SMRA

What to expect next week? While the peak of the mass protests may have passed, follow-up rallies could still continue. The controversial housing allowance is likely to be cancelled, while the verdict of 7 police officers is likely to be announced too. Many office workers to remain WFH and mobility to stay subdued. On internet, TikTok livestream restrictions seems to persist and Danantara to resume its daily social media posts.

So buy or sell? After Indo made global headlines for all the wrong reasons, we all know where it’s heading on Monday. But as contrarian as always, we recommend a Buy on Weakness on 3 reasons: 1️⃣Market slightly improved on Friday, from -2.3% to -1% before closing at -1.5% after Prabowo’s public apology. He further visited Affan’s family this weekend and guaranteed the state support. High chance that DPR Housing allowance to be removed next week, 2️⃣A Fed rate cut is on the table mid-Sept, yet banks are still lagging, this could be your entry point, 3️⃣BPJS remains a buyer that could help cushion the market from a free-fall. This Buy on Weakness momentum might just be the last-corner win of 2025.

BTPS is our top pick, BBCA below 7,700 is a closed-eyes buy. TOWR, SMGR, SMRA for rate cut play. Stay safe everyone 🙏🏼

SMRA Bukukan Marketing Sales Rp 3,1 Triliun Hingga Pertengahan Agustus 2025

KONTAN.CO.ID – JAKARTA. PT Summarecon Agung Tbk (SMRA) mencatatkan pendapatan prapenjualan alias marketing sales Rp 3,1 triliun hingga pertengahan Agustus 2025.
Raihan itu sudah sekitar 60% dari target marketing sales SMRA sebesar Rp 5 triliun.

Direktur Utama SMRA, Adrianto P. Adhi mengatakan, pihaknya optimistis target di tahun 2025 bisa tercapai. Ini lantaran target pasar SMRA yang menyasar masyarakat menengah ke atas.

https://investasi.kontan.co.id/news/smra-bukukan-marketing-sales-rp-31-triliun-hingga-pertengahan-agustus-2025

(delay 30 menit)
NIC's SCREENER ALERT !!
[27/08/2025 15:03:59]
Set-Up: BID - OFFER MENARIK
New: #SMRA:476
Out: /KLBF:1310
Disclaimer on t.me/sobattradernic/284139
For REAL TIME ALERT cek https://t.me/sobattradernic/322482

Yuk dibaca potensi saham SMRA https://www.sahamdaily.com/potensi-saham-smra/

(delay 30 menit)
NIC's SCREENER ALERT !!
[26/08/2025 10:54:14]
Set-Up: VOLUME SPIKE
New: #SMRA:478
Disclaimer on t.me/sobattradernic/284139
For REAL TIME ALERT cek https://t.me/sobattradernic/322482

(delay 30 menit)
NIC's SCREENER ALERT !!
[26/08/2025 10:47:12]
Set-Up: VOLUME SPIKE
New: #SMRA:476
Disclaimer on t.me/sobattradernic/284139
For REAL TIME ALERT cek https://t.me/sobattradernic/322482

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Profit & -Loss Summary 6M25 vs 6M24
(26.08.2025)

BANK & FINANCE
• BBCA Rp29.0t vs Rp26.9t
• BBRI Rp26.3t vs Rp29.7t
• BBNI Rp10.1t vs Rp10.7t
• BNGA Rp3.45t vs Rp3.41t
• NISP Rp2.57t vs Rp2.39t
• BNLI Rp1.64t vs Rp1.53t
• BDMN Rp1.63t vs Rp1.45t
• PNBN Rp1.38t vs Rp1.28t
• BTPN Rp1.00t vs Rp1.24t
• BFIN Rp762m vs Rp686m
• BJTM Rp708m vs Rp621m
• BTPS Rp644m vs Rp552m
• BNII Rp576m vs Rp128m
• BJBR Rp493m vs Rp726m
• BBKP Rp389m vs -Rp3.13t
• BBYB Rp276m vs -Rp6.15m
• ARTO Rp127m vs Rp49.9m
• BANK Rp83.1m vs -Rp57.6m
• CFIN Rp80.5m vs Rp128m
• PNBS Rp26.1m vs Rp83.9m

TELCO, TECH & MEDIA
• TLKM Rp10.9t vs Rp11.8t
• EMTK Rp4.22t vs Rp150m
• ISAT Rp2.33t vs Rp2.73t
• TOWR Rp1.65t vs Rp1.61t
• MTEL Rp1.09t vs Rp1.06t
• TBIG Rp823m vs Rp731m
• MNCN Rp635m vs Rp808m
• DCII Rp617m vs Rp299m
• BUKA Rp464m vs -Rp752m
• BMTR Rp329m vs Rp420m
• SCMA Rp321m vs Rp328m
• MSIN Rp317m vs Rp304m
• MTDL Rp294m vs Rp276m
• WIFI Rp228m vs Rp89.9m
• ASGR Rp106m vs Rp82.1m
• EDGE Rp54.5m vs Rp137m
• WIRG Rp49.8m vs Rp44.9m
• DMMX Rp18.2m vs -Rp60.4m
• INET Rp7.78m vs Rp1.01m
• DOOH Rp6.29m vs Rp5.46m
• FILM -Rp41.4m vs Rp77.2m
• MSKY -Rp145m vs -Rp133m
• BELI -Rp1.25t vs -Rp1.19t

CONSUMER & PHARMACY
• INDF Rp5.84t vs Rp3.85t
• ICBP Rp5.54t vs Rp3.54t
• UNVR Rp2.15t vs Rp2.47t
• HMSP Rp2.13t vs Rp3.32t
• KLBF Rp1.97t vs Rp1.80t
• CMRY Rp994m vs Rp802m
• TSPC Rp702m vs Rp821m
• ULTJ Rp604m vs Rp755m
• SIDO Rp600m vs Rp608m
• ADES Rp316m vs Rp234m
• GOOD Rp257m vs Rp258m
• CLEO Rp207m vs Rp230m
• WIIM Rp148m vs Rp147m
• DMND Rp135m vs Rp126m
• DVLA Rp121m vs Rp119m
• GGRM Rp117m vs Rp925m
• KEJU Rp91.5m vs Rp66.5m
• VICI Rp80.7m vs Rp97.9m
• BEEF Rp73.8m vs Rp40.6m
• ROTI Rp71.8m vs Rp145m
• TCID Rp48.4m vs -Rp41.7m
• AISA Rp43.3m vs Rp28.8m
• CAMP Rp13.4m vs Rp39.7m
• ITIC Rp7.75m vs Rp8.41m
• HOKI -Rp10.2m vs Rp16.7m
• INAF -Rp43.5m vs -Rp102m
• PYFA -Rp213m vs -Rp91.6m

RETAIL
• AMRT Rp1.88t vs Rp1.79t
• MAPI Rp961m vs Rp899m
• MAPA Rp662m vs Rp587m
• LPPF Rp604m vs Rp626m
• ERAA Rp568m vs Rp523m
• DNET Rp541m vs Rp445m
• MDIY Rp507m vs Rp534m
• ACES Rp293m vs Rp366m
• RALS Rp230m vs Rp248m
• ERAL Rp80.2m vs Rp90.1m
• HERO Rp75.2m vs Rp162m
• FORE Rp42.0m vs Rp32.5m
• DEPO Rp38.5m vs Rp40.0m
• PZZA Rp15.6m vs -Rp75.1m
• RANC -Rp36.2m vs Rp59.6m
• MPPA -Rp58.8m vs -Rp57.3m
• MAPB -Rp80.2m vs -Rp50.1m

PROPERTY & RELATED
• BSDE Rp1.29t vs Rp2.33t
• PWON Rp1.14t vs Rp846m
• DMAS Rp433m vs Rp803m
• PPRO Rp47.2m vs -Rp459m
• ASRI Rp41.6m vs Rp18.6m
• BKSL Rp14.6m vs Rp73.3m
• DILD Rp12.6m vs Rp367m
• BEST -Rp58.5m vs Rp10.9m
• APLN -Rp109m vs -Rp27.8m
• LPKR limited review
• PANI audit
• CBDK audit
• SMRA audit

CONSTRUCTION
• TOTL Rp174M vs 113m
• DGIK Rp22.6m vs Rp10.6m
• ADHI Rp7.54m vs Rp13.8m
• WTON Rp4.35m vs Rp17.9m
• PPRE Rp4.63m vs Rp1.07m
• WEGE Rp415jt vs Rp18.6m
• ACST -Rp31.8m vs -Rp136m
• WIKA -Rp1.66t vs Rp402m
• WSKT -Rp2.14t vs -Rp2.16t

INFRASTRUCTURE RELATED
• JSMR Rp1.87t vs Rp2.35t
• AKRA Rp1.18t vs Rp1.00t
• CMNP Rp528m vs Rp576m
• INTP Rp495m vs Rp435m
• IPCC Rp114m vs Rp80.7m
• SMCB audit

AUTO & HEAVY EQUIPMENT
• ASII Rp15.5t vs Rp15.8t
• UNTR Rp8.13t vs Rp9.53t
• AUTO Rp939m vs Rp1.01t
• SMSM Rp531m vs Rp448m
• GJTL Rp450m vs Rp577m
• DRMA Rp240m vs Rp237m
• ASSA Rp205m vs Rp128m
• CARS Rp72.7m vs Rp77.4m
• IMAS Rp43.1m vs Rp39.5m

MANUFACTURING
• TPIA $1.27m vs -$47.5jt
• BRPT $540jt vs $34.5jt
• INKP $164jt vs $279jt
• TKIM $98.4jt vs $215jt
• ESSA $14.8jt vs $20.6jt
• ISSP Rp213m vs Rp209m
• PBID Rp193m vs Rp252m
• MICE Rp25.5m vs Rp22.4m
• BUDI Rp17.1m vs Rp31.6m
• KRAS -$107jt vs -$64.1jt

TRADE & SERVICES
• MIKA Rp640m vs Rp600m
• SMDR $29.3jt vs $22.5jt
• HRTA Rp348m vs Rp206m
• BIRD Rp335m vs Rp263m
• TMAS Rp286m vs Rp280m
• HEAL Rp225m vs Rp343m
• SOCI $6.99jt vs $9.36jt
• SAME Rp14.3m vs -Rp5.02m
• MERI Rp4.36m vs Rp4.01m
• CMPP -Rp788m vs -Rp1.29t
• OASA -Rp8.08m vs Rp1.31m

Saham² rate sensitif kembali menjadi penopang indeks diperdagangan kemarin seiring dg optimisme pemangkasan suku bunga. Kedua benchmark sektoral IDXFINANCE & IDXPROPERTY tercatat outperform JCI sepanjang Agustus, menandai dimulainya rotasi tematik menyambut era suku bunga rendah.

• Strategy 🧐
Kami menyukai BBYB untuk saham bank digital dg PB 1.2x/PE 8.9x (vs. ARTO 3.6x/123x & BBHI 4.5x/74.5x), BBRI dg valuasi 1.8x PB (vs. 10y avg di 2.4x) gap terlebar dibandingkan Big4. BSDE, SMRA, & ASRI untuk sektor properti 👍🏻

• Rebalancing Day
Hari ini, pada closing market perdagangan, MSCI akan melakukan rebalancing kuartalan pada indeks MSCI Indonesia.

• Coal
Kementerian ESDM membatalkan peraturan kebijakan harga jual batubara mengikuti HBA yg ditolak oleh para buyer dan menekan keunggulan kompetitif batubara Indonesia dipasar yg oversupply, dengan ini para eksportir dapat melakukan ekspor batubara dg harga yg lebih rendah dibandingkan HBA, meski tarif royalti yg harus dibayarkan masih mengikuti aturan HBA (Bloomberg)

• CPO
Pemerintah Indonesia mendesak Uni Eropa segera mencabut bea masuk anti-subsidi atas impor biodiesel & CPO, setelah WTO mendukung beberapa klaim utama dalam sengketa tersebut. Sebagai eksportir sawit terbesar dunia, Indonesia sejak 2023 menilai bea tersebut melanggar aturan WTO, mengingat UE adalah pasar terbesar ketiga produk sawit (Reuters)

• BBRI
Mencatatkan laba bersih bank only sebesar Rp28.58 triliun hingga 7M25, turun 9.01% yoy. Meskipun demikian, BBRI berhasil menunjukkan perbaikan kinerja, terutama dari sisi penyaluran kredit yg tumbuh 5.26% yoy (pertumbuhan tertinggi dalam tujuh bulan), meskipun masih di bawah target 7-9%. Biaya kredit (CoC) sebesar 3.42% per Juli 2025, turun konsisten dari 5.57% pada Januari. Rasio ini mendekati target manajemen sebesar 3-3.2% (Investor)

• MTEL
Mengalokasikan dana sebesar Rp1tr untuk program buyback & akan meminta restu investor pada RUPS 16 September mendatang (Emiten News)

Agenda Korporasi
26/8 : RUPS : KINO, KRYA, MTEL
27/8 : RUPS : PGAS, SKYB
28/8 : RUPS : TGUK, IMJS
1/9 : RUPS : IGAR

Agenda Ekonomi
US - Lelang Surat Utang 2-Tahun

Suspensi

• Open : FUTR, IMPC, KBLV, PYFA, PYFA-W
• Suspend : COIN, DATA, NINE

Pemantauan Khusus/FCA

• In : PYFA, IMPC, FUTR
• Out : -

Happy to discuss..

*Disclaimer On
*IPOT

Selamat Pagi,
Berikut daftar top akumulasi bandar dan akumulasi asing pada perdagangan 25 Agustus 2025 by Saham Sukses Berkah

🟢 Top Akumulasi

1. WINS - 21.54%
2. BBRI - 20.62%
3. AKRA - 20.44%
4. INTP - 18.98%
5. ANTM - 15.53%
6. CTRA - 14.42%
7. BBHI - 13.48%

🔵 Top Akumulasi Asing

1. BBRI - 57.59%
2. ANTM - 44.53%
3. INTP - 43.51%
4. ENRG - 41.19%
5. AALI - 40.19%
6. AKRA - 38.41%
7. SMRA - 27.89%

*Persentase Akumulasi dengan Total Volume Harian
Disclaimer On!

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Update konsensus terbaru saham property CTRA SMRA