All these years there have been recurrent calls to increase
infrastructure investments, yet the growth is not sufficient to help Indonesia
fulfill its economy potential. With the new government on board, infrastructure
is expected to be a top priority, thus providing a positive catalyst for JSMR
business. While we are aware that the fruit of this policy will be felt in the
middle to long term, JSMR short term performance is also looking attractive. In
9M14, JSMR top and bottom line booked solid growth yoy by 16.3% and 11.3%
respectively. BUY
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