Analisis Saham Pilihan: BBRI, HRUM, ANTM, AMRT
"Saksikan tayangan kami Official Youtube IDX Channel di Program Power Breakfast, Rabu (07/08/2024) dengan Tema Analisis Saham Pilihan: BBRI, HRUM, ANTM, AMRT".
Category
📺
TVTranscript
00:00Hello, Mr. Kenji.
00:06Hello, Mr. Wicky.
00:08Thank you very much, Mr. Kenji.
00:11How do you see DOS entering the Top Gen?
00:15DOS is typical for Samsung IPO,
00:21especially fundamentally, it's not bad.
00:27The market sentiment is still high up
00:31when Samsung has just entered the market.
00:33We may be able to see around 2-3 days ahead
00:37how the movement is.
00:39Sometimes it's because they expect
00:41a continuous trend,
00:42even though the trend doesn't mean it's not good.
00:47That's why the movement is likely to be a week ahead.
00:49Okay, then we will conclude like this.
00:53Okay, let's go to the options you recommended this morning, Mr. Kenji.
00:57There are BBRI, Harum, Antam, AMRT.
01:01All of them are recommended as trading buys.
01:04For BBRI, support at IDR 4,350.
01:06Resistance at IDR 4,760.
01:08Then Harum, support at IDR 1,100.
01:12Then resistance at IDR 1,285.
01:15Antam, support at IDR 1,200.
01:19With resistance at IDR 1,405.
01:21AMRT, support at IDR 2,650.
01:24And resistance at IDR 2,820.
01:27Okay, what is the analysis like, Mr. Kenji?
01:31Why is it that if we look at BBRI,
01:33even though it is fundamentally good,
01:36but so far you only see it as a trading buy?
01:39Okay, for analysis, it is short term
01:42because yesterday there was enough correction in the high speed
01:46and uncertainty from the macro itself.
01:50Especially the Fed.
01:52At least in August, I saw that the option for investors or traders
01:57is probably better to take a short term.
02:00That's why Sam Sam recommended
02:02that all of these strategies are trading buys.
02:05Actually, BBRI can be a swing,
02:07but I prefer the safer one.
02:10We are secure, we get a little profit,
02:13we can immediately wrap it up like that.
02:16Okay, the last level at IDR 4,610.
02:18But the level of support recommended for trading buys at BBRI
02:22is at IDR 4,350.
02:24Is it still far?
02:25It's still far.
02:26Right now it's open, it's strong.
02:29It's still consolidating itself from EASG.
02:32The technical is also good.
02:34The stochastic is okay.
02:36MSCD is still set way,
02:38but there are already signs of more reversal.
02:41And also fundamentally good.
02:43The NPL is good.
02:45So for trading buys, I think the basics
02:48or the available variables are enough.
02:52Okay, trading buys are released at what level at BBRI?
02:56The resistance is at IDR 4,760.
02:58If it can break, that's right.
03:00The target price is at IDR 4,900.
03:03IDR 4,910 is still possible.
03:06Or IDR 4,900 can already take a profit.
03:09Is it too long?
03:10So far it hasn't been recommended for BBRI?
03:12It's not too long yet.
03:14As we see later, the policy of the Fed,
03:17the mutual assistance,
03:19the market should be positive.
03:21But we see, this is a political year,
03:24March-Weekly, so there will be a lot of manoeuvres
03:27or stimulus that we hope will be good,
03:32especially for the banking sector.
03:34Okay, from BBRI we go to Harum.
03:36What is the analysis like?
03:38Okay, for Harum itself,
03:41the RRB community is still interesting.
03:44For the second semester,
03:46the expectation for the increase in the value of coal
03:49is maintained.
03:50That's what I and some of my colleagues predict.
03:54Why?
03:55Because the demand is quite high from India.
03:58They are hit with the highest demand for coal.
04:04As we know, India is the largest consumer of coal
04:07in the world.
04:09So hopefully there will be a breakthrough
04:12for the emission of coal from the domestic sector.
04:15And also, the supply is not enough.
04:18There is a fire in one of the mines in Australia.
04:22So it can be a driving factor, in my opinion,
04:25for the emission.
04:26The demand for coal from Indonesia
04:28can increase as seen from several events
04:31that you mentioned earlier.
04:34Okay, the level, I mean, what you recommend
04:36is for Harum at level 1100,
04:40it's already approaching,
04:42just wait until it reaches level 1100, right?
04:45Yes, actually for the entry pass,
04:47I recommend from 1175 to 1185.
04:51The ISG also supports it.
04:53But for 1160 to 1175,
04:57I think it can still be entered.
04:59For the closest target, the area of 1285,
05:02the distance we take in profit is close to 1400.
05:06Okay, the last level at 1170,
05:08it can be entered to Harum, right?
05:10After Harum, we go to the next option.
05:13From you, there is Antam.
05:16Okay, for Antam,
05:19as we know, the work is quite satisfying
05:22for the first semester yesterday.
05:25And it is supported with the attitude of Doviz The Fed itself.
05:28This is usually good.
05:30If the Fed,
05:32Roman Roman has already taken the policy of Doviz,
05:36this is good for the commodity.
05:38One of them is of course the safe haven commodity like this.
05:41So that's why I think for Antam,
05:43we can take a position.
05:47Okay, 1310, the last level,
05:49this is interesting to be able to enter right away,
05:51or is it still far?
05:53It's still interesting to be able to enter
05:55because the entry price is indeed in the area
05:58from 1285 to 1300.
06:00Okay, good.
06:02AMRT?
06:04For AMRT,
06:06this is AMRT,
06:08and of course there is MIDI too,
06:10but I will highlight for AMRT,
06:12indeed the technical is good,
06:14the RSI is already oversold,
06:16the stochastic also gives more reversal signals,
06:20hopefully it can cover the Golden Cross.
06:22Fundamentally good,
06:24the RSI has increased since 1924,
06:28and interestingly,
06:30the segment is many from outside Java,
06:32so the business expansion,
06:34if we look at it, is successful for AMRT.
06:37So technically okay,
06:39fundamental support,
06:40so for trading I think it's still quite okay.
06:42So short and also long,
06:44this is recommended, right?
06:46Yes.
06:47Alphamart is also quite expansive,
06:48there is a retail brand,
06:49Lawson also has Alphamart if I'm not mistaken.
06:51Correct.
06:53Okay, in short,
06:55about the data related to the opening of IHSG today,
06:59the prediction even with the knowledge of C1 trading,
07:01what does it look like, Mr. Kenji?
07:03Hopefully, if IHSG can hold on
07:07from some of the sentiment that happened behind,
07:11especially the sale action has also been reduced,
07:15I think it can happen again in the areas of 71-70,
07:19I think it's quite good.
07:21Okay, so there are some analysis
07:23that have been conveyed by Mr. Kenji,
07:25hopefully this can be a catalyst to reinvest
07:27market players in today's trading.
07:29Mr. Kenji, thank you for joining,
07:30good luck for you, always see you.
07:32Thank you, Mr. Yuki.