Cermati Saham Pilihan: BBCA, ICBP, Hingga INKP

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"Saksikan tayangan kami Official Youtube IDX Channel di Program Power Breakfast, Jumat (17/11/2023) dengan Tema Cermati Saham Pilihan: BBCA, ICBP, Hingga INKP".

Transcript

00:00 We also present the recommendations of the stock options.

00:02 Among them, BSA or BBCA is recommended by ICBP,

00:07 also recommended by Astra International,

00:10 recommended by the shareholders, and there is also INKP stock,

00:14 as the complete data can be seen on the screen.

00:17 I'm interested in ICBP first, Mr. Wawan.

00:20 What is the interest of ICBP stock?

00:22 If we talk about the campaign,

00:25 the consumption of the public will tend to increase.

00:28 And ICBP stock, as one of the largest consumer goods in Indonesia,

00:32 will be very profitable.

00:34 And if we talk about the campaign,

00:36 for the next year,

00:40 if we look at the survey results,

00:42 there is no significant pair that will be above 50%,

00:46 so there will be two rounds.

00:49 If that happens, it will automatically have a bear effect

00:51 than the current pair, which is also bigger,

00:53 and more profitable for ICBP.

00:55 ICBP in the last three months still fell 9% on the day before yesterday.

01:01 Today it still fell.

01:03 But this is a good step to buy at a low price, right?

01:10 Yes, we see that ICBP this year is around 12,000.

01:15 So the current price is at 10,400, 10,300,

01:19 which is relatively cheap and can be accumulated.

01:24 For the target,

01:27 at the end of the year, I think it will be at least 11,000.

01:30 And next year, if we want to hold,

01:32 it can go back to the previous level at 12,500.

01:35 Okay, there are 11,000 closest targets,

01:37 then 12,500 for next year's target.

01:41 Correct.

01:42 And this is also in line with the clean indow food market,

01:44 which is still up 113% in the third quarter, right?

01:48 Okay, then we go to the BBCA.

01:53 Your recommendation is also good.

01:55 Yes, if the BBCA is one of the most stable emittance in the stock market.

02:02 Actually, the BBCA was also corrected yesterday to 8,600

02:08 and has rebounded quickly to around 9,000.

02:12 Even after 9,000, it's still relatively normal.

02:14 So if you want to buy BCA, you can accumulate the weakness.

02:18 The target for this year is 9,300.

02:21 Next year, the BCA is expected to be between 9,000 and 10,000.

02:24 Okay, so the weakness in the opening of the trade is good, right?

02:27 Because it dropped 0.83% for us to be able to buy again

02:30 because you recommend buying at a lower price,

02:33 by own weakness for the BBCA.

02:35 Yes, I highly recommend the BCA collection if the price is below 9,000.

02:39 Okay, below 9,000, is there a strong support for the BBCA?

02:45 If we look at the... / Or the cheaper, the better?

02:48 The cheaper, the better.

02:50 But if I look at the strong support, it's 8,800.

02:54 Usually, if it's close, it will go up.

02:57 Yesterday it broke through quickly, but soon it rebounded too.

03:00 So indeed, the 88% is the strong support for the BBCA.

03:03 The closest target for the BCA?

03:05 9,300 at the end of the year.

03:07 9,300 at the end of the year.

03:09 We will discuss other recommendations and the opening of the trade this morning

03:14 in more detail.

03:16 We will be back after the break.

03:18 Thank you for joining us again.

03:20 We are still in the market buzz segment.

03:22 The opening of the trade this morning,

03:24 showing the time of 9.06 PM,

03:26 where IHSG is in the negative territory,

03:30 dropped 0.42% at 6,928,

03:35 dropped 29 points.

03:38 From the Samsung line that became the top gainer,

03:41 you can see the full data on the screen, and of course this is still undergoing changes.

03:45 There is AMMN, which has just entered the MSCI index.

03:49 Today it dropped 1.38% at 7,325.

03:55 Then there is TRJA, PSDN, EXCL, Puri, RAM, DMMX, and several other stumps.

04:04 The top losers are BBRI,

04:06 which dropped 1.43% at 5,175.

04:11 BHAT, STRK, and Medco also dropped more than 2.5%.

04:16 UNTR also dropped 1.5%.

04:19 CEPIN, ELSA, and INCO are the top losers.

04:23 You can see the full data on the screen.

04:27 We will be back to discuss with Mr. Wawan and Mr. Ryan.

04:31 Let's continue with the recommendations and the options before we go to the opening of the trade.

04:35 Mr. Wawan, there are still ASEE and INKP.

04:38 What is the strategy of ASEE?

04:42 For Astra, the sales of cars have increased significantly.

04:47 The expectation is not the same as a few years ago, but it has entered the target.

04:53 For ASEE, I recommend to accumulate purchases.

04:57 At the moment, Astra is at 5,800.

05:03 It is quite interesting to enter with the expectation that the price will reach 6,000 at the end of the year.

05:09 For the next year's target from Astra itself, it is at 6,500.

05:13 What is the strongest support in the position that is the strongest support? 5,600?

05:17 Based on the technical, the first support is actually at 5,750.

05:25 But if it is exceeded, it can only be at 5,500.

05:27 But the technical is now bullish because from the energy side, it is quite good.

05:34 5,700, 5,700 is the first support for ASEE.

05:39 Okay, that's it for Astra International.

05:41 Another one is INKP.

05:43 Yes, INKP. This time I recommend for long term if you want to buy.

05:48 Because from the energy side, it actually experienced a decline yesterday.

05:53 But INKP is doing a lot of corporate actions,

05:56 such as adding debt, now trying to acquire fabric tissues from China,

06:02 then also has a new fabric for paper.

06:06 All of these are long-term prospects that are interesting.

06:10 So if you want to hold INKP, I recommend to hold at least two years.

06:14 The current level is cheap because INKP has been relatively deeply corrected from the highest price yesterday.

06:20 The current level can be entered, but the hold is quite long.

06:23 Okay, that's it for the recommendation.

06:25 There are BBCI, ICBP, ASEE, INKP.

06:28 Aman Mineral, maybe the response is a little, sir, to enter the top gainer category again after entering the MSCI.

06:35 Yes, if I enter, especially the MSCI index,

06:40 there are many funds that are tied to the index.

06:44 So if you enter the MSCI, usually in the short term there will be a price increase.

06:49 Because many funds will buy.

06:52 But after that, it will return to the fundamental performance itself.

06:56 Conversely, if there is a stock that exits the MSCI,

06:59 usually in the short term, it will also be corrected because it is released to be balanced by these fund managers.

07:06 Okay, how do you see the opportunities from Aman Mineral?

07:09 In short, sir.

07:10 For AMN, in the short term, maybe it will still be strong, positive.

07:17 But we have to look at the performance, because from the fundamental side,

07:21 maybe there is still not too much significant increase in performance.

07:26 Okay, more to the expectation that seems to be still too significant in Aman Mineral.

07:31 About the renewable.

07:33 Yes, that's right.

07:35 Okay, 6930 IANDEX, the price of the joint stock.

07:38 You said earlier that it has been stable above the support of 6,900, still okay.

07:43 What level of strong support and resistance?

07:47 Today, the first support is at 6,900, around the expectation that it will not be penetrated.

07:50 The resistance is at 7,000 of course.

07:53 If it is penetrated, the expectation is that by the end of the year it will be able to reach 7,200 for ISK.

07:58 But if the support is penetrated, we saw yesterday that ISK can be at 6,700, that's the next support.

08:07 Okay, that's it for the joint stock price index when there is a correction today.

08:12 And the correction is getting weaker, earlier it was 0.40% more, now it's only 0.38%.

08:19 And this is quite normal because the strength of the joint stock price index has also been going on since Monday to Tuesday, my dear.

08:26 Okay, Mr. Wawan, thank you for sharing the information at the end of this week.

08:30 Hopefully it can be a reference for investment portfolio, investment sophat, wherever you are.

08:35 Good luck, Mr. Wawan, happy to welcome the weekend, see you again.

08:40 Stay healthy, thank you.

08:42 Thank you.

08:43 (bell chimes)

08:45 [BLANK_AUDIO]

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