Reasonable profitable trading/investing prospect of 2011, ASII? (look at the
bottom of this note).

The major US market averages finished June 1 near their worst levels of the
session, with all three losing close to 2.3%.

*Financial shares lagged the broader market, and were the worst performing
sector* within the S&P 500. As a whole the group *lost 3.5%*, *with US
leading bank index (KBW Bank Index) slumped -4,11%*. Meanwhile, *NASDAQ OMX
Global Coal Index*, consisting of 29 coal producers worldwide,*only dropped
-0,62%* after counting declining US coal companies.

*Past weeks diary:*

-May 26, Goldman Sachs: Lower US S&P 500 year-end 2011 price target to 1450
from 1500, and emphasize at sector level the largest changes in earnings
estimates for $2 *increase in Energy* 2012 EPS and a $2 *decrease in
Financials *earnings and a *smaller negative revision to Consumer
Discretionary*.

-May 27, Morgan Stanley: Downgrade Indonesian equities to UW (underweight)
or commonly known as "Sell" following the same status for Thai equities on
May 25. At the same time, Morgan Stanley announced to include Indonesian
coal producer, PT Indo Tambangraya Megah (ITMG) replacing Perusahaan Gas
Negara (PGN), into its Equity Strategy Focus List for GEMs (Global Emerging
Markets) and APxJ (Asia Pacific ex Japan), each consists of 20 tight
selected stock only. GEMs is based on MSCI Emerging Market Index covering 21
countries, while APxJ is  based on MSCI AC (All Country) Asia ex Japan Index
covering 10 developed and emerging market country.

May 27, Goldman Sachs: Upgrade Indonesian-led ASEAN coal industry to Neutral
from Cautious. At the same time, Goldman Sachs raised all Indonesian coal
producers target prices.

*ASII*
*
*
Trading houses set fundamental target price (TP) to be reached within
12-month. The target describes if there is upside or downside potential
within a year. If a stock price is under the TP, potential upside remains.
If a stock price is above the TP, no potential upside left, downside is
expected. If a stock price is precisely or at narrow band of TP, significant
gain potential percentage should be set for the remainder 6 months, waiting
period of 2011 trading year.

-Goldman Sachs TP in our previous posting (
http://groups.yahoo.com/group/saham/message/118287): IDR49,000, as seen at
the following chart. ASII latest closing price IDR, June 1, IDR59,100.
Objectively expensive or reasonably profitably cheap for holding?

[image: GS-ASII TP (March 2011).png]

'+'

<<GS-ASII TP (March 2011).png>>

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