‎​The strategy investment for Indonesia Market on fuel hike

‎​The strategy investment for Indonesia Market on fuel hike:

From JPM perspective:
"our regional tactical stance has turned more positive on ASEAN, raising Indonesia back to Over Weight (from Neutral)".

From Macquire perspective
:𐂃The Indonesian parliament will decide in the next few days on raising subsidized fuel prices by about 33% effective 1 April 2012 along with the removal of Article 7.6 of the State Budget law. The move which we think is likely to happen should ease some of the fiscal burden and provide flexibility for the government to react to higher oil prices. We believe the impact on the domestic economy will be limited and hence consider it a non-event for equity investors. We maintain our top Outperform ideas as shown on the left table.

From Citi perspective:
 Maintain positive view on the fuel price hike and also positive longer-term — Weview the government's decision to increase the subsidized fuel price is positive longtermas subsidy reform corrects the misallocation in spending (last year subsidyspending was higher than capital spending). Fuel subsidy accounted for 19.8% ofgovernment spending and 3.4% of Indonesia's GDP in 2011. Therecould be some impact on the inflation, but with rates still relatively low we think themarket will continue to perform well. We maintain our positive view on the market withan index target for year end of 4,450. We continue to like BNI, Mandiri, Adaro, UnitedTractors, Indomobil, Harum Energy, and Jasa Marga.
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