SMALL CAP STOCKS INFO

INVESTMENT INFORMATION - RETAIL BUSINESS

Friday, 26th January 2024

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FIRE Rp112 (+3.70%) : Strategi bisnis 2024
Sector IDX Energy (+1.03%)
Market cap IDR 165.24 B
Didirikan pada 16 Februari 2015, PT. Alfa Energi Investama Tbk Volume 7.09 M (+5%)
(FIRE) merupakan perusahaan yang bergerak dalam bidang
Support IDR 105
jasa energi, sumber daya energi, dan infrastruktur energi.
Resistance IDR 127
FIRE menjalankan strategi bisnis demi memperbaiki kinerja
perusahaan pada tahun ini. Untuk itu, FIRE akan fokus pada Stop loss IDR 103
efektifitas produksi dari cucu perusahaan bernama PT. Alfara
Delta Persada (ADP). Bahkan FIRE telah dan akan terus Net Buyers (value) Net Sellers (value)
melakukan investasi belanja modal atau capex terhadap anak GR (IDR 38.0 mn) AZ (IDR 55.3 mn)
usaha PT. ADP untuk mencapai target tersebut. Sementara itu, YP (IDR 37.2 mn) KK (IDR 21.1 mn)
FIRE juga akan memperkuat jaringan supplier maupun end
BQ (IDR 29.8 mn) DR (IDR 18.8 mn)
buyer untuk mengembangkan trading diluar produksi dari cucu
usaha sendiri. Di sisi lain, FIRE terus mempelajari kemungkinan
untuk pengembangan usaha kedepan sebagai bagian dari Income Q3/2023 Growth
strategi bisnis. Per September 2023, volume produksi batubara Statement (YoY)
FIRE mencapai 163,86 ribu metrik ton, naik 37,7% YoY dari Revenue IDR 104.3 bn -38.2%
sebelumnya sebesar 119,04 ribu metrik ton. Namun volume Net Income IDR -12.9 bn +1.5%
penjualannya mencapai 130.55 ribu metrik ton, turun 1,9% YoY
dari sebelumnya sebesar 133,39 ribu metrik ton.
Pada perdagangan Kamis, 25 Januari 2024, FIRE ditutup pada
level harga Rp112 (+3,70%) dengan kenaikan volume sebesar
5% dibandingkan hari sebelumnya.
1 | Small Cap Stocks Info | 26/1/2024 Mirae Asset Sekuritas Indonesia
NICE Rp620 (+25.00%) : Wujudkan visi kedepan
Sector IDX Basic (+0.32%)
Market cap IDR 3.77 T
Didirikan pada 9 Juli 2008, PT. Adhi Kartiko Pratama Tbk Volume 160.58 M (+131%)
(NICE) merupakan perusahaan yang bergerak dalam bidang
Support IDR 550
pertambangan bijih nikel melalui kegiatan eksplorasi.
Resistance IDR 745
NICE bertekad untuk mewujudkan visi kedepan sebagai
pemain unggul dalam pertambangan dan pengolahan nikel di Stop loss IDR 535
Indonesia dengan mengedepankan world-class mining
standards. Hal tersebut akan diwujudkan setelah NICE secara Net Buyers (value) Net Sellers (value)
resmi diakuisisi oleh LX International Corp pada 16 Januari LG (IDR 2.99 bn) BK (IDR 1.53 bn)
2024. Dengan dukungan LX International Corp, NICE dapat CP (IDR 1.01 bn) CC (IDR 1.49 bn)
memainkan peran aktif sebagai perusahaan publik dalam
OD (IDR 733.2 mn) AO (IDR 943.1 mn)
mencapai tujuan pengelolaan sumber daya alam yang
berkelanjutan. Akuisisi tersebut juga sejalan dengan strategi
NICE untuk mendukung pertumbuhan industri baterai Income 6M/2023 Growth
kendaraan listrik, memperkuat posisi NICE dalam rantai pasok Statement (YoY)
industri yang semakin penting ini. LX International Corp Revenue IDR 378.6 bn -11.5%
bersama NICE berkomitmen untuk berperan dalam Net Income IDR 40.5 bn -48.1%
mewujudkan visi masa depan yang berkelanjutan dan
berdampak positif bagi masyarakat dan lingkungan.
Pada perdagangan Kamis, 25 Januari 2024, NICE ditutup pada
level harga Rp620 (+25,00%) dengan kenaikan volume sebesar
131% dibandingkan hari sebelumnya.
2 | Small Cap Stocks Info | 26/1/2024 Mirae Asset Sekuritas Indonesia
RGAS Rp114 (+10.67%) : Bidik jargas 4 juta SR di 2024
Sector IDX Energy (+1.03%)
Market cap IDR 166.35 B
Didirikan pada 28 November 2018, PT. Kian Santang Muliatama Volume 143.14 M (+124%)
Tbk (RGAS) adalah perusahaan yang bergerak di bidang jasa
Support IDR 109
penunjang industri gas, meliputi penyediaan product (spare
parts) hingga ke engineering, procurement and construction Resistance IDR 125
(EPC). Stop loss IDR 106
RGAS berkomitmen membantu pemerintah dalam mencapai
target jaringan gas bumi (jargas) 4 juta sambungan rumah (SR) Net Buyers (value) Net Sellers (value)
pada 2024. Pasalnya, pemerintah telah mengumumkan CC (IDR 324.9 mn) YP (IDR 571.3 mn)
keterlibatan swasta dalam pembangunan jargas untuk rumah XA (IDR 279.8 mn) LS (IDR 479.4 mn)
tangga. Adapun saat ini pembangunan jargas digarap PT.
DR (IDR 195.5 mn) MG (IDR 180.5 mn)
Perusahaan Gas Negara Tbk (PGN) dan pemerintah. Apalagi
progres pembangunan jargas ke rumah tangga baru mencapai
835.000 SR. Jaringan tersebut dibangun oleh PGN sebanyak Income 4M/2023 Growth
241.000 SR dan pemerintah sebanyak 594.000 SR. Angka ini Statement (YoY)
masih jauh dari target pemerintah yaitu 4 juta SR pada 2024. Revenue IDR 12.4 tn +72.2%
Pada perdagangan Kamis, 25 Januari 2024, RGAS ditutup pada Net Income IDR 1.2 bn -14.3%
level harga Rp114 (+10,67%) dengan kenaikan volume sebesar
124% dibandingkan sebelumnya.

3 | Small Cap Stocks Info | 26/1/2024 Mirae Asset Sekuritas Indonesia

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4 | Small Cap Stocks Info | 26/1/2024 Mirae Asset Sekuritas Indonesia