"Saksikan tayangan kami Official Youtube IDX Channel di Program Power Breakfast, Kamis (05/09/2024) dengan Tema Analisis Saham Pilihan: ADRO, ASII, BBRI, ISAT"
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00:00Thank you, Mr. Mayor, for joining us again. We will continue our discussion with Mr. Muhammad Abdul Aziz, Investment Specialist, RdK Elit Sekuritas.
00:12But before that, we will go to the recommendations of the election.
00:15We summarized in the following graph, the four recommendations of the election.
00:19Adaro is recommended to buy, with the levels that you can see on the screen.
00:293,450 as a stop loss, and the target price is 3,730 as the second target price.
00:38We will review the first target price later.
00:41Astra International is also recommended to hold.
00:48Stop loss at 4,890 with the second target price at 5,300.
00:54Next, Pemirsa is also recommended to hold for BBRI with a stop loss at 4,940 and the second target price at 5,350.
01:03And Indosat is recommended to buy with a stop loss at 10,450 and the second target price at 11,300.
01:11We will review the recommendations one by one from Mr. Abdul.
01:15We will start from Adaro, what is interesting about Adaro and why is it recommended to hold?
01:21With Adaro, we have already made recommendations from below.
01:26We recommend to hold because this stock still has the potential to continue to move in the uptrend until the end of the second semester.
01:32Why? Because China's request for this snowy western stone will add to the request for the western stone stock.
01:42And the government's policy on royalties related to Adaro will also be very beneficial related to the Adaro stock.
01:49And it still has the potential to strengthen until the end of the second semester.
01:55But we saw Adaro last two days had a weakness.
02:00From March 3rd to March 4th, it was joined by NetForensel.
02:04Is that a better opportunity to buy again for Adaro?
02:10For Adaro, when you want to make a purchase, you should also be careful because this stock has a very smooth correction.
02:17There is no increase in the volume of high sales related to Adaro.
02:20And Adaro still has the potential to continue its strengthening trend.
02:24Okay, right now it's already in the strengthening trend and still has a chance to continue its strengthening trend, right?
02:30That's right.
02:31The last month has increased by 11% and if you have invested in Adaro since the beginning of the year, NetForensel has strengthened by 50%.
02:38Okay, the first target price.
02:40Because what we showed on the screen is the second target price at the position of Rp 3,700.
02:45The first target price, first of all, at what position?
02:49Okay, for the first target, it's around Rp 3,670 for the same Adaro.
02:54Okay, Rp 3,670 as the first target.
02:57If it is achieved, there is an opportunity for Rp 3,730, right?
03:00That's right.
03:01Stop loss at Rp 3,450.
03:03Okay, that's it for Adaro.
03:04Astra International also recommends to hold.
03:09Okay, for Astra International, it is also very beneficial.
03:12Related to some of its businesses, one of them is UNTR, which is experiencing strengthening.
03:16And Astra International is currently moving in MA200.
03:20This share still has the potential to experience strengthening because the correction is very normal.
03:24With a small volume, there is no very high volume of sales.
03:27And Astra International will have the potential to break in MA200 again and continue its strengthening trend.
03:33Okay, why not UNTR?
03:35If you say that it is also sponsored by UNTR, why should it be Astra?
03:40Okay, because for UNTR, for us, it's still hold.
03:44And we don't recommend it because the price is quite high.
03:47Because Astra International is more discounted than UNTR.
03:52Is the price high in terms of valuation or value?
03:56Because UNTR is a bit less friendly for retail, right?
04:01High in terms of value, of course.
04:03In terms of value, okay.
04:04Astra is more interesting in your opinion, right?
04:06With the second target price at IDR 5,300, what is the first target position?
04:11The first target is around IDR 5,220.
04:14IDR 5,220, if it is achieved, it can reach IDR 5,300.
04:18Stop loss, for example, at what position?
04:20IDR 4,890, right?
04:25For stop loss at IDR 4,990 for Astra International.
04:284,990.
04:30BBRI, hold?
04:33BBRI is still hold because Astra International is still in BBRI
04:38and still has the potential to test the MA200 again at IDR 5,251.
04:43And now, BBRI is moving south-west.
04:47And south-west is healthy because there is no significant sales related to big investors.
04:53So, we can buy BBRI at IDR 5,125, the current price level?
05:02Correct, we can sell it at IDR 5,125 until BBRI.
05:06The second target price at IDR 5,350, what is the first target price?
05:12The first target price is at IDR 5,300.
05:16IDR 5,300, right?
05:17At the moment, it is still at IDR 5,125.
05:19Stop loss, if it is at IDR 4,940, there is a target price at IDR 5,300 and then IDR 5,350.
05:26Okay, it looks like hold here means adding position, right?
05:31Correct.
05:32Between adding position and looking at the potential in the future like this.
05:39Indosat, why is it different?
05:42Do you recommend buying directly?
05:45Because Indosat has the potential for further enhancement.
05:48Because Indosat has the potential to be a data center in Indonesia.
05:53And this will be very beneficial for Indosat's future income.
05:57And if we look at it technically, Indosat has previously formed a double bottom when testing its MAO 200.
06:03And it has achieved a very significant enhancement in yesterday's trading.
06:08So, you recommend buying at what level for Indosat?
06:12We buy at the open price at IDR 10,785, around IDR 1,780 to IDR 80,000.
06:20If for example now at IDR 10,825, so buy on witness first, don't go straight to this IDR 10,800.
06:27That's right.
06:28Okay, with the first target at what position?
06:32Okay, for the first target at this Indosat, at around IDR 10,950.
06:37IDR 10,950, stop loss at IDR 10,450.
06:41There is a trigger or sentiment that has the potential to be a data center.
06:45That's why you recommend Indosat.
06:47There is a chance that the performance will be better in the future.
06:51So, the investment in Indosat is considered interesting at the moment.
06:53With that strategy, Mr. Abdul.
06:56That's right.
06:57Okay, that's it.
06:58Daro, ASCE, BBRI, Indosat.
07:00We have reviewed the recommendation for the choice of ERDK Elite Securities, POMI ERSA.
07:03And the opening of trading is also underway at the moment.
07:06We present USAID JEDA, still in the market bus segment.
07:11Thank you, POMI ERSA.
07:12You are still with us in the market bus segment.
07:14It's 9 o'clock, more than 5 minutes, West Indonesia time.
07:18Where the POMI ERSA Joint Price Index is monitored on Thursday in the first session.
07:26It looks like the POMI ERSA Joint Price Index is moving at position 7672.
07:33With the exchange rate for the US dollar, POMI ERSA.
07:39It seems to be moving.
07:43Weakening at the moment for the exchange rate for the US dollar.
07:48And we see the lines of stocks that become gainers based on value.
07:51POMI ERSA, among them, is the LRNA stock.
07:55Which strengthens 17.39%, HOMI 16.3%, COCO also increased by 10.31%.
08:02KPIG, ASRI, IOTF, BEST, TUGU and MTDL.
08:079 emittance top gainers based on value.
08:10We correct this POMI ERSA gainers based on frequency.
08:14Then for losers based on frequency, among them is NINE.
08:19Then MEJA, SPRE, PGLI, RCCC, MMEX, SOTS, MDLN and KICI.
08:27This time the gainers are based on frequency.
08:31That's an update on the opening of the trade this morning.
08:34Let's continue the discussion with Mr. Muhammad Abdul Aziz, Investment Specialist, RDKL Securities.
08:41Mr. Abdul, what other sentiments should be considered?
08:45And how do you see the performance of IHSG?
08:47Yesterday, the US was unblocked.
08:50Then the Asian exchange was also unblocked, led by Nikkei Japan, which fell by 4%.
08:54IHSG still closed CERHIA with an increase of about 0.7%, holding at 7,600.
09:02If we look at it globally, it seems that the freezing of the temperature of the flowers has risen.
09:07And it raises concerns related to technology.
09:11So yesterday, the global market was very deeply corrected.
09:14One of them is NVIDIA, with a correction of about 8%.
09:19Then if we look at the US, it is also related to the job market, experiencing a decline.
09:25This is also the expectation of the market, assuming that there will be an economic slowdown in the future.
09:32However, the good news is that unemployment tends to slow down.
09:36When unemployment in the US tends to slow down, we can say that it is more mixed with the current market conditions.
09:44We can see that IHSG is still experiencing an increase in power.
09:47And Dow Jones, which had a deep correction yesterday, is now experiencing an increase in power.
09:53What is the target for the joint price index? Short-term and possibly medium-term?
09:58The IHSG closing target is about 7,700.
10:037,700?
10:04Yes, when it is still sustainable, tomorrow it still has the potential to test its resistance at 7,726.
10:117,726. This morning, it continued to increase by 0.53% at 7,714.
10:17It means that it is getting closer to its target of 7,726.
10:25However, we also notice that in September, it usually tends to experience a correction.
10:32Because in September, historically speaking, in the last 10 years, it has been profit-taking.
10:38If we look at the sectors that have increased, they are not the ones that have a large market cap.
10:45It is more like the Samsung that is proliferating.
10:48Okay, we have to be vigilant.
10:50Because usually, September, globally, is not very attractive for the capital market.
10:56And you see, there is still a chance to go back to the highest level that has been achieved a few years ago, 7,726.
11:04This is the all-time high of the joint price index.
11:06If 7,726 can still be achieved, is there a further target, Mr. Abdul?
11:11If 7,726 is achieved, then there is a potential for the IHSG to increase to the next level.
11:19If there is a reversal, or there is a weakness in terms of vibes in September,
11:25as you said, it usually tends to be colored by the sales action.
11:28What should be done? A little tip for retail investors?
11:32For retail investors, it is necessary.
11:34Of course, we have to be vigilant in September.
11:36We have to limit the risk quite tightly, such as trading or investment, if we are just starting to invest.
11:42If we are just starting to invest, we can also choose one in the health sector.
11:47Because each has a potential for strengthening and can also choose several sectors in the consumer sector.
11:54Okay, that's the recommendation.
11:55This morning, Pemirsa was among the most actively traded stocks.
11:59Most of them are brands, which rose by almost 2.5%.
12:03Then there is Pemirsa KPIG, which rose by 6.42%.
12:07Bang Mandiri this morning also strengthened.
12:09Asri, which is very significant in the property sector, Pemirsa 10%.
12:14And some other stocks, while the Pemirsa Joint Stock Index at 7703 rose by 0.4%.
12:21Thank you, Abdul, for sharing the information in the market segment.
12:24Stay healthy for you. See you again.
12:27Okay, thank you. See you again.