"Saksikan tayangan kami Official Youtube IDX Channel di Program 2nd Session Closing, Senin (17/03/2025) dengan Tema Analisis Saham ANTM, UNVR, ERAA".
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00:00Let's go to the stock recommendations from Mr. Torek this morning.
00:10You can see the complete data on the screen.
00:12Antam is recommended to buy around Rp 1,580.
00:16Then there is Target at Rp 1,630.
00:18Then at Rp 1,695.
00:21And Stop Loss at Rp 1,520.
00:23Unilever is recommended to buy.
00:25Then ERA is also recommended.
00:27But more to buy on weakness.
00:29With the levels that you can see.
00:31But we will review in more detail.
00:33It turns out to be talking about gold-related stocks.
00:37At the top levels throughout history.
00:40You recommend one of them, Antam.
00:43Why is Antam compared to other metal mining stocks?
00:47Which also has correlations with gold commodities.
00:50I think if you look at it overall.
00:54Gold-related stocks do not have a higher exposure.
01:01Along with the price of the gold community that is experiencing further strength.
01:05So why did I choose Antam?
01:07In my opinion, the price of Antam is still quite normal.
01:09In the range of Rp 1,500 to Rp 1,600.
01:11That's why I recommend Antam to buy.
01:14Then I also evaluate that Antam has shown a technical rebound.
01:19When trading on March 11th yesterday.
01:21There were also several candlesticks that were quite powerful on Friday.
01:26Until it can be said in the last week.
01:30Then if we use a stochastic technical indicator.
01:34Indicator MA5, MA10.
01:36Which is usually used for short-term.
01:38It is also indicated that there are signs of the Golden Cross.
01:42So if the Golden Cross is a sign of further strength for Antam.
01:47Although fundamentally, Antam is also slightly higher.
01:51In terms of price-to-earning ratio compared to the industry.
01:54The P.E. ratio of Antam is 13 times.
01:56And the industry is around 11.92 times.
01:59But I think it's still quite okay for Antam.
02:02That's why I position the price of Antam.
02:05It can be said to be a very short-term trend.
02:09Buy at level Rp 1,580.
02:11The first profit at Rp 1,630.
02:14The second profit at Rp 1,695.
02:16And the stop-loss area at Rp 1,520.
02:20Based on Friday's data.
02:22After the world's gold reached the level of Rp 3,000.
02:27Actually, the price of Antam's gold bar.
02:30Especially for 1 gram.
02:32Also reached the highest record level of around Rp 1.7 million.
02:36It means there will be a significant contribution.
02:39For income in terms of sales for Antam itself.
02:42But you said that Antam.
02:44Antam has a higher exposure to the commodity rally.
02:47Why is that?
02:49Actually, if you look at it further.
02:52I think Antam is surrounded by negative sentiment.
02:56There are rumors about fake gold.
02:59It can also be said to be a burden.
03:02It's a trust issue.
03:05That's what keeps Antam going.
03:07Unilever?
03:09For Unilever, again.
03:11Actually, Unilever is quite attractive.
03:13Because of the low.
03:15Since the end of February or early March.
03:19Unilever was also in the low area.
03:22Then there was a technical rebound.
03:24Unilever showed a rebound.
03:26After the trade on March 3rd.
03:28Which I mentioned earlier.
03:30It was in the low area.
03:32It was accompanied by a candle that was quite powerful.
03:34On Friday's trade.
03:36Stochastic indicator and EMMA indicator.
03:39Which I mentioned earlier.
03:40For the short term, EMMA 5 and EMMA 10.
03:42It has become a golden cross.
03:44There is still a probability of further strengthening for Unilever.
03:47Then, even though historically.
03:50In 2024, the interest rate dropped to 40%.
03:54But I assess.
03:56With Unilever's strategic steps.
03:58Selling around 7 trillion ice cream business.
04:00It is expected to strengthen the company's finances.
04:03And has a positive impact on the financial report in 2025.
04:07Then I also assess.
04:09There is still an accumulation of large securities.
04:13Around 1290.
04:16So, I recommend Unilever.
04:20If possible, we discount.
04:22Around level 1280.
04:25The first profit is at 1345.
04:28The second profit is at 1420.
04:30And the stop loss area is at level 1240.
04:34Okay, 1240 stop loss.
04:361315 at the moment.
04:39It's still okay, right?
04:41To buy.
04:43Remember, you still have your first target price.
04:46Yes, actually it's still quite okay.
04:48But in my opinion.
04:50If there is a slight decrease.
04:52Maybe around 1310 or 1305.
04:56That's okay.
04:57But if you want to try to buy.
04:59In the long term.
05:01Like the recommendation I made.
05:03Around 1280 is still interesting.
05:05Okay.
05:06Last week it was 11.44%.
05:08And today it's 1.15%.
05:10For Unilever at level 1315.
05:12Then the last one.
05:14Your recommendation is ERAJAYA.
05:16Is there a connection with the iPhone 16?
05:20Which is already allowed.
05:21But there is no result yet.
05:23When will this be released?
05:25Or how?
05:26Actually, ERA.
05:28My basic is based on technical.
05:30Just technical, okay.
05:32Because ERA.
05:34There is still a probability of further decrease.
05:37But in my opinion.
05:39It's still quite interesting for ERA.
05:41Because the sideways area.
05:43It's around 364 to 406.
05:48So ERA has returned to the sideways area.
05:52So it can be said.
05:54ERA has returned to a fairly strong support and resistance area.
05:57Stochastic indicator.
05:59It also shows signs of golden cross.
06:02In the neutral area.
06:04There is still a probability of further increase.
06:06But it is not accompanied by the MA5 and MA10 indicators.
06:10MA5 and MA10 still have signs of dead cross.
06:14So I evaluate.
06:16If you want to try BUY.
06:18You can wait patiently in the support area.
06:21At level 370.
06:24For profit taking.
06:26In the range of 380 and 406.
06:28As well as the stop loss area at 354.
06:30It was also mentioned earlier.
06:32By Mrs. Prisa.
06:34About the sale of the iPhone 16.
06:36Because it can be said.
06:38There is already a postal certificate.
06:40So I think it can also be said.
06:42Be a short-term sentiment.
06:44But we also have to see.
06:46About whether the iPhone 16.
06:50Able to boost income.
06:52We have to wait.
06:54We have to wait for the contribution.
06:56From the iPhone sales.
06:58Whether it will increase or not.
07:00Because it has been postponed.
07:02iPhone 17.
07:04That's it.
07:06ERAJAYA, UNILEVER, PEMIRSA.
07:08And ANTAM.
07:10There were two signs this morning.
07:12ANTAM and UNILEVER.
07:14While ERAJAYA is still stagnant at 384 this morning.
07:16And continue the information.
07:18About the opening of PEMIRSA.
07:20There was an opening on Monday.
07:22Still down slightly.
07:240.15% or 7 points.
07:26At 6,507.
07:28With the exchange rate of rupiah against the US dollar.
07:30The United States is also
07:32Stagnant at 16,344.
07:34PEMIRSA.
07:36And from the shares.
07:38Which became top gainers.
07:40And also top losers this morning.
07:42We deliver PEMIRSA.
07:44Among them are shares.
07:46Like BCA.
07:48BCA PEMIRSA tends to drop 0.57%.
07:50BRI.
07:520.53%.
07:54PANGMANDIRI also fell.
07:56Then there is GOTO.
07:58PEMIRSA which also fell 1.25%.
08:00BNI 0.68%.
08:04Or as a whole, you can see it on the screen.
08:06PEMIRSA, several stocks.
08:08Which became gainers and also losers.
08:10Based on value.
08:12In the middle of the share price index.
08:14Also still tend to experience weakness.
08:16From the sectoral movement.
08:18PEMIRSA, there are two that tend to weaken.
08:20That is the appearance of money.
08:22And there is also technology there.
08:24Which is still weak.
08:26Quite significant.
08:28It looks like IASG will be green again.
08:30PEMIRSA.
08:32There is PSAB there.
08:34PEMIRSA supporting gainers.
08:36Or in the very first position.
08:38Some related to gold.
08:40Then if we talk about.
08:42Top losers.
08:44PEMIRSA.
08:46Some stocks like DCII.
08:48Then there is also SMIL.
08:50And so on.
08:52Briefly, Mr. Thorik.
08:54Tips before we finish.
08:56For the latest investment tips.
08:58Of course I evaluate.
09:00As good as all of you.
09:02Or the market players.
09:04Focus on defensive stocks.
09:06Such as banks.
09:08Which in my opinion.
09:10Suitable to be a watch list.
09:12It can also be said.
09:14Consumer sector stocks are also interesting.
09:16Based on the sentiment.
09:18From the holy month of Ramadan to Eid al-Fitr.
09:20You can also monitor.
09:22About the sector.
09:24Then you can also take advantage of.
09:26Volatile for short-term trading.
09:28By using technical of course.
09:30It is for commodity sectors.
09:32Such as gold.
09:34Or other energy stocks.
09:36At least experience strengthening.
09:38Then I also always mention.
09:40Save some funds.
09:42In the form of cash.
09:44To secure the rest of the capital.
09:46At the same time it can also be said.
09:48Can buy more stocks.
09:50If the price tends to discount.
09:52Especially watch list stocks.
09:54Like that.
09:56There are still opportunities.
09:58So there must be cash first.
10:00To buy at a cheaper price.
10:02Thank you Mr. Thorik.
10:04Good luck to you.
10:06See you again.
10:08Our investment decisions.
10:10It's all in your hands.