
07:24It will go towards 4.50.
07:27Hopefully strong.
07:28If it can break 4.50, it will be worth IDR 500.
07:31So as long as it is still above 4.30,
07:34it must be very, very safe.
07:36Okay. Unfortunately, Dava did not mention
07:38whether he has taken a position or not.
07:40For M-TEC, today's closing at 4.42.
07:42In the last few minutes, M-TEC was pulled up
07:45while previously moving at 4.34.
07:47We move on to the next question.
07:49Asking M-TEC, sir.
07:51Taking a position from 13.15.
07:53There is Ibu Novi from Jakarta.
07:55Thank you for joining.
07:56For M-TEC, 13.15.
07:58Take a position.
07:59M-TEC, if it breaks below IDR 1,300,
08:02it's actually a bit scary.
08:03Because if it breaks below IDR 1,300,
08:06it can go towards IDR 1,000.
08:08Maybe IDR 1,250 first, there is support.
08:11So if it reaches IDR 1,250,
08:13it can go back to IDR 1,000.
08:15So don't break through.
08:17Because if it breaks below IDR 1,250,
08:19it can go back to IDR 1,000 again.
08:20Today's closing at 12.85.
08:22Weakening at 2.28%.
08:24Ibu Novi is at 13.15.
08:26The support that must be maintained
08:28is at 12.50.
08:30Then M-TEC, sir.
08:31Has taken a position at 12.85.
08:33Pak Kiswoyo.
08:35M-TEC, if it falls below IDR 1,250,
08:38still keep it.
08:39If it falls below IDR 1,250,
08:40it can go to IDR 1,000 again.
08:42As long as it doesn't fall below IDR 1,250.
08:45So there are two levels, sir.
08:4718.50 for MECO.
08:4912.50 for PGEO.
08:52Today's closing at 12.75.
08:54Weakening at 0.78%.
08:56Okay.
08:57We move on to the next question, sir.
08:59Asked by Mr. Anggiet Butar-Butar.
09:02Thank you for joining us.
09:04BBKP analysis, Pak Kiswoyo.
09:07BBKP is a threat.
09:09Be careful, sir.
09:11It's usually the same.
09:12It's directly FCA.
09:14As long as it's above IDR 5,500,
09:17it's still safe.
09:18But if it falls below IDR 5,500,
09:20it can go to IDR 5,000 and stay there for a long time.
09:23Today it was at IDR 5,600, Pak Kiswoyo.
09:25That's it, sir.
09:26Be careful.
09:27If it falls below IDR 5,500,
09:28then it usually goes to IDR 5,000 and stays below.
09:32Okay.
09:33Then there is Mr. Wijang from Riau.
09:35Thank you for joining us.
09:36Asking about the car, sir.
09:38Car.
09:39Yes, Astra Auto Parts.
09:40Today it's at IDR 2,160.
09:42But unfortunately, Mr. Wijang didn't mention
09:44what position it has taken in this matter.
09:47As long as it's above IDR 2,000,
09:49it's safe, it's far.
09:50Above that is IDR 2,100.
09:53If IDR 2,100 is still sustainable,
09:55meaning it's still strong,
09:56it can still try to go to IDR 2,250
10:01up to IDR 2,500.
10:03Okay.
10:04Next, asking about the brand, sir.
10:06Please support and resist it.
10:08Can it be recommended to enter
10:10with the weakness that occurred recently?
10:14This brand, if you look at it, it's below IDR 9,000.
10:16Below IDR 9,000, it's safe to enter.
10:18Maybe the price is between IDR 8,500 to IDR 9,000.
10:22Okay.
10:23IDR 9,000 is good,
10:25but the sale is maybe in the area of IDR 9,500 to IDR 10,000.
10:29It can be more.
10:31Today it is quite stressed,
10:324.23% at IDR 9,050.
10:36Next,
10:38I just got in, sir.
10:39Asking about the Inco stock.
10:41Bought at IDR 3,710.
10:43If it goes down again, can it be averaged?
10:45Not for Inco.
10:46Inco, IDR 3,650 is the strong support.
10:49If IDR 3,650 falls,
10:51the expectation is around IDR 3,600 and IDR 3,500.
10:55But the expectation doesn't reach the area of IDR 3,500.
10:58So actually, if you want to average it, it's okay.
11:00If it falls below IDR 3,600,
11:03the price will be quite high.
11:06IDR 3,650 is too tight.
11:08Okay.
11:09IDR 3,600.
11:11Today's closing, IDR 3,690 fell by 1.60%.
11:14The level of support that can be observed at IDR 3,600
11:18has taken a position at IDR 3,710
11:20to minimize the losses that have happened
11:22for Mr. Purnomo who has joined.
11:24Thank you.
11:25And again, the investment decision is still in the hands of the shareholders of IDX Channel.
11:29And thank you for joining our interactive WhatsApp.
11:31And please join us again at the same time and in the same program
11:35in the next trading day.
11:37Mr. Kiswoyo, thank you for joining.
11:38Stay healthy, sir.
11:42Mr. Kiswoyo is the Head of Investment,
11:44Nawasena Abipraya Investama.
11:46And that's all for today's second session closing.
11:49Keep updating your information
11:51only on IDX Channel,
11:53your trustworthy and comprehensive investment reference.
11:55Don't forget to watch the Market Highlight program
11:57which will air at 4.30 p.m. WEST INDONESIA.
12:00Because the future must move forward.
12:02I am Investor Saham.
12:03I am David Sanofl.
12:04I will take my leave.
12:05See you again.
12:27Thank you.
12:57Thank you.
12:58Thank you.