Cermati Saham Pilihan: ADRO, AMRT, BRIS, PSAB
"Saksikan tayangan kami Official Youtube IDX Channel di Program Power Breakfast, Jumat (13/09/2024) dengan Tema Cermati Saham Pilihan: ADRO, AMRT, BRIS, PSAB."
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00:00Welcome back to Pemiersa in the market pass segment, and we will still be discussing with the good partners of Warkop Stocks.
00:07But before that, we will look at the list of recommendations for the options stocks that we have summarized in the following graph, of course from our sources.
00:16The first recommendation from Pemiersa is Adaro Stocks, which we have reviewed earlier in the previous segment,
00:23with a buy recommendation of Rp 3850 with the closest target of Rp 4150, stop loss at Rp 3750.
00:32AMRT also buys at Rp 3220, target Rp 3450, and stop loss at Rp 3100.
00:41Then there is BRIS and there is also PSAB, we will try to review one by one from Pemiersa, starting from AMRT, because earlier we have reviewed about Adaro.
00:50What makes you put AMRT in the recommendations and options?
00:55Is it because there are already many who have made purchases in AMRT in the last 10 days?
01:02AMRT is one of the top 10 foreign buyers.
01:10Yes, so one of the points is the investors who do not stop accumulating, even for more than 10 days,
01:18by accumulating in AMRT stocks.
01:21This is one of the sentiments that I think is very positive for AMRT stocks.
01:26Then the second, AMRT has just broken out of the consolidation trend that has been formed for about 2 years.
01:34So I think the strengthening that happened in AMRT stocks in the last 3 days,
01:39is the strengthening that I think started as an uptrend.
01:43Because after consolidating for 2 years, I think the strengthening of AMRT will continue even to the level of Rp 3,450.
01:53At least for the next 1-2 months, AMRT still has a chance to strengthen to the level of Rp 3,450.
02:02However, investors also need to pay attention to the stop loss level for AMRT at Rp 3,100,
02:09considering that the strengthening is already quite high for AMRT.
02:12Yes, it's even the highest record so far, at Rp 3,290 in the last week.
02:18The level has been touched, there is still a chance to continue,
02:21because the consolidation trend has just been broken or just been broken up,
02:26so the chance, the target is also increasing.
02:31The last 6 days experienced significant strengthening.
02:33If we look at the current price at Rp 3,220, is it wise in your opinion, Mr. Aden?
02:39Yes, I think as long as it is above Rp 3,100, we can still continue to accumulate.
02:44Even if there is a correction of Rp 50, Rp 70, I think it is still an opportunity for investors to accumulate.
02:51As we know, as mentioned earlier, foreign investors do not stop accumulating in AMRT.
03:00This emittance retail is indeed boosting energy efficiency in 2024,
03:03with the interest rate growing 11% per share.
03:06But is it enough to make this AMRT booster a significant net buy target,
03:11or do you think there are other reasons?
03:14Yes, of course, one of the factors is the financial energy position,
03:18which is considered to be one of the sectors that investors rarely see.
03:25Because again, this share has been consolidated for 2 years,
03:29and only in the last 1-2 weeks AMRT has been taken away from investors again.
03:34So I think moments like this have been awaited by investors,
03:39so that when the financial energy boosts, and the stock is also pushed to boost,
03:43and there is almost no negative sentiment related to AMRT,
03:46so investors have no doubt to be able to enter the AMRT stock.
03:50Is there a chance, unlike AMRT, that the Fed, for example,
03:54because the Fed is quite fast, that the Fed will cut the flow rate,
03:57it will also affect the flow rate in a number of countries, including Indonesia,
04:00the probability will also decrease.
04:02Is there a big chance that AMRT will strengthen again,
04:05maybe it will have a significant impact with the decrease in the flow rate from Bank Indonesia later,
04:10or how?
04:12Yes, I think there is always an impact, for a short time,
04:15information related to the release of financial data,
04:19both globally and in Indonesia,
04:23there will always be a short-term impact.
04:26So I think that will also happen in the AMRT euphoria,
04:30considering that AMRT investors are dominated by foreign investors.
04:34So I think there will be an impact related to the announcement to the AMRT stock.
04:39Okay, we leave AMRT, we switch to banking, BRICS.
04:44What makes BRICS better than other exchanges,
04:47so you put it in the four-choice recommendation with the emission from other sectors?
04:52Yes, I think this is also one of the stocks that are chasing the highest price.
04:58So the highest position is still relatively far,
05:01around Rp 3,800, so still about 1,000 points apart.
05:04But if we look at the financial performance,
05:07then we compare it to the competitors in the sharia bank sector in BRICS,
05:14so I think the position of BRICS is very advantageous,
05:17other than the graphic position which I think is still uptrend,
05:21since the end of 2023, the position is uptrend,
05:25and recently it has just started to strengthen again.
05:27So I think this is just the beginning of the trend,
05:30if there is an investor holding a stock for a medium-term period,
05:35this is one of the early increases in the BRICS stock.
05:38I think it still has the potential to reach the highest level in 2021,
05:44which is around Rp 3,800 for the BRICS stock.
05:47However, for this short term,
05:49at least we target the BRICS stock at Rp 3,000,
05:53and the stop-loss level at Rp 2,800 for the BRICS stock.
05:58Rp 2,800, the highest target seems to be more than Rp 3,656.
06:05So there is another opportunity to try to get closer to that level,
06:09especially since it has been tested,
06:12but then it was not achieved for a long time.
06:14But you see, technically there is an opportunity to test the highest level again,
06:19and this is just the beginning,
06:20so if you want to enter, this is one of the wise choices.
06:23For those who don't have an M10 yet, it looks interesting to invest in BRICS.
06:26Yes, I think it's very interesting in the BRICS stock.
06:28Okay, that's it.
06:30Even though this morning it dropped, it's still reasonable,
06:33it dropped 0.3%, because maybe the increase is already quite significant, or what?
06:38Yes, I think every correction we can take advantage of
06:41to make purchases, especially for a short period of time,
06:44even as long as it is above Rp 2,800, we can still accumulate.
06:48Above Rp 2,800, it can still be accumulated,
06:50with the closest target for the BRICS stock is at Rp 3,000,
06:54if it is achieved, it will try the latest highest level,
06:57testing Rp 3,600.
06:59Okay, and the last one is from M10 based on PSAB gold mining.
07:04Why PSAB?
07:07Yes, this is quite unique.
07:09In the last few days, the strength in gold was not directly responded.
07:13So indeed, a few days later, it was responded significantly by PSAB.
07:18In the previous few days, it was able to strengthen even up to 22%.
07:23In my opinion, this is a target from investors and traders
07:28for this week.
07:29So I think at the end of this week, there will still be resistance again.
07:35After yesterday, quite a lot of sales were made at the last minute,
07:40after the closure on the day of the stock market yesterday.
07:42So this morning or today, until the next Tuesday,
07:46I think there is still momentum for PSAB.
07:49Our own target for PSAB is at level 290,
07:52with the stop loss level at level 260 for PSAB.
07:57So this is a stock that tends to buy momentum?
08:01Yes, buy momentum and for a short period of time.
08:04For a short period of time.
08:05Okay, the price has been going up for three consecutive days,
08:07from the 9th or Monday to Wednesday.
08:09On the 12th, it fell by 8% yesterday,
08:12but this morning it rose again by 1.48%.
08:15274, is the current price okay or just waiting for around 260?
08:20Yes, I think 272-270 can be the buying level for today.
08:24The closest target is 290.
08:26If 290 is achieved, we hope that the next target price is at what level?
08:32Yes, 290 is at a level of around 7.5%.
08:34I think for the next one, it can reach level 320 for PSAB.
08:38320 for PSAB.
08:40Thus, recommendations for the choice of ADARO, AMRT, BRICS, and also PSAB,
08:44when showing 29 more than 4 minutes,
08:46where the price index continues to try to break 7,800,
08:50and reached again this morning, 7,801.
08:53With a slight increase,
08:55we will present all the details,
08:57still in the market bus segment.
08:59Thank you for joining us again, Mr. Mirsa,
09:01and we will go to the opening of the first trading session,
09:04where the price index is moving in the area.
09:07It looks positive, Mr. Mirsa.
09:09It was positive earlier, and we look back at the data as follows.
09:13The next trading session is moving at a slight increase of 0.03% or around 2 points at 7,807.
09:24Trying to break at 7,800 again,
09:28with the value of the exchange rate against the US dollar,
09:31significantly strengthened at 15,394,
09:35from before still at 15,430,
09:38now up 0.2%.
09:41With the rise of stocks that want to be gainers based on value,
09:44Mr. Mirsa, you can also see on the screen,
09:46among others are telecom stocks,
09:48again strengthening 1.31% at 3,090.
09:52PSAB 3.7% at 280.
09:56IOTF also increased at NICE, SSEA, MLPT, BRPT, KMDS, and HRTA.
10:04The top losers are ADARO, which was up 9% yesterday,
10:08today there is a 2% profit taking at 3,770.
10:11SRTG, LABA, ITMA, SMLE, LSIB, TAPG, PAIWON, JEPFA,
10:18we mean PYFA, and there is also BABY.
10:21With sectoral movements, technology leads Mr. Mirsa by 3%,
10:26and property leads weakness.
10:29That was a brief update on the opening of the trade,
10:31until now, Mr. Mirsa, it's 9.08 AM.
10:35Okay, Mr. Raden, telecom is back to its significance,
10:42what is actually the trigger for telecommunications stocks to increase significantly?
10:48Yes, I think in the position of IHSG,
10:50which has an all-time high position every day,
10:52compared to what happened in telecom stocks,
10:55so I think investors see which stocks are still very far below the performance of IHSG.
11:01So, in my opinion, telecom is a fairly good stock.
11:05And in the condition of IHSG, which has an all-time high position,
11:07which is also a good option for investors to switch to stocks
11:12that have not yet experienced significant strength,
11:14one of them is telecom.
11:16Okay, do you recommend telecom?
11:19Yes, I think telecom is very interesting,
11:21at the moment, it's not far away,
11:23it's still close to the bottom prices.
11:26So, I think the risk is still quite low compared to the potential,
11:33which I think can still have a potential of Rp3,500 or even up to Rp4,000,
11:38considering the position or financial energy is not too bad for telecom.
11:43So, I think the drop in stock prices is much more than the drop in financial energy.
11:48Okay, that's it for telecom stocks and maybe also a booster,
11:51there is GoTo that strengthens investors to leave the 50s,
11:55now it's at 61, maybe there is a correlation,
11:58later if GoTo performance is good, telecom should also be affected,
12:02because there is investment there.
12:05Yes, that's right.
12:06Okay, in short, tips for investors at home,
12:08according to the combined stock price index that you said earlier,
12:10there is still a target, there is still a chance to reach Rp8,000, right?
12:15Yes, I think Rp8,000 is around 200 points or around 2.5%,
12:19this is the highest level of IHSK,
12:22so I think if later we get the opportunity for IHSK to rise to that level,
12:31take advantage of that opportunity for us to take a profit,
12:34no matter what, our IHSK has risen very high,
12:37very significant enough this year,
12:39so we can take a profit when IHSK is close to Rp8,000.
12:43Okay, there are still around 200 points to Rp8,000,
12:47a chance to continue for the combined stock price index.
12:51Those are the tips from Mr. Raden,
12:53and thank you for Mr. Raden's recommendation,
12:56good luck to you, good luck with your activities.
12:59Yes, good morning, thank you.