"Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Kamis (23/01/2025) dengan Tema Analisis Saham INCO, ANTM, BRIS, HEAL".
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00:00Thank you for joining us. We are still talking with Mr. Christian Sitorus, Research and Security Ambassador.
00:11Let's continue what Mr. Chris said about the evaluation of BNI itself, in terms of synergy and also fundamentally good.
00:18But then, in terms of price, do you think it's still interesting or not to enter the current price of BNI?
00:25Okay, for BNI itself, with a cheaper price, lower than other banks, I think it's still interesting for BNI to enter BNI itself.
00:38And for the U.N. Bank, I think it's still quite interesting to enter BNI itself.
00:45Okay, about other stocks or maybe the banking sector, the projection from the financial report itself,
00:54even though they haven't released everything yet, in terms of prediction, what will it be like, Mr. Chris?
01:02Okay, in terms of prediction, we still give a positive prediction related to BNI itself.
01:09Because, first of all, it's not just BNI, maybe from other banks as well,
01:14because there is a decrease in the Bunga Acuan tribe, which is 5.75%, to be a stepping stone for economic growth.
01:23Then, with a lower Bunga tribe, the cost of fund for that bank will also decrease and increase the demand for credit.
01:31So, there is still a positive view related to BNI itself.
01:36The banking sector as a whole is still interesting, right?
01:39Okay, for the banking sector as a whole, we are actually more interested in BRICS.
01:47What's the reason, Mr. Chris?
01:49Okay, the reason is that BRICS is interesting because the cost of fund is the lowest in our opinion,
01:56and there is also a possibility for double digits, almost 20%,
02:01and also from BRICS itself, yesterday the gold savings became one of the positive sentiments towards BRICS itself.
02:13And the growth is high, then the transactional banking is good, the NPL is very low,
02:20and like before, there are products to sell, buy, and also the gold savings.
02:26So, that's what makes BRICS one of the interesting choices.
02:31Okay, BRICS is also one of your choices this morning, Mr. Chris,
02:36and we will see all of your choices, Mr. Chris,
02:39including INKO with support at Rp3,420,000, RSS at Rp3,630,000, the recommendation is good.
02:45Then there is also ANTAM at Rp1,430,000 for support, RSS at Rp1,625,000, the recommendation is good.
02:52Then BRICS, as you said, with support at Rp2,750,000, RSS at Rp2,950,000, the recommendation is good.
02:58Then there is also HEAL at Rp1,420,000 for support, and RSS at Rp1,640,000, the recommendation is good.
03:06Interesting for INKO and also ANTAM, this is an emittance related to mining.
03:10We also had a discussion about the revocation of the EV mandate policy in the United States by Donald Trump.
03:18If we look at the stock price movement, that it then moved to strengthen in the first session, yes,
03:24in the second session, it was corrected like that.
03:27Chris, maybe you can share your analysis again from the sector, or maybe SAMSAM based on Nickel.
03:36Then we will specifically discuss the SAMSAM that you recommended this morning, there is INKO and also ANTAM.
03:43Okay, maybe from Nickel itself, I still give a positive view related to Nickel,
03:50where some of the sentiments for Nickel and also for other commodity sectors are related to the RKIB delay.
04:02So basically because this year the year-on-year growth is because of the RKIB delay last year.
04:10So this year will be better for SAMSAM commodities.
04:16Okay, so the projection is still good.
04:20From, we discuss INKO, Chris, what is the complete analysis like?
04:27Okay, for INKO itself, we still see the valuation here is still cheap.
04:33Then this year, in 2025, there will be a cash cost improvement because last year there was an issue of ore grade and moisture content.
04:42So last year the energy consumption was bigger.
04:45But overall, last year it was solved and hopefully this year it will improve even more.
04:51And besides that, working with INKO and other companies is a positive sentiment for buying INKO.
05:00Okay, INKO with a buy recommendation, for the term of investment, is it medium to long or what?
05:07For INKO, it's medium to long.
05:10Okay, from INKO we move to ANTAM, what is it like?
05:14For ANTAM, basically there is an increase in nickel ore sales because at the end of 2024 it was fully approved.
05:23And besides that, we also see that the gold price continues to rise.
05:27This is a positive sentiment for ANTAM itself.
05:30Okay, from ANTAM with a buy recommendation, the term of investment is the same as INKO or what?
05:36For ANTAM, it's also medium to long.
05:42Okay, from ANTAM we move to BRICS.
05:46You mentioned about BRICS earlier, what is it like?
05:50For BRICS itself, we see that the highest earnings growth is expected to be around 20%.
05:59Then the transactional banking is also higher.
06:02On the other hand, we see that the NPL is the lowest among other banks.
06:10And they also have products for sale and gold savings.
06:14And besides that, we also know that there will be gold bullion as the sentiment of BRICS itself.
06:21Okay, related to ANTAM itself, what are the implications related to the revocation of the US EVD?
06:30Okay, for ANTAM itself, until now we haven't seen any implications or sentiments from the US.
06:39So, ANTAM still gives a positive view.
06:43Okay, we have discussed about BRICS, then we move to HEAL. What is the complete analysis like?
06:48For HEAL, it is supported by 1420, resistance is 160.
06:54This is because of the policy of PPNDTP incentive that continues.
06:59Where there is an incentive for houses below 5 billion.
07:03Then there is also a program of 3 million houses that gives a positive sentiment to the developers and the community to be able to buy houses.
07:12And also for the developers to be able to reduce their inventory.
07:15Okay, recommended by. Is this short or medium to long for HEAL?
07:21For HEAL, because of the PPNDTP incentive, it is short to medium.
07:28Okay, the last price is interesting to be able to enter HEAL or waiting for the possibility to be corrected first to be able to enter?
07:35Maybe only after 2% correction can enter.
07:38Okay, that was what was recommended this morning from Chris.
07:42Among them are INKO, ANTAM, BRICS, and also HEAL.
07:46And next, we will look at the data from the IHSG movement.
07:51From the opening of Session 1 until around 9 o'clock in the western part of Indonesia.
07:55For the IHSG itself, it is still moving to strengthen with a 0.46% strength at level 7290.194.
08:03And also the same goes for the top generation.
08:06There are PTRO, BMRI, Cuan, Adifilm, Wifi, Bumi, BRMS, TPIA, and SMGR.
08:13Then for the top losers, there is CBDK.
08:16Then it also looks like it is still affected by the sentiment of Pagar Laut.
08:21Then there is also OBAT, there is JPFA, IOTF, NEST, HGEI, KLBF, LABA, INKO, and also DAAZ INKO.
08:30All of these are included in the top losers.
08:32There is a detailed analysis from you, Chris.
08:37Okay.
08:38It looks like it is still continuing the correction.
08:41How, sorry?
08:42It looks like it is still continuing the correction for INKO.
08:44Okay.
08:45It looks like it is still continuing the correction because there is still a sentiment related to the news from the United States.
08:51If you can see it.
08:52But maybe this is a sentiment in the medium term.
08:57Sorry, in the short term, maybe 1-2 weeks for INKO itself that will experience the correction.
09:04What is the target price for INKO?
09:06The target price for INKO is around IDR 4,050.
09:12Okay.
09:13Okay.
09:14The current price is still interesting.
09:16Moreover, if you look at the possibility in terms of sentiment, this may continue for up to 2 weeks.
09:23Most likely for INKO, it will continue to correct until the cheapest price can enter because of the potential in the target price that you mentioned.
09:31Okay.
09:32Chris, a little bit related to today's business strategy, what is it like?
09:36Okay, maybe today's business strategy, we are still wait and see.
09:41But again, we have to be conservative, moderate, or aggressive to look at the risks.
09:46And for Komod, actually we are more of a wait and see.
09:50Don't rush to enter Komod because there will be some other sentiments that will give corrections to the Komod sector.
10:00Okay.
10:01Chris, thank you for the analysis you have provided.
10:03I hope this can be a reference and source of information for investors from IDX Channel and the decision to invest back to you.
10:10Best of luck and health for you, Chris. See you.
10:15Okay.