1,700

-5

(-0.29%)

Today

35,700

Volume

259,670

Avg volume

Company Background

PT Cardig Aero Services Tbk, yang dikenal dengan sebutan CAS dalah entitas induk dengan standar operasi dan mutu yang telah diakui dunia di bidang jasa penunjang transportasi udara, solusi boga dan pengelolaan fasilitas. Perseroan menjalankan usahanya di banyak lokasi, yakni bandar udara, daerah terpencil, kawasan industri maupun wilayah perkotaan. Pada tahun 2018 Perseroan menangani lebih dari 27,6 juta penumpang dan lebih dari 88.000 penerbangan, serta menyediakan 10 juta porsi makanan dan mengelola lebih dari 320.000 ton kargo.

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Grab ternyata juga ikutan makan bergizi gratis, bukan cuma $GOTO.

Ini harusnya bagus buat $EMTK sebagai salah satu pemegang saham Grab Indonesia.

$SCMA $CASS $SAME

with unshakeable macro-sectoral growth, finally arrive to $CASS mini golden-crot today

regular golden-crot is near ?


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$EMTK $IHSG $SUNI $ITMG

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tgl 15 nov bisa diliat di candlestick/chart, $CASS lowest 1685-1695 dibeli murah mbah rono

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@vincentiusarnold saya benarkan posisi duduk dulu.

random: $MAPA $CASS $DOID $DATA

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$CASS 15 Nov 24
Shareholder : Surono Subekti
Type : Local
Bought : +4,100 (0.00%)
Current : 107,484,200 (5.15%)
Previous : 107,480,100 (5.15%)

bener yah $TUGU 1050.
sudah dari bulan oktober saya bilang .

di saat itu, harga 1150 an kalau ga salah. Orang2 optimis. pada bilang price in lah , ini lah itu lah, tapi saya Contrarian, dan memandang hal yg berbeda. Hal itu karena liat flow dan susuan bid offer. Ada formasi yang kurang sreg saat offer, dan adanya diduga fake bid , fake offer saat itu.

nah uda 1050 kan.
Dragon Sense is real

random, mau di predik apa lagi, balas kolom komen saja: $MAPA $CASS $BBCA $BOBA

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Celebi Hava - $CASS

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Celebi Hava (Turkey)

1. Business Growth:
Celebi continues to expand its global operations in ground handling and airport services. In 2024, its revenue and profitability improved, driven by rising international travel and strategic market entries. However, Turkish lira volatility and higher operational costs remain notable risks.


2. Competitive Advantage:
Celebi's competitive edge lies in its geographical diversity and advanced operational capabilities. Long-standing airline partnerships and investment in automation technology bolster its standing against competitors. Nevertheless, market dynamics in Europe and Asia could lead to margin pressure due to competitive pricing and higher energy costs.


3. Valuation:
Celebi’s price-to-earnings (P/E) ratio is approximately 10-12x, a level that reflects moderate undervaluation compared to peers in the aviation services sector, which generally range between 15-18x. Its inclusion in indices like S&P Global BMI underscores market confidence. While the valuation is attractive, geopolitical risks and currency fluctuations in Turkey necessitate cautious entry for investors​​​​.

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Cardig Aero Services (CASS, Indonesia)

1. Business Growth:
CASS has sustained robust revenue growth of 27.45% in 2023, reflecting recovery in Indonesia's aviation and tourism sectors. Key revenue drivers include its diversified services such as ground handling, cargo, and catering operations.


2. Competitive Advantage:
CASS benefits from its dominance in Indonesia’s aviation services market and localized expertise. Its diverse service offerings provide resilience against sector-specific downturns. However, competition from international players entering Indonesia remains a potential challenge. Also will be an interesting year in 2025 is maneuvre from injourney and its subsidiaries.


3. Cash Position and Debt Ratio:
CASS's cash reserves are stable, covering short-term liabilities and 1.2B definitely more than enough to maintain sufficient liquidity for operations. Its debt-to-equity ratio is moderate, at approximately 0.45, reflecting disciplined financial management. This level is manageable and supports further expansion while maintaining financial stability​​​​.


4. Valuation:
CASS trades at a P/E ratio of 10.93, reflecting a fair valuation relative to growth potential and industry averages. Given its 135.42% stock price gain over the past year, future performance will depend on its ability to sustain growth amid macroeconomic pressures​​​​.

At a market price of IDR 1,730 as of November 2024, CASS offers an upside of approximately 43.2%, with a projected intrinsic value of IDR 2,476 based on discounted cash flow models. This reflects investor confidence in sustained growth and sector recovery. However, its valuation also highlights the need for cautious optimism given macroeconomic uncertainties even though BPS datas on YoY tourism-aviation/airport data showing strong growth both for local and foreign tourists.

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Expert Opinions

Experts regard both companies as strong performers in the recovering aviation sector. Celebi’s global presence offers resilience and steady growth, while CASS benefits from Indonesia’s dynamic market. However, geopolitical risks for Celebi and potential competition for CASS warrant attention.

Concluding my perspectives

CASS is a robust domestic play with manageable debt levels, adequate cash flow and strong cash to support growth. Its moderate debt ratio provides flexibility for expansion while safeguarding financial health.

Celebi is a globally diversified investment offering moderate valuation upside. Its relatively low P/E ratio compared to peers provides an opportunity for value-oriented investors. However, its reliance on the Turkish market's stability remains a key risk.

Investors with a higher risk appetite might find Celebi attractive for global exposure, while CASS offers more on domestic play & growth within a rapidly expanding domestic market. Being aware of domestic investment alternatives are shrinking as we see a fucking jokes & clashes on politics , government budgets, corruption, ugly development strategy and inefficient government structure & bureaucracy, i think strong sectoral growth in tourism surely makes CASS as a rare investment opportunity.


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$AUTO $ULTJ $PSAB $BRIS

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@bajerhe perjalanan dinas bukan pasar nya $CASS

cass makan dari 28 maskapai asing dan aseng

2 dari maskapai lokal

sepengetahuan dan sepemahaman saya income nya dari sana

banyak ngobrol ama mbah rono

biar lebih paham sama cass

kalau sudah ngobrol bagikan infonya sama kita di forum sb ya bajerhe

strategi investasi mbah rono untuk $CASS jilid IV(end of 2024 menyambut 2025)


mimpi (unrealistic ?) menuju 2500 dimulai dengan serok diimbangin pengaturan modal / MM per level harga sbb :


±1675-1650 , gunakan 1-2% modal

1620 , gunakan 1-2% modal

1600-1575 , gunakan 3-5 % modal

±1520 , gunakan 25% modal

1400-1480 , gunakan maks 40% modal



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$BBRI $BMRI $PTBA $ADRO

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$CASS

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$FREN

hit yah. Dragon Sense is real

tidak buka kelas, group berbayar dll.. Hanya ada group tele gratis. diskusi sehat.

salam

lanjut, prediksi emiten apa lagi yah? $AKRA atau $BRMS atau $BUMI atau $CASS ?

salam

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$CASS 10 menit lg sy cabut offer barang murah nya

ngga maksa koq

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every "haka" decision can change your future for the better 🤡.

will you haka today ? 🤡🤡🤡




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$CASS $EMTK $DNET $INDF $BUKA

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testes
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76 hodlers baru $CASS diuji optimisme dan kemampuan haka-nya

ayo ... mulai dari 1745

nunggu bandar naikin ⛔️⛔️⛔️
naikin sendiri ✅️✅️✅️



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$EMTK $INDF $DNET $DCII

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$BUKA Bukalapak mau merubah penggunaan dana IPO pada rupslb bulan desember mendatang.. sekitar 46% dana IPO bisa dipake buat akuisisi atau investasi..

kalau ga salah sisa dana ipo sekarang tinggal 9 triliun.. berarti setidaknya ada sekitar 4 triliun yang bisa dipakai buat akuisisi atau investasi baru ..

Buat beli apa kira2 ??

Ikutan ipo superbank?? Ipo vidio $SCMA ? Atau ipo rans entertainment?? Atau malah mau beli $CASS dari $EMTK 🤣

$IHSG

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$CASS ditampung maz @saydiman di 1515 katanya...

silakan silakan




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$EMTK $DNET $BINA $INDF

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$CASS yg mau TP waktu dan tempat dipersilahkan 😂

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$CASS

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$FREN

just my careless prediction.

random: $OKAS $CASS $ULTJ $MAPA

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penumpang yth.,

kita memasuki periode sideways menurun...

bagi yang sudah memiliki tiket silakan mengisi waktu sebelum kita berangkat bersama euforia optimisme spike penjualan akhir tahun.




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$CASS $ITMG $MAPA $ISAT #deltadunia #doid #totl

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slide pertama : tampak belakang 🙈
slide kedua : tampak depan 🫣

$BBNI $CASS $GIAA $BDMN $SMDR

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Iseng review ulang $HELI ✅✅dari prospektus, LK annuaL lk Q1, Q2, Q3 2021-2024 dan kondisi harga terakhir
Ulasan Lawas https://stockbit.com/post/15398489
Net Profit Q4 2024 hanya perkiraan, menunggu LKnya rilis
$CASS $GIAA $CMPP $WEHA
Website Emiten https://cutt.ly/KeG6plT7
Prospektus https://cutt.ly/XeG6plq0
LK Q3 2024 https://cutt.ly/AeG6pjBD
FILE XLS https://cutt.ly/neG6pln3 ulasan terbaru ada di sub sheet "Emiten ver. 1.1"

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$CASS - earns in USD. Weak IDR hedge

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tetap berat untuk penerbangan komersil sekarang ini kaya $GIAA dan $CMPP apalagi kemarin pemerintah nyuruh penurunan harga tiket penerbangan.

mau beli spare part, ambil dari pabriknya masuk Indonesia kena pajak yg lumayan. beli avtur, yang boleh jualan cm 1 perusahaan dan harganya di kenal lumayan tinggi.

belum lagi ada tarif batas atas, dan masih terus di suruh di murahin untuk mendukung pariwisata, sementara industri pendukung pariwisata lainnya ga ada batas tarifnya.

selain GIAA, CMPP, ada juga $CASS sama $HELI. tapi CASS sm HELI LKnya lbh mendingan karena mereka ga di bidang penumpang komersial, yg satu pesawat kargo, yg satu VIP charter, makanya 2 ini bisa lebih mendingan profitnya.

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$CASS TP 1

Barang-barang manufaktur dan industri cina bisa lebih murah dan berkualitas, membuat hasil produksi lokal terancam. Jika kita menyerah pada mekanisme pasar tentu semuanya membingungkan. Itulah sebabnya dibuat persyaratan semacam TKDN, untuk menjaga kepentingan dalam negeri. Juga untuk items lain bisa dibuat menjadi equal playing field, memitigasi unfair free fight liberalism.

Indonesia (c)emas 2037-2045, kalaupun manufaktur kita secara umum kalah, khusus untuk Indonesia posisi nya akan selalu menjadi destinasi bisnis penting karena secara populasi dikatakan sebagai 60% pasar asean, tentu menarik bagi banyak perusahaan dan negara untuk berjualan di Indonesia. Dan semua ekspansi ke Indonesia perlu dimulai dengan business visit/kunjungan bisnis , dan bisnis yang berjalan perlu dikawal berkala dengan kunjungan berkala(walaupun teknologi saat ini sudah mengurangi aktivitas meeting offline). Termasuk keunggulan kita saat ini, sangat banyak destinasi wisata alam yang unik di Indonesia yang tidak bisa dengan mudah digantikan dengan pengalaman ke destinasi alam negara lain.

Kadang kita perlu mendaki tebing (grafik & candle) yang tinggi-terjal untuk bisa melihat dataran luas di puncak gunung itu, yang dari solid penuh sumberdaya (FA nya) dan untuk menyadari iklim(makro sektoral) disana jelas kondusif untuk bisa kita tempati untuk waktu yang lama. Sektor aviasi dengan emiten tercinta dan dengan masa lalu ternoda $GIAA sesungguhnya merupakan sektor menjadi mesin uang penting dan sangat berpeluang untuk terus tumbuh, termasuk industri pendukungnya seperti pengelolaan airport, supporting lain seperti bisnis ground handling & catering ( $CASS ). Historis data BPS nya sampai LK Q3 rilis, masih menunjukkan angka-angka pertumbuhan sektoral pariwisata yang sangat solid.


... melanturnya nanti bersambung... tugas dulu

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$CASS $CHIP $DEWA $GOOD $INDY
Rabu 06.11.2024
#Disclaimer On & Do Your Own Research
#Sebaiknya Jangan Gegabah

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testestestestes
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$CASS mas jangan mas jangaaan

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petunjuk mbah $CASS surono...

makasi mbah...

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