JAKARTA, investor.id – Ajaib Sekuritas Financial Expert, Ratih Mustikoningsih, said that the corporate action that investors are currently waiting for is the distribution of dividends, in response to the financial performance of several issuers who have recorded excellent performance in line with the accelerated growth of the national economy in 2022. For this reason, pay close attention trading plan these four elite shares.
Ratih explained, the action for dividends, especially issuers Big Caps also become a positive catalyst to support the JCI movement. Investors can more easily look at the High Dividend 20 index, where the index measures the performance of issuers that have routinely distributed dividends in the last 3 years and have dividend yield height.
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Seeing the issuer’s financial performance that has been released, Ratih views the financial sector, especially Big Banks, as having the potential to distribute a high Dividend Payout Ratio (DPR) in line with record-high net profit. For example BBNI, BBRI, BMRI and BBCA. “Meanwhile, BBRI has the potential to provide DPR with 70% of the 2022 fiscal year which will await approval at the AGMS on March 13, 2023,” Ratih wrote in her research, Friday (3/3/2023).
Apart from the financial sector, Ratih said, the energy sector also has the potential to provide a high Dividend per Share (DPS) in line with brilliant financial performance in 2022. UNTR proposed giving a final dividend of IDR 6,185 per share at the AGMS to be held in April 2023. Previously UNTR distribute an interim dividend of IDR 818 per share in 2022. As a result, the total final dividend for 2022 is IDR 7,003 per share, far higher than DPS in 2021 of IDR 1,240 per share.
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“Emitters in the coal sector are also projected to provide high DPS in line with their stunning performance in 2022. This is reflected in the ASP price of coal which has increased significantly in line with the increase in global coal commodity prices. The contract price for ICE Newcastle’s coal in September 2022 had touched the level of US$450 per metric ton,” Ratih added.
However, continued Ratih, for coal issuers in the future, especially in 2023, it is projected that they will not distribute large dividends, in line with the sloping coal prices. ICE Newcastle for the April contract is monitored at US $ 196 per metric ton (closing 1/3/2023). Declining coal prices can reduce the Average Selling Price (ASP), thus potentially reducing the financial performance of coal issuers in 2023. As a result, issuers will maintain cash flow to diversify their business going forward.
Meanwhile, the strategy that can be used to avoid the dividend trap is that investors need to pay close attention to issuers that have historically paid dividends and have good financial performance. “Investors who have observed these characteristics should have accumulated from a few days before the AGM, so that the dividend yield they get will be bigger,” he added.
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For that, Ratih recommends paying close attention trading plan in these four elite shares, namely:
BBRI
Buy in the area of IDR 4,780 with a target price of resistance at the level of IDR 4,900 and consider it cut loss when break support at the price level of IDR 4,670.
BBCA
Buy in the area of IDR 8,600 with a target price of resistance at the level of IDR 9,000 and consider it cut loss when break support at the price level of IDR 8,500.
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ARO
Speculative buy in the area of IDR 2,990 with a target price of resistance at the level of IDR 3,150 and consider it cut loss when break support at the price level of IDR 2,900.
UNTR
Speculative buy in the area of IDR 28,325 with a target price of resistance at the level of IDR 31,300 and consider it cut loss when break support at the price level of IDR 27,000.
Editor : Beautiful Handayani ([email protected])
