Analisis Saham Pilihan: BBCA, BNGA, BBNI,CPIN

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"Saksikan tayangan kami Official Youtube IDX Channel di Program Power Breakfast, Kamis (03/10/2024) dangan Tema Analisis Saham Pilihan: BBCA, BNGA, BBNI,CPIN"

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00:00Thank you for joining us, viewers, and we will take a look at Samsung's choices today

00:05recommended by Mr. Hanswey, Capital Market Observer.

00:08And as you can see on the television screen, it looks like this is Samsung

00:12recommended by Mr. Hans, dominated by Samsung based on mutual funds.

00:17There is BBCA with level support at 10,300, Resesense at 11,200, Buy recommendation.

00:23Bank Niaga with level support at 1,860, Resesense at 2,020, Buy recommendation.

00:29And BBNI with level support at 5,300, Resesense at 5,850, Buy recommendation.

00:35And Cepin with level support at 4,700, Resesense at 5,100, Buy recommendation.

00:43We will discuss one by one, Mr. Hans, although you mentioned earlier that

00:47Samsung is based on mutual funds, this is interesting to be able to enter the middle of the market weakness above 1%.

00:54BBCA, why BBCA, Mr. Hans?

00:57Yes, BBCA, technically speaking, if we look at it, it has weakened.

01:02So in almost two weeks, a week or more, the weakness occurs in BCA.

01:08Usually if the market is rebound, BCA will definitely lead the strengthening.

01:13So we see the purchasing potential in BBCA.

01:18So the level is at 10,325 to 10,550.

01:24As a place for us to accumulate purchases.

01:27Cut loss below 10,100, our target is 10,950 to 11,200 for BBCA.

01:36Okay, the last level is at 10,500, which means it's still far from the level of support you recommended.

01:41Will there be a weakness for BBCA in two weeks?

01:43Buying can be cut.

01:4610,325 to 10,550 for BBCA.

01:52So if there is a weakness, we can definitely accumulate purchases for BBCA.

01:57Maybe if it's below 10,000, then we will consider it.

02:05Okay, good. For BBCA, in the target price, until the end of the year, what level will you see, Mr. Hans?

02:13If we think about it, I don't see that the market will really get stronger.

02:20Because we don't have a lot of catalysts.

02:23So as long as there is enough optimism about the cut by the Federal Reserve,

02:29I don't think the Fed will make another cut.

02:33After that, the positive event for us is the appointment of a new government.

02:39And the market is waiting for the cabinet's arrangement.

02:42Then, of course, the Fed will push economic growth.

02:47But we have to pay attention to the U.S. voters.

02:51Because it will definitely affect the financial market.

02:55If you look at some of the things, it doesn't look like there's a lot of really positive sentiment.

03:02So the market will be strong.

03:04Maybe BBCA will also move up to 11,000-12,000.

03:11Until the end of the year, right?

03:13Okay, from BBCA, we go to the bank.

03:16The latter is rarely discussed and also recommended.

03:19What's interesting about the banks, Mr. Hans?

03:22Actually, if we look at it, the trend keeps going up.

03:27So in mid-June, the trend of the stock market is moving up.

03:34In the last few weeks, the stock market has been corrected quite a bit.

03:41But technically, there is an indication that the weakness momentum is decreasing.

03:47So we recommend the stock market in an uptrend in the medium term.

03:54And in the short term, it will be corrected.

03:56So it can be a weakness for the stock market.

03:59The level is 1860-1900.

04:03Cut loss below 1800.

04:05Our target is 1970-2020 for the stock market.

04:10Okay, the last level is 1870.

04:13It's still in the buying area, Mr. Hans, for BNGA.

04:16Yes.

04:17Okay, it's the same as BCA?

04:19Yes, that's right.

04:21You can buy it like BCA.

04:23Fundamentally, is it interesting for BNGA to be collected in the long term, Mr. Hans?

04:27Yes, we think the banks are still quite interesting.

04:31So after the COVID period, the bank's resources for COVID are over.

04:39It turns out that the energy of the banks is still good.

04:43In the middle of the expectation of a drop in the price of flowers,

04:46this tends to benefit the banks.

04:50So this is what drives us to think that the banking sector is one of the things that is interesting for us.

04:59Okay, for BNGA itself, in the last week, it has weakened by 2.85%.

05:05This can be used to enter the BNGA stock with a discounted price.

05:11From our BNGA to BBNI, what is the analysis like, Mr. Hans?

05:14Yes, BBNI is actually almost similar if we look at it.

05:19So the rally has been quite high since mid-June.

05:25This BBNI correction is quite massive.

05:28So we see quite a lot of declines since mid-September.

05:33But if we look at the candlestick,

05:37it indicates that there is already resistance to downward pressure in the middle of the index that was corrected yesterday.

05:44So from there, we recommend that BBNI can be bought at 53-54.

05:52Our cut loss is below 51, our target is 56-58-50.

05:57Okay, the last level at 5,400 is still in the buying area, Mr. Hans.

06:02Okay, in terms of valuation, what is BBNI compared to other banks?

06:07Because if you look at some of the recommendations,

06:10BBNI often comes in and the valuation is quite cheap.

06:16What do you think, Mr. Hans?

06:18Yes, if we look at it, BBNI is one of the things that we think is very interesting.

06:26Usually the valuation is always a bit more left behind than other banks.

06:33So we see that BBNI can be bought.

06:39The price book value is usually cheaper than the four largest banks.

06:46So that's why we still recommend BBNI as our choice.

06:52Okay. What about the term of investment for BBNI?

06:55At the moment, we are trading for a few weeks to buy BBNI shares.

07:05Okay. Does it also apply to the trading with the BBCA, Mr. Hans?

07:09Yes, that's right. If we think about the shares of the banks, we can still accumulate it first.

07:17Until the end of the year, I think the property of the banks is interesting because of the downward trend.

07:24Okay. From BBNI, we go to Cepin. What is it like, Mr. Hans?

07:29Yes, if we look at Cepin itself, this stock is in a downward trend.

07:38We do see that there is also a problem with the price of chicken, which is a bit depressed in the market.

07:47But if we look at it, it seems that if it is approached, it is at a fairly strong support level,

07:54it looks a bit like a double bottom, even though the support is a little lower now.

08:01But the volume of the downward pressure is decreasing.

08:04Then some of the last candles indicate that the market is a bit sideways in the Cepin stock.

08:10So we recommend buying 4700 to 4760.

08:17If the market loss is below 46, our target is 4950 to 5075 for Cepin itself.

08:25Okay, those are the choices that Mr. Hans has made today,

08:29including BCA, Niaga, BNI, and Cepin.

08:34Okay, we still have an analysis related to the opening of the C1 business for HSE today.

08:39After the next segment, we will continue Mr. Hans and the company with us. We will be back soon.

08:44Thank you for still joining us.

08:46Now we will look at the opening data of HSE this morning in the C1 business.

08:51We passed through the data from RTI for IDX so far.

08:55Opened to strengthen 0.1% at level 7570.764.

09:03Then for sectoral movements, sectors that lead to strengthening in the opening of business 1 today

09:09are the technology sector, basic, infrastructure, and transportation,

09:13followed by the health and non-cyclic sector.

09:17You can also see the complete data at RTI and Pulsatab.

09:21Gainers so far are Medco, BSBK, Energi, Goto, LSIP, Tinsera, PYFA, Harum, and Toba.

09:30Then there is AMMN, Brand, Bumi, BRMS, Hexa, Aksi, Kleo, and Games.

09:37The ones I just mentioned are the top losers.

09:42And I will continue to discuss with Mr. Hans.

09:45Mr. Hans, you mentioned earlier that the consumer goods and retail sectors are interesting to be covered.

09:50Maybe if we discuss in a specific way, which one is interesting, Mr. Hans?

09:59In Indonesia, our retail sellers are still good.

10:05Then the level of the flower tribe will move down,

10:09which means that this sector is still interesting.

10:12We see Aces and MAPI.

10:15MAPA and MAPI are three sectors that we think are still quite interesting from the retail sector.

10:23There is ACST, then MAPI and MAPA.

10:28This is actually almost the same in one group.

10:34Okay, what's interesting is related to S1R itself.

10:37There is a sentiment related to the name change and there is also concern

10:41that consumers may not be too familiar with the new name of S1R itself.

10:46But then you see that the movement is quite interesting.

10:49This is related to the sales figure of S1RK, which is very good,

10:55so why is it still recommended for S1R itself?

10:59Yes, if we look at S1R, the sales trend is actually at least the last three years.

11:08If we look at 2022, 2023 and forecast 2024,

11:14it turns out that the sales trend is still moving in the trend that goes up.

11:20Then if you look at the price book value, the forecast is 2.44.

11:25Then the pair is maybe in the first year, it's probably around 20.

11:33So, Aces is still interesting,

11:37in the middle of the expectation that the flower has fallen, the new government,

11:43the retail sector should still be interesting.

11:47If we look at IASG in S1R, it was opened to strengthen, Mr. Hans,

11:51how do you project it to S2R in the closing market later?

11:56Yes, it looks like the index is weakening,

11:59so we think the possibility of strengthening this can last,

12:04so it won't move too far.

12:07Maybe it will try to go back to level 76 and support level at 7500.

12:14If we look at yesterday, the low was 7501,

12:19yesterday the high was 7619,

12:24so maybe it will be in this thin range,

12:27but the probability of the index today will rebound,

12:30even though we see that the global has not risen too much,

12:33of course we think our index will also move a bit sideways in today's market.

12:38Okay, interesting.

12:39Based on some of the analysis you have provided,

12:41hopefully this can be a reference for market players to do today's investment strategy,

12:46but then the decision to invest back to you.

12:49Mr. Hans, thank you for joining us this morning,

12:52good luck and health for you. See you.

12:55Yes, thank you, sir.

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