Market Flash: iSHARES MSCI Indonesia Investable Market Index Fund (EIDO:US) PRICE: 28.530 USD Down -0.360 (-1.246%) >>> BI: Rupiah Melemah Akibat Kondisi Eropa >>> Pertemuan FED pertimbangkan langkah baru dorong ekonomi >>> KIJA akan Terbitkan MEN Valas USD150 Juta >>> PT Indika Energy Perusahaan Teladan Dunia 2011 >>> Govt Promises Revision of Cost Recovery Regulation >>> BPMigas Demands PGN to Pay US$6 per MMBTU >>> Jababeka to Raise US$150 Million from Debt Markets >>> SCG Chemicals buys Chandra Asri >>> Solusi Tunas eyes Rp380 bio IPO >>> SMR Utama scouts Rp300 bio IPO >>> Alam Sutera picks two bond arrangers >>> ASII Tetap Rajai Penjualan Mobil Agustus 2011 >>> Perusahaan Thailand kuasai Saham TPIA senilai Rp 3,76 Triliun >>> Agis Main ke Tambang, Sahamnya Masuk Dalam Pengawasan >>> ACES Mendekati The Northern Agar Mau Kurangi Kepemilikan >>> IHSG masih harus berjuang terus bertahan diatas MA200 >>> Melirik Peluang Akumulasi di Saham Perbankan >>> Analisa Saham BUMI: Kuat Bertahan & Berpeluang Kembali Uptrend >>> Analisa Saham JSMR: Bertahan Di Support, What Next? >>> INDF Tertahan Di Area Support Kuat, Berpeluang Rebound >>> ASII Break Minor Support, Sell on Strength >>> ADRO Membentuk Descending Wedges, Berpeluang Rebound Terbatas >>> Wall Street ends flat as early gains evaporate >>> Fed begins policy meeting, tiptoes toward easing >>> Fed meeting to help decide on long-term Treasuries >>> Greece Makes 'Good Progress' in Reform Talks: EC >>> China worried Europe debt crisis will hit trade >>> China could roll out 4.65tr yuan stimulus package >>> IMF sees Mideast stagnation >>> NYMEX-Crude ends higher at Oct contract expiry >>> Asian Crude Palm Oil Up On Technical Buying, Soyoil >>> Foreign net Sell - 61.785.746

Senin, 30 Mei 2011

SE ASEAN strategy report - CLSA

Nick Cashmore is on fire. He has just produced SE Asian strategy report. The region is in great shape. This region of 500mn people and US$2.0tn in GDP has a combined market cap of US$1.8tn. Conditions for growth look good. Rates are low, public sector balance sheets are heading the right way, commodity prices are strong, and emerging middle class has a growing appetite for almost anything.

Please let me know if you want the full report.

Top picks from Indonesia:
Bank Mandiri: Indonesia’s largest bank will see strong loan growth driving earnings
Bumi Resources: The country’s biggest thermal-coal producers offers an enticing balance-sheet restructuring story
Bumi Serpong: Large property developer with a quarter of earnings recurring
Jasa Marga: Indonesia’s largest tollroad operator is an inflation hedge
The sales desk also likes deep value Ciputra Surya (CTRS I), Berlian Laju (BLTA IJ), Energi Mega (ENRG IJ), and multi finance sector (CFIN, BFIN, and MFIN). We also like mining contractor Delta Dunia (DOID IJ) with respectable and deep pocketed controlling shareholders.

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