Saksikan tayangan kami Official Youtube IDX Channel di Program Market Buzz, Rabu (26/03/2025) dangan Tema Analisis Saham AKRA, BRIS, BBNI, BMRI".
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00:00Thank you for being with us and we will continue our discussion with Mr. Chandra Pasaribu, Head of Research and Analysis PT Yuwanto Securities Indonesia.
00:13Let's continue with the statement about the bank recommendations, where Mr. Chandra recommended big banks, including BRICS.
00:21Interestingly, there are three directions to BRICS, which are Boyong, BRI and Mandiri.
00:27But it is reported that BRICS is still confident to work solidly.
00:30What do you think about the directions from the BUMN Bank?
00:36In the case of BRICS, if there is a direction from the bigger brother, he should be proud.
00:45Because the human resource development is good, because there are people who are taken.
00:49So, for me, the change should not bring my own risk.
00:54Because it looks like the institution is already established,
00:57and it is proven that they are successful in providing a career for people in that line.
01:04So, it should be from below, it also looks like the SDM is quite capable.
01:08So, the sustainability of BRICS should be relatively not disturbed.
01:13The bank itself, if we look at the supervision from the OJK,
01:18then there is also from BI together to supervise the bank.
01:22So, the bank industry itself is quite mature.
01:26So, in the end, we see that the human resource development is relatively regulated.
01:32So, when there is a change in the direction,
01:36maybe it's more of a corporate strategy.
01:41But there should be no fundamental change.
01:46How about the recommendation for the BRICS stock?
01:49Because earlier you included in the mutual recommendation too.
01:51At the moment, BRICS is up 1.69% in 2014.10.
01:56Yes, BRICS, we see, it's almost the same as other mutual funds.
02:02It means that the punishment for the share price is too deep.
02:05We see that the fundamental corporation is still quite good.
02:09And I think, with BRICS, they have a fairly unique segmentation in Islamic financing.
02:16And we know that we have a base of residents with the largest Islamic religion.
02:21It should be a fairly good potential.
02:24Not to mention that they are included in the bullion bank.
02:28So, we see that these unique features will be a positive sentiment for BRICS.
02:34Okay, that's the recommendation for BRICS.
02:37We will go to the trading opening this morning.
02:39I will tell you a little bit about the index of mutual funds, which is up 1.59%.
02:43Or 98 points at 6,333.
02:49You can see the complete data on your TV screen.
02:51IHSG is excited this morning with a 1.62% increase.
02:57The value of the US dollar exchange rate is down to 16,614.
03:06From the sectoral movement, almost everything is strengthening, except for health.
03:09The share price is down 0.13%.
03:12While the strengthening is led by basic industry, which is up 1.51%.
03:19Then, there is a branch of independent banks, such as EMTK, BNI, INTP, NCKL, BCA, BTN, etc.
03:27Which are gainers based on value.
03:29Then, there is TRUS, RCCC, NRCA, and several others.
03:38Including UP, which was just IPO in trading yesterday.
03:42This morning, it experienced a weakness again.
03:45That's it, Mr. Mirza.
03:46A brief update on the opening of trading until 9.02 AM.
03:50It's still in the early minutes, Mr. Mirza.
03:55Mr. Chandra, what do you think about the opening of trading?
03:58The index of mutual funds is up to 6,300.
04:01But our Rupiah is up to 16,600.
04:06Actually, for us who are domestic and have Rupiah, it shouldn't be a problem.
04:11As we discussed, the growth of the banking sector is quite sharp.
04:16So, I think maybe in the last two days, there will be a little technical rebound.
04:22Hopefully, we can return the index to around 6,500.
04:28There is a chance, right?
04:30Yes, there is a chance.
04:31But if we want to return to 7,000, maybe it's still quite far.
04:36Okay, 6,500 first.
04:38And if it can be given, there is hope to reach 7,000.
04:43Okay, we will look at the recommendations of the UANTA Securities, Mr. Mirza.
04:47Among them, there is ACRA, then there is BRICS, there is BNI, and there is also Mandiri.
04:52Recommended differently for ACRA and BRICS.
04:55Speculative, then BNI and Mandiri.
04:58Okay.
05:02You mentioned BCA earlier.
05:03Okay, but from these options, although you recommend a large number,
05:07but the highlight is BNI and Mandiri.
05:11Because in terms of share price movement, Mandiri and BRICS, the punishment is greater than BCA.
05:19So, BCA is relatively more resilient.
05:21Whereas actually, from the fundamental position, maybe plus or minus, they should be relatively the same.
05:28So, we see that in terms of potential rebound or recovery,
05:33maybe in terms of share price, BMRI and PBRI will be more attractive.
05:38The upside potential is greater, right?
05:40Yes.
05:41Okay, are there any opportunities with positions that can be considered for us to go to BNI first?
05:48Actually, it's the same.
05:49So, in general, we see that the banking,
05:52which we see because of the previous reason,
05:55because the share price correction is far too deep,
05:58compared to the fundamental, relatively still quite good.
06:02Indeed, we have to admit that in the fourth quarter or in two months,
06:07the results of several banks show a relatively slow growth.
06:13But it should be expected.
06:16It's true, there should be some corrections,
06:19but we think that the current corrections are indeed too sharp.
06:25There may be a delay in growth,
06:28but it doesn't mean that there will be a risk where sustainability becomes an issue.
06:34Okay.
06:354060, still in the buy range, right?
06:38Correct.
06:39Okay, with the target, maybe the one closest to Mr. Chandra?
06:44Wait a minute.
06:46BNI.
06:52Maybe at level 4344?
06:564344, yes.
06:58Okay, that's the closest.
07:00From the speculative buy position,
07:04I mean, with the current buy range of 3,900 to 4,050,
07:08we can still buy.
07:10And this morning, Mr. Eli, it's already skyrocketed by 5%.
07:13Yes, that's right.
07:14To 4,100, Mr. Mirza.
07:15Okay.
07:16How about the independent?
07:19Independent, well, let's go back.
07:21Actually, the reason is similar.
07:23So, now the price is already at 5,000, even.
07:31The increase is already 6%.
07:326%.
07:34This is already a bit, actually, a bit left.
07:38A bit left, right?
07:39Yes.
07:40So, if we look at the market,
07:42for me, maybe for this morning,
07:44because the jump is so high,
07:46maybe it won't go up.
07:47Yes.
07:48For those who have entered first,
07:49then still maintain,
07:50we can hope for the closest target,
07:53at least from the independent to what position?
07:56This independent.
08:005,100?
08:06I think.
08:07Yes, 5,100.
08:08Up to 5,200, maybe it's already.
08:11Can be achieved.
08:12If you want to sell,
08:13if you want to sell at that level, yes.
08:15Okay, to look for short-term gains,
08:18take advantage of the rebound.
08:19That's right.
08:205,150, Mr. Mirza,
08:21the highest level in the last month.
08:23Then we move on to the other two stocks.
08:27There is a speculative breeze there.
08:30And you recommended, Mr. Mirza,
08:31from 2,300 to 2,420.
08:34But we know that,
08:35we have discussed earlier,
08:37this price tends to be this morning,
08:39also not left behind,
08:40with strength,
08:41although not as high as the independent earlier,
08:44and BNI up 0.84%.
08:462,400, Mr. Chandra,
08:48still can?
08:50Still can.
08:51Still can.
08:52But it's already thin,
08:53now it's 2,300,
08:54it's already hit.
08:552,400.
08:56Okay.
08:57Is there a chance to 2,400, maybe?
08:59You did it earlier.
09:01I did it earlier,
09:02that's why it's already exhausted,
09:05but actually,
09:06the upside potential is not too much.
09:09Okay.
09:10So,
09:11those who haven't entered,
09:12please be patient.
09:13Right.
09:14It's a bit late.
09:15Okay, Acra.
09:18Acra,
09:19maybe it's more of a momentum,
09:22given the fact that,
09:24they have BP.
09:26Maybe the issue of Pertamina,
09:28we see there is still a trust issue
09:30to go back to Pertamax and Pertalight.
09:33Okay.
09:34I see maybe they can get
09:36windfall profit
09:37from people who moved
09:39from buying Pertamax to BP.
09:42So,
09:43we assume maybe there is a chance
09:45to enter.
09:47Okay, there is a chance to enter.
09:491,145 with a strength of almost 1%.
09:51What is the target level for Acra, Mr. Chandra?
09:54Our target is 1,170.
09:561,170.
09:57Not too high, right?
09:59Yes, not too high.
10:00Is it better to trade now?
10:04That's right.
10:05Okay.
10:06Before we end,
10:07Mr. Chandra,
10:08in the middle of a weak Rupiah,
10:09the IISC is getting stronger.
10:11What are the tips,
10:12for a long holiday,
10:13so it's safe and peaceful,
10:15and not a mess?
10:18B-Caps,
10:19for sure.
10:20So, if the portfolio wants to enter,
10:22B-Caps,
10:23but maybe it doesn't need to be too aggressive.
10:26Because the settlement is also,
10:28two weeks, right?
10:30Because the plus two is too long,
10:32rather than in the middle,
10:34there is something like this.
10:36We see,
10:37relative to the company,
10:38with good fundamentals,
10:39B-Caps,
10:40and if possible,
10:41the dividend is interesting.
10:43So, there is a safety net.
10:46Okay.
10:47Still related to the sentiment of dividends, right?
10:49That's right.
10:50Okay, Mr. Chandra,
10:51thank you for sharing the information
10:52on MarketBuzz this time.
10:53Hopefully it can be a reference
10:55for investors,
10:56wherever you are.
10:57Good luck, Mr. Chandra.
10:58Good morning.
10:59Yes, thank you.
11:00Good morning.