Cermati Saham Pilihan: TAPG, ERAA, SMRA, BBRI
"Saksikan tayangan kami Official Youtube IDX Channel di Program Power Breakfast, Senin (09/09/2024) dengan Tema Cermati Saham Pilihan: TAPG, ERAA, SMRA, BBRI."
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TVTranscript
00:00We will take a closer look at the recommendations and choices of the players other than the TAPG that we have summarized in the following graphics.
00:05Of course, from Mr. Gembong Swito, among the players, there is a recommendation of TAPG that we just discussed.
00:11Then there is also a player of ERAJAYA.
00:15Next, there is SMRA from PROPERTY and there is also BBRI from BANKING with levels that can be selected.
00:23The player's target on the right side is ERA, there is a target of 480.
00:28Then there is SMRA with a target of 700 and then BBRI with a target of 5,500.
00:33We will move on to PROPERTY first, Mr. Gembong.
00:38If we talk about the defects that are likely to be eliminated in this month's meeting,
00:45according to expectations or consensus, maybe 25 or 50 basis points.
00:52It seems that the most sensitive ones are actually finance, technology, and property.
01:01But it seems that the positive ones are only in the property.
01:08Looking at the opportunities in the property, what do you think? Is this actually just a momentary momentum or what?
01:14Okay, if we talk about the valuation in the property since the last 4 years,
01:19the price tends to go down, the valuation is quite low,
01:23and there is a decrease in the energy sector in the property sector since the pandemic.
01:30Before the pandemic too.
01:32Now, the momentum.
01:34Yesterday we announced that since 3 months ago, the property sector has always been our choice.
01:41One of our choices is the wet list design.
01:43Why? Because the trend is forward, when it goes down, we have to focus on the property sector.
01:51We have been invited several times by the IDX channel,
01:55that according to our recommendations, there is always a sector in the property sector.
02:00For example, B1 up to 400, now it's almost close to 500.
02:05Now, SMR up to 600, SMR up to 610-620, the target is 700.
02:13Something like that.
02:14Because it is still a trend list.
02:17It is still for, until it is suggested to be ensured how much the value of the property,
02:23whether it will be Xtreme 50 basis or according to the price index 50 basis.
02:27So, the catalyst or positive story is still positive.
02:31We are supported by an average increase in energy.
02:36EPS in emittance and emittance property,
02:39both in B1, BSDE, SMRA, CTRA.
02:43The sales go up evenly.
02:46The best thing is that the EPS goes up.
02:49And this is supported by the wind direction.
02:51So, from my point of view, we have to be careful.
02:56Because in the property sector, the increase is almost double.
03:02Since we recommended.
03:04So, if it's a correction, it's natural.
03:07But the direction is still a positive sentiment.
03:09The direction is still a positive sentiment.
03:11SMRA has been targeted at 700.
03:13That means it is at the highest level throughout this year.
03:17Because the highest level was tested in 695.
03:21But from so many emittance again, emittance property.
03:25Why SMRA?
03:27In the beginning, we said that the valuation in B1 was around 400.
03:32It has reached the target of 500.
03:34So, we move from the valuation side, from the technical base.
03:39We see from the SMRA side, it's more interesting right now.
03:44Because the previous target in B1 has been exceeded.
03:48The potential for increase in SMRA, in terms of valuation, in terms of technical analysis,
03:54in B1 is very interesting at the level of 700.
03:57The current target of 700 is still at 630.
03:59The top loss is around 600.
04:04From property, we move to the Jaya era.
04:07Both in the 436 to 438 area.
04:10What is interesting in the Jaya era, Mr. Gembong?
04:12Okay, in terms of consumer primary or retail base,
04:18this is something that from the stock side of the era is quite interesting.
04:22Why? Because indeed, if you look at this year, this is a fairly depressed stock.
04:28However, it is no longer able to go down further, around 400.
04:33Now it is consistent at 430 to 450.
04:38That's the first.
04:39From the technical side, it has formed a double bottom.
04:43This will be more technical to go down or up.
04:47That's the first.
04:48The second, from this era, the distributor is from the iPhone.
04:53If you follow the iPhone, you will be enthusiastic, especially in September,
05:00because the iPhone 16 will be launched.
05:03That's right, it will be released today, outside.
05:06This is the most positive catalyst, because the distributor in Indonesia is the era.
05:12Okay, the plan is to launch the latest iPhone, iPhone 16,
05:17which is also in the country, marketed through the Jaya era.
05:23Okay, the Jaya era, in the 436 to 438 area, the target price is 480,
05:28stop-loss in the range of 428.
05:30Like that, for the Jaya era.
05:32One more, from the bank, BBRI.
05:34What's interesting about BBRI?
05:36Okay, from the big bank side,
05:38on average, the three have returned to the all-time high.
05:43BBJR, in terms of energy, has reached the level of 1,400.
05:48BMRI, or independent, is above 7,200 again.
05:53Well, the anomaly this year is the BRI.
05:57With various factors, that has been discussed.
06:01Well, BRI, we have been recommending since 4,300.
06:054,300, then at that time there was an outflow.
06:10Well, the momentum began to shift significantly in August.
06:17Why?
06:18After the iPhone was released, it has begun to uptrend.
06:21In addition, in terms of energy, it is also positive,
06:24although the increase is slight, because the energy level,
06:28compared to last year,
06:30it is still only 1%.
06:33But in terms of value, it is around Rp. 29.8 trillion.
06:38One semester, fortunately.
06:39So, if the management target is said to be Rp. 60 trillion,
06:43fortunately, we will achieve it.
06:45That's the first.
06:46Secondly, in terms of technical,
06:48this is indeed, in terms of upside,
06:51it has become one of the most interesting among other big banks.
06:55BJA has reached Rp. 10,400.
06:59For the iPhone, Rp. 7,200.
07:01Then, the independent, at Rp. 7,200, Rp. 7,300, it's heavy.
07:06BNI has started.
07:08Indeed, today I recommend two, BNI and BRI.
07:12But the management chose BRI.
07:15Well, okay.
07:16Indeed, since the uptrend is still rising,
07:18the target is Rp. 5,500.
07:20Okay.
07:21Stop-loss at Rp. 5,000?
07:23Yes, correct.
07:24Okay, that's it.
07:25There is BRI and it turns out that BNI is also an addition.
07:27How much is the buy in the BNI area, Mr. Gembong?
07:30BNI is at the level of Rp. 5,500 to Rp. 5,600.
07:33Target Rp. 6,000.
07:34Stop-loss at Rp. 5,400.
07:36Okay, let's repeat.
07:37BRI buy in the area of Rp. 5,150 to Rp. 5,175
07:42with target price at Rp. 5,500.
07:44Stop-loss at Rp. 5,000.
07:46Then there is BNI.
07:47The target price is Rp. 6,000 for BNI.
07:50Yes, BNI.
07:52This is BRI, Mr. Gembong.
07:55Then BNI buy in the area of Rp. 5,550 to Rp. 5,600
08:00with target price at Rp. 6,000.
08:02Stop-loss at Rp. 5,400.
08:04Correct.
08:05Let's continue, Mr. Gembong.
08:06The opening trading update shows that it's 9 o'clock,
08:09more than three minutes, Mr. Gembong.
08:10Usai Jeda, Mr. Mirsa,
08:11what are the factors that support the increase in the price index,
08:13Mr. Gembong?
08:14Is it still a conglomeration?
08:15Usai Jeda, stay in the market segment, Mr. Gembong.
08:17Thank you again, Mr. Mirsa,
08:19at 9 o'clock, more than six minutes,
08:21West Indonesia time,
08:22the conglomeration price index is still moving in the positive territory,
08:25up 0.17% at the moment,
08:27or about 10 points,
08:29with a position of Rp. 7,731.
08:32There was also the highest position that was tested at the end of the week,
08:35then Mr. Mirsa at Rp. 7,754.
08:38Then for the value of the Rupiah exchange rate against the US dollar,
08:41the United States weakened 0.58%,
08:44back to Rp. 15,400,
08:46precisely in the range of Rp. 15,449,
08:49after the previous week,
08:51Mr. Mirsa was at Rp. 15,300.
08:54And here are the stocks that became gainers based on value
08:57and also losers based on value.
08:59Among them, Mr. Mirsa is Petrosi,
09:03which again strengthened 1.65% at Rp. 13,875.
09:08Isat or Indosat rose 1.83% at Rp. 11,100.
09:13Toba or TBS, the main energy,
09:16also experienced a 6% increase.
09:18Arto, Kalbe Pharma, IOTF, JAR, KPIG, BBYB.
09:23The losers are Pemirsa Dasmil,
09:25Hijasa Marga, Wifi, BCAP,
09:27GOTU, SRTG, BINO, ASPI,
09:30TOWR, and also AALI.
09:32Those are the losers that became gainers and losers
09:35based on frequency, Mr. Mirsa.
09:38That's the update this morning, Mr. Gembong.
09:42As you can see, this is still being moved by the conglomeration, right?
09:46It has started for a while.
09:48The conglomeration has started.
09:50The movement has not started yet.
09:53But if you look at it slowly,
09:56what we mentioned earlier,
09:58today, the overnight increase
10:01was driven by a fairly heavy valuation,
10:05there is a technical uptrend,
10:07and also an inflow-exhaustion.
10:09So, with the current value at Rp15,300-Rp15,400,
10:14we can see the price in.
10:16This will be a positive catalyst for the investor to invest.
10:19And it has been proven.
10:21As soon as we add Rp15,400-Rp15,300,
10:25the first inflow is from the big bank.
10:29Okay.
10:31I'm interested in observing IHSA earlier.
10:33In the second position, in terms of frequency,
10:35isn't it interesting to see Indosat at Rp11,100?
10:40This is very likely.
10:43There is a corporation action.
10:45In the future, if IHSA is not mistaken,
10:48it will use the stock split.
10:50Usually, if Samsung is at Rp11,000,
10:54or at a higher level,
10:57then the movement will be...
11:00So it's normal, right?
11:02When there is a stock split plan,
11:04then there is a momentum action.
11:06This is called momentum.
11:08Okay.
11:10We are running out of time, Mr. Gembong.
11:12Thank you very much for sharing your information
11:14in the market bus segment this time.
11:16Hopefully what we discussed,
11:17Mr. Mirza, can be a reference for your portfolio investment.
11:20Mr. Gembong, good morning.
11:21Good luck.