Analisis Saham Pilihan: ADRO, INDY, PTBA, TLKM

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"Saksikan tayangan kami Official Youtube IDX Channel di Program Power Breakfast, Rabu (28/08/2024) dengan Tema Analisis Saham Pilihan: ADRO, INDY, PTBA, TLKM."

Transcript

00:00I'm still talking with Mr. Chandra Pasaribu, Head Research Analyst PTU for Indonesia's security.

00:10Let's watch the election.

00:13This morning, there are Adaro, Indy, PTBA, Telkom, with support and resources.

00:17You can watch it on Laird TVC.

00:19Everything is recommended by.

00:21Let's go to Adaro, Mr. Chandra. What is the analysis like?

00:24There is a gap between Adaro, Indy, PTBA in coal mining.

00:29Because the coal prices are quite supportive.

00:34Their volume production is relatively not disturbed.

00:37Even from the government's target, it's about 500 million tons for 2024.

00:44So there is a slight increase there.

00:47Overall, there is a positive sentiment from the price of coal.

00:54Okay, that's it.

00:55It's one of the sentiments or maybe a determining factor for the Republic of Indonesia to recommend these three stocks.

01:03Everything is recommended by.

01:05Is the term of investment medium or short?

01:08This is short.

01:09Maybe a little extra for PTBA.

01:12There is a slight sentiment where now the government wants to reduce imports from LPG.

01:20So, the issue is the hillarization.

01:23Maybe it will revive again.

01:24Especially, the Minister of Energy will be new.

01:27Maybe the hillarization of coal will be pushed again.

01:31Okay. From the three energy-based stocks, let's go to Telkom.

01:36What is it like, Mr. Chandra?

01:38Telkom itself is relatively undervalued.

01:43So, if you look at it, it's a blue chip that is relatively laggard.

01:47So, the share price has been mentioned 12 times through the index.

01:52Telkom's share price is still not high.

01:55In fact, if we look at the fundamentals, it's relatively unchanged.

01:59So, maybe from a trading point of view, the entry point is quite interesting at the current level.

02:06Okay, it means the last level is interesting to be able to enter for a short period of time.

02:12Okay, those are some of the stocks recommended by Mr. Chandra today.

02:15Briefly, Mr. Chandra, today's investment strategy and ESG projection until the closing of trading later this afternoon, what is it like?

02:22Today, because all the brands look a bit weak from the side.

02:26But I think fundamentally, the correction will only be short.

02:30It should be an opportunity to enter.

02:35Overall, we see actually on the blue chips side, there are still quite interesting stocks.

02:41One of them is Telkom, Astra, BNI, MAPI.

02:44So, in terms of share price, they haven't caught up with the market yet.

02:48Okay, our time is very short. This is very interesting.

02:51But we will discuss it another time, Mr. Chandra.

02:54Thank you for joining us. Good luck to you, Mr. Chandra.

02:56Thank you. Good morning.

02:58Good morning.

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03:41And it's been 60 minutes, we're with you in Power Breakfast.

03:44I'm Wiky Ardian, I'd like to introduce my colleagues

03:46and my colleague, Rosalind Shun.

03:48Thank you. See you later.

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