Wed, January 5, 2011 10:32:48 AM
Stocks to watch (continue)...
From: "[email protected]" <[email protected]> ...View Contact
To: Team BNIS <[email protected]>
________________________________
BANKING
(DB)Loan growth to stay robust; Overweight Indonesian banks BI issued 23 new
policies in Dec-10 with an aim to enhance monetary stability and further
support economic growth (through increased banking sector
intermediaries). Key highlights of the new policies are higher FX reserve
requirements and limiting offshore short-term borrowings to 30% of capital;
which will be partially offset with reduction in risk-weighting for mortgage
and micro loans. We believe these changes will not derail loan growth and stay
Overweight
on the Indonesian banking sector with BBNI, BMRI and BBCA as our top picks.
INDF
(DB)Power of integration; raising target price to Rp6,700Indofood {Ticker:
INDF.JK, Closing Price: 5,150 IDR, Target Price: 6,700 IDR, Recommendation:
Buy}
An even more integrated food company
Indofood’s earnings are now even more shielded from input price volatility
after the listing of subsidiary Indofood CBP. INDF is a net beneficiary of
higher CPO prices and is less affected by wheat price increases than ICBP. We
recommend INDF over ICBP to investors who have a bullish view on CPO. INDF is
also more liquid than its listed subsidiaries. We reiterate Buy.
salam Pepei
________________________________
From: JsxSniper <[email protected]>
To: [email protected]
Sent: Wed, January 5, 2011 11:46:37 AM
Subject: RE: [saham] HOT HOT HOT
Title : AKRA: Raup Gain Rp1,65 Triliun
PT AKR Corporindo Tbk (AKRA) meraup keuntungan senilai Rp1,65 triliun dari
penjualan
saham anak usahanya, PT Sorini Agro Asia Corporindo Tbk (SOBI). Perseroan
melepas
68,8% saham SOBI kepada Cargill Inc sebesar US$245 juta atau Rp2,2 triliun.
AKRA akan
memasukkan keuntungan terseut ke dalam laporan keuangan per akhir 2011.
(Investor/nlt)
Blog : jsxsniper.blogspot.com
FB : Jsx Sniper
From:[email protected] [mailto:[email protected]] On Behalf Of Dwi Fery
kurniawan
Sent: 05 Januari 2011 11:44
To: [email protected]
Subject: [saham] HOT HOT HOT
IDX might move flat to lower today as falling oil price may spark some profit
taking on energy/commodity stocks. Meanwhile, market is also waiting for the
Central Bank's decision on BI rate today; consensus expects no change on the
rate
Stocks to watch:
PTBA- will supply additional 1.5m tons of coal to PLN in 2011
AKRA- will post an extraordinary gain of Rp1.65tn in 2011 after selling its
stake in Sorini
LSIP- plans to do a stock split. RUPSLB will be held on Jan 28
KBRI- increased its stakes in PT Kertas Basuki Rahmat to 100% by buying the
govmt's 0.38% stakes for Rp2.92bn
CPIN- declared interim dividend of Rp25/share (1.4% yield). Cum date is Jan 24
TRAM- for 2011, has got 7 new contracts worth $140m
salam pepei
