Cermati Saham Pilihan: BRMS, INDY, BSDE, DOID
"Saksikan tayangan kami Official Youtube IDX Channel di Program Power Breakfast, Kamis (26/09/2024) dengan Tema Cermati Saham Pilihan: BRMS, INDY, BSDE, DOID."
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00:00Thank you for joining us.
00:02Before I continue the discussion with Andika Ciptalabora,
00:05we will take a look at this morning's highlights from Mr. Andika.
00:09Among them, as you can see on the television screen,
00:12for BRMS, the Buy-on-Weakness is recommended with support at 180 and resistance at 206.
00:17Then there is Indy with the Buy-on-Weakness recommendation with support at 1690,
00:23resistance at 176 and resistance at 178.
00:26Buy-on-Weakness with support at 1690, resistance at 1700.
00:31And BSDE, the Buy-on-Weakness recommendation with support at 1125, resistance at 1270.
00:38Then DOIT, Buy-on-Weakness with support at 640 and resistance at 765.
00:46Mr. Andika, before we go to your selections,
00:49we had a chance to discuss for CEPIN itself as one of the METANs
00:53that seems to have received blessings from the next government program
00:58related to free food.
01:01The last level to enter CEPIN, at what level, Mr. Andika?
01:06Okay, if we look at this, CEPIN itself, technically,
01:11a candle hammer appears, bullish reversal.
01:14This can also be bought by On-Weakness with support level at 4760 and resistance level at 5075.
01:23Okay, the last level is 4920, if you want to enter the current level, you can.
01:29We are trapped at 4920, 4900, 4850 with support level 4760.
01:37Okay, that's all for CEPIN.
01:40Let's continue to this morning's selections, Mr. Andika.
01:42What do you think about BRMS?
01:44Okay, BRMS itself, if I look at it myself, it is still in the wave C of wave 4.
01:52So there will be a potential for a short-term decrease to level 1089-1086, this BRMS.
02:03So for investors, you can buy BRMS when the gold price is always printing an all-time high, like that.
02:13It can be expected at level 1089-1086 with support level at 180, daily close.
02:23And also the strengthening target, if I look at it myself, if it breaks at 206, then BRMS itself has the potential to reach level 222.
02:35Okay, both the range of support and resistance is quite short.
02:39This is just a recommendation for trading, right?
02:43It can be bought by On-Weakness, it can be held a week ahead, like that.
02:47Okay, that's BRMS. Then there is also Indy, what is it like?
02:51Indy, which I said was interesting, has also been trading for the last few days.
02:58Indy did touch 1700 yesterday, but was closed at level 1660. Indy.
03:14Indy was closed at level 1655 yesterday, like that.
03:18It seems that if Indy does not touch 1700, it will have the potential to decline to level 1630-1615.
03:30And the closest support at level 1595 is the neckline, like that.
03:36Okay, so the possibility for Indy can be seen from several indicators earlier, right?
03:44The potential is at wave C from wave 4.
03:48But if for example it breaks 1700, then there is a potential for strengthening to level 1750-1780 to form wave 5.
04:00Okay, if Indy itself, for energy-based Samsung like that, does it include M810 which has a good fundamental, Mr. Sandika?
04:11I see it myself, Indy is fundamental, good, like that.
04:17It still books clean jobs in its first semester.
04:25The net profit is 345 billion.
04:29If we look at the valuation, it is still cheap because the pair is still at 12.49 billion and the pbv is still very small, at 0.43 billion.
04:40Okay, is the play for Indy short-term, medium-term or long-term, Mr. Sandika?
04:45Medium-term, until the end of the year, I see in the next two months, Indy will still have a potential to rise.
04:53Okay, from Indy we turn to BSDE, a property-based Samsung, we haven't discussed it yet.
05:01How interesting is BSDE in terms of analysis, Mr. Sandika?
05:05This BSDE is indeed very related to the current sentiment, namely the decline in the flower breed.
05:13Because it will indeed reduce the KPR flower, so that the public will be interested in buying properties again.
05:21Such as the increase in marketing sales will have a potential in the coming years because of the decline in the flower breed.
05:31I see BSDE is starting to buy on weakness, with support of 1125, which is currently in the wave 2 of the wave 5.
05:46Okay, Samsung is a property-based company.
05:48If it breaks, it looks like the wave 3 will start with a strength target at level 1330-1340.
06:01Okay, Samsung, a property-based company, also benefits from the PPNDTP extended until December 2024, Mr. Sandika.
06:09And if we look at BSDE itself, in terms of performance, in terms of growth in revenue, compared to 2022-2023,
06:19this is a bit down in 2022, compared to the next year, there is 33.71% and in 2023, only 12.74% growth.
06:32Fundamentally, is BSDE still interesting for those who have signed up for BSDE, but with such a long investment term?
06:44Okay, it looks like it's still cheap in terms of valuation.
06:48If we look at the valuation using PER, it's 5.6 times and PPV 0.67 times.
06:57BSDE is one of the ME10 properties that is still cheap.
07:03Okay, compared to its peers.
07:05Yes, sir.
07:06Okay, from BSDE, we move on to the next option.
07:09From you, Mr. Sandika, there is DOIT, what is it like?
07:12DOIT is the same as INDIA, it is a copper, related to the commodity of copper.
07:19So, in my opinion, there is still a chance for 680-690.
07:26We can buy on weakness.
07:28However, if we look at it, if it breaks 765, then DOIT has a chance to continue strengthening to level 900.
07:42Okay.
07:44It can be maintained with support at level 640, Mr. DOIT.
07:49Okay, support at 640, resistance at 765 for DOIT, the last price is at level 720.
07:56This is waiting for buy on weakness, right?
07:59Yes, that's right, you can buy on weakness.
08:02Okay, for DOIT, can it be collected until the end of the year?
08:08Yes, it can be collected until the end of the year.
08:11Okay, what is the target price for DOIT until the end of the year?
08:14I see it can still go up to 900-910.
08:20Okay, the gap is quite far.
08:23It means this can be used to gain interest from DOIT, from some of the analysis that Mr. Andika has mentioned.
08:33Okay, if we try to look at other emitters or maybe other sectors related to farming,
08:41do you think it's interesting or not?
08:43If you look at Samsung based on commodity related to sentiment or stimulus in China,
08:50you recommend only based on coal or energy.
08:55Then how about farming, Mr. Andika, is it interesting?
08:59Okay, if I look at it, farming is still interesting,
09:03because of the abolition of export taxes from the government for oil emitters.
09:09If I look at it myself, the most interesting oil emitter is L-SHIP.
09:16It is now in the wave C of wave 4,
09:20so it still has a chance to go down to levels of 1010 to 990.
09:28Okay, PP London in Sumatra.
09:30For L-SHIP, the SL is 960.
09:36As for the price movement trend, it also continues to record strength.
09:39Today, at the opening of the S1 movement, it has increased by 0.49%,
09:43one week has increased by 4.63% and of course the data will continue to move.
09:47And I think we will break even, and also Mr. Andika, we will break,
09:51stay with us, we will be back soon.
09:54Thank you for staying with us,
09:56and now we will look at the opening data of the IHSG at 19.01,
10:01at the time of Indonesia in the West.
10:03As you can see on the television screen,
10:05the IHSG is moving weakly with a weakness of 0.48%,
10:08at level 7704.087,
10:12and some that experience weakness,
10:15or maybe sectors that experience weakness,
10:19including infrastructure, basic industries, and also finance.
10:25For some based on technology, health, and energy,
10:29this is experiencing a strengthening.
10:32And if we look at the top gainers,
10:34so far there are Gotoh, then also PTRO, BSBK,
10:37then there are Brand, ICBP, Suri, eSatware, Laba, and CTRA.
10:42Meanwhile, the top losers are colored by Samsung based on the band,
10:45two top losers from the band,
10:48among them are Bank BRI, then also Bank Mandiri,
10:51there is Aman, then also Telkom, MDKA, Piva, DILD,
10:56PTIS, DSNG, and INTP.
11:00Okay, I go to Mas Anika.
11:02Mas Anika, earlier BBRI has an interesting value,
11:07but then so far it is still a top loser.
11:10It means that we have to wait first,
11:12so that there is a moment to strengthen a little,
11:15there is a rebound a little, then it can also enter,
11:18so that this can then be used as an indicator
11:21that the weakness of BBRI, I mean,
11:23this will stop like that.
11:27If I look at it, I said earlier,
11:32for banks it is interesting to be collected by own weakness like that,
11:35because it is fundamentally good,
11:39and it has dropped since yesterday,
11:41so that for the opportunity for us to get BRI again,
11:45like that, banks are open wide.
11:47That's right, Mas.
11:49Okay, used to be able to get BBRI at a discount price,
11:52it means that this is a good momentum to be used.
11:57Okay, if we look at it, GOTO itself leads the strengthening
12:00and becoming a top gainer so far in C1 trading.
12:04What is your analysis of GOTO and what is your recommendation, Mas Anika?
12:09Yes, if GOTO itself looks like that,
12:12the decline of the flower tribe,
12:14which is still a positive phenomenon for the technology sector,
12:21GOTO itself has the opportunity to form a wave 5 from a wave 3
12:27with a strengthening target of 73-75.
12:31Okay, then there is PTRO, BSBK, and also BREN.
12:34Which is the most interesting of the three stocks
12:36that are in the top gainers in the 2nd to 4th tier, Mas Anika?
12:41Just watch GOTO, Mas.
12:43Okay, just watch GOTO.
12:44Okay, what is Bang Mandiri like, Mas Anika?
12:48It's in the top losers, Bang Mandiri is in the top losers.
12:52Yes, Bang Mandiri, Mas.
12:54What do you think it's like?
12:56Yes, Bang Mandiri is the same as BRI.
12:59Yes, it's interesting.
13:00If I look at it, for buy on weakness,
13:03like him now at 7100.
13:07Okay, it can be used to enter Bang Mandiri with a discount level.
13:12Either we go to Samsung based on tobacco
13:15or maybe the tobacco producer himself, Mas Anika,
13:18because it's related to his own smoking habit in 2025,
13:21it's not applied like that.
13:24Yesterday, there was a positive movement
13:27related to the stock in this sector.
13:29What do you think the analysis is, Mas Anika?
13:33Yes, if I look at it, it's still...
13:38still...
13:40I just saw the tobacco stock again.
13:42After a long time, this is a downtrend stock,
13:45I don't really see it.
13:46With the government policy earlier,
13:48it seems to be a positive sentiment
13:51for the tobacco stock movement.
13:53Yes, it can be considered
13:55that the tobacco stock is largely still a downtrend.
13:59So, indeed, for market players,
14:03it seems to be able to pay attention to resistance and support
14:08in Samsung if they want to trade in Samsung.
14:12That's it, Mas.
14:14Okay, Mas Anika,
14:15just a little bit about your analysis
14:17about the movement of IHSG
14:19or maybe your projection
14:20up to the trade agreement on the one hand,
14:22at least, Mas Anika.
14:24Okay, if I look at it myself,
14:26for IHSG, it's still in the wave C section of wave 4.
14:33And if we look at it,
14:35if it makes support or lower low again
14:41from the lowest yesterday at level 7633,
14:45it seems that IHSG will potentially reach level 7556.
14:50Right, Mas?
14:51Okay.
14:52Those are some of the analysis
14:53that have been conveyed by Mas Anika.
14:55Hopefully, it can be a reference for market players
14:57in doing their investment strategy today.
14:59Mas Anika, thank you for joining us.
15:01Good luck to you.
15:02See you next time.
15:04Okay, sama-sama, Mas.
15:05Yeah, thank you, Mas.