Itu kata Credit Suisse (CS) tentang Thai yang sama 'tergoyang' sebagaimana pasar saham Asia Tenggara lainnya. Kalau tentang Indonesia, akhir tahun 2010, CS berpandangan seperti ini:
*Credit Suisse Indo Strategy: Reiterate JCI Target 4,400pts end-2011F!* *CS remains bullish with Indonesia given fundamental structural story and global liquidity, with 3 market catalysts 1) strong earnings growth, 2) Cabinet reshuffle any time in near-term, and 3) Country upgrade to Investment grade as early as end-2011F! At JCI 3,699pts, CS Indonesia Universe is trading on prospective 14.6x 2011F PER (EPS Growth 20.1%), 3.2% Dividend Yield and implying 19% upside to JCI Target 4,400pts end-2011F.* * * ***Ingat, Investasi bukan dagang terasi yang baunya bisa muncul dan hilang 1-3 hari. :d* '+' On Tue, Jan 25, 2011 at 11:56 AM, positif01 <[email protected]> wrote: > Thai sudah rekomendasi untuk buy oleh Credit Suisse. Indonesia? > > (Bloomberg): Investors should buy Thai stocks after the benchmark index > fell the most in 15 months, as an improving political outlook and better > earnings prospects outweigh inflation concerns, Credit Suisse Group AG said. > > The SET Index lost 4.3 percent yesterday, the steepest decline since > October 2009. > > > >
