Analisis Saham Pilihan: BISI, CMRY, MYOR, STAA

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"Saksikan tayangan kami Official Youtube IDX Channel di Program Power Breakfast, Selasa (30/07/2024) dengan Tema Analisis Saham Pilihan: BISI, CMRY, MYOR, STAA".

Transcript

00:00Let's continue our discussion with Mr. Eza, who is still discussing about gold.

00:08Mr. Eza, we have already discussed about gold, and you have also stated your thoughts.

00:14Which one is more interesting? Which one is more speculative? Which one is better?

00:21So, Mr. Eza, what is the target of the US$2,400 per troy ounce?

00:30Considering that the Fed is going to hold a meeting this weekend, and it has been seen from you,

00:37but there is a possibility that the Fed will still hold its position in this July meeting.

00:43In September, it is said that there will be a cut. What is your take?

00:47For our projection, gold will reach its all-time high again at around IDR 2,486.

00:59And I think it goes to show that this is indeed a return to safe haven.

01:07There is a possibility that the Fed will have a cut during September's FOMC meeting.

01:15And there are also many uncertainties with the election in America.

01:25And I think that uncertainty makes many investors start to doubt, start to worry.

01:33There is fear in the market. And if we look at the fear index, the VIX,

01:41the VIX is starting to rise as well.

01:45This fear is usually a sentiment that gold might be going to its all-time highs

01:53or going to create a peak in the near future.

01:56Okay. What is the target of gold right now?

02:03So, our target is IDR 2,486.

02:11IDR 2,486. Okay. There is still a chance for further strengthening.

02:17Yes.

02:19Okay. We will leave it for the audience to decide.

02:22We will move on to the election recommendations.

02:24As usual, we have summarized four recommendations from Mr. Ezarido Ibnutama,

02:28Interim Head of Research Henan Putirai Sekuritas.

02:32The recommendations from the audience are

02:34BC, buy on break with entry level IDR 1,740 to IDR 1,750.

02:39Target IDR 1,910 to IDR 1,920.

02:43Stop loss IDR 1,650 to IDR 1,640.

02:47CMRY, buy on weakness with entry level IDR 4,740.

02:53Target IDR 5,100. Stop loss IDR 4,560.

02:56Mayora, buy on weakness with entry level IDR 2,450.

03:03Target IDR 2,630. Stop loss IDR 2,360.

03:07STAA, buy on break with entry level IDR 745.

03:12Target IDR 815. Stop loss IDR 705.

03:16We will review them one by one because there is a range for entry level.

03:22And there is also a range for stop loss.

03:26We will discuss with Mr. Ezza.

03:30From the four of you, Mr. Ezza,

03:32let's talk about the short-term trading.

03:35Because I see that the range is not too wide.

03:38Yes, everything is just a trading buy.

03:43Mainly because we see that

03:46the trading volume in the Indonesian stock market is not very active right now.

04:01We are seeing a trend that the trading volume has started to decline.

04:05Maybe yesterday there was a euphoria because there were some interesting IPOs

04:11like Goluf and Bless.

04:14But that euphoria for IPOs has started to decline.

04:19And we have seen that ESG has also started to correct after the euphoria of IPOs is over.

04:26And we see that we are also playing defensive with BC.

04:31And all consumer staples too.

04:35Because BC seems to have a minor trend and will rebound again.

04:41So this is indeed from our recommendation for BC to be able to reach the target after there is a minor rebound.

04:54Minor rebound, you said 1.9.10.

04:57Right now it's 1.6.80.

04:59The entry is at 1.7.40.

05:04So wait for a break.

05:08We have to wait for a break.

05:11Because we see that this rebound has the potential to continue.

05:20There is an entry at 1.7.40 to 1.7.50.

05:23At the opening, it is still around 1.6.80.

05:26So wait for a break first at 1.7.

05:29Hopefully it can go to 1.9.10 to 1.9.20.

05:32Stop loss if it falls below 1.6.50 to 1.6.40.

05:37And the increase will tend to last longer if it falls below 1.6.50 to 1.6.40.

05:42Okay, CMRY.

05:44This is more of a buy on weakness.

05:47CMRY has formed a very sharp, very tall upper shadow.

06:00So we anticipate this to be a correction.

06:02And yesterday there was a breakout from the resistance, but it's back again.

06:10So it's a failed breakout.

06:12We anticipate that CMRY will correct first and then rebound.

06:18Because right now it's in a sideways trend.

06:20Okay, it's in the middle of a sideways trend at 1.5.50 right now.

06:25While your recommendation is entry at 1.7.40 buy on weakness.

06:30Because you see the candle forming a tall upper shadow.

06:35There is a chance of weakness first.

06:37That's why you recommend buy on weakness in CMRY.

06:40Yes.

06:42Okay, Mr. Esa, there is still Mayora, then there is STAA, my audience.

06:46And also the opening of the trade this morning, which has been live.

06:50Because the time shows 9 o'clock, more than 6 minutes.

06:52It's time for our West Indonesia.

06:54After the break, stay with us in the market bus segment.

06:59Thank you, Mr. Mayor, for coming back with us.

07:01We will continue to discuss with the Interim Head of Research at the National Security Agency.

07:05There is Mr. Esa Ridho Ibnutama, continuing on the recommendation of my audience.

07:10There is Mayora, buy on weakness, entry level at 2.4.50 to 2.4.60.

07:18What is your recommendation for Mayora?

07:20What do you find interesting from this consumer goods?

07:24We see that Mayora has several new products that actually focus mainly on people on a budget.

07:38So, Mayora is targeting that market of lower middle class and lower classes to drive in their volume too.

07:51And for technically, Mayora has just corrected its resistance at 2.630.

08:07Mayora has just experienced a fairly strong uptrend and is indeed a super bot in RSI.

08:13So, Mayora will experience a correction at 2.460.

08:23Okay, even though this morning it rose 2.33% to 2.640 or still in the resistance range,

08:29you still see a chance for correction, right?

08:31So, buy it when it drops to 2.450, right?

08:35Yes, the trading volume for Mayora is also starting to get thinner.

08:40So, after all the bulls or buyers have bought Mayora, the only ones left are the bears, the sellers.

08:52In the last month, it has increased by almost 12%.

08:56So, there is a chance for correction, which is why it is more recommended to buy on weakness.

08:59In short, STAA buy on brick with entry level 7.45 to 7.50, target 8.15 to 8.20.

09:06What is interesting from this stock?

09:07STAA is currently in a sideways trend and yesterday it just broke out from this sideways trend.

09:20So, we feel that STAA will continue its uptrend.

09:24Will continue its uptrend, so it is recommended at this time and indeed this morning it rose 0.67% to 7.50.

09:31Okay, but the recommendation is to buy on brick first at 7.45 to 7.50.

09:38At 7.50, is it right to buy right away or wait for the closing of session 1?

09:43Just buy, we feel optimistic for STAA.

09:48Okay, stop loss if for example at 7.05 to 7.00.

09:52Okay, and here is Pemirsa's update on the opening of the first trading session today,

09:57where the index of joint stock prices is currently at 9.11,

10:01while the time of West Indonesia is down by 0.04% or 3 points at 7.287,

10:09with the exchange rate of rupiah against the US dollar weakening to 16.309,

10:14the same as the top gainers based on value and losers based on value,

10:17among others are Agar which strengthened 24%, Heli 17%, MBTO, Nasi, GTRA, Dian, Kepik, Sochi, and BSBK,

10:279 sum gainers based on value, losers there is SMDR which fell 4.73%, PSAB 3.7%,

10:34then there is BULL, MTMH, GTBO, GMMX, WG, EURO, and there is also CMNT.

10:42Okay, that's Pemirsa's short update on the opening of the first trading session on this Tuesday, July 30, 2024.

10:51Thank you, Mr. Esa, for sharing the information, see you again, good morning.

10:55Good morning, thank you.

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