2010年印尼证券市场投资策略报告

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【出版时间及名称】：2010年印尼证券市场投资策略报告
        【作者】：BNP百富勤
        【文件格式】：PDF
        【页数】：28
        【目录或简介】：
Contents
1) Investment Summary................................................................................................................................................................. 3
Key themes ........................................................................................................................................................................ 3
Key concerns ..................................................................................................................................................................... 3
Target index of 3,100 ......................................................................................................................................................... 3
Top picks............................................................................................................................................................................ 3
2) Domestic consumption – still the back bone........................................................................................................................... 4
Rising per capita income.................................................................................................................................................... 4
Urbanization to support the emergence of the middle income class ................................................................................... 4
Decentralising and diversifying growth ............................................................................................................................... 6
3) Interest rate cycle to remain favourable................................................................................................................................... 9
Interest rate to remain benign in 2010................................................................................................................................ 9
Limited impact to households............................................................................................................................................. 9
What can derail this mild scenario?.................................................................................................................................. 10
4) The return of the capex cycle.................................................................................................................................................. 12
5) The first 100 days – what can we expect?.............................................................................................................................. 14
Infrastructure – moving ahead full steam? ........................................................................................................................ 14
Implementing regulation for the new mining law – forthcoming?....................................................................................... 16
Corruption eradication – will we see good news? ............................................................................................................. 17
6) Target index of 3,100................................................................................................................................................................ 18
2009: A turnaround year................................................................................................................................................... 18
Re-rating to continue….................................................................................................................................................... 18
…but stock picking is now key ......................................................................................................................................... 20
Top picks.......................................................................................................................................................................... 20

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