- Corporate earnings in Indonesia grow by 16% in 2012
- Sectors overweight: Consumer, Heavy Equipment, Infrastruture, Cement, Property and Coal
- Consumer Counter for short term investment:ASII (Target price: IDR 82.50), INDF (target price: IDR 7.50), ICBP (target price: IDR 6.10), ROTI (target price: IDR 4.35), MNCN (target price: IDR 1.65), IDKM (target price: IDR 1.75)
- Heavy Equiment for short term investment: UNTR IJ (target price: IDR 33.30), HEXA IJ (target price: IDR 13.50)
- Cement for long term investment: INTP IJ (target price: IDR 20.00), SMGR IJ (target price: IDR 12.50)
- Property for Long term investment: ASRI (target price: IDR 775), CTRA (target price: 660), LPKR (target price: IDR 930), MDLN (target price: IDR 580), BEST (target price: IDR 460), SMRA (target price: IDR 1.60), BSDE (target price: IDR 1.58), SSIA (target price: IDR 1.29), CTRS (target price: IDR 2.70)
- Coal for Long term investment: PTBA (target price: IDR 22.20), HRUM (target price: IDR 9.90), KKGI (target price: IDR 8.95), MBSS (target price: IDR 2.00)
- Top 5 performer counters in 2011: MASA, SSIA, AKRA, ASRI, MAPI - average return of 189%
- Top 4 stocks in 2012:
- ARWANA CITRA MULIA (target price: Rp 960) which is a ceramic tiles company
- CIPUTRA SURYA (target price: Rp 3,050) which is a maiden project pioneer of a township development in west Surabaya
- MALINDO FEEDMILL (target price: Rp 1,9000) which is a poultry company)
- NIPPON INDOSARI (target price: Rp 4,350) which is a bread maker company)
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