"Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Kamis (20/02/2025) dengan Tema Analisis Saham PSAB, DEWA, BRMS, ISAT".
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00:00Thank you, Mr. Mirsa, for coming back with us, and let's take a look at Mr. Sani's share recommendation.
00:12Mr. Mirsa, as you can see on the screen, PSAB shares are recommended, with the position of Mr. Mirsa, support at 280, resistance at 320.
00:24Then there is Dewa, support at 140, resistance at 152.
00:31Then there is BRMS, with support at 380, resistance at 410.
00:39And there is ISAT, Mr. Mirsa, with support at 1650, resistance at 1800.
00:45Mr. Sani, all of these PSAB, DEWA, BRMS, ISAT are buy, right?
00:50Yes, for these shares, I recommend you to buy when there is a decrease, that's all, Mrs. Mirsa.
00:55Okay, no banking, no property, because you said WTNC first, right?
01:02Yes, later for the banking, because yesterday there was a recession, and the regional bursa is also a lot of negative,
01:12so for the banking shares, maybe WTNC first, later we will discuss,
01:19but if what I mentioned earlier, it is more to cooperation actions and financial reports, like Dewa.
01:25That's why you feel that for now, in this uncertain condition, it's interesting to see the shares that do have a story, right?
01:33Yes, that's right.
01:34PSAB, you recommend buy, what is the strategy?
01:38So the strategy, as I said, buy when there is a decrease and increase,
01:43because there is a news that there is a company, DEWA, will take over, acquire,
01:52the stock is in the market, estimated at 400.
01:56So I see 320, it has a resistance limit, like that, Mrs. Mirsa.
02:03There is a resistance limit at 320, currently at 306, up at 2.68%.
02:10Mr. Sani, are you still in the buy position or are you waiting for close to 280, there is a decrease?
02:17Yes, it's better, but I see that the acquisition plan, hopefully it can happen in the second quarter.
02:32That means PSAB will be acquired by DEWA, right?
02:36There is news like that in the market, in Adam Paraj.
02:40So I also see from DEWA itself, there has been a change, where it has become a price for placement,
02:48it has an MTN that is not on time, it is converted into a hold at the price of 75 rupiahs,
02:54so the burden from DEWA is gone, in the sense of payment, so it's gone.
03:03Then it has a book value, I see after doing the price for placement at 115, like my calculation, like that, Mrs. Mirsa.
03:10Okay, so it's not just PSAB that's interesting, but you also say DEWA is also interesting.
03:16DEWA, you recommend with support at 140, if in terms of technical movements so far, what is depicted from DEWA, sir?
03:26That's what I said earlier, the support assistance is based on technical, but in terms of valuation, I think it's more than that.
03:41In terms of valuation, it should be more than this, right?
03:44The target price for APAC is more than what I said earlier.
03:49152, you said there is a target at DEWA in that position, if we look at the update so far, DEWA, Mrs. Mirsa,
03:57through a 4% boost has reached 151, your target is 152, very close, is there a continuation target, Mr. Sani?
04:08Maybe you heard that we were talking about DEWA, I don't know why it suddenly went up,
04:15but for the next target, I see for DEWA, it can be said that the price has been the highest in this week, so 153.
04:32If I'm not mistaken, the IPO price is 350, so maybe above 200, Mrs. Prisa.
04:40Above 200 there is a target, if you can break the highest level in the long run at 153, because it is being tested to be broken, right?
04:49Actually, I'm sorry, not in the long run, so in the long run, I see it at the price of 820, Mrs. Prisa.
04:57So it has reached 800, I see maybe at the price of IPO, if I'm not mistaken, at 350, maybe the first target.
05:10It was once raised to 800 for DEWA, it means the data we have, the highest in the last 5 years is still at 153,
05:19it means it's been quite a long time in the bottom position.
05:23Yes, so in 2007, I see it has a target of up to 820.
05:32Okay, that's a recommendation for DEWA, because the listing was in September 2007, and it was 800, but now it's in the hundreds,
05:42but with the opportunity, the sentiment, the accusation against PSAB, there is an interesting potential in DEWA.
05:50But this is more speculative, right, Mr. Sani?
05:55Speculative, all of them are speculative, Mrs. Prisa.
06:01But there are those who hit the right, what about that?
06:05Yes, if in this month, it has increased by 35%, now it is at 153,
06:15so the increase has been since there was news that DEWA acknowledges PSAB, it has increased.
06:23And indeed, fundamentally, what I said earlier, his debt has been converted into debt,
06:29in my opinion, the burden from the company has decreased.
06:33Okay, that's what makes it fundamental that DEWA is worth talking about.
06:36Moreover, the market cap is not small, but 3.34 trillion, including the significant one.
06:43Okay, BRMS?
06:45BRMS is the same, so actually PSAB, BRMS, can be said to be a company that provides gold.
06:53So I see the price of gold, the level of gold support is already 2,900 per trillion,
07:02so I see that there is an analysis, it is estimated that the price of gold can reach 3,000.
07:09Yes, Goldman Sachs also projected that by the end of the year it could reach 3,100, at least for gold.
07:15It means there is still room for continuation, especially for its shares, including according to you, PSAB and BRMS.
07:20But in the morning, BRMS has decreased by 5.58% to 414.
07:25Well, what about that? Because the target from Mr. Sani is 410.
07:30Yes, I see it has increased, we just talked about it.
07:33We were more conservative when we talked about it, so we bought it during the correction period,
07:38but it turned out that we were not forgiven, it was pulled up.
07:42Because the financial report is also expected to be very good,
07:47because the price of gold is indeed rising,
07:52then indicates profit from gold-based companies, like that.
07:59Okay, and in the last week it has risen by 24%, so can it still be good at 416 or wait?
08:11Yes, we are more wise to wait,
08:14but if there is someone who has received information,
08:19I don't know who it is, related to the financial report, it will be good,
08:23but in terms of calculation it will be good.
08:26Okay.
08:31Is there a chance to reach what position, sir?
08:37Yes, is there a continuation target?
08:41Ah, above 500 there is a target there, but maybe discipline must be kept tight, the trailing stop.
08:56Yes, it's still going up and down, but in February and March,
09:05it can be said that the financial report will come out.
09:09Okay, and you projected that one of the good ones would be BRMS.
09:13Yes, that's one of the three, there are three items that have been mentioned.
09:17Okay.
09:18Isat, this morning you also recommended, but it has reached 6.47%,
09:22the same as what you recommended this morning,
09:24on average in the morning it has risen, how?
09:28Isat, 18.10%, almost 7% right now.
09:33We were at 1,800 this morning, Mrs. Prisaya,
09:36so people saw this morning, our shares were recommended to go up,
09:42I don't know why, so I'm also weird,
09:47why did the 4 shares we mentioned earlier all go up?
09:51Only for Indosat, I see there is a possibility,
09:58I'm just speculating, Mrs. Prisaya,
10:01but the decline for Indosat in one month,
10:05I see from the technical,
10:08it's 21%, even more than 21%,
10:12so the decline is very sharp.
10:14So in one month, if there are more than 20% shares,
10:18let alone 30%,
10:21there is a potential technical rebound,
10:24so what I said earlier, Indosat has a technical rebound,
10:28actually 1,800 is conservative, Mrs. Prisaya,
10:32there is a potential of 2,000.
10:342,000 more, the highest level in the last month,
10:36let alone it has dropped by 20% in one month,
10:39this is probably a technical rebound,
10:41let alone it was also reported that because the energy is still solid,
10:44the root is also increasing, buyback.
10:48We leave the recommendations of the shares that all went up today,
10:52there are PSAB, Dewa, BRMS, and Isat.
10:54A little later, we go to the opening of the first trading session,
10:57where it looks like the index of joint share prices is strengthening,
11:00up 0.5%, Pemirsa 38 points at 6,833.
11:07Once again, HSG rose by 0.52%
11:10when yesterday experienced a pressure from Pemirsa,
11:13which fell by 1% yesterday.
11:15With the exchange rate of the US dollar still falling by 0.12%,
11:1916,344.
11:22And the stock market, which is the top gainers based on value,
11:26and losers this morning, Pemirsa,
11:28there is BRMS, which was recommended,
11:30this morning rose by about 5%,
11:32then there is Dewa, up 4.83%,
11:34AMN rose by almost 2%,
11:36Antam, up 2%,
11:38SMEL, Film, Data, Brand, Isat,
11:41Isat also entered the top gainers based on value this morning,
11:45as well as PSAB.
11:47All recommended stocks from this market
11:49entered the top gainers based on value.
11:51Losers, Pemirsa, there is AADI,
11:53which fell by 2%,
11:54Mejah fell by 2.5%,
11:56Gotu fell by 1.25%,
11:58SSEA fell by 2.21%,
12:00and some other stocks.
12:02Meanwhile, Pemirsa's technology is still the leading sector,
12:07then basic industry, infrastructure, energy, property,
12:10finance also experienced a boost.
12:12Only about three sectors are weak,
12:14such as health, Pemirsa, and others.
12:17You can see all of it on the screen.
12:19Mr. Sanib, before we end,
12:23all of your recommendations entered the top gainers this morning based on value.
12:27A little tip, sir, before we end,
12:29how do you see the market right now?
12:31Yes, in a condition like this,
12:33we have to have a strategy,
12:35and we also have to see when we buy,
12:38there is a cooperation action.
12:40So, in the future, I see that
12:42the stock that has a cooperation action is usually moving.
12:46So, what I mentioned earlier,
12:48the stock that has a cooperation action,
12:50and we also have to see,
12:52if we buy a stock at a low price,
12:54it is better than buying a stock that is rising,
12:57because indeed, when there is a condition like this,
13:01if it is at a low price,
13:03we buy, it drops by 20-30%,
13:05there is a condition that says,
13:07if you fall from the bottom of the building,
13:10it's okay,
13:12don't fall from the top of the building,
13:14you can die.
13:15So, that's what we need to pay attention to,
13:18the retail investors have to understand,
13:20if the price is high, it can go down too.
13:24So, that's what I give suggestions and strategies
13:27for this year 2025.
13:29That's it.
13:31Those are very good tips,
13:33in my opinion, from Mr. Sanib.
13:35I hope it can be a reference for investors.
13:37Unfortunately, Mr. Sanib, our time is limited.
13:39Thank you, sir, for sharing.
13:41See you again.
13:43Thank you, good morning.
13:45Good morning.
13:46Once again, investors who have decided to invest,
13:48we remind you that we will return everything to you.