Indonesia strategy:Asia marketing feedback
类型:宏观经济 机构:麦格理证券股份有限公司 研究员:麦格理证券研究所 日期:2017-01-04
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We spent 2 weeks meeting c. 55 investors across Asia marketing our FY17outlook and major bank re-initiations. Investor reception towards Indonesiawas broadly positive with our ‘domestic quality cyclical’ positioning agreed.
Major points of difference on stock selections involved major banks (BNI onvalue) and investors indicated a preference for contractors over propertystocks. The key current risk on Jakarta Gubernatorial elections polarisedopinions, with a majority believing the mid-Feb election a non-event.
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