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Selasa, 26 April 2011

GEM STRATEGY: China PMI suggests soft landing – reit MarketWeight Indonesia! - Credit Suisse

Teddy Oetomo recently has lowered Indonesia Index Target to JCI 4,150pts at end-2011F (vs 4,400pts previously). Teddy’s Top-Buy stocks are BMRI, INDF, SMGR and BBNI, while Top-Sell stocks are KLBF and UNVR due to valuation mainly!

· Sakthi Siva (Report attached): The March reading for the China PMI (Purchasing Managers Index) rose from a low of 52.2 in February to 53.4 in March. The more forward-looking orders component rose to 55.2 in March (see Figures 2 and 3). While some of the rise could be seasonal, we believe the March reading suggests a soft landing, as readings remain comfortably above 50. But we are more excited by the fall in the PMI input prices from a high of 73.5 in November 2010 to 68.3 in March 2011.
Posted by Saham Pilihan at 17.08

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