Melirik Potensi Saham di Masa Pandemi | OBROLANBISNIS.com — Sejumlah saham mencatatkan pelemahan harga terdalam dalam perdagangan seminggu terakhir.
Berdasarkan RTI, saham PT Bank Allo Indonesia Tbk (BBHI) memimpin pelemahan sebesar 37,57%, kemudian saham PT Gudang Garam Tbk ( GGRM) menguat 12,91%, dan PT Sky Energy Indonesia Tbk (JSKY) turun 12,87%.
Selain itu saham PT DMS Propertindo Tbk (KOTA), PT Triputra Agro Persada Tbk (TAPG), PT Media Nusantara Citra Tbk (MNCN), PT PP ( Persero) Tbk (PTPP), PT Kalbe Farma Tbk (KLBF), PT Diagnos Laboratorium Utama Tbk (DGNS), PT Unilever Indonesia Tbk (UNVR), PT Bank Rakyat Indonesia Tbk (BBRI), dan PT United Tractors Tbk (UNTR).
Direktur Asosiasi Riset dan Investasi Pilarmas Investindo Sekuritas Maximilianus Nico Demus mengatakan, turunnya beberapa saham ini tak lepas dari meningkatnya Covid-19 yang memberikan tekanan terhadap beberapa sektoral, properti, otomotif, dan konsumer.
Nico melihat, secara jangka pendek saham-saham tersebut masih akan mengalami tekanan. Akan tetapi secara jangka menengah hingga panjang, ada potensi kinerja berbalik menjadi positif.
“Apalagi saat ini kita masih berjibaku terhadap Covid-19. Apabila pemerintah bisa secepatnya mengendalikan Covid-19, bukan tidak mungkin sektor-sektor yang sebelumnya terkena dampaknya akan berbalik menjadi positif,” ungkapnya, Minggu, 11 Juli 2021.
Dari saham-saham yang mengalami pelemahan ini, Nico memandang saham BBRI masih menarik. Terlebih BBRI tengah mempersiapkan rights issue. Ia merekomendasikan buy BBRI dengan target harga Rp 5.000.
Analis Senior CSA Research Institute Reza Priyambada menjelaskan, penurunan harga saham-saham tersebut lantaran adanya aksi profit taking karena sebelumnya saham-saham tersebut sudah mengalami kenaikan.
Dari jajaran saham ini, ia menjagokan saham TAPG, MNCN, PTPP, UNVR, BBRI, dan UNTR.
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Reza memasang target harga TAPG di 760, MNCN dengan TP Rp 1.030, PTPP dengan TP di Rp 1.030, UNVR dengan TP di Rp 5.250, BBRI dengan TP Rp 4.750, dan UNTR dengan TP Rp 22.450. ***
Glancing at Stock Potential in Pandemic Period | OBROLANBISNIS.com — A number of stocks posted their deepest price declines in trading in the past week.
Based on RTI, shares of PT Bank Allo Indonesia Tbk (BBHI) led the decline by 37.57%, then shares of PT Gudang Garam Tbk (GGRM) rose 12.91%, and PT Sky Energy Indonesia Tbk (JSKY) fell 12.87%.
In addition, the shares of PT DMS Propertindo Tbk (KOTA), PT Triputra Agro Persada Tbk (TAPG), PT Media Nusantara Citra Tbk (MNCN), PT PP (Persero) Tbk (PTPP), PT Kalbe Farma Tbk (KLBF), PT Diagnostics Laboratory Utama Tbk (DGNS), PT Unilever Indonesia Tbk (UNVR), PT Bank Rakyat Indonesia Tbk (BBRI), and PT United Tractors Tbk (UNTR).
Director of the Pilarmas Investindo Sekuritas Research and Investment Association Maximilianus Nico Demus said the decline in some of these stocks could not be separated from the increase in Covid-19 which put pressure on several sectors, property, automotive, and consumers.
Nico sees that in the short term these stocks will still experience pressure. However, in the medium to long term, there is potential for performance to turn positive.
“Moreover, at this time we are still struggling with Covid-19. If the government can quickly control Covid-19, it is not impossible that the sectors that were previously affected will turn positive,” he said, Sunday, July 11, 2021.
Of the stocks that experienced this weakening, Nico viewed BBRI stocks as still attractive. Moreover, BBRI is currently preparing a rights issue. He recommended buying BBRI with a target price of IDR 5,000.
Senior Analyst of the CSA Research Institute, Reza Priyambada, explained that the decline in stock prices was due to profit taking because previously these stocks had increased.
From this line of stocks, he favors the shares of TAPG, MNCN, PTPP, UNVR, BBRI, and UNTR.
Reza set a target price for TAPG at 760, MNCN with a TP of Rp. 1,030, PTPP with a TP of Rp. 1,030, UNVR with a TP of Rp. 5,250, BBRI with a TP of Rp. 4,750, and UNTR with a TP of Rp. 22,450. ***
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