Analisis Saham BSDE, PWON, BBRI, SMGR

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"Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Kamis (16/01/2025) dengan Tema Analisis Saham BSDE, PWON, BBRI, SMGR".

Transcript

00:00INDONESIA'S LOWEST INFLATION BANK

00:05We're still with you, Mr. Miyarasa, at Market Plus.

00:08We're still reviewing the impact of Indonesia's low inflation bank

00:12and the US's low inflation data.

00:15It turns out that this is a very positive response from the domestic market.

00:19It's booming.

00:20Mr. Arya, it seems that it can still go to what level?

00:23IHSG in the short term?

00:26Yes, in the short term, our combined share price index

00:29in the nearest resistance is 7197.

00:33So, it's close to 7200.

00:36So, the short-term target is probably in the 7200 area.

00:427200, there's still a chance there.

00:44So, is this an indication of a January effect or what?

00:49January is still there.

00:51So, if we look at it now, it's already at 7190.

00:54So, it looks like there's still a possibility

00:58that it can go up to 7200.

01:027200.

01:03So, there's still a chance of a January effect.

01:06Okay.

01:07Yes, this morning, my Pomirsa was up by 1%, 1.31%.

01:11As Mr. Arya said, it's already at 7175 right now.

01:15And let's take a look at the recommendations

01:17of the following analysts.

01:18We summarized the Pomirsa in the graphic data.

01:20Yes, it's still dominated by shares

01:22that are indeed sensitive to the decline of the flower population.

01:25In a positive sense.

01:26There's BSDE recommended by Pakuwon,

01:28recommended by BBRI, we've reviewed it earlier,

01:30by SMGR, by.

01:32Let's go to BSDE and Pakuwon.

01:34Property, what is the interest of the property sector

01:36to be looked at right now?

01:38Yes, the property sector is still a perception

01:42directly related to the decline of the flower population.

01:45Therefore, from the weaknesses that have continued,

01:49if we look at it, like BSDE,

01:51it's also from August or September of 2024,

01:57there have been weaknesses from the price of IDR 1,340

02:00to less than IDR 900.

02:03So it's quite interesting that there is a potential

02:07to continue the rise,

02:09even though there are weaknesses today.

02:11We see from BSDE,

02:13it is one of the property companies

02:16with a fairly large land bank.

02:19Therefore, we see that at this time,

02:21with a fairly low price,

02:23it will probably continue to IDR 965.

02:26Therefore, it's a good opportunity

02:28when there is a weakness today,

02:30or an opportunity for entry,

02:33in the range of IDR 910 to IDR 965,

02:37the range of movements that are likely to support IDR 910,

02:40IDR 910 resistant to IDR 965.

02:43Okay, IDR 910, IDR 965.

02:45That means the short term first, right, Mr. Arya?

02:47Yes, for the time being, we see the short term first.

02:50Now we see from the opening,

02:52BSDE is still weak,

02:54because the movement yesterday was quite aggressive.

02:57But for investors, don't worry.

02:59With a fairly low price,

03:00we see that the debt is also under control.

03:02Then the land bank is quite large.

03:04Now it's smaller than the book value,

03:08less than half the book value.

03:10So we see that the ability to give land is quite good.

03:14So it is possible that it can still be stored

03:17in the medium or long term,

03:19if they have a longer time horizon.

03:22What is the target price for BSDE, Mr. Arya?

03:26Yes, the target is actually,

03:28we are still targeting at IDR 1050.

03:30So the medium term, please,

03:32you can buy it, Mr. Arya.

03:33The short term is at IDR 965.

03:35Okay, IDR 965 first, the short term.

03:37Okay, Mr. Kuan?

03:39Yes, Pak Kuan is one of the M810 properties,

03:43a business property that also has a fairly good income.

03:47We see that there is support in the area of IDR 390,

03:51and then the recipient is at IDR 430.

03:55And it is also quite cheap at the moment,

03:57with a net profit of almost IDR 2 trillion.

04:00So it can be one of the investment choices

04:04in the property,

04:06for those who want to trade in the short term,

04:08as well as the medium term.

04:10Okay, so just like BSDE,

04:12it can be in the short term,

04:13it can be in the medium term.

04:14Now, the level of the short term first,

04:16what should be paid attention to, Mr. Arya?

04:18Yes, for the short term,

04:19you can pay attention to the support area at IDR 390,

04:22and then up to the nearest resistance threshold at IDR 430.

04:26That can be one of the thresholds

04:28to trade in the short term.

04:30Okay, and the target price?

04:32The target price for the long term,

04:34we can see it again,

04:36up to IDR 460,

04:39even up to IDR 480.

04:41Okay, that's it.

04:42Banking Suda and BBRI,

04:44there is an under-sounding sector as well.

04:47It looks more like an SMGR infrastructure.

04:50There is also a strong connection

04:52from the flowering of low-growth flowers

04:53to the infrastructure.

04:55Yes, so the sentiment is indeed

04:57after there is a property,

04:58usually it is also related to roads and stone materials.

05:02Because of that, this sentiment is also usually

05:04attractive.

05:05Therefore, it is quite interesting to pay attention

05:07to the production of materials

05:12in SMGR or Semen Indonesia.

05:15We pay attention to this because

05:16what is also discounted is more than half,

05:19the margin of safety is more than 50%.

05:21Therefore, we pay attention to the fact that

05:24SMGR can be an option.

05:26So, Semen Indonesia can be used

05:29when there is a short-term expansion.

05:32Okay, that's it.

05:34Sentiments and recommendations

05:36from analysts that we have reviewed.

05:38Mr. Arya, there is also interesting news

05:40related to the arms race

05:42between Israel and Gaza.

05:46It looks like there is a point

05:50that this will end soon

05:53at the end of the government of President Joe Biden

05:55in the United States.

05:57How far will this be a long-term positive trigger?

06:01Actually, in the short term,

06:03we see that peace from geopolitical tensions

06:07is what we hope for.

06:09But usually, historically,

06:12there will be violations

06:14even from the peace agreement.

06:16So, we still prepare ourselves

06:18that there is a possibility

06:20of a sudden continuation of the movement

06:22on the Gaza Strip.

06:23But for the short term,

06:25we will consider this

06:27as a positive sentiment.

06:29Okay, it's a bit relieving.

06:31At least, a gradual agreement

06:33that has been long awaited

06:34to end the war in Gaza

06:35after 15 months has been better.

06:37It's quite relieving.

06:39Okay, let's look at the trade opening update

06:41this morning, Mr. Mirza.

06:42At 9.07 am, based on the data we collected,

06:45the index of joint stock prices

06:47still exceeded 1.28 percent.

06:49At 7,138, it rose by 55 points.

06:53With the highest level

06:55that has ever been touched

06:57is 7,190 shares.

06:59Let's look at the stock prices

07:01that have become top gainers

07:03and top losers until now.

07:06Yes, sectoral on the right side,

07:08shares are almost all positive,

07:11except for one sector

07:13that is experiencing a weakness.

07:16Then, CPDK leads with a strength of 12.71 percent.

07:19BRI 2.2 percent.

07:21Independent Bank, almost 5 percent.

07:23BCA 1.28 percent.

07:25BNI 2.72 percent.

07:27WIFI, BRMS, ADRO, then BBTN.

07:31Top losers BRRC, EMTK, MLPL, KJEN,

07:35DGWG, GPSO, SAPX, EMUR, HGII,

07:39and also PYFA become losers based on value.

07:43The market conditions are generally positive right now,

07:46but dominated by Blue Chips Banking, Mr. Ari.

07:49For those who already have it,

07:51just keep following,

07:53defend your targets, or something like that, sir?

07:56Yes, while for Blue Chips Banking,

08:00the weight of the share price index is quite large.

08:03We see that the strengthening of the top 15

08:07that has a fairly large weight

08:09actually dominates today.

08:14So, for those who still have

08:18quite large emittance,

08:20Blue Chips Banking, please hold first.

08:23The possibility of strengthening in this week will continue

08:26until the end of the week.

08:28Meanwhile, you can ride the trend first

08:32when the short-term trend has started to reverse.

08:36Okay, follow the trend.

08:37Just hold first for Samsung Decaps

08:39which has been strengthened like that.

08:43At least we don't wait until the end of the week

08:45how strong this will last.

08:47Mr. Aria, thank you very much for sharing the information.

08:49In this Market Buzz,

08:50I hope it can be a reference source of information for investors

08:53wherever you are,

08:54but again, the decision of the investor's investment

08:56is in your hands.

08:57Good morning, Mr. Aria.

08:58See you next time.

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