Cermati Saham Pilihan: ERAA, TOWR, ARTO, ASII
"Saksikan tayangan kami Official Youtube IDX Channel di Program 2nd Session Closing, Rabu (24/07/2024) dengan Tema Cermati Saham Pilihan: ERAA, TOWR, ARTO, ASII".
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00:00Still in IDX Season Closing, and we are still hoping to be able to participate in our interactive WhatsApp at 08.12.8788 and 07.23.
00:10Let's just take a look at the recommended Samsung choices, especially in the middle of a downturn in the Samkabungan stock market throughout today's trade.
00:18You can see the graphics on your TV screen. From Retail, there is ERA, the recommendation is BUY, the support is at 386, the resistance is up to 426.
00:30Then from Infrastructure, there is TOWER, which is also recommended BY, the support is at 745, the resistance is up to 845.
00:40And then from Digital Banking, there is ARTO, which is also recommended BY, the support is at 2340, the resistance is up to 2780.
00:49And lastly, there is ASTRA International, which today also strengthened after the financial report was released, it is also recommended BY 4400 to 4700 support and resistance.
01:01There is ERA, TOWER, ARTO, and ICE, and again, the investment decision is still in the hands of the IDX Journal.
01:09Let's continue our discussion with Mr. Hadrian Bainertaslim, Associate Director of Capital Security.
01:16Mr. Hadrian, let's just go straight to the first stock, for ERA, today it is closed to strengthen 420 at 1.45%.
01:24Analysis and considerations, especially from the technical side, ERA is included in one of your choices, and BUY at what level for ERA?
01:33Yes, ERA actually had a good signal yesterday, because yesterday it was a spike volume, it was quite good, yesterday's volume was about three times of its usual, and through MA200.
01:47So it ends its downtrend and its sideways, so it's pretty good.
01:51AREA BUY at 402 to 410, BORENAWAL at the MA200 area, with the target at 426, it was already a bit torn, the tie is 426, with support at 386, it can be limited at that resistance.
02:06So technically it's pretty good, because it hits the resistance with a fairly high volume.
02:12Okay, the range is not too wide, sir, from the resistance, as well as the closing of today's trade.
02:18You also said earlier that this level has already been touched intraday at 426.
02:23Yes, so I think this is the first target, if it goes through 426, it can maintain, it can increase the resistance to level 440.
02:30So there is a target 1, there is a target 2, so if it hits, it can increase the target to the next target.
02:36Okay, from the policy side, what is it like for the era that has undergone quite a deep correction, had to leave the 400 level, and recently has returned to above the 400 rupiah level.
02:47Yes, if technically it has started to go through the resistance line, so it's pretty good, I think it has ended its downtrend.
02:55Okay.
02:56This is already a reversal, technically it has started to be a reversal.
02:59Okay, we move on to the second option, from the telecommunications infrastructure.
03:03There is power, it is also recommended to buy. At what level? Today's closing, 785 is weak at 1.26%.
03:10Yes, this is maybe TOWR, we can buy the buy area, we will revise a little.
03:15We can start at level 770 to 785, we will revise a little, because there is a selling pressure.
03:21But technically, it's cool, in the short term, it has started to rebound from quite a long expansion.
03:28Even though the resistance is still the same at 845, the support can be lowered a little to level 740 on the R50.
03:36So there is a little resistance, we adjust it according to the price.
03:40Okay, from the prospect side, what is it like for this telecommunications infrastructure, for TOWR?
03:45Earlier you said that Telkom is quite profitable, if there is Starlink.
03:50Does the telecommunications infrastructure also participate in it, Mr. Hadrian?
03:54Yes, I think TOWR with Jarum Group, as the owner behind it, is also quite strong in working with the business.
04:01I haven't heard more about the fundamentals.
04:04But in terms of finance, it's pretty good, with 3 trillion sales in Q1, with a net profit of 797 billion.
04:13So this margin and valuation per PBV is all pretty good.
04:1812 times, it's still priced in with the current price.
04:23PBV is also in the 2x area, so it's still relatively cheap, including stock value for me.
04:29Okay, from TOWR, we move on to the third option, from digital banking, there is Arto.
04:35This stock has risen in the last few days, sir, it looks like profit taking today.
04:39The leverage is quite deep at 3.16%, at 2450.
04:43Is there a revision of the recommendation, sir? Support and also buy, at what level for Arto?
04:48Yes, we really reviewed it, sir.
04:50Because this is a sideways, so there seems to be a fault break.
04:54So, but it's quite active, while at home, Arto is starting to be active, maybe because of the influence of Gotoh too.
05:00Gotoh is active, usually Arto is a bit invested.
05:03For me, Arto can be bought on weakness in the support area, at 2340 to 2350.
05:10It can be reviewed by Arto, with the support at 2200.
05:14The resistance can be targeted for the mid-term, at level 2800 for the mid-term.
05:21Okay, from the work side, in the first quarter, there was a improvement in terms of overall digital banking.
05:27Is the expectation the same in the second quarter, sir?
05:30Yes, I see from Arto's point of view, this digital bank is starting to grow, there is improvement.
05:36So, I think in the second quarter, we expect a little improvement in energy.
05:41Okay.
05:42Lastly, there is Astra International, sir.
05:44You also recommended to buy.
05:46If I'm not mistaken, from Jarwal's point of view,
05:49tomorrow, if I'm not mistaken, the ISE will release their energy.
05:52The implementation is also stylish, it seems to give a positive impact.
05:56Today, Astra's growth is also quite significant.
05:58In the middle of the quarter, what do you think?
06:00Yes, I think the ISE is a fairly strong shareholder in Indonesia.
06:05However, they are under pressure from the recent market share.
06:08And in this meeting, the car sales.
06:11But maybe it was a positive gift.
06:14And maybe the ISE will find a way to get the market share back.
06:18Because they were also hit by BYD in the quarter.
06:22But technically, the ISE is still quite a prospect for me.
06:27With support levels at 4,380, it can be maintained.
06:31But if you buy on break at 4,540, the potential is quite high.
06:36Because there is a gap that hasn't been closed yet.
06:38This gap can go to the mid-range area.
06:40We're talking about the mid-range, it can go to 4,900 for the ISE.
06:43Okay.
06:44The intraday today is already at 4,560, Mr. Hadrian.
06:47Yes.
06:48I'm quite optimistic about the ISE.
06:50I think it only needs to survive above the 4,540.
06:54If tomorrow it goes above the 4,540 level,
06:57it's good enough to continue the growth potential.
07:00Okay.
07:01The four recommended options are
07:03ERA, TOWER, ARTO, and ISE.
07:06And again, the investment decision is still in the hands of the viewers of IDX Channel.
07:10Mr. Hadrian, we still have one more segment.
07:12There are still some questions in our WhatsApp interactive.
07:14We will try to review it later.
07:16And viewers, we will be back in a moment.
07:18We have reached the last segment.
07:20And thank you also for those who are still with us.
07:23Mr. Hadrian, our time is quite limited, sir.
07:25Let's go straight to the question on our WhatsApp interactive.
07:29It doesn't mention the name and location.
07:31It's from Cuan, sir.
07:32It's stuck at 8,875.
07:34Today's closing is at 8,825.
07:37Today's intraday is at 9,175.
07:40For tomorrow, is there still a chance to experience an increase?
07:42No, for Cuan.
07:44Yes.
07:45Cuan, as I said, it's currently sideways in terms of trend.
07:47There is still potential.
07:49If it's at 8,875, it's still below the revolt.
07:51The price is not too far.
07:53The support is limited at 8,275.
07:56The resistance is at 10,175 for Cuan.
07:59Okay.
08:00Next, there is Mr. Anggiat asking about Brisk, sir.
08:03It has taken a position at 2,470.
08:06Please, what is the recommended tech profit level for Brisk?
08:10Yes.
08:11Brisk, because it can't pass the level of 2,560.
08:14My suggestion is to take a profit first.
08:16You can see it in the next support level at 2,400.
08:19So, if you want to buy again, wait for Brisk to break out above 2,560.
08:23Okay.
08:24Buy on break, sir?
08:25Yes, buy on break.
08:26Okay.
08:27But what is the level of tech profit?
08:29Right now, I think it's still at the level of 2,500.
08:33Just look at it.
08:34If it's below 2,500 tomorrow, I tend to take a profit first.
08:37Okay.
08:38Today's closing is at 2,500.
08:40Weakening at 1,190.
08:422,540 is the highest level of intraday today.
08:45Next, asking about BNGA, sir.
08:48Yes.
08:49For the next month, what is the support and resistance?
08:52Can it still rise above 2,000?
08:54Take a position stuck at 2,220.
08:57Mr. Andrew from Tanggerang, South.
08:59BNGA.
09:00Yes, for me, BNGA can still hold.
09:04With a risk limit of 1,740.
09:071,740.
09:09The resistance is in the gap area at 1,930.
09:12But if it's stuck at the price of 2,000,
09:15maybe it needs to be averaged at the current price.
09:18Okay. Average at 1,790 is not a problem, right?
09:21Yes, it's not a problem.
09:22It's better to keep the risk at 1,740.
09:24Okay.
09:25Lastly, for BSBK, Mr. Hadrian.
09:27Today, the intraday correction is back at 1,170.
09:30The volatility is very high.
09:32In terms of performance, in the first semester,
09:34its position experienced a significant increase.
09:37Any analysis for BSBK?
09:39Technically, BSBK's volatility is very high.
09:42Its volatility during the last month,
09:44is around 12% per day.
09:46So, it can go up 12% up and down 12% down.
09:49So, it's quite volatile.
09:52Maybe for investors, they need to be careful.
09:54Maybe it can enter a smaller time frame.
09:56So, it's safer in the short term.
09:59In terms of support, if we talk about Hadrian,
10:01the support is at 7.4, the resistance is at 9.6.
10:03So, it's quite wide.
10:05If you use a small time frame,
10:07in 15 minutes, you can see the resistance is at 7.7
10:10and the resistance is at 9.2.
10:12BSBK, without mentioning the name and location,
10:14the investment decision is still in the hands of the audience.
10:18Our time is limited.
10:19Thank you for participating.
10:21Please join us again in the same program
10:24on the next trading day.
10:26Mr. Hadrian, thank you for joining us.
10:28Stay healthy, sir.
10:29Thank you. Stay healthy, everyone.
10:31Thank you, Mr. Hadrian Maynertaslim,
10:33Associate Director, PT Jasa Utama Kapital Sekuritas.
10:36And the audience, don't forget to watch
10:38the next episode of Market Highlight,
10:40which will air at 4.30 p.m.
10:42when Indonesia and the West have to deal with the future.
10:45I'm Investor Saham, David Sanofl.
10:47See you again in the next program.
11:08Thank you for watching Market Highlight.
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