"Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Senin (24/03/2025) dengan tema Analisis Saham BREN, BBCA, TPIA, BBRI".
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00:00Thank you for joining us, before I continue the discussion with Mr. Bima, we will first take a look at the opening of the ISK this morning, at around 03.00 in the western part of Indonesia, and the movement of the ISK so far is moving weakly, with a weakness of 0.51%, level 6226.303.
00:23There are four TAP Gainers, including TPIA, BRICE, SSIA, and also NIKE. Then there are TAP Losers, including AMRT, PTRO, AC, and also BRPT.
00:33The sectoral movement, the infrastructure sector leads the strengthening so far, then the non-cyclic sector leads the weakening, with a weakness of 1.37% so far.
00:47Let's continue the discussion with Mr. Bima. Mr. Bima, the BBCA is significantly weakened in trading on Friday, 5.6%.
00:58Is it time to enter the BBCA? Do you think it's interesting with the latest price?
01:03Yes, I think it's still interesting. This morning there is still a decrease of almost 1%. So, I recommend that as long as it is at a level above 7,750, for a short time, investors can still enter the BBCA with a target of 8,250.
01:22There is still a potential upset of around 4% from the current level for the BBCA.
01:268,250, most likely projected, when will it be achieved, Mr. Bima?
01:32Yes, I think in the current market condition, if there is no more negative sentiment, it can be achieved for the BBCA.
01:40Okay, it's quite interesting, isn't it? The strengthening will then be projected to be quite significant for the BBCA, it can be used, at least until the closing of trade on Thursday.
01:51Okay, let's move on to the elections this morning from you, Mr. Bima, and you can watch the broadcast on the television screen for the elections this morning from you, Mr. Bima.
02:02Among them, there is a brand with a buy recommendation with an entry level of 5,975 with a target of 6,500, stop loss if it has reached the level of 5,700.
02:13The BBCA, as we discussed earlier, has a buy recommendation with an entry level of 7,900 with a target of 8,250, stop loss if it has reached the level of 7,750.
02:23The TPIA has a buy recommendation with an entry level of 7,250 with a target of 8,650, stop loss if it has reached the level of 6,800.
02:32Then the BBRI has a buy recommendation with an entry level of 3,700 with a target of 3,850, stop loss if it has reached the level of 3,625.
02:43Let's go to the brand first, Mr. Bima, please analyze it.
02:47Yes, for the brand share, as we know, it is currently running for the Bybeck Corporation, which is worth almost 1 trillion.
02:57So, in my opinion, this is one of the positive catalysts because the information for these conglomerate shares has a relatively short buyback time.
03:09So, usually, for Bybeck, the buyback time is a bit long, but because the buyback time is short, while the value is quite large at 1 trillion.
03:18Then we also know that the stock is experiencing a drop right now, so we can take advantage of the current moment to accumulate the brand share with a buyback level between 5,700 to 5,975.
03:32These are the areas where we can still accumulate buybacks.
03:36Today it is already minus 2%, but it is still in the buyback area, so I think we can still make a purchase right now.
03:42The target for the brand is at level 6,500 or around 9% of the opening price this morning, and the stop loss level is 5,700 for the brand share.
03:54Okay, in addition to considering the same movement or maybe a technical movement, what issues do you need to pay attention to if the investor has already collected Mr. Bima's brand and must be aware that there is an issue?
04:11Yes, I think we will have to be able to see the continuation of this buyback, because usually this buyback is quite massive at the end of the buyback period.
04:22That's the first thing, so we need to pay attention if we make a purchase, but it is not directly responded by the broker in the brand share,
04:30because there are still a few things we need to pay attention to, such as how the condition of IHSG is overall, whether it is still negative enough to signify or not.
04:40Then we also see from the side of the brand's own issuance, how from the side of financial activities for the future.
04:48So we still have to pay attention to some of these things, but we also see positive catalysts that we can use for the moment.
04:56Okay, all the recommendations are all for a short term, or some are interesting for a long term, Mr. Bima?
05:02Yes, I think for M810 which has a corporate action, like earlier there is a brand and there is also TPIA that I mentioned,
05:11we can hold at least one to two months in the future, especially the buyback period for TPIA has been announced until June,
05:19so we should still be able to hold until June for TPIA.
05:23Okay, according to the policy from OJK, M810 can hold a buyback period without TPIA.
05:30We have discussed BBCA, now let's discuss BBRI, Mr. Bima, please.
05:35Yes, BBRI is also one of the important things, because today there is a TPIA that is certainly waiting in the market.
05:43Yes, there is a potential dividend yield of around 5%, so of course this is also an interesting thing for BBRI,
05:50which we can do for a short time, like if not today and until tomorrow, while we look at the results of the EURPS for today,
05:58whether we will see the results of what is announced at the meeting later, what is responded by the market today.
06:05But of course, for investors who do want dividends in BBRI, can pay attention to the events and activities of EURPS today,
06:14with a potential dividend yield of 5%, so we recommend that BBRI is not much, there is a potential profit up to 4%,
06:25with a target of IDR 3,850 and a stop-loss of IDR 3,625 for BBRI.
06:32Okay, BREN, BBCA, TPIA, BBRI, with a buy recommendation, with a level entry and also a target.
06:41IPOUP is interesting or not, Mr. Bima?
06:47Yes, I think IPOUP can be said that the price is still in the premium category,
06:53so for investors, if we look at it compared to several ME10s that were listed before,
07:00of course the euphoria is a bit different.
07:03Maybe there are a few things related to the price range, which is said to be in a fairly high range for traders,
07:11then in terms of value, it can be seen that the price set is still at a fairly high level.
07:19So, I think investors' interest in IPOUP stocks is not as crowded as what happened in several previous stocks that were listed first.
07:30Fundamentally, it's quite interesting, this is a legendary brand, especially for kids who like to play like that.
07:37Fundamentally, it's quite interesting, but maybe in terms of price, price, is it a weakness or what, Mr. Bima?
07:46Yes, I agree, Mr. Wiki, because in terms of products, this is of course very interesting,
07:51and maybe we as consumers too, but if we look at it,
07:57the investor will definitely see whether the price offered to the investor is high, low, or cheap.
08:05But because what is offered can be worth a fairly high price,
08:09so I think it's better for us, as I mentioned earlier,
08:13when we have a listing and get a cheaper price, we can take the price after the listing.
08:21In my opinion, that's a much more interesting procedure.
08:23What is the support resistance of ISG today, Mr. Bima?
08:26Yes, in my opinion, ISG is still supported at around 6,000.
08:31This is a psychological level that needs to be paid attention to,
08:35because this level is the market's attention right now.
08:39If this 6,000 level can survive this week, or one week after the holiday,
08:47I think ISG can still survive for consolidation.
08:50But if it goes below 6,000, of course we really need to re-arrange the investor strategy,
08:59whether it's long-term or short-term.
09:01Okay, Mr. Bima, it's interesting what we discussed this morning.
09:05I hope you can be a reference point for market players in implementing their investment strategy today.
09:09Good luck to you, Mr. Bima. See you.
09:13Good morning, Mr. Vicky.