Cermati Saham Pilihan: GOTO, ANTM, BRMS, BREN

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"Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Jumat (03/01/2024) dengan Tema Cermati Saham Pilihan: GOTO, ANTM, BRMS, BREN."

Transcript

00:00Thank you, Mr. Mirza, for joining us.

00:02We will continue our discussion with Ms. Sulis Tina Primasuci,

00:05Head of Investor Relations and Chief Security Officer.

00:09First, let's take a look at the options that we have summarized in this chart.

00:14The sources are, of course, from Ms. Sulis.

00:17Among them, Mr. Mirza, there is the Gotu stock, which is recommended to buy with support at 67,

00:22while there is resistance at 80.

00:24Next, Mr. Mirza, there is also the Antam stock,

00:27with support at 1,500 and resistance at 1,650.

00:33Next, Mr. Mirza, it is recommended that there is a BRMS stock and also a brand stock.

00:41All of them are recommended to buy.

00:44And stop loss, Mr. Mirza, we state that the left position is the stop loss position.

00:49We will review again with Ms. Sulis.

00:53Ms. Sulis, from the options that you gave today,

00:56why isn't there a stock sector?

00:59You said that the stock market is short-term.

01:02But what about the stock market?

01:04You said earlier that the 2024 full-year performance that we expect

01:08will still look solid or grow.

01:11What makes you not give a stock recommendation from the four entries earlier?

01:17Okay, for the recommendation,

01:20because I see some banks may still have corrections next week.

01:25So, the monitoring is still for buy-on-witness first.

01:30So, I'm still monitoring,

01:32but I can still pay attention to the banks

01:36for the full-year report in 2024 later

01:39and also trigger the momentum of the dividend final.

01:43So, for now, you may be able to take action immediately.

01:47So, I'm more focused on the stocks that can make a purchase action,

01:51those four stocks.

01:53Okay, let's go to Goto first.

01:55This is one of the stocks that,

01:57if we look at the performance in the full-year,

01:59in the long term or one year,

02:01it's not that good.

02:03And the stock sector too.

02:05What makes you interested to see that

02:07the Goto opportunity is also interesting in 2025?

02:10Okay, what I see in Goto is interesting

02:14is the improvement in the financial performance.

02:18Because even though it is still losing

02:21from the fundamental side of the company,

02:23but the loss in the last third quarter

02:27has begun to decline.

02:28In fact, only 50% is left.

02:31And it is hoped that in the full-year in 2024,

02:35Goto will try to be in the even point or in the BPP first.

02:39So, in 2025, there may be a recovery in terms of performance

02:43and also that will be consistent with the stock price movement.

02:47Okay, you gave a level for Stop Loss.

02:51In 67 targets, there is a projection to 80,

02:54which is closest to Goto.

02:56So, if you are looking for a stock that you want to buy right now,

02:59the recommendation is Goto stock?

03:02Yes, so for today,

03:05because Goto technically has confirmed rebound

03:08when the MA200 support,

03:10which is the Goto long-term support.

03:14So, in terms of movement, there is still a positive signal

03:17to be able to continue strengthening.

03:19Confirmed rebound for Goto,

03:21and with a projection of improvement in performance in 2025,

03:24it will be better than in 2024.

03:26One of the reasons why Goto is included in the list of recommendations from Mrs. Sulis.

03:31Okay, from Goto, we go to Antam.

03:34Okay, next for Antam,

03:37which was the target of around 1,650.

03:41If you look at today's position,

03:44it's still quite interesting,

03:46because Antam is also a stock that is included in the steel sector.

03:51So, for short-term, you can still pay attention.

03:55Okay, for short-term, you can still pay attention.

03:57So, the target at 1,650 is the short-term target?

04:01That's right.

04:03Okay, Stop Loss at 1,500 for Antam.

04:05The pattern that we show on the screen right now,

04:08can you inform us what phase Antam is in?

04:13Okay, for now, in terms of pattern or technically,

04:17there is a potential to form a double bottom pattern,

04:22where the neckline area is around 1,630.

04:25So, friends, if you can also pay attention,

04:28since December 23,

04:32Antam was able to rebound and continue its rally.

04:35So, for now, the short-term movement is still moving,

04:40maybe around one to two weeks back.

04:44Okay, rally one to two weeks back or forward?

04:52Okay, for forward, this is also the current phase,

04:56with the potential to form this double bottom pattern.

04:59So, it's still in the middle of the position to move to the neckline area.

05:03Okay, Antam, just short-term for now.

05:07There is a target of 1,650.

05:11Next, BRMS.

05:13Okay, for BRMS, this is also a popular conglomerate share

05:20in the past few days,

05:22and also in recent times,

05:24which is in the Bakri group, then also in the Prajogo group,

05:28although today the correction is around 2%,

05:32you can still pay attention to buy-on-weakness in the current position,

05:37with a positive sentiment too.

05:41On the part of Kinerja,

05:42BRMS also notes that Kinerja is doing quite well

05:45up to the third quarter of 2024.

05:47Okay, there is still a continuation projection.

05:49If the timeframe talks about Antam and BRMS,

05:51is it longer?

05:53If it's for investment, which one is longer for now?

05:57If for now, maybe you can watch the list on BRMS.

06:01BRMS, yes, there is a target of 460, stop-loss at 380.

06:05Next, still in the Bakri group,

06:07you just recommended a short-term target for the brand,

06:10a target of 10,700.

06:13Yes, that's right.

06:14For the brand, it is still in the conglomerate share,

06:17which is also in the Bakri group.

06:20This is technically interesting too,

06:23even though fundamentally it is not too positive,

06:28because maybe the increase in interest is not that significant,

06:31and the dividend yield is still not interesting enough.

06:34But from a technical point of view,

06:36it is definitely interesting

06:38to have the potential to close the gap

06:41on September 19 and September 20,

06:46where the gap is at the level of around 10,200 to 10,700.

06:50Okay, that's for the recommendation of the stock.

06:53Before we go to the trading opening update in the first session today,

06:56Mrs. Suli, I want to ask a little bit,

06:58there will be an IPO too, right?

07:00Entrepreneurship from PANI.

07:02How is your analysis of where the IPO will be held?

07:06Officially, it's this January, right?

07:10Yes, that's right.

07:11So which one in PT Bangun Kosami Sukses or CBDK,

07:15the ME10 code,

07:17where the general offer can be made on this day,

07:21on the 3rd to the 9th of January,

07:24with the highest price in the final,

07:28which is Rp 4,060,000,

07:30so it shows that the enthusiasm is quite high

07:32because this is an entrepreneur

07:34from PT Pantai Indah Kapuk II or PANI,

07:38whose price was also quite high in 2024.

07:42So for now, with funds targeted at around Rp 2.3 trillion,

07:46and also used quite positively

07:49for the acquisition of PT Industri Pameran Nusantara or PT IPN

07:53to build the MICE project,

07:56which has an area of up to 18.5 hectares,

07:59and will operate in September 2025.

08:03Of course, the positive thing fundamentally

08:06is also that the report is quite good,

08:09and positive also in terms of asset growth,

08:12liquidity and solvability is quite good.

08:16So for now, it is still recommended

08:20for me to join the ITO at CBDK.

08:23Okay, that's the recommendation.

08:25We will update the opening of the trade this morning,

08:27as far as you can see on your TV screen.

08:31The index of joint share prices

08:33seems to be up 7,167 on the second day of trading,

08:36with a weak strength of 0.04%, or 2 points.

08:40The top gainers are PTRO or Petrosi,

08:44with a strength of almost 8%,

08:47then there is GOTO, 3%,

08:49Raja Telkom, 1.5%,

08:52TOWR, 6%,

08:54Medco, Indofood, Awan, and a few others.

08:56Losers are BRMS, which was a recommendation

08:59from Ibu Sulis, Inet, DOH,

09:01SCMA Teens, Da'as, and a few others.

09:04With the sectoral movement, the majority is still strong,

09:06and two sectors are weak.

09:08Ibu Sulis, in short, from the opening,

09:10and also maybe there are BRMS stocks

09:13that are losers there,

09:15or you highlight other things

09:18based on the opening, what is it like?

09:20Okay, if you look at BRMS with its weakness

09:23that is in the top losers,

09:25it is indeed because the strength yesterday

09:27was quite significant.

09:28So, at the moment,

09:29we can pay attention to the buy-on weakness.

09:31If you look at the limited strength

09:34in IHSG, it's only thin.

09:36There is still a chance to continue strengthening,

09:39especially in several conglomerate stocks

09:42that are still crowded,

09:43and also stocks that may be

09:46a supporter of today's strengthening.

09:48Okay, Ibu Sulis, thank you very much.

09:49Unfortunately, our time is limited.

09:50Always be healthy for you.

09:51See you again.

09:53See you again.

09:54Thank you very much, Mrs. Prisah.

09:55Again, we will return the investment decision

09:57to you, my dear.

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