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Rabu, 03 Agustus 2011

Coal Mining Roadshow feedback - CIMB

During our recent meetings with investors, most appeared to be less concerned about earnings, though believing that a more positive price outlook for 2H11 may still hinge on a continued recovery in imports by China. We highlighted that resilient thermal-coal prices of US$120/tonne point to defensive demand and stronger prices in 2H11, backed by a recovery in demand from Japan and seasonality. All this continues to support our Overweight position on the sector. Our top picks are still Harum Energy (HRUM IJ, Outperform, price target Rp12,000), Bukit Asam (PTBA IJ, Outperform, price target Rp26,400), and Indika Energy (INDY IJ, Outperform, price target Rp4,725).
Posted by Saham Pilihan at 13.58

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