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SMALL CAP STOCKS INFO

Monday, 27th June 2022


INVESTMENT INFORMATION
ASLC Rp 165 (+5.10%): Bidik pendapatan 2022 Rp 500 M
Sector IDX Cyclical (+1.27%)
Market cap IDR 2.10 T
Didirikan pada 2014, PT Autopedia Sukses Lestari Tbk (ASLC) Volume 148.85 M (+144%)
merupakan wadah dari berbagai bidang usaha yang
Support IDR 153
berhubungan dengan otomotif, mulai dari lelang mobil dan
motor, jual beli mobil online, dan penyedia data harga mobil Resistance IDR 181
dan motor. Stop loss IDR 145
ASLC membidik pendapatan sebesar Rp 500 miliar atau
bertumbuh 182% YoY di sepanjang 2022. Untuk itu, ASLC Net Buyers (value) Net Sellers (value)
menyiapkan sejumlah strategi bisnis. ASLC berekspansi BK (IDR 1.86 bn) YU (IDR 2.03 bn)
jaringan dengan menargetkan dapat membuka hingga 20 AK (IDR 1.16 bn) YP (IDR 1.17 bn)
customer touch point untuk Caronline pada tahun ini. Di sisi lain,
DR (IDR 563.8 mn) DX (IDR 761.3 mn)
ASLC akan fokus dalam mengembangkan ekspansi berbasis
light asset strategy, dengan menambah cabang di beberapa
kota besar di Indonesia, khususnya yang dapat bersinergi Income Q1/2022 Growth
dengan titik lokasi ASSA Group. Sementara itu, ASLC akan Statement (YoY)
meningkatkan digital marketing experience melalui berbagai Revenue IDR 69.61 bn +47.9%
channel, membangun call center yang bersifat customer-centric, Net Income IDR 1.33 bn -80%
serta menjajaki kemitraan dengan berbagai diler mobil baru
dan mobil bekas.
Pada perdagangan Jumat, 24 Juni 2022, ASLC ditutup pada level
harga Rp 165 (+5,10%) dengan kenaikan volume secara
signifikan sebesar 144% dibandingkan hari sebelumnya.
1 | Small Cap Stocks Info | 27/06/2022 Mirae Asset Sekuritas Indonesia
BIRD Rp 1695 (+4.95%): Bidik kenaikan kinerja 2022
Sector IDX Trans (+0.47%)
Market cap IDR 4.24 T
Didirikan pada 1972, PT Blue Bird Tbk (BIRD) merupakan Volume 8.64 M (+67.8%)
perusahaan transportasi yang menyediakan taksi, kontainer,
Support IDR 1570
dan alat berat.
Resistance IDR 1785
BIRD mengalokasikan capex sebesar Rp 1,2 triliun dari kas
internal untuk meningkatkan kinerja di sepanjang 2022. BIRD Stop loss IDR 1560
optimis bahwa relaksasi kebijakan mobilisasi masyarakat dan
pariwisata, terutama melalui moda transportasi udara yang Net Buyers (value) Net Sellers (value)
memberikan dampak yang signifikan terhadap bisnis CC (IDR 2.09 bn) PD (IDR 2.20 bn)
perusahaan. BIRD berekspektasi bahwa tren tersebut terus BK (IDR 1.30 bn) AK (IDR 2.13 bn)
bergerak ke arah positif, sejalan dengan upaya perseroan
LG (IDR 581.9 mn) YB (IDR 746.3 mn)
mempersiapkan armada transportasi darat yang dibutuhkan
seiring peningkatan permintaan mobilitas tersebut. Salah satu
alokasi tersebut akan digunakan untuk pengadaan 5.000 unit Income Q1/2022 Growth
armada baru. Adapun 10% atau 500 unit dari total 5000 unit Statement (YoY)
tersebut merupakan mobil listrik. Saat ini, BIRD telah memiliki Revenue IDR 674.0 bn +40.4%
23.000 kendaraan operasional di seluruh Indonesia. Net Income IDR 47.1 bn +266.4%
Pada perdagangan Jumat, 24 Juni 2022, BIRD ditutup pada level
harga Rp 1695 (+4,95%) dengan kenaikan volume sebesar
67,8% dibandingkan hari sebelumnya.

2 | Small Cap Stocks Info | 27/06/2022 Mirae Asset Sekuritas Indonesia


IGAR Rp 570 (+25.00%): Bidik kinerja positif 2022
Sector IDX Basic (+0.63%)
Market cap IDR 554.16 B
Didirikan pada 30 Oktober 1975, PT Champion Pacific Indonesia Volume 9.59 M (+2932%)
Tbk (IGAR) merupakan perusahaan yang bergerak dalam
Support IDR 525
bidang produksi berbagai macam-macam bahan plastik untuk
kemasan. Resistance IDR 600

IGAR mengincar kinerja bisnis yang lebih baik pada tahun 2022, Stop loss IDR 510
dengan membidik pertumbuhan pendapatan sebesar 7,93%
YoY. Memasuki tahun 2022, permintaan kemasan dari sektor Net Buyers (value) Net Sellers (value)
farmasi masih menjanjikan. Di samping itu, mulai pulihnya LG (IDR 664.9 mn) PD (IDR 410.1 mn)
kondisi ekonomi nasional membuat perseroan berkesempatan CC (IDR 183.8 mn) NI (IDR 289.6 mn)
meningkatkan penjualan ke sektor non farmasi, terutama
BK (IDR 181.4 mn) XC (IDR 206.9 mn)
sektor konstruksi, konsumer, dan pertanian. Di samping itu,
upaya efisiensi juga terus dilakukan secara konsisten demi
meminimalisasi dampak kenaikan harga bahan baku kemasan, Income Q1/2022 Growth
terutama disebabkan konflik Russia dengan Ukraina. Untuk Statement (YoY)
mendukung produktivitas, perseroan akan mengalokasikan Revenue IDR 256.2 bn +24.4%
capex sebesar Rp 60 miliar dari kas internal di tahun ini untuk Net Income IDR 18.3 bn -5.2%
menambah mesin-mesin baru.
Pada perdagangan Jumat, 24 Juni 2022, IGAR ditutup pada level
harga Rp 570 (+25,00%) dengan kenaikan volume secara
signifikan sebesar 2932% dibandingkan hari sebelumnya.

3 | Small Cap Stocks Info | 27/06/2022 Mirae Asset Sekuritas Indonesia


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4 | Small Cap Stocks Info | 27/06/2022 Mirae Asset Sekuritas Indonesia

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