Analisis Saham Pilihan: INCO, INDF, DSNG, EXCL
"Saksikan tayangan kami Official Youtube IDX Channel di Program Power Breakfast, Rabu (16/10/2024) dengan Tema Analisis Saham Pilihan: INCO, INDF, DSNG, EXCL".
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00:00We will see if there are any recommendations in the graphic data line that we have summarized from Mr. Wawan.
00:11Recommendations from banks.
00:13Let's see the Prime Minister's choice.
00:15From Wawan Henrayana, Vice President of Infopesa.
00:17Among them are BBCA, Bank Mandiri, Consumer Goods, ICBP, and AMRT.
00:25All of them are recommended by.
00:28We will see the Prime Minister's recommendation and choice later.
00:31Let's discuss first, there are two banks that you included.
00:35Why BBCA and BMRI?
00:38Yes, for BBCA and Bank Mandiri, the credit growth is double-digit for both of them.
00:46So they are still darling investors for now.
00:50Because it is estimated that with a very good Q2 income, they will also have a good financial situation in Q3.
01:01So these two stocks are the choice of investors when entering the current banking.
01:06Okay, let's go to BBCA first.
01:08What is the strategy to invest in this one stock?
01:12Yes, for BBCA, it is actually more for long term.
01:16Because this is the most expensive banking stock in Indonesia.
01:21But even though it is expensive in terms of valuation, it is still a choice for many investors.
01:27Because it is viewed in a very good fundamental way.
01:30The business prospects are promising.
01:32And the liquidity is also very good.
01:35So for BBCA, I recommend buy.
01:38Maybe in the range of 10,500 to below, if possible.
01:42With a target of 11,500 to 12,000 by next year.
01:47There is a chance to 11,500 to 12,000.
01:49It means the highest level for BBCA, right?
01:53Yes, I think with the release of the financial report for Q3, which is projected to be better than the previous year.
02:02And also the investor will wait for the full year.
02:07So it should be around February-March, BBCA will have a rally again.
02:14So the possibility of it passing the all-time high is very high.
02:16The possibility of it passing the all-time high is very high.
02:20So the recommendation is to buy again for BBCA.
02:23If you can get a cheaper price than now, at 10,500, it's more interesting.
02:28What is the current technical trend, Mr. Wawan?
02:33For BBCA itself, it has just rebounded.
02:38So after it was corrected yesterday, it even touched 10,200.
02:42Now it's maybe at 10,700 right now.
02:47So it's already close to the all-time high again.
02:50So earlier, I suggested to play on weakness.
02:53If there is a correction in BBCA, it's a good opportunity to buy.
02:56The same strategy for Bank Mandiri?
03:00For Bank Mandiri itself, it's the same.
03:03Even Bank Mandiri has a higher rebound.
03:07Because at around June-July, the correction was deeper.
03:13But with the trend of the decline of the Bunga tribe,
03:16and Bank Mandiri is quite aggressive in terms of credit.
03:19So they will be very benefited by it.
03:21I also recommend to buy, below 7,000 if possible.
03:26But at the current level, it's still relatively okay.
03:30Now it's at around 7,050.
03:33This can still be done by buying.
03:35It can still be done by buying with the nearest target,
03:39maybe Mr. Wawan, and also the target price from Infopest.
03:42For Bank Mandiri itself, next year we predict it can reach 8,000.
03:478,000, there is an opportunity for 8,000.
03:49Those are the two banks that are considered very prospective at the moment.
03:53But maybe it's more interesting if you buy at a lower price.
03:56When it's cheaper, there is Bank Mandiri and also BBCA.
04:00There are two more recommendations that we will review,
04:02Mr. Yarsa, following the opening of the first trading session on Wednesday.
04:06When the Samgabungan price index is exactly opened in the positive territory at 7,646.
04:12Mr. Yarsa, we will review more in the last segment of the marketbust.
04:17Stay with us.
04:19Thank you, Mr. Yarsa, for coming back with us in the marketbust segment.
04:22It's now 10 past nine, more than three minutes,
04:25where the first trading session has started.
04:28The Samgabungan price index this morning was opened in the positive territory,
04:31up 0.3% at 7,649, Mr. Yarsa.
04:37Followed by the exchange rate of the US dollar, which is currently strong at 15,534.
04:48And if we look at the ASEAN investors,
04:50it's also starting to strengthen again,
04:52except for Nikkei Japan, which is still down by almost 2%.
04:55Following the trend of stocks that have become gainers and also losers,
04:58investors this morning are stocks like AMMN,
05:03Aman Mineral International, which is back up 1.27% at 9,950.
05:08Baritur Renables Energi, up 2% at 6,675.
05:13PGEO or Pertamina Geothermal Energi, up 2% at 1,205.
05:18Then, Mahaka Radio Integra, up 9% at 72.
05:22PTRO or Petrosi, up 1.74% at 14,650.
05:27CTRA, Ciputra Development, up 2%,
05:30Pemirsa at 1,395, and a few other stocks.
05:34The losers are Pemirsa Goto, down 1.52% at 65.
05:40ANTAM, down 1.26% at 1,580.
05:44BS, BK, ASA, MPPA, BCIP, KRAS,
05:48and a few other stocks are also in the top losers category.
05:55Mr. Wawan, is there a special highlight from the trading opening this morning,
05:58maybe from ME10?
06:00Yes, according to expectations,
06:02both banks are experiencing strength,
06:05and also the index can be opened positively,
06:08and the resistance can break through at 7650,
06:11so we hope it can break through again.
06:14Okay, it can hold at 650,
06:16there is a chance for it to go up.
06:18What is the next target position, sir?
06:20Yes, 7700, we hope.
06:22Maybe the expectation can be broken through this week.
06:25Okay, 7000?
06:287700 for the ESG.
06:297700 this week, the expectation can be achieved.
06:31Okay, there were still,
06:33besides BBCA and Bang Mandir, there are ICBP and also AMRT.
06:36What are they? Consumer Goods.
06:38And earlier, you mentioned that
06:40Consumer Goods is a very defensive partner, right?
06:43Yes.
06:44If we look at Mr. Prabowo's program,
06:47he puts forward one of the biggest ones,
06:50which is free food.
06:53Of course, this requires logistics,
06:55and Samsung Consumer Goods
06:57will benefit from his programs.
07:01So, for Samsung Consumer Goods,
07:04it can be categorized,
07:06both from the ICBP producer
07:08and its distributor,
07:10Alphamart or AMRT.
07:12Okay.
07:13But ICBP is more identical to instant noodles, right?
07:17Why ICBP,
07:18from so many stocks in this sector?
07:22Yes, even though
07:24the biggest business is indeed instant noodles,
07:26but ICBP itself has many product lines,
07:29whether it's milk,
07:31or other foods,
07:35this can be a booster
07:40when it comes to free food.
07:43Some of the consumer consumption increases,
07:48and Consumer Goods will benefit from it.
07:52Okay.
07:534% of its strength in the last week.
07:55What is the buying strategy in 12,600 this morning?
08:00For ICBP itself,
08:02I suggest to buy below 12,500.
08:06The closest target is 13,000.
08:11And we see that next year,
08:13it will be at least 13,500 to 14,000.
08:17Okay.
08:18One more, sir.
08:19AMRT.
08:21For AMRT itself,
08:22it is greatly benefited by
08:25economic growth in Indonesia,
08:27as well as shifting from
08:29community spending to the hypermarket.
08:34Now, many have moved to the nearest supermarket.
08:39So, AMRT is benefited by one of those things.
08:42So, with a good government,
08:45a strong cash flow,
08:48and a relatively small debt burden,
08:50AMRT will be greatly benefited
08:54when your programs encourage people's consumption.
08:59AMRT will be at the forefront to provide that.
09:03Okay.
09:04Alphamart's interest rate grew by 11% in the first semester of 2024.
09:07It is projected that the full year of 2024 will also be positive.
09:11But, if you look at it, sir,
09:13from the stock price movement,
09:17in the last month,
09:19it often stagnates, right?
09:22Yes.
09:23AMRT is more suitable for us in the long term.
09:27Because,
09:28when it comes to stagnation,
09:30not really.
09:31Because it also jumped in September, especially.
09:34At that time, the stagnation was below 3,000.
09:38Then, now it has jumped above 3,200.
09:43And I see that this will still be able to rise again,
09:47if not to the level of 3,500.
09:50So, it can be accumulated from now on.
09:55Okay.
09:56For medium-to-long investment, AMRT is the choice.
09:58There is a target of 3,500,
10:01the highest level.
10:03Because the highest so far is still at 3,400, sir.
10:07Correct.
10:08Okay.
10:09Are there any storms that you have witnessed that tend to be a bit volatile?
10:14Or right now,
10:16usually facing a euphoria?
10:19Are there any, sir?
10:20Or are you more fond of defensive AMRT?
10:25Personally, I always see it as fundamental,
10:28in the long term.
10:29But in the short term,
10:31there are also AMRT properties, actually,
10:33that are quite in demand.
10:36Because one of Mr. Prabowo's programs
10:39is to remove PPN for house sales.
10:44Reduce taxes on house sales.
10:46And this house is expected to increase property sales next year.
10:51But, yes, this is still a wait and see
10:53how this program will be run.
10:56But the sentiment has been felt since now,
10:59where the property sector,
11:01one is from the relative decline of the flower population,
11:04two, there is a tax incentive.
11:06So, these two things push the property prices to rise.
11:09But because this is still a wait and see,
11:12we don't know what the implementation is like.
11:14So, if it turns out to be delayed,
11:16or not up to expectations,
11:18it is very likely that the property sales will be corrected.
11:20So, be careful for investors who want to enter the sector.
11:23Okay, more speculative first,
11:25seeing some property sales today,
11:27the CTRR increased by 2%.
11:28Then, we also saw earlier,
11:30it seems that there is ASRI that also increased by 0.83%.
11:35More speculative first,
11:36until there is certainty about the steps
11:39or policies on housing, Mr. Wawan.
11:43Yes.
11:44Okay.
11:45Unfortunately, our time is limited.
11:46Thank you very much, Mr. Wawan,
11:47for sharing information and recommendations this morning.
11:50Always be healthy for you until we meet again.
11:53You too, always be healthy.
11:54And our investment decision makers,
11:56we will return it entirely to you.
11:58Like that.