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Rabu, 13 Juli 2011

Construction - On course - CIMB

Contractors are on course to deliver their growth promises, judging from projects on hand which have doubled by May 11, supported by accelerating GDP and speedier disbursements of government funds. Improving margins and balance sheets are their two other appeals. Delays in Indonesia's land-reform law, however, have tempered sentiment, arguably behind the sector's recent underperformance, except for Total, by some 2%. Our Overweight position remains underpinned by: 1) unchanged growth expectations of 26% CAGR for 3-year earnings; and 2) undemanding valuations, at 30-40% discounts to the market. We have realigned our picks, favouring Total over Adhi for the former's sharper turnaround and Wika for its diversification. PTPP remains the sole Underperform, on balance-sheet risks.
Posted by Saham Pilihan at 13.27

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