Cermati Saham Pilihan: INCO, ISAT, SRTG

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"Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Senin (16/12/2024) dengan tema Cermati Saham Pilihan: INCO, ISAT, SRTG."

Transcript

00:00GAMEPLUS ARCADE is available only on RCTE Plus Super App. Play it now!

00:30Stop Loss if you reach 3820

00:35Indosat is recommended to buy at 2725

00:442825 if you reach 2530

00:51SRTG Buy on Weakness at 2300

00:552480 if you reach 2480

00:57SRTG Purchase at 2570

01:00Stop Loss if you reach 2260

01:03Let's continue the discussion with Abdul

01:06What do you think about the full analysis of your choices this morning?

01:11For the first stock, I recommend Inco

01:16Inco is quite interesting technically

01:20If you are an investor, you can see that Inco's movement is still in downtrend

01:27But from the minor trend itself, it has already broken out

01:33If you look at the MA100 indicator, there is a potential for Inco to test the MA100

01:41So there is a potential for Inco to test the MA100

01:46If you are an investor, there is not much information from Inco

01:54But it is quite interesting for me

01:57In the last few months, Inco has not been accumulated from foreign investors

02:03There is a potential for Inco to accumulate from foreign investors up to 10.6 billion rupiah

02:10This is my concern about why Inco is recommended today

02:14Fundamentally, it is also interesting to be collected in the long term for Inco

02:21Or do you think trading is also quite interesting for Inco?

02:26For Inco, I recommend trading with a swing

02:31But for the long term, the positive catalyst comes from the energy hybridization

02:36Which will be adopted by Mr. Prabowo

02:39So for Inco, in the long term, it still looks at the policies that will be implemented by Mr. Prabowo

02:45Related to energy hybridization and how the action will be taken by the cabinet of Mr. Prabowo

02:52This should be an impact of the policy that will be implemented in Indonesia

02:59And the impact is quite positive

03:01From Inco, let's move on to the next election

03:06Abdul, for ISAT

03:08For ISAT, it is very interesting

03:12Because after the stock split 1 to 10, ISAT stocks tend to be corrected

03:18At this time, ISAT has left the correction area, the resistance area

03:27And has broken out of the MA100

03:30And at this time, Samsung Telecommunications is quite supported by foreign investors

03:36Seeing that there is Telkom, ISAT, and there is also Xcel

03:41When the merger happened last week, there was information from foreign investors in Xcel

03:48So for Samsung Telecommunications at this time is quite interesting

03:51And if you are a swing trading investor or mid-term

03:57It is quite interesting for Samsung Telecommunications in the collection

04:00Especially seeing the telecommunications industry trend is quite interesting in the year 2024

04:08Okay, your recommendation is related to the merger of Xcel and Smart

04:14How do we discuss this specifically?

04:16Because yesterday this was also the attention of Xcel from investors

04:21Okay, for the merger of Xcel and Smart, this is a positive catalyst

04:27Of course, for investors holding the stock of Smart and Xcel

04:32But it should also be noted that there are some investors who are affected by the merger

04:39Which is for the holders of the stock of Smart

04:44They are obliged to pass the Friend stock at the price of 100 rupiah

04:49And indeed for the price of the warren itself at the price of 25 rupiah

04:53So indeed from the price of the exercise, it harms the investors

04:58If you want to get your own Friend stock when the merger later with Xcel

05:03So this becomes a concern for investors, especially investors of Smart Friend

05:08But for investors of Xcel, this is still really okay to hold the Xcel stock like that

05:13Okay, from Isat, we move to the next selection segment, there is SRTG

05:19With the recommendation of Buy on Witness

05:21What is it like? In terms of valuation, is it still expensive?

05:25Waiting for correction first or what?

05:28Okay, for the SRTG itself, actually from the price itself

05:33Here I recommend Buy on Witness

05:35Because here I see that there is a pin bar

05:39Which is technically for the SRTG itself in the commodity trading

05:44And indeed there is a potential for a rebound from the SRTG in the EMR100

05:50So that the indicator that I use becomes a foundation

05:54That the SRTG itself is quite interesting technically

05:57And also investors, if you pay attention fundamentally

06:00Indeed for this SRTG stock, it is always associated with the Adaro stock

06:04When the Adaro stock experienced an increase

06:05The SRTG will also follow even though it is not as significant as the Adaro stock

06:09But in terms of valuation, indeed from the industry itself

06:13The SRTG is still quite interesting

06:16Where for the PI itself, if we annualize it at 4.6 times

06:21Compared to the industry at 26 times

06:24That's too far for the SRTG stock

06:27And there is still a potential capital gain that is produced by the SRTG

06:30If you are an investor, hold the SRTG for a long time

06:34If we refer to the PI from the industry itself

06:38So the SRTG is quite interesting

06:40Okay, that was all the recommendations this morning

06:43By you, Mas Abdul, among which there is INKO and also ISAT

06:46Recommended by

06:48Then for the SRTG, recommended by ONWITNESS

06:51And while we wait for an update from the movement

06:55Or not ISG this morning

07:00If we look at other sectors that may enter the radar

07:04Your observations, Mas Abdul, and interesting

07:07Maybe to be discussed, what other sectors?

07:10For now, the interesting sectors are

07:14There is a telecommunications sector

07:19You can pay attention to stocks like Telkom

07:22Then there is XL and Indosat

07:25And for stocks in the consumer sector

07:28It's quite interesting too

07:30Especially in defensive stocks such as CBP and INDF

07:32It can be a collection of friends

07:34Seeing that there are catalysts in these stocks

07:37Does not determine for stocks in other sectors

07:40Such as property or in the automotive sector

07:44Okay, now we will see the movement of ISG

07:47At around 9.08 am in the western part of Indonesia

07:49For ISG moving weakly 0.82% at level 7264

07:53Then the stocks that enter the Top Genes list

07:56Among them are Polugema, SKBM, GPSO, Enak, TRUS, PV

08:01Then Nine, Wapo, and Clean

08:04Top Losers, there is SSTM, Sofa, MPXL, then Visi

08:08There is Pani, Bout, Care, BP, TOSK, and BRMS

08:12This is still moving weakly

08:14Mas Abdul, how do you see this data?

08:21Okay, for ISG itself moving weakly

08:24Here I do target for support from ISG itself

08:28ISG is at level 7283

08:32And if there is a breakout

08:34In today's trading, ISG is quite worried

08:38To test its psychological support at level 7200

08:43Seeing that there is no positive sentiment or catalyst

08:47That supports the movement of ISG this weekend

08:49And also the action of the investors

08:51Seeing the depreciated rupiah

08:53This is a concern

08:55So it is quite normal for ISG to be affected this weekend

09:01Especially this is the beginning of the weekend

09:03Becoming a bad start for ISG this weekend

09:06Okay, is this a moment that will continue

09:10Or a movement that will continue

09:13In a few days after Christmas

09:17And this also reduces the possibility

09:19Similar to Santa Claus Rally and also Window Dressing

09:22We will see later

09:23Thank you for your analysis

09:25I hope it will be a reference

09:27And also a source of information for market players out there

09:30But then again, the decision to invest back to you

09:33Mr. Mirsa, IDX channel

09:35Thank you for joining us

09:37Good luck to you, see you

09:39Thank you

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