PTBA, ADRO, BBNI, BBRI - Kedai Saham

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Thursday, November 17, 2011

PTBA, ADRO, BBNI, BBRI

Bahana Sec (DX):::
Based on this 4Q11 expected performance, we see trading opportunities for investors in coal with top picks in Bukit Asam (PTBA) and Adaro Energy (ADRO).  Additionally, we retain our positive view on domestic plays with preferred exposure in banks: Bank Rakyat Indonesia (BBRI), Bank Negara Indonesia (BBNI); property Alam Sutera (ASRI); and consumer: Unilever Indonesia (UNVR), Indofood Consumer Branded Products (ICBP).  
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