| No | Saham | Perusahaan | Harga | Kenaikan |
|---|---|---|---|---|
| 1 | PT. Magna Investama Mandiri Tbk. | Rp 189 | 35.00% | |
| 2 | PT. Anugerah Kagum Karya Utama Tbk. | Rp 45 | 32.35% | |
| 3 | PT. Communication Cable Systems Indonesia Tbk. | Rp 470 | 25.00% | |
| 4 | PT. Rockfields Properti Indonesia Tbk. | Rp 2.370 | 24.74% | |
| 5 | PT. Graha Layar Prima Tbk. | Rp 2.880 | 24.68% |
| No | Saham | Perusahaan | Harga | Penurunan |
|---|---|---|---|---|
| 1 | PT. ALSOK Indonesia Services Tbk. | Rp 1.005 | 14.83% | |
| 2 | PT. Verona Indah Pictures Tbk. | Rp 184 | 14.81% | |
| 3 | PT. Fortune Indonesia Tbk | Rp 191 | 14.73% | |
| 4 | PT. Alakasa Industrindo Tbk | Rp 5.375 | 14.68% | |
| 5 | PT. Mitra Angkasa Sejahtera Tbk. | Rp 30 | 14.29% |
| No | Saham | Volume Hari Ini | Rata-Rata Volume 5 Hari Sebelumnya | Volume Spike (x) | Harga |
|---|---|---|---|---|---|
| 1 | 66,850,400 | 2,312,500 | 28.91x | 137 ( 21.24 % ) | |
| 2 | 18,088,600 | 889,020 | 20.35x | 230 ( 4.55 % ) | |
| 3 | 1,308,400 | 103,800 | 12.61x | 8,150 ( 12.41 % ) | |
| 4 | 1,192,000 | 104,060 | 11.45x | 860 ( 12.42 % ) | |
| 5 | 24,044,500 | 2,420,740 | 9.93x | 146 ( 9.77 % ) |
| No | Saham | Perusahaan | Naik | Harga | Win Rate |
|---|---|---|---|---|---|
| 1 | PT. Multi Medika Internasional Tbk. | 23 Hari | 915 (0.55%) | 76.67 % | |
| 2 | PT. Minahasa Membangun Hebat Tbk. | 21 Hari | 408 (2.00%) | 70.00 % | |
| 3 | PT. Mineral Sumberdaya Mandiri Tbk. | 19 Hari | 346 (2.98%) | 63.33 % | |
| 4 | PT. Mitra Pedagang Indonesia Tbk. | 19 Hari | 202 (6.88%) | 63.33 % | |
| 5 | PT. TIMAH (Persero) Tbk. | 19 Hari | 4,590 (-1.29%) | 63.33 % |
| No | Saham | Perusahaan | Harga Awal | Harga Akhir | Profit |
|---|---|---|---|---|---|
| 1 | PT. Semacom Integrated Tbk. | 99 | 422 | 326.26 % | |
| 2 | PT. Guna Timur Raya Tbk. | 775 | 2,580 | 232.90 % | |
| 3 | PT. Bhineka Inovasi Ketahanan Energi Tbk. | 510 | 1,505 | 195.10 % | |
| 4 | PT. Andalan Sakti Primaindo Tbk. | 384 | 980 | 155.21 % | |
| 5 | PT. Wahana Pronatural Tbk. | 138 | 352 | 155.07 % |
| No | Saham | Perusahaan | Value (Rp) | Harga (G/L) |
|---|---|---|---|---|
| 1 | PT. Bank Central Asia Tbk. | Rp 715,30 M | Rp 6.000 ( 1.23% ) | |
| 2 | PT. Telkom Indonesia (Persero) Tbk. | Rp 505,99 M | Rp 2.250 ( 1.75% ) | |
| 3 | PT. Bank Rakyat Indonesia (Persero) Tbk. | Rp 416,51 M | Rp 3.100 ( 1.27% ) | |
| 4 | PT. Dian Swastatika Sentosa Tbk | Rp 394,03 M | Rp 1.120 ( 4.67% ) | |
| 5 | PT. Astra International Tbk. | Rp 392,35 M | Rp 4.510 ( 1.96% ) |
| No | Saham | Perusahaan | Volume (lot) | Harga (G/L) |
|---|---|---|---|---|
| 1 | PT. GoTo Gojek Tokopedia Tbk. | 77,31 M lot | Rp 28 ( 12.50% ) | |
| 2 | PT. Bumi Resources Tbk. | 19,51 M lot | Rp 170 ( 2.86% ) | |
| 3 | PT. Bakrie & Brothers Tbk | 5,59 M lot | Rp 73 ( 0.00% ) | |
| 4 | PT. Bumi Teknokultura Unggul Tbk | 5,28 M lot | Rp 12 ( 0.00% ) | |
| 5 | PT. Wahana Interfood Nusantara Tbk. | 5,10 M lot | Rp 111 ( 13.27% ) |
| No | Saham | Perusahaan | Frekuensi | Harga (G/L) |
|---|---|---|---|---|
| 1 | PT. Bank Rakyat Indonesia (Persero) Tbk. | 38,5K | Rp 3.100 ( 1.27% ) | |
| 2 | PT. Bumi Resources Tbk. | 36,6K | Rp 170 ( 2.86% ) | |
| 3 | PT. Sinergi Multi Lestarindo Tbk. | 31,3K | Rp 284 ( 4.05% ) | |
| 4 | PT. Telkom Indonesia (Persero) Tbk. | 28,8K | Rp 2.250 ( 1.75% ) | |
| 5 | PT. Petrindo Jaya Kreasi Tbk. | 25,6K | Rp 865 ( 2.37% ) |
| No | Saham | Perusahaan | Asing Net Buy (lot) | Harga (G/L) |
|---|---|---|---|---|
| 1 | PT. MNC Tourism Indonesia Tbk. | +840,1 rb lot | Rp 48 ( 11.63% ) | |
| 2 | PT. Dian Swastatika Sentosa Tbk | +708,8 rb lot | Rp 1.120 ( 4.67% ) | |
| 3 | PT. Minna Padi Investama Sekuritas Tbk. | +560,4 rb lot | Rp 40 ( 2.44% ) | |
| 4 | PT. Energi Mega Persada Tbk. | +533,2 rb lot | Rp 1.410 ( 4.44% ) | |
| 5 | PT. Bakrie & Brothers Tbk | +507,3 rb lot | Rp 73 ( 0.00% ) |
| No | Saham | Perusahaan | Total Buy | Total Sell | Net Buy |
|---|---|---|---|---|---|
| 1 | PT. Erajaya Swasembada Tbk. | 17,70 jt lot | 12,13 jt lot | +5,58 jt lot | |
| 2 | PT. Bumi Resources Minerals Tbk. | 38,93 jt lot | 34,80 jt lot | +4,13 jt lot | |
| 3 | PT. Bank Rakyat Indonesia (Persero) Tbk. | 30,26 jt lot | 26,86 jt lot | +3,40 jt lot | |
| 4 | PT. Puradelta Lestari Tbk. | 27,90 jt lot | 24,57 jt lot | +3,32 jt lot | |
| 5 | PT. ANTAM (Persero) Tbk. | 12,44 jt lot | 9,65 jt lot | +2,78 jt lot |
| No | Saham | Perusahaan | Asing Net Sell (lot) | Harga (G/L) |
|---|---|---|---|---|
| 1 | PT. GoTo Gojek Tokopedia Tbk. | -24,38 jt lot | Rp 28 ( 12.50% ) | |
| 2 | PT. Bumi Resources Minerals Tbk. | -642,1 rb lot | Rp 550 ( 6.78% ) | |
| 3 | PT. Bakrieland Development Tbk. | -625,3 rb lot | Rp 29 ( 9.38% ) | |
| 4 | PT. Bumi Resources Tbk. | -609,9 rb lot | Rp 170 ( 2.86% ) | |
| 5 | PT. Lippo Karawaci Tbk. | -422,9 rb lot | Rp 44 ( 2.22% ) |
| No | Saham | Perusahaan | Volume (lot) | Harga (G/L) |
|---|---|---|---|---|
| 1 | PT. GoTo Gojek Tokopedia Tbk. | 14,51 M lot | Rp 28 ( 12.50% ) | |
| 2 | PT. Widodo Makmur Perkasa Tbk. | 3,75 M lot | Rp 24 ( 14.29% ) | |
| 3 | PT. Astrindo Nusantara Infrastruktur Tbk. | 1,80 M lot | Rp 129 ( 3.01% ) | |
| 4 | PT. Telkom Indonesia (Persero) Tbk. | 1,08 M lot | Rp 2.250 ( 1.75% ) | |
| 5 | PT. Metropolitan Land Tbk. | 750,0 K lot | Rp 690 ( 6.76% ) | |
| No | Saham | Perusahaan | Nominal (Rp) | Harga (G/L) |
|---|---|---|---|---|
| 1 | PT. Telkom Indonesia (Persero) Tbk. | Rp 243,10 M | Rp 2.250 ( 1.75% ) | |
| 2 | PT. Bank Mandiri (Persero) Tbk. | Rp 198,58 M | Rp 4.010 ( 0.00% ) | |
| 3 | PT. Daaz Bara Lestari Tbk. | Rp 88,01 M | Rp 1.905 ( 1.87% ) | |
| 4 | PT. Sinarmas Multiartha Tbk. | Rp 85,56 M | Rp 19.950 ( 0.37% ) | |
| 5 | PT. Metropolitan Land Tbk. | Rp 51,75 M | Rp 690 ( 6.76% ) | |
Analisis SOTP (Sum of The Parts): Membongkar Nilai Tersembunyi di Perusahaan Konglomerasi
Di bursa saham, terdapat perusahaan-perusahaan yang memiliki banyak lini bisnis yang sangat berbeda satu sama lain. Ada perusahaan yang awalnya bergerak di tekstil, lalu merambah properti, kemudian masuk ke infrastruktur, dan sekarang memiliki anak perusahaan di bidang digital. Inilah yang disebut perusahaan konglomerasi atau conglomerate. Masalahnya, bagaimana Anda menilai perusahaan yang bisnisnya sangat beragam? Apakah Anda menggunakan rasio PER (Price to Earnings) yang sama untuk semua divisi? Tentu tidak. Divisi properti memiliki karakteristik valuasi yang berbeda dengan divisi consumer goods, dan berbeda lagi dengan divisi infrastruktur. Di sinilah analisis SOTP (Sum of The Parts) atau Penjumlahan Nilai Setiap Bagian menjadi sangat penting. Metode ini memecah perusahaan konglomerasi menjadi bagian-bagian bisnisnya, menilai setiap bagian secara terpisah dengan metode valuasi yang paling sesuai, lalu menjumlahkannya untuk mendapatkan...