"Saksikan tayangan kami Official Youtube IDX Channel di Program Prime 2nd Session Closing, Kamis (20/02/2025) dengan tema Analisis Saham TLKM, ASII, BBCA, BBRI".
Category
📺
TVTranscript
00:00We are still using IDX with the closing season and we are still using it to be able to participate in our interactive WhatsApp as shown on the TV screen later.
00:14Let's just take a look at the four recommended choices.
00:18Among them, there is Telkom, recommended by its support in 2600, resistance up to 2900.
00:26Then there is Astra International and Pemirsa, also recommended by 4500 to 5000, the range is quite wide.
00:34Next, there is BBCA, also recommended by its support in 8800, resistance up to 10000.
00:43Then there is BBRI, also recommended by 3800 to 4500.
00:51These are the four recommended choices and again, the investment decision is still in the hands of Pemirsa IDX Channel.
00:59Mr. Kiswoyo, for Telkom, what is the buy level?
01:03For Telkom, as I said, this is also the same as for Pemirsa IDX.
01:09As of now, below 2700, below 2800, it is already very interesting.
01:17Today's closing is 2670, is it interesting to take a position?
01:23Interesting, because this is also for big companies, it should be a bit reasonable above 4000.
01:312900 is your resistance target, how long is this target, Mr. Kiswoyo?
01:38I hope until three months from now, until one month after Eid.
01:44How do you see the movement pattern of Telkom in the last few months?
01:49Is it quite difficult to return to 3000?
01:53That's right, 3000 is like a physiological level or resistance level.
01:58For Telkom, we also know that the business tends to be stagnant.
02:03As in the field of telecommunications, I have always said since ancient times that this is an industrial sunset.
02:12It means that the growth rate is already limited.
02:16Because we know that the number of Indonesian citizens is less than 300 million,
02:20but the number of mobile numbers throughout the country is already 2x5x4x4.
02:26One person already has 2-3 mobile numbers.
02:29It means that the possibility of growing is no longer possible if we control the cell.
02:34The best thing that can be achieved is through the side business, such as data centers,
02:39internet cables, such as Telkom's B.O.,
02:43and like the satellite network, such as Starlink.
02:47But I see that the growth rate is still small.
02:51Even though the cell business is still growing.
02:55So it takes time to expand the business of data centers and other businesses.
02:59So that in the future, the number of cell businesses can only reach 50% of the entire Telkom business.
03:07Okay.
03:09Let's move on to the second example.
03:11There is Astra International.
03:12You also recommended a good analysis and consideration.
03:16Astra is included in one of the examples.
03:18Astra International is actually interesting.
03:22Because there is also a threat from the US.
03:24But we know that in the US in the next few years, it will turn bad.
03:27Trump did not agree with the US.
03:29He said that he wants to build a BBN.
03:32It means oil refineries.
03:35And this is also an opportunity for Astra.
03:37So Astra does not need to make a new ecosystem for its energy resources.
03:43It is enough to build an oil refinery.
03:44Just build a new oil refinery.
03:46In the future, it can move forward.
03:49The price can go up.
03:50Sales will go up.
03:51In the future, the revenue will go up.
03:54And the profit will go up.
03:55Something like that.
03:56So there is no challenge.
03:57But as I said, Astra is still trying to grow.
04:00It is trying to do diversification.
04:03Entering the health business.
04:05Then the Go Green or EBV business.
04:07But I still see a small portion.
04:09Because the biggest revenue is still from the automotive sector.
04:16From Astra, we move on to the third option, Mr. Keisoyo.
04:19From the BBCA Banking.
04:21We actually reviewed it earlier.
04:25My review is still the same.
04:26That this is the largest space banking.
04:29There is a change in the regeneration.
04:31In the old route.
04:32Banjai has become a commissioner.
04:34Now there are new young people.
04:36But there should be no change.
04:38Because I think their GCT management is good.
04:43The regeneration system has been prepared for a long time.
04:46So I see that there should be no problem with BBCA.
04:48And if we look at the net profit side, it is still double digit.
04:52The others are still digit.
04:54Until 5 billion.
04:55This is still a digit.
04:56For last week, it was double digit.
04:58But above 10% net profit.
05:00Yes, this is a very good ratio.
05:03In terms of banking.
05:04But in terms of assets, it still loses to BRI and others.
05:07But in terms of net profit, the increase is actually very high.
05:14Okay.
05:15But with today's closing position at 9,000, sir.
05:18With your target price earlier at 10,000.
05:22What is the closest and middle resistance for BBCA, Mr. Keswayo?
05:27Actually, it's close to 10,000.
05:28If it reaches 10,000, I think it will try to increase to around 11,000.
05:32So the closest is 10,000.
05:3410,000 is like the official level.
05:39Okay.
05:40The third shareholder from Big Cap Banking is BBCA.
05:42And we move on to the last shareholder.
05:45It looks like it's still from Big Cap Banking.
05:47There is BBRI.
05:48BBRI today experienced quite a deep pressure.
05:51Recommended by.
05:53Please, Mr. Keswayo.
05:54What is the level of buy for BBRI?
05:56BBRI, as I said, below 4,000 is already close.
06:01As well as the micro bump.
06:04So if we talk about micro credit, micro capital.
06:07The micro credit is BRI.
06:09Because 70% of the credit is micro credit.
06:14It's very profitable.
06:16It's stable.
06:17It has been covered by a lot of issues.
06:19We used to have debt issues.
06:21Then what issues?
06:22This is proven.
06:23The PL is still low.
06:24Then the net profit is still high.
06:26Because the net profit is still high.
06:28So there is no problem.
06:30Actually, their net profit is still stable.
06:35What is the level of buy for BBRI?
06:37It has left the previous level of 4,000.
06:40It's below 4,000.
06:42The level of closing today is not a problem, right?
06:44Yes, it's not a problem.
06:453,90% reduced to 2,74% for BBRI.
06:50The last option.
06:52And there were four options that were recommended.
06:54There is Telkom, Astra International, BBCA and also BBRI.
06:58And again, the investment decision is still in the hands of Mr. Mirza.
07:01Idea Channel.
07:02We have reached the last segment.
07:04And thank you for joining us.
07:06Mr. Keswayo, we will continue again.
07:08The time is quite limited because Mr. Jason from Jakarta is listening to the share of Ratu.
07:13For the first, Mr. Keswayo.
07:15Support and resistance for Ratu.
07:19Ratu, as I can see, is still in play.
07:21With a wide price.
07:25Ratu is Rp 8,500 to Rp 10,000.
07:28So as long as it stays in the area of Rp 8,500, it's still safe.
07:34Hopefully, it will rise again.
07:36Right now, it's above Rp 9,900.
07:38Rp 9,900 for the time being.
07:41So if it rises to Rp 9,900 in 10 weeks, it will also pass.
07:45So it's still sideways at the moment.
07:48Okay, next is Mr. Sihotang.
07:50Asking about SMEL stock, sir.
07:54Today's closing at Rp 302,000, reduced by 1.31%.
07:58Support and resistance.
08:00Do you want to enter? Is it recommended?
08:03The stock has risen high.
08:06It should be corrected.
08:09Actually, it's already tight.
08:11Before it went down to Rp 300,000.
08:13Because if it goes down below Rp 300,000, it can go back to the area of Rp 200,000.
08:17So if tomorrow it goes down below Rp 300,000,
08:20and can't rise above Rp 300,000 again,
08:22it will go back to Rp 200,000 again.
08:25Okay.
08:26Mr. Anggiat from Bekasi is asking about Aces stock, sir.
08:29Taking a position at Rp 760,000, Mr. Keswayo.
08:32Closing at Rp 780,000, reduced by 1.27%.
08:36To secure the existing profit, sir?
08:38Back profit?
08:40Aces, as long as it's still above Rp 760,000,
08:43it's around Rp 850,000.
08:46But Rp 800,000 first, then Rp 850,000 and Rp 1,000,000.
08:51As long as it's still above Rp 760,000, it should still be safe.
08:54But if it goes down below Rp 760,000,
08:56there's a risk to go back to Rp 750,000 or Rp 700,000.
09:00Okay. So it's better to hold it first, sir?
09:03Yes, but if it's above Rp 760,000,
09:05it's better to hold it first.
09:08Rp 760,000.
09:10Rp 760,000.
09:11Okay.
09:12Next, we will try to answer a question from Mr. Joshua Nainggolan.
09:16He's from Lampung.
09:17He's asking about Kampina stock, sir.
09:19Average at Rp 182,000.
09:21Okay.
09:22Next, we will try to answer a question from Mr. Joshua Nainggolan.
09:25He's from Lampung.
09:26He's asking about Kampina stock, sir.
09:28Average at Rp 182,000.
09:31Kampina stock is on the sideways,
09:33it's quite far,
09:35as long as it doesn't go below Rp 175,000.
09:39It's still safe, but if it goes below Rp 175,000,
09:41it can go down to Rp 150,000.
09:44The top should be Rp 190,000,
09:46Rp 190,000, Rp 200,000, and Rp 210,000.
09:49The media era of TBK does not mention the name and location.
09:54Is it possible to buy at the closing price,
09:56at Rp 130,000, the closing price today?
10:00As long as it's above Rp 120,000,
10:03Rp 120,000 to Rp 150,000.
10:06But if there's a long antenna like this,
10:08if you look at the history,
10:09usually if there's a long antenna,
10:10it will go down.
10:12But as long as it's above Rp 120,000, it's still safe.
10:15If it goes below Rp 120,000,
10:17it can go down to Rp 110,000.
10:20Next, Mr. Jali from Jakarta
10:23asked about the AMRT stock.
10:26It's stuck at Rp 2,600.
10:28Today, he tried to rebound the AMRT,
10:30the next resistance.
10:35This is good,
10:36as long as it's above Rp 2,500,
10:38the closing is above,
10:39the export is below,
10:41the candlestick is good.
10:43Hopefully, it will continue to Rp 2,700.
10:46After that, it will go to Rp 3,000.
10:49If it can go above Rp 2,600,
10:53it should go up to Rp 3,000.
10:57Just hold it, sir?
10:58If it still has Rp 2,600?
11:00Yes, just hold it.
11:02Okay, today he tried to rebound,
11:05after experiencing quite a lot of pressure
11:07in the last few trades.
11:09Our time is quite limited, Mr. Kiswoyo.
11:11Thank you for joining us.
11:13Actually, there are still some questions
11:15from Mr. Rafi, Mrs. Susi, Mr. Sembiring from Medan.
11:18Please join us again
11:20in the same program
11:22in the next trading day.
11:24Mr. Kiswoyo, thank you for participating.
11:26Stay healthy, sir.
11:28Thank you, Mr. Kiswoyo,
11:29Director of PT Rumah Para Pedagang.
11:31And don't forget to watch
11:33the next highlight program
11:34which will air at 20.00 PM
11:36on Indonesia Marat.
11:39I'm Investor Saham,
11:40I'm David Sanofal,
11:41Goodbye.
11:42See you again.
12:08Investor Saham.
12:09Investor Saham.
12:10Investor Saham.
12:11Investor Saham.
12:12Investor Saham.
12:13Investor Saham.
12:14Investor Saham.
12:15Investor Saham.
12:16Investor Saham.
12:17Investor Saham.
12:18Investor Saham.
12:19Investor Saham.
12:20Investor Saham.
12:21Investor Saham.
12:22Investor Saham.
12:23Investor Saham.
12:24Investor Saham.
12:25Investor Saham.
12:26Investor Saham.
12:27Investor Saham.
12:28Investor Saham.
12:29Investor Saham.
12:30Investor Saham.
12:31Investor Saham.
12:32Investor Saham.
12:33Investor Saham.
12:34Investor Saham.
12:35Investor Saham.
12:36Investor Saham.
12:37Investor Saham.
12:38Investor Saham.
12:39Investor Saham.
12:40Investor Saham.
12:41Investor Saham.
12:42Investor Saham.
12:43Investor Saham.
12:44Investor Saham.
12:45Investor Saham.
12:46Investor Saham.
12:47Investor Saham.
12:48Investor Saham.
12:49Investor Saham.
12:50Investor Saham.
12:51Investor Saham.
12:52Investor Saham.
12:53Investor Saham.
12:54Investor Saham.
12:55Investor Saham.
12:56Investor Saham.
12:57Investor Saham.
12:58Investor Saham.
12:59Investor Saham.
13:00Investor Saham.
13:01Investor Saham.
13:02Investor Saham.
13:03Investor Saham.
13:04Investor Saham.
13:05Investor Saham.