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