Cermati Saham Pilihan: TINS, WIKA, BRMS, ANTM
"Saksikan tayangan kami Official Youtube IDX Channel di Program Power Breakfast, Kamis (10/10/2024) dangan Tema Cermati Saham Pilihan: TINS, WIKA, BRMS, ANTM."
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00:00Thank you for joining us. Before I continue the discussion with Mr. Bima, we will take a look at the market opening this morning for KSG, which is at level 7,525.801, moving strength 0.33%.
00:21And the sector that leads the strength is technology, then also cyclic finance, non-cyclic property, energy.
00:28And welcome to the Top Gainers list, including Wens, Visi, Fern, Unilever, TMPO, then also SKBM, Raja, and PTMR.
00:37Top Losers, there are, I just mentioned it for Top Gainers, Top Losers, there is ISAT, MEDC, then there is PDP, PDW, AMMN, Meja, Laba, Aksi, Heal, Suni, and MSEN.
00:53Okay, I will continue the discussion with Mr. Bima to discuss the options.
00:59This morning, we can see the examples for the options this time.
01:04The first is TINS, then there is also WIKA, BRMS, and also ANTAM with the action or maybe the recommendation is BUY.
01:11With the entry level in TINS at level 1,240, with the target at 1,320, the Stop Loss has also entered 1,200.
01:19Then for WIKA, we have discussed it earlier, with the entry level at 412 and the target at 450, the Stop Loss has also entered level 400.
01:27And BRMS with the entry level at 272 and the target level at 300, the Stop Loss has entered 260.
01:36After that there is ANTAM, ANTAM with the entry level at 1,515 with the target at 1,600 and the Stop Loss has entered level 1,480.
01:47We continue the discussion, Mr. Bima, we discuss for TINS, Mr. Bima, please analyze it.
01:54Yes, we recommend TINS for today's trading because Mr. Wike and the investor said that for TINS, it has been 17 consecutive days,
02:05this foreign investor entered coincidentally in the TINS stock.
02:10So I think the accumulation that happened in this TINS stock, considering the number is also quite significant in my opinion,
02:17so I remember at the end of the month later, at the end of November later, there will be rebalancing for MSCI.
02:27So maybe the accumulation that happened in this TINS stock is also one of the catalysts,
02:34maybe TINS can enter the MSCI index later at the end of November for rebalancing later.
02:39But later we will see the journey for TINS in the next 20 days, whether it will be one of the stocks that can enter the MSCI index.
02:48Then what accumulates in the TINS stock is the last 17 days, it is a foreign broker that is also quite large,
02:56from UBS or from broker AK, then there is also from JP Morgan, which I think these are the two largest foreign brokers at the moment
03:04that can affect the condition of the stock price at the moment.
03:08So we recommend TINS for a short and medium term for TINS.
03:13A few times ago, TINS was in the middle of a case like that,
03:18but then many people see this as an M&A or a potential company,
03:23so it has an impact on the collection of the TINS stock itself, which is collected by many parties.
03:29The strength is also quite significant, I see that in 3 months it has strengthened 31.96%,
03:34in 1 month it has strengthened 29.95%, in 1 week it has strengthened 9.4%,
03:39and in 1 day, today it experienced an increase of 2.8%.
03:44For TINS, the level is at 1, 2, 8, 0, short and medium for TINS.
03:52Yes, that's right.
03:54With TINS, we move on to the next option, there is WIKA, we have discussed earlier,
03:58is there any other analysis that you want to add about WIKA, Mr. Bima, or is it enough?
04:03Yes, I think WIKA is also included in the M&T for the last 3 days,
04:07the salt accumulation is quite large, Mr. Wiki, it is around 128,000 lots for WIKA,
04:12so I think this will still be interesting for a short time for WIKA.
04:16Okay, from WIKA we go to BRMS, what is it like?
04:20Yes, BRMS is one of the M&T that is also in an uptrend position,
04:24from mid-September yesterday,
04:26so from mid-September until now, the trend condition is still very uptrend,
04:30and the price position yesterday is still above the average of 5 days,
04:36so I think for the short term and also for the medium term,
04:40because the position is also in an uptrend condition, this is still quite interesting.
04:45Indeed, one of the points that we pay attention to is that there is still a foreign investor net sale in BRMS stock,
04:52but we can see that when a foreign investor does a net sale,
04:56but the stock trend continues to uptrend,
04:59so this condition makes investors more convinced that BRMS is quite interesting and very strong in momentum.
05:05We recommend today with the closest target at level 300,
05:09with a stop-loss level of 260 for BRMS.
05:13Okay, it means just playing short term, for those who are quite interested in BRMS,
05:17is there a fundamental indicator that is the reason, Mr. Bima, or just playing short term for BRMS?
05:23Yes, I think for now we are still for the short term first, Mr. Wiki, for BRMS.
05:28Okay, from BRMS we go to the next option, there is Antam, please.
05:33Yes, Antam is currently moving uptrend,
05:38and there is a possibility for Antam to close the gap target,
05:44in May 2024, there was a gap related to dividend distribution,
05:50at that time it was around 128 per share.
05:55So for now, I think Antam will get closer to that price level,
06:00considering the current position is also quite good.
06:03Our target for Antam is at level 1,600, with a stop-loss level of 1,480.
06:09I think Antam has a good chance to be able to make it to level 1,600.
06:14Okay, the last level is at level 1,535-1,540.
06:20Do you enter the buying level, or are you still waiting for a weakness from Antam itself?
06:25Yes, I think there is no problem in buying right now,
06:29and we can still accumulate every weakness as long as it is still above the stop-loss level of 1,480.
06:36Okay, those were the options this time from Mr. Bima, Datin, Suika, BRMS, and also Antam.
06:41Briefly about the movement of ISG.
06:43Earlier, Mr. Bima opened up your analysis on the movement of ISG today.
06:47Yes, I think the strengthening of ISG is quite ideal,
06:51because it is driven by the emits and emits of big caps, especially from banks.
06:55I think this will not be too far,
06:59I think the strengthening can happen as in the previous days,
07:03strengthen at the beginning of the session, then in the middle, until the closing there is a weakness again,
07:07then strengthen again later the next day.
07:09I think there is a high possibility that the market conditions will still be wet and sea,
07:13and there will be more consolidation again,
07:17for both in the sector that is currently thriving in banks or in construction,
07:22I think it still has to be wet and sea first on Thursday and Friday.
07:26Okay, I hope what you said is a reference and also a source of information for investors
07:30who will implement their investment strategy,
07:32but then the decision of the investment is back to you, investors, and also IDX Channel viewers.
07:37Mr. Bima, thank you for joining us.
07:39Good luck to you always. See you again, Mr. Bima.
07:42Thank you, Mr. Wiki. Good morning.
07:44Good morning.