Cempaka Business and Economy: Indonesia Stock Index May Add 13%, Credit Suisse Says

"A Summary" – Apr 2, 2011 (Kryon channelled by Lee Carroll) (Subjects: Religion, Shift of Human Consciousness, 2012, Intelligent/Benevolent Design, EU, South America, 5 Currencies, Water Cycle (Heat up, Mini Ice Ace, Oceans, Fish, Earthquakes ..), Middle East, Internet, Israel, Dictators, Palestine, US, Japan (Quake/Tsunami Disasters , People, Society ...), Nuclear Power Revealed, Hydro Power, Geothermal Power, Moon, Financial Institutes (Recession, Realign integrity values ..) , China, North Korea, Global Unity,..... etc.) - (Text version)

"The Timing of the Great Shift" – Mar 21, 2009 (Kryon channelled by Lee Carroll) - (Text version)

“ … Here is another one. A change in what Human nature will allow for government. "Careful, Kryon, don't talk about politics. You'll get in trouble." I won't get in trouble. I'm going to tell you to watch for leadership that cares about you. "You mean politics is going to change?" It already has. It's beginning. Watch for it. You're going to see a total phase-out of old energy dictatorships eventually. The potential is that you're going to see that before 2013.
They're going to fall over, you know, because the energy of the population will not sustain an old energy leader ..."

"Update on Current Events" – Jul 23, 2011 (Kryon channelled by Lee Carroll) - (Subjects: The Humanization of God, Gaia, Shift of Human Consciousness, 2012, Benevolent Design, Financial Institutes (Recession, System to Change ...), Water Cycle (Heat up, Mini Ice Ace, Oceans, Fish, Earthquakes ..), Nuclear Power Revealed, Geothermal Power, Hydro Power, Drinking Water from Seawater, No need for Oil as Much, Middle East in Peace, Persia/Iran Uprising, Muhammad, Israel, DNA, Two Dictators to fall soon, Africa, China, (Old) Souls, Species to go, Whales to Humans, Global Unity,..... etc.)

"The Recalibration of Awareness – Apr 20/21, 2012 (Kryon channeled by Lee Carroll) (Subjects: Old Energy, Recalibration Lectures, God / Creator, Religions/Spiritual systems (Catholic Church, Priests/Nun’s, Worship, John Paul Pope, Women in the Church otherwise church will go, Current Pope won’t do it), Middle East, Jews, Governments will change (Internet, Media, Democracies, Dictators, North Korea, Nations voted at once), Integrity (Businesses, Tobacco Companies, Bankers/ Financial Institutes, Pharmaceutical company to collapse), Illuminati (Started in Greece, with Shipping, Financial markets, Stock markets, Pharmaceutical money (fund to build Africa, to develop)), Shift of Human Consciousness, (Old) Souls, Women, Masters to/already come back, Global Unity.... etc.) - (Text version)

“… The Shift in Human Nature

You're starting to see integrity change. Awareness recalibrates integrity, and the Human Being who would sit there and take advantage of another Human Being in an old energy would never do it in a new energy. The reason? It will become intuitive, so this is a shift in Human Nature as well, for in the past you have assumed that people take advantage of people first and integrity comes later. That's just ordinary Human nature.

In the past, Human nature expressed within governments worked like this: If you were stronger than the other one, you simply conquered them. If you were strong, it was an invitation to conquer. If you were weak, it was an invitation to be conquered. No one even thought about it. It was the way of things. The bigger you could have your armies, the better they would do when you sent them out to conquer. That's not how you think today. Did you notice?

Any country that thinks this way today will not survive, for humanity has discovered that the world goes far better by putting things together instead of tearing them apart. The new energy puts the weak and strong together in ways that make sense and that have integrity. Take a look at what happened to some of the businesses in this great land (USA). Up to 30 years ago, when you started realizing some of them didn't have integrity, you eliminated them. What happened to the tobacco companies when you realized they were knowingly addicting your children? Today, they still sell their products to less-aware countries, but that will also change.

What did you do a few years ago when you realized that your bankers were actually selling you homes that they knew you couldn't pay for later? They were walking away, smiling greedily, not thinking about the heartbreak that was to follow when a life's dream would be lost. Dear American, you are in a recession. However, this is like when you prune a tree and cut back the branches. When the tree grows back, you've got control and the branches will grow bigger and stronger than they were before, without the greed factor. Then, if you don't like the way it grows back, you'll prune it again! I tell you this because awareness is now in control of big money. It's right before your eyes, what you're doing. But fear often rules. …”

Monday, August 31, 2009

Indonesia Stock Index May Add 13%, Credit Suisse Says

Bloomberg, By Shiyin Chen

Aug. 31 (Bloomberg) -- Indonesia’s Jakarta Composite Index, the world’s third-best performer this year, may rise 13 percent by the end of 2010, helped by growth and stability that was last seen more than a decade ago, Credit Suisse Group AG said.

The brokerage raised its forecast for the index to 2,685 from 2,276, while retaining an “overweight” rating for the market, according to a report by Credit Suisse analyst Arief Wana. The index climbed 0.9 percent to 2,377.25 on Aug. 28, and fell 1 percent to 2,352.90 as of 11:56 a.m. in Jakarta.

“The stronger social-political environment, led by the strong mandate of reelected President Susilo Bambang Yudhoyono, an earnings recovery and a low interest rate environment are likely to spur a rerating of the Indonesian market,” the analyst wrote. “The last period that we saw this was 1992 to 1997.”

The Jakarta Composite has gained 75 percent this year, trailing behind only Peru and Turkey gauges among 89 benchmark indexes tracked by Bloomberg. Yudhoyono’s reelection last month raised expectations the government will maintain policies that helped the economy expand 4 percent in the second quarter and curb inflation to a nine-year low.

The index may return to the record 2,830.26 reached in January last year within the next 12 months, PT Batavia Prosperindo Aset Manajemen said earlier this month. Automotive, banks and property stocks may lead gains, said Ruddy Raharjo, head of investment at Batavia, Indonesia’s sixth-best performing fund in the past five years.

‘Pricey’ Valuation

The gains have made valuations “pricey” and the benchmark index will likely stay at around 2,300 and 2,400 for a few months, said Suherman Santikno, head of research at Batavia. The gauge is valued at 30.75 times earnings, compared with the four- year average of 17.31, data compiled by Bloomberg showed.

“Businesses are still slow and yet share prices have gone up like crazy,” Santikno said in an interview in Jakarta today.

The government forecasts economic growth to slow to 4.3 percent this year from 6.1 percent in 2008 as the global recession reduces demand for export products.

The economy , Southeast Asia’s biggest, may expand by more than 5 percent next year, bolstered by a recovery in the global economy, Finance Minister Sri Mulyani Indrawati said on Aug. 24. Still, inflation may accelerate to more than 5 percent next year partly because of higher demand for goods, Sri Mulyani added.

PT United Tractors, Indonesia’s biggest heavy equipment seller, and PT Astra International, the nation’s biggest auto retailer, are among the brokerage’s top picks in the market. They also favor PT Indofood Sukses Makmur, PT Bank Rakyat Indonesia and PT Perusahaan Gas Negara.

Earnings per share may grow 17 percent among the Indonesian companies covered by Credit Suisse, the analyst wrote. The risks to those estimates are “on the upside,” especially for commodity companies, according to the report.

To contact the reporter on this story: Shiyin Chen in Singapore at schen37@bloomberg.net

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Monday, August 31, 2009

Indonesia Stock Index May Add 13%, Credit Suisse Says

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