SMALL CAP STOCKS INFO

Friday, 8th July 2022

INVESTMENT INFORMATION
AMAG Rp 468 (+9.86%) : Euforia rencana buyback
Sector IDX Finance (+0.69%)
Market cap IDR 2.34 T
Didirikan pada 14 November 1980, PT. Asuransi Multi Artha Volume 6.63 M (+514%)
Guna Tbk (AMAG) merupakan perusahaan yang bergerak
Support IDR 450
dalam bidang asuransi umum termasuk usaha reasuransi.
Resistance IDR 484
Dalam risalah RUPSLB di keterbukaan informasi BEI pada 4 Juli
2022, AMAG berencana akan melakukan buyback maksimal Rp Stop loss IDR 446
85,4 miliar. Adapun buyback maksimum sebesar 237.194.064
saham dengan nilai nominal Rp 23,71 miliar. Hal ini telah Net Buyers (value) Net Sellers (value)
mendapat persetujuan dari para pemegang saham dalam NI (IDR 303.7 mn) YP (IDR 395.0 mn)
acara RUPSLB pada 29 Juni 2022. Berdasarkan rencana awal, ZP (IDR 233.2 mn) DH (IDR 196.9 mn)
periode buyback paling lama 18 bulan setelah mendapat restu
PD (IDR 199.0 mn) XA (IDR 143.0 mn)
investor. Aksi buyback ini dilaksanakan demi meningkatkan
likuiditas perdagangan, sehingga harga saham diharapkan
meningkat signifikan. AMAG memprediksi buyback tidak akan Income Q1/2022 Growth
memberi dampak signifikan yakni dampak atas biaya Statement (YoY)
pembiayaan tidak akan mengakibatkan penurunan Revenue IDR 206.7 bn +2.0%
pendapatan, termasuk tidak akan merusak performa laba per Net Income IDR 36.4 bn -18.4%
saham.
Pada perdagangan Kamis, 7 Juli 2022, AMAG ditutup pada level
harga Rp 468 (+9,86%) dengan kenaikan volume secara
signifikan sebesar 514% dibandingkan hari sebelumnya.

1 | Small Cap Stocks Info | 08/07/2022 Mirae Asset Sekuritas Indonesia

DFAM Rp 242 (+34.44%) : Prospek cerah okupansi hotel
Sector IDX Property (+1.10%)
Market cap IDR 459.76 B
Didirikan pada 2011, PT. Dafam Property Indonesia Tbk (DFAM) Volume 54.54 M (+5.5%)
merupakan perusahaan yang bergerak di bidang
Support IDR 197
pengembangan properti, mulai dari perumahan, komersial,
dan juga hotel & resort. Resistance IDR 286

DFAM menilai terdapat prospek yang positif pada tingkat Stop loss IDR 183
okupansi hotel di tahun ini. Hal ini disebabkan karena segmen
bisnis Meeting, Incentive, Convention, dan Exhibition (MICE) di Net Buyers (value) Net Sellers (value)
tahun 2022 ini sudah mulai menunjukkan pemulihan SQ (IDR 782.0 mn) MG (IDR 901.6 mn)
dibandingkan tahun lalu. Apalagi, sektor pemerintahan dan XC (IDR 584.3 mn) LG (IDR 473.5 mn)
korporasi tengah gencar melakukan kegiatan MICE di hotel.
AO (IDR 557.7 mn) FS (IDR 424.4 mn)
Sedangkan segmen leisure juga terdapat peningkatan untuk
individual yang menikmati liburan. DFAM berekspektasi bahwa
tingkat okupansi hotel dapat mencapai 70% hingga Oktober Income Q1/2022 Growth
mendatang. Untuk itu, perseroan terus memaksimalkan Statement (YoY)
tawaran berbagai promo, sebagai salah satu strategi bisnis Revenue IDR 16.1 bn -8.5%
untuk mencapai ekspektasi tersebut. Net Income IDR -4.0 bn +27.3%
Pada perdagangan Kamis, 7 Juli 2022, DFAM ditutup pada level
harga Rp 242 (+34,44%) dengan kenaikan volume secara
sebesar 5,5% dibandingkan hari sebelumnya.

2 | Small Cap Stocks Info | 08/07/2022 Mirae Asset Sekuritas Indonesia

PANI Rp 8150 (+15.6%) : Bidik pendapatan 2022 +100% YoY
Sector IDX Basic (+0.70%)
Market cap IDR 3.34 T
Didirikan pada 8 September 2000, PT. Pratama Abadi Nusa Volume 1.13 M (+33%)
Industri Tbk (PANI) merupakan perusahaan yang bergerak
Support IDR 182
dalam bidang industri macam-macam wadah dari logam
berupa kaleng kemas. Resistance IDR 224

PANI membidik pertumbuhan pendapatan 2022 sebesar 100% Stop loss IDR 175
setelah mengakuisisi perusahaan real estate yakni PT Bangun
Kosambi Sukses (BKS). Akuisisi ini akan dilakukan setelah Net Buyers (value) Net Sellers (value)
perseroan sukses melaksanakan rights issue. Di sisi lain, akuisisi DR (IDR 1.11 bn) PD (IDR 1.82 bn)
ini juga memanfaatkan peluang bisnis di sektor properti yang IF (IDR 923.4 mn) YP (IDR 672.6 mn)
masih sangat prospektif seiring dengan adanya insentif yang
EP (IDR 393.6 mn) LH (IDR 381.3 mn)
diberikan pemerintah. Sebagaimana diketahui, pemerintah
telah menerapkan kebijakan DP nol persen, relaksasi PPN, dan
suku bunga kredit kepemilikan rumah yang rendah. Dengan Income Q1/2022 Growth
demikian, perseroan meyakini bahwa pengembangan kegiatan Statement (YoY)
usaha di bidang real estate tersebut akan mampu Revenue IDR 90.1 bn +37.8%
meningkatkan potensi bisnis dan meningkatkan pendapatan Net Income IDR 580.2 mn -21.6%
kedepannya
Pada perdagangan Kamis, 7 Juli 2022, PANI ditutup pada level
harga Rp 8150 (+15,6%) dengan kenaikan volume secara
sebesar 33% dibandingkan hari sebelumnya.

3 | Small Cap Stocks Info | 08/07/2022 Mirae Asset Sekuritas Indonesia

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4 | Small Cap Stocks Info | 08/07/2022 Mirae Asset Sekuritas Indonesia