KONTAN.CO.ID – JAKARTA. Proyek pabrik baterai kendaraan listrik akhirnya dimulai. Pada Rabu (15/9), Presiden Joko Widodo menyaksikan peletakan batu pertama atau groundbreaking pabrik baterai untuk kendaraan listrik milik PT HKML Battery Indonesia yang terletak di Karawang New Industrial City.
Analis Pilarmas Investindo Sekuritas Okie Setya Ardiastama menilai, dengan pembangunan pabrik tersebut, tentu prospek dari permintaan nikel akan menguat ke depannya. Dalam hal ini, ANTM sebagai salah satu produsen nikel mendapat manfaat dari momentum tersebut.
“Kami melihat proyek tersebut dapat menjadi keuntungan bagi jangka panjang,” terang Okie, Rabu (15/9).
Pilarmas Investindo Sekuritas memproyeksi harga nikel di tahun ini berada di rentang US$ 18.280 per ton-US$ 20.000 per ton tahun ini. Sentimen nikel tahun ini masih seputar membaiknya produksi baja anti karat di China dan juga sentimen pengembangan kendaraan listrik.
Namun, Okie melihat kenaikan saham ANTM saat ini dapat dikatakan sudah priced in, sehingga Okie belum melakukan revisi pada target harga saham ANTM di level Rp 2.650.
Analis Mirae Asset Sekuritas Indonesia Juan Harahap mengatakan, ANTM dan PT Vale Indonesia Tbk (INCO) memiliki eksposur yang tinggi terhadap industri nikel. Pada kuartal I-2021, sebanyak 23% pendapatan ANTM disumbang oleh nikel.
Di sisi lain, seluruh pendapatan INCO berasal dari nikel matte. Meski segmen emas ANTM saat ini menjadi penyumbang pendapatan terbesar dengan kontribusi 72%, Juan mengatakan segmen nikel memiliki margin yang lebih tinggi di antara lini bisnis lainnya termasuk segmen emas.
Lebih lanjut, ANTM dan INCO akan diuntungkan dari adanya proyek industri kendaraan listik. Hal ini mengingat ANTM sebagai salah satu pemegang saham di holding Indonesia Battery Corporation (IBC). Kemudian, salah satu dari dua fasilitas pengolahan nikel akan dibangun di konsesi milik ANTM di Maluku Utara.
Sementara itu, INCO memproduksi nikel matte yang merupakan salah satu bahan baku baterai kendaraan listrik. INCO juga saat ini sedang dalam proses pembangunan High Pressure Acid Leach (HPAL) di Pomalaa dimana smelter ini akan memproduksi mix sulphide precipitate (MSP) yang merupakan bahan baku baterai listrik.
Mirae Asset Sekuritas menjadikan ANTM sebagai saham pilihan utama (top picks) di sektor tambang logam. Hal ini mengingat margin pada segmen emas yang lebih tinggi seiring tingginya porsi penjualan domestik.
Kedua, potensi adanya tambahan pendapatan dari proyek smelter Halmahera. Ketiga, ANTM memiliki lebih banyak eksposur terhadap proyek holding baterai lsitrik.
Juan memperkirakan pendapatan dari segmen feronikel ANTM akan tumbuh sebesar 51,4%secara year-on-year (YoY), didorong oleh kenaikan harga jual rata-rata atau average selling price (ASP).
Mirae Asset Sekuritas memperkirakan rata-rata harga nikel global akan meningkat menjadi US$ 18.300 per ton pada tahun ini. Sementara itu, volume penjualan bijih nikel ANTM diproyeksi meningkat 103,3% menjadi 7 juta wet metric ton (wmt) tahun ini, yang didorong oleh naiknya permintaan dari smelter domestik.
Di sisi lain, INCO akan diuntungkan dengan adanya kebijakan larangan ekspor bijih nikel di Indonesia. Hal ini karena semua produk penjualan INCO adalah berbentuk nikel matte.
Juan merekomendasikan beli saham ANTM dengan target harga Rp 3.250 dan beli saham INCO dengan target harga Rp 6.400.
Analis Panin Sekuritas William Hartanto menilai, dimulainya pembangunan pabrik baterai listrik ini merupakan sentimen positif dan berpotensi mengakhiri sideways yang terjadi pada saham ANTM dan INCO.
“Dan juga membuat sentimen mobil listrik hidup kembali,” terang William kepada Kontan.co.id, Rabu (15/9).
William merekomendasi beli kedua saham ini. Support ANTM berda di level Rp 2.200 dan resistance Rp 2.670, dengan target harga Rp 2.900.
Sedangkan support INCO berada di level Rp 4.800 dan resistance di Rp 5.200, dengan target harga Rp 5.700 -Rp 6.000.
(Sumber : KONTAN)
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