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Tampilkan postingan dengan label Deutsche Bank. Tampilkan semua postingan

Selasa, 28 Februari 2012

COMPANY ALERT, Jasa Marga, Inflation hedge, Deutsche Bank

Higher inflation following fuel price hike
The government plans to increase fuel price from 1st April 2012 (subject to
Parliament's approval) in order to prevent the budget deficit from exceeding
the maximum threshold 3% of GDP (prescribed by the law) following global
oil price rise to >US$120/bbn. Based on Bank of Indonesia (BI)'s analysis,
they estimate that inflation could reach 7% post the fuel price hike with
base case assumption of Rp1,500 (+33%) increase in fuel price.

Jumat, 17 Februari 2012

Jasa Marga, Implementing regulation could be out soon, Deutsche Bank

Implementing regulation could be out soon
The implementing regulation draft on new land law was submitted to the
State Secretary last week. It is currently under review before being submitted
to the President for approval. Overall, we believe there is a high
probability that this regulation could be out soon (even in this month).