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"Saksikan tayangan kami Official Youtube IDX Channel di Program 2nd Session Closing, Kamis (11/07/2024) dengan Tema Analisis dan Rekomendasi Saham Pilihan".
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00:00Pemirsa, we are still at ID Executive Session Closing, and we are still looking for people to participate in our interactive WhatsApp at 0812-8788-3723, as you can see on the TV screen.
00:12Let's go ahead, Pemirsa, we will try to see the four recommended stock.
00:17The first one is GJTL Gajah Tunggal, recommended by the support at Rp. 1,100, the resistance up to Rp. 1,400.
00:26The second one is BBTN, recommended by the support at Rp. 1,250, the resistance up to Rp. 1,450.
00:34The third one is SMGR, recommended by the support at Rp. 3,800, the resistance up to Rp. 4,500.
00:40And the last one is Telkom, recommended by the support at Rp. 3,100, the resistance up to Rp. 3,400.
00:53Mr. Chris, let's go back to the four choices that you recommended us to buy Gajah Tunggal first for GJTL.
00:59What is the recommended buy level, Mr. Chris, and what are the considerations?
01:05Gajah Tunggal, actually the current price is still okay to buy up to Rp. 1,100.
01:10The consideration is the performance of Gajah Tunggal last year, which we see is quite impressive.
01:15The increase is quite significant from the loss to the profit.
01:19And this continues until Q1 2024.
01:22So we see this has a fairly stable performance at the moment and it is supported in the top line.
01:30So this is a fairly positive sentiment.
01:34In addition, Gajah Tunggal also gave a dividend yesterday where the yield is currently around 5%.
01:40So this should be a quite interesting area for us to enter Gajah Tunggal.
01:45From the chart I'm holding, Mr. Chris, Gajah Tunggal is able to maintain its position throughout 2024 above the Rp. 1,000 level.
01:54How do you see the technical position?
01:57Technically, with the decrease in ISK that we see, banking and many other pickups have fallen significantly.
02:04Gajah Tunggal is still in the Rp. 1,100 range.
02:09So with a fairly stable and solid performance plus the dividend that was given,
02:14I see Gajah Tunggal as one of the interesting choices.
02:19When will the Rp. 1,400 target be reached, sir?
02:22We hope at the end of the year.
02:25Okay, the support for the Rp. 1,100 to the Rp. 1,400 is recommended by.
02:31We move on to the second option from the bank, there is BBTN, also recommended by.
02:36Outside of pickups, it seems that the choice for BBTN has fallen.
02:40The analysis for BBTN, Mr. Chris.
02:43Yes, BBTN is quite interesting.
02:45With other pickups, the banking pickups have risen significantly.
02:50BBTN is still nowhere, still in the Rp. 1,200 range even from last year.
02:57So we see that with the construction yesterday, it was fast,
03:03and today the property is starting to rise,
03:06this should be a positive sentiment for BBTN.
03:09In addition to the acquisition yesterday for Bang Moa Malat,
03:13the news has also come out, it didn't happen, and the price of rice also fell.
03:17The negative news should have come out,
03:20the hope is that BBTN can rise again in the future.
03:23Will the projection for the second quarter in 2024 remain stable?
03:28Yes, for BBTN itself, maybe until Q2 it will still be stable.
03:34But if we compare it to last year, it should still be able to experience an increase.
03:40If we look at the sale of properties, it will still increase.
03:48For BBTN, we move on to the third option from SMGR, also recommended by.
03:56Before being technically reviewed,
03:58does SMGR also have a connection to the decrease in the price of coal,
04:03then the strengthening of Samsung Construction in the last few days,
04:06and also the property in today's trade?
04:09Yes, of course, because SMGR itself is related to coal.
04:13SMGR's cost is directly in coal,
04:16with the price of coal decrease, of course it can be a positive sentiment for SMGR.
04:22In addition to the construction that yesterday with the IKN issue,
04:28it started to increase quite significantly,
04:30got a lot of projects,
04:32SMGR should also get positive investment from those things.
04:37So if we see that the construction has risen quite fast,
04:42SMGR is one of the options that is quite interesting with the current price.
04:47At what level for SMGR and the nearest target price?
04:50SMGR's current price up to Rp 3,800 is still quite interesting,
04:56with my target for SMGR approaching Rp 4,700.
05:00Okay, let's move on to the last side of the telecommunications infrastructure,
05:03which is Telkom.
05:04Actually, we also had a chance to review your support at Rp 3,100.
05:09Chris, previously, Telkom was quite difficult to break through at the Rp 3,000 level.
05:12Is the achievement so far,
05:14the support for Rp 3,000 is still quite strong so far,
05:18and the chance for Rp 2,900 is not quite a small percentage for Telkom?
05:23Yes, it should be with ESG like this,
05:25and blue chip that has started to increase,
05:28getting closer to the president's appointment,
05:34which means the uncertainty of the market is getting smaller,
05:39and the inflation that has begun to be quite controlled,
05:43or even decreasing in America,
05:45this is also a positive sentiment for the market.
05:48So, it should be for Telkom to get back below Rp 3,000,
05:52the possibility is small.
05:53So, I think the current area, even the Rp 3,100 area,
05:57may only drop to Rp 3,100.
06:00So, the current price is still quite interesting to buy,
06:03and the yield is also quite interesting, around 5%.
06:06So, it's quite interesting for us to pay attention to Telkom in the future.
06:10Okay, the target is at Rp 3,400.
06:13Until when, Chris?
06:15Rp 3,400, maybe until three months from now, Telkom.
06:19Okay, the conclusion for today,
06:21Telkom is in the second position.
06:25This is experiencing an increase of 0.63% at Rp 3,180,
06:29and the increase is also quite significant.
06:32After being quite depressed in the Rp 2,700 range a while ago.
06:36Four choices were recommended by the shareholders,
06:39the position of GJTL, BBTN, SMR, and Telkom,
06:42and again, the investment decision is still in the hands of the shareholders of IDX Channel.
06:47Mr. Chris, the question so far, there are quite a lot of entries.
06:50Mr. Chris, after what we discussed earlier,
06:53I will read the first one.
06:55Mr. Victor from Malang.
06:57For Elsa, how much can it enter?
06:59Is it recommended for Elsa?
07:01Yes, Elsa, with the price of oil rising,
07:04it's quite interesting if we pay attention,
07:06there are Elsa and Elsa whose increase is quite significant.
07:09Indeed, as we know,
07:11yesterday when Mecoa rose significantly,
07:13then Acra rose,
07:14these two shares are still left.
07:16So, at the moment, it's still quite interesting,
07:19with the technical area still uptrend,
07:21there are no signs of a trend change.
07:23With the support area closest,
07:25now 456,
07:26with the closest resistance in the area of 486.
07:36The opportunity to 500 for Elsa?
07:39For now, Elsa,
07:42maybe from the last 5 or 7 years,
07:46has never crossed the 500 area,
07:48even if it only takes 1-2 days,
07:50then back again.
07:51So, for now, we limit it to 500 first.
07:54So, the resistance is strong for Elsa,
07:59maybe in the 500 area.
08:01Good.
08:02Answering Mr. Victor's question from Malang for Elsa,
08:04and again, the decision to invest
08:06is still in the hands of the viewers of IDC Channel.
08:08Mr. Chris, we still have one more segment,
08:10there are still some other questions,
08:12we will continue later,
08:13and our viewers will be back soon.
08:15We have reached the last segment,
08:17and thank you also for joining us.
08:19Mr. Chris, our time is quite limited,
08:21from Bandung, sir,
08:22you don't mention his name,
08:23asking about the LAPS stock.
08:25L-A-B-S, a new emitter,
08:27today, the upper outer jack is at 34.31,
08:30and coincidentally,
08:31it took a position in today's closing level, sir.
08:33What is the risk profile like, Mr. Chris?
08:36Yes, we see that the closing is still in the direction,
08:39so there is still a chance tomorrow morning
08:41to strengthen again.
08:43But what needs to be noticed,
08:44for this IPO emitter,
08:46we can't predict it fully,
08:48because the charting is only one candle.
08:50Pay attention to the intraday area,
08:52if the intraday from one day
08:54has started to break the uptrend,
08:56so it's better to take profit first.
08:58Okay, from Medan,
09:00again, you don't mention his name,
09:02asking about the SMDR stock, sir.
09:04At the current price, can it go up?
09:06SMDR, technically,
09:08Mr. Chris, this tends to increase significantly,
09:11then also experience a fairly deep correction.
09:14The range is quite wide,
09:15even though in the last few trading days,
09:17SMDR is still stable,
09:18above level 300.
09:20Any analysis for SMDR?
09:22SMDR, lately, the volume has increased,
09:24today, again,
09:26the resistance 372 breaks again,
09:28and the volume is quite strong too.
09:30But if we look from the SMDR movement yesterday,
09:35when it breaks for 1-2 days,
09:37then it will be sideways first.
09:39So maybe if you look at SMDR like that,
09:43we expect that today it breaks,
09:45tomorrow there may be a slight increase,
09:47then maybe the time will be sideways
09:49in a few days later.
09:51Okay, next, asking about Java, Mr. Chris,
09:53you don't mention his name,
09:55Java, stuck at IDR 1,850, sir.
09:58Today, the uptrend is high, 4% at IDR 1,620.
10:01Is there a potential return to the IDR 1,800,
10:03not for Java?
10:05Java, with the decrease in corn prices
10:08in the last two years,
10:10and the price of chicken and eggs
10:13has increased again,
10:15there is a possibility of returning to IDR 1,900,
10:17IDR 1,900, IDR 2,000, Java.
10:19Just in the hall, sir?
10:20Yes, it can still be in the hall.
10:21Okay, then Mr. Inder from Bali
10:23asked for a movie, sir.
10:25Please help analyze it.
10:27I just want to go in.
10:28You don't recommend a movie.
10:30The movie, in terms of charting,
10:33there is still no movement,
10:35the volume has not increased at all,
10:37so if I go in now,
10:39maybe it will wait quite a while,
10:41until there is a use of the stock first.
10:44Okay, next, Mr. Pernomo,
10:46not mentioning the location,
10:48asking for INKO, sir.
10:49Today, the correction is quite deep,
10:51is it allowed to enter or not?
10:53Or the risk profile, the drop-off space
10:55is still quite wide open for INKO?
10:57Yes, INKO should not break below IDR 4,000,
11:00with today's close at IDR 3,800,
11:02this makes INKO enter the downtrend area,
11:06continue the downtrend area,
11:07and possibly test the area of IDR 3,500 again.
11:11Okay, last, sir,
11:13there is a question asking about BBNI,
11:16we also reviewed it earlier,
11:18but the difference is taking a position at IDR 5,100.
11:22What is the average price for BBNI?
11:24Just briefly, Mr. Chris.
11:26BBNI, IDR 5,100 until now,
11:30has decreased by at least 6%,
11:33so you don't have to rush to average,
11:35maybe if you want to average down,
11:37it's around IDR 4,600 if there is a correction again.
11:40Okay, analysis for BBNI,
11:42it seems to end our company for this time,
11:44our time is quite limited,
11:46and thank you also for those who have participated,
11:48and please join us again
11:50on time and in the program,
11:51in the near future.
11:52Mr. Chris, thank you for joining, sir.
11:54Yes, thank you, Mr. David.
11:56Okay, this is Mr. Chris Aprilioni,
11:58Branch Manager, Capital Security Main Office.
12:00In conclusion, this is our discussion
12:03at IDX Samsung Closing for this time,
12:05and thank you for those who have joined us.
12:08And don't forget to watch the Market Highlights program
12:11which will air at 4.30 p.m. WEST INDONESIA.
12:14Because the future must be ahead,
12:16I am Investor Saham.
12:18I am David Sanofl.
12:19See you next time.
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