Cermati Saham Pilihan: BRIS, ADRO, SRTG

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"Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Selasa (05/11/2024) dengan Tema Cermati Saham Pilihan: BRIS, ADRO, SRTG."

Transcript

00:00INVESTMENT CONSULTANT

00:05I'm still talking with Burita Effendi,

00:07an investment consultant and the founder of Indonesia Investment Education.

00:10We talked about which one is more favorable

00:15from the investor's point of view.

00:16Is it Kamala Harris or Donald Trump

00:18in the midst of uncertainty in the global market?

00:21What do you think, Burita?

00:25Well, in this case,

00:28the uncertainty is always high.

00:33But we are still waiting to see who will be the winner this time.

00:38Indeed, Donald Trump is always out of the question.

00:41Like the previous candidate,

00:43no matter how good he is, he will still be the winner.

00:48But maybe if we look at the market,

00:50the market has been favoring Donald Trump for many years.

00:53Maybe Trump will win.

00:54And if Trump wins,

00:55what is still very interesting is Mr. Hathe's shares.

00:59Because Mr. Hathe has a very strong trade collaboration

01:03or has a business partner with Trump who has several projects.

01:08So it is predicted that Mr. Hathe's shares will peak

01:11and will get positive sentiment.

01:13Maybe that's what's interesting.

01:15Because yesterday there was news that Trump was shot.

01:19Okay, if we look at the two presidential candidates,

01:23there are actually several positive possibilities that can be explored.

01:28If Kamal Haris wins, there are several points that can be explored.

01:32And this can also give a positive impact.

01:34But if Donald Trump wins,

01:35there are also several other positive things that can be explored.

01:38It remains for the investors to see

01:42how they can actually take advantage of the existing sentiments.

01:46Okay, we will discuss the options this morning, Ms. Rita, from you.

01:50You can also watch it on television.

01:53Among them is for Brice with support at 2850.

01:56Then with resistance at 3440.

01:59A good recommendation.

02:01After that there is Adaro with support at 3790.

02:04Resistance at 4320.

02:06A good recommendation.

02:07SRTG, support at 2300.

02:10Resistance at 2820.

02:12A good recommendation.

02:13Let's go to Brice first, Ms. Rita.

02:15How is it?

02:16Why did you recommend Brice this morning?

02:18Brice is one of the banks

02:22that has actually been counted as one of the blue chips, so to speak.

02:27And this has been corrected quite a bit.

02:30And because it has been corrected a lot,

02:32and it also has a plan to launch new apps.

02:35The new app is called Bion.

02:38So there will be many advantages of the application

02:42that Brice will launch

02:44because it has been corrected quite a bit.

02:47So Brice is quite interesting.

02:49And it is still around support at 2900.

02:55So if it can survive around here,

02:59it will be interesting.

03:01But this is for those who can invest.

03:04So this is more for investment, not for trading.

03:07Because banking stocks, as we know,

03:10is not getting any flow from anywhere.

03:13Whether from outside or from foreign,

03:15no one has entered yet.

03:17But if Brice is usually below 3000,

03:20it's an interesting price for us to invest.

03:23If there is a spike up,

03:25foreign investors will enter later,

03:27you can profit taking.

03:28Indeed, around the end of October, November,

03:31the stock is usually corrected.

03:35So good stocks like Brice,

03:37if it is corrected, it can be noticed.

03:40But the stock loss is still at 2850.

03:43So the current number is quite close to the stock loss.

03:46Our risk is quite low.

03:48But if it succeeds in rebounding,

03:50our target can sell at 3200,

03:52up to target 2 at 3440.

03:55Okay, again, the statement for Brice is suitable

03:57for medium to long term,

03:59it is not suitable for trading

04:01because the movement is not quite volatile.

04:03Volatile, I mean,

04:05the price target for Brice,

04:07at least until the end of the year,

04:09how much is projected, Burita?

04:12Brice has a lot of recommendations,

04:15fundamentally above 4000,

04:19for the long term.

04:21So there are around 3000.

04:24So if we take the average, fundamentally,

04:27the target for Brice is around 3500.

04:30But the highest target is a broker

04:32that gives recommendations at 4100.

04:35So maybe because as one of the countries

04:40with the largest shareholder,

04:42Brice has a very large potential.

04:44And in addition, the capital market is also large.

04:47So there is potential to enter

04:49one of the international indexes

04:51like Indonesia or Fuji.

04:54From Brice, we move to Adaro.

04:56What is it like, Burita?

04:58Yes, coincidentally, Adaro today already reported

05:01that it will provide a fairly significant dividend.

05:04And the figure is quite interesting.

05:06If I'm not mistaken, it was 1330.

05:10And technically, Adaro,

05:12coincidentally, the opening immediately gaped up.

05:14Previously, it was wrong.

05:15If there was a large dividend,

05:17it immediately went to FOMO.

05:19So the opening went up.

05:21So if 1349 is the dividend

05:24that will be given to Adaro,

05:26the yield indication is around 34.3%.

05:30So the figure is quite interesting.

05:32And there will still be room

05:35for Adaro to spin off its investment

05:38on November 18.

05:40So it's really close.

05:41So if we discuss it technically,

05:44Adaro is good if we break 3930.

05:48But it turns out that the opening immediately jumped.

05:51Target 14120 and target 2 is 4320.

05:55And it turns out that when it opened,

05:57it was already 4130

05:59because of FOMO.

06:00Because of the previous dividend news.

06:03So the chart is still uptrending.

06:06The spinoff sentiment is still very strong.

06:10Plus the dividend.

06:11So it's really bullish for Adaro.

06:13Okay, can the sentiment be used for trading

06:15or do you also see Adaro interesting?

06:17Trading. If I say, it's better to trade.

06:19Because the position above 4000 is very low.

06:22Because a lot of people already have a low price.

06:24So I'm afraid someone will sell it.

06:26So it's better to trade first.

06:28Okay, from Adaro to Saratoga.

06:31Yes, if it's Saratoga,

06:32it might still be related to Adaro.

06:34Because Saratoga has about 17%.

06:39I forgot exactly how many percent from Adaro.

06:42So later, for example,

06:44AAI or Adaro Andalan is an IPO.

06:48So it's very likely that Saratoga

06:51will be one of the shareholders

06:53of a fairly large AAI.

06:55Technically, Saratoga has been suggested.

06:58I actually suggested buying it yesterday.

07:00But for those who missed it,

07:02technically, it's good to break 2490.

07:05It turns out that the current price is at 2530.

07:09So this is actually technically breaking.

07:11Target 1 is at 2600

07:13and target 2 is at 2820.

07:16So the stop loss is at 2300.

07:18So this is the catalyst.

07:20It follows Adaro.

07:22So if Adaro spins off,

07:23it will get a dividend

07:25from one of the shareholders of Adaro.

07:27Okay.

07:28Today, Sam Sam was recommended this morning

07:30by you, Brice, Adaro, and Saratoga.

07:33Let's update for a moment

07:35for the opening of the market this morning.

07:37Yes, it opened weakly.

07:390.16% at level 7467.754.

07:43And also the top gainers are Adaro,

07:45then BRMS, Saratoga, MLPL,

07:47IND, FBS, BK, TAPG, MPPA,

07:50MPOW, DSNG.

07:52And the losers are AMRT,

07:54PYFA, Sidoforu,

07:56WRG, ABMM, DIVA,

07:58FORT, FERN, and also ISAT.

08:01A little news related to the projection

08:03of the HSG movement today.

08:04Will it follow the movement

08:07from the global stock market?

08:10Or maybe there are other sentiments

08:12that will support the HSG movement

08:14so that the movement will be positive?

08:16Or maybe just sideways today?

08:19It looks like it will still follow

08:22the global stock market movement.

08:24Because in the country itself,

08:26there is no positive catalyst

08:28that can change the index movement itself.

08:31So because there is no news here,

08:33we just follow it.

08:35Thank you for joining us.

08:37I hope your analysis can be a reference

08:39and also a source of information for investors.

08:41But once again, the investment decision

08:43is back to you, investors,

08:45who are watching the market this time.

08:47I wish you all the best.

08:49Goodbye.

08:50Thank you. Goodbye.

08:52Goodbye.

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