"Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Jumat (27/12/2024) dengan Tema Analisis Saham Pilihan: ITMG, ASII, TLKM, MAPI"
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00:00Thank you for joining us, Minister, and I'm still talking with Mr. Raska, Mr. Raska, earlier we have discussed about SAMSAM or sector-to-sector, I mean,
00:14in terms of energy for 2024, year-to-date, it is recorded as a very good energy.
00:22Let's go to the energy sector first before we discuss about this morning's SAMSAM election.
00:26What are the recommendations for the energy sector, health sector, and real estate property sector, from you, Mr. Raska?
00:34Well, for the energy sector, we can say that it is more on weakness.
00:42We can say that SAMSAM is still interesting to collect,
00:46such as Pegas, Adaro, and PTBA.
00:56If we talk about PTRO and other energy sector SAMSAM,
01:02in my opinion, it is still too high, so we have to wait.
01:05But if we talk about ELSA as an example, it is still interesting to collect,
01:10because in the middle, the price of local oil communities is still quite volatile,
01:14so it is not too weak, not too strong,
01:17it is around USD6.9 to USD7.1 per barrel.
01:21And here, Adaro Energy, after Indonesia's ADI,
01:30SAMEM is still consolidating,
01:32so in my opinion, it is still interesting to talk about Adaro,
01:35with the target at level 2.950 to level 3.530,
01:41there is a gap like that.
01:43Then, if we talk about PTBA,
01:46here it is more on weakness,
01:49because the coal trend itself is still under pressure,
01:52so PTBA's ETMG can be accumulated for the level of weakness,
01:57with the target of PTBA reaching level 2.910,
02:02and also the ETMG itself can be accumulated to the level of technical rebound,
02:08the expectation is at level 27,000.
02:10Currently, it is at level 2.5300.
02:12Okay, for the real estate, you have already mentioned the property sector,
02:18and also for the health sector, you have already mentioned,
02:21the silos are also included in what you recommend, right?
02:23For the silos themselves, I prefer to buy on weakness,
02:28because at the moment it is experiencing a strength with a buy on weakness of around 2.800,
02:34so at the moment it is still far below the target to buy,
02:37because it has continued to be high.
02:39But what's interesting to me is that among the three sectors,
02:41the energy sector, which is mostly driven by the coal sector,
02:47for what's interesting, and there was also MIGAS or ELSAM,
02:50while for the property sector itself,
02:53here I can recommend for the land stock,
02:58like that, where the real estate movement is already close to the level of support.
03:03Okay, next we will discuss the options from you this morning,
03:08as you can see on the television screen,
03:11for the options of Mr. Praskeputran,
03:13the CEO of advisor.id, there is ETMG,
03:15with support at 25.250,
03:18with resistance at 27.150,
03:21recommendation by Astra International,
03:23with support at 48.80,
03:25resistance at 52.50,
03:26recommendation by Telkom,
03:27support at 27.20,
03:29resistance at 3.100,
03:31recommendation by,
03:32and MAPI,
03:33with support at 1.350,
03:35resistance at 1.600,
03:37recommendation by.
03:38We will discuss ETMG first,
03:40Mr. Praskeputran.
03:41I was interrupted a little bit.
03:45Please, Mr. Praskeputran.
03:50Yes, hello.
03:51Yes, please, sir.
03:52Yes, okay.
03:53For ETMG itself,
03:55so, what is it,
03:56I have discussed it before,
03:58that it is still interesting,
04:00because indeed in the movement of ETMG itself,
04:03this is still quite moving at the level of support,
04:07with the target range at 25.250,
04:10up to 25.775,
04:11with the target at level 27.150,
04:14for a short term,
04:15because the price of coal
04:17is still at the level of USD25,
04:19like that.
04:20So, it really depends on the technology for later.
04:23Here too,
04:26the second Astra Group stock,
04:27that is ASEI,
04:28by Astra International.
04:30So, technically,
04:31it did experience improvements
04:33in the third quarter,
04:35but cumulatively.
04:36Year to date,
04:37we see that Astra here,
04:39I mean, Astra International is quite stressed,
04:41because it is indeed from the automotive sector,
04:43like that.
04:44But in terms of sales growth,
04:45and also net income,
04:46it has improved quite a bit,
04:47like that.
04:48And also Astra,
04:49I see that there is an accumulation target here,
04:52at level 48.50,
04:54up to 5.000,
04:55target price at 52.50.
04:56So, indeed,
04:57the time frame is also short,
04:58the target is also shorter.
05:00And the third is infrastructure,
05:02there is Telkom,
05:03there is Telkomunikasi Indonesia,
05:04TLKM,
05:06with the target of buying around 2720
05:09up to 2800,
05:10with a target price of 3100 here.
05:12Also,
05:13some Telkom
05:14took advantage of the technical rebound condition,
05:16because if we are here,
05:18Telkom has formed a pattern,
05:21double bottom,
05:23so it has bounced
05:24with a rebound target
05:26at level 3,000,
05:274,000,
05:283,100.
05:29Then last,
05:30we are talking about
05:31taking advantage of the benchmark year,
05:32at the consumer level,
05:35middle to top,
05:36MAPI.
05:37MAPI still looks quite,
05:39in my opinion,
05:42more defensive,
05:44even though it is in the middle of the challenge of buyers,
05:46but I am still optimistic
05:48that it can improve its performance
05:50with an accumulation target
05:52at level 1350
05:54up to 1450
05:55and the target price in the short term
05:57at level 1,600,
05:59like that.
06:00These are the recommendations this morning
06:02from Mr. Plaska,
06:03including ITMG,
06:05Astral International,
06:06Telkom,
06:07and also MAPI.
06:09Okay,
06:10if we look at the last price,
06:12for each of you,
06:13is this interesting to be discussed,
06:15or enter the level of correction first,
06:18for us to immediately enter,
06:19Mr. Plaska?
06:21Yes,
06:22if we talk about the condition,
06:24what is the surface today,
06:26where the ISK is quite,
06:27the surface is running,
06:28yes,
06:29the ISK surface is at 791
06:30plus 0.37.
06:32For ITMG itself,
06:33I mean,
06:34it's still in the corridor,
06:35for example,
06:36the accumulation,
06:37then if we talk about
06:38Astral International itself,
06:39it's also currently at 4,910,
06:40still in the accumulation range,
06:42right?
06:43Then,
06:44if we talk about Telkom,
06:45it's still at 2780,
06:47a little over 20 points,
06:48above the maximum target,
06:502,800 for the last accumulation,
06:52we talk about MAPI,
06:54yes,
06:55Mitra Diprekasa here,
06:57for correction,
06:58in my opinion,
06:59it's still in,
07:00because the range is from 390 to 1490,
07:02so,
07:03everything can still be done,
07:05the accumulation today,
07:06like that.
07:07Okay,
07:08for the ISK projection
07:09until the end of the year,
07:10the last trade on Monday,
07:12December 30, 2024,
07:14what is the ISK target?
07:16And also,
07:17in terms of projection,
07:18maybe in 2025,
07:19at the beginning of the year,
07:20the opening,
07:21what is it like,
07:22Mr. Plaska?
07:24Yes,
07:25if we talk,
07:26at the end of the year,
07:27assuming there is an increase,
07:28I think it's still
07:30at the resistance of 7100,
07:32or 7107,
07:33in my opinion,
07:34as the maximum level,
07:35which is still a bit heavy,
07:36to 72,
07:37because talking about today's situation,
07:39the increase is not too strong,
07:41this morning,
07:42maybe on the side,
07:43because the momentum has been
07:44holiday season,
07:46so maybe in terms of transactions,
07:47the first challenge,
07:48the second is,
07:49we are still waiting for sentiment,
07:50that is,
07:51the release of inflation
07:52and also data,
07:53Chinese manufacturers,
07:54which is estimated
07:55that the movement is still
07:56improving,
07:57and also maybe
07:58still from a certain level,
07:59our inflation,
08:00which is worried,
08:01can slow down again,
08:02like that.
08:03So, in my opinion,
08:04at 7019,
08:05the opening in January,
08:06January effect,
08:07whether it happens or not,
08:08in my opinion,
08:09maybe at the beginning of January,
08:10yes,
08:11but for the full of January,
08:12in my opinion,
08:13it is still enough
08:14consolidation,
08:15yes,
08:16that's it,
08:17with the momentum,
08:18the maximum level for January,
08:19at the level,
08:20we talk 7330,
08:21with its support
08:22at the level
08:237100,
08:24at the level
08:257190,
08:26like that.
08:27Okay, that was
08:28some analysis
08:29that should be conveyed,
08:30related to sectors
08:31that attract
08:32movement throughout
08:332024,
08:34and also
08:35by working
08:36to show weaknesses
08:37throughout
08:382024,
08:39and also
08:40greetings
08:41that were
08:42recommended,
08:43then also
08:44the projection
08:45of movement
08:46in HSG.
08:47Mr. Praska,
08:48thank you
08:49for joining
08:50us,
08:51hopefully this
08:52can be a reference
08:53in the future.
08:54Good morning,
08:55and before
08:56we end
08:57the discussion
08:58session
08:59at Marketplace,
09:00we will
09:01show
09:02an update
09:03of the movement
09:04in HSG
09:05at the opening
09:06of session 1
09:07until
09:089.13
09:09minutes
09:10in Indonesia
09:11West,
09:12so this
09:13is a
09:14strong movement
09:150.39%
09:16at the
09:17level
09:187093.46,
09:190.46
09:20I mean,
09:21then
09:23Film,
09:24IOTF,
09:25TOWR,
09:26BRMS,
09:27HEAL,
09:28and KJEN,
09:29while
09:30TAPLUSES has
09:31GOTO,
09:32ASPI,
09:33SAFE,
09:34DSSA,
09:35DOH,
09:36MKAP,
09:37CRSN,
09:38ZEBRA,
09:39TOSK,
09:40and MSIN.
09:44Yes,
09:45for TAPGENES and
09:46TAPLUSES,
09:47it keeps moving
09:48and the movement
09:49in HSG also
09:50keeps moving
09:51for TAPGENES and
09:52TOSK.