ASEAN (Indo) & China-focused. Ex-Deputy HoR UBS.

Johannes Salim, CFA

Equity Bottom-Up

<ul><li>Conference call with Mr. Hary Tanoesoedibjo reveals that <a href="https://www.smartkarma.com/entities/20679" target="_blank" data-smartkarma-citation="entities:20679:1">Mnc Investama Tbk Pt (BHIT IJ)</a> would focus on three core businesses: media, financial services, and property.</li><li>Overall tone of Mr. Tanoesoedibjo is optimistic, with property being the new growth driver.</li><li>Media business (75% of BHIT's revenue in 1H17) hits flattish growth, owing to weaker than expected domestic consumption recovery.</li><li>Another big question is if he, openly admiring Trump, will run for president in 2019.  </li></ul>

Conference call with Mr. Hary Tanoesoedibjo reveals that Mnc Investama Tbk Pt (BHIT IJ) would focus on three core businesses: media, financial services, and property.Overall tone of Mr. Tanoesoedibjo is optimistic, with property being the new growth driver.Media business (75% of BHIT's revenue in 1H17) hits flattish growth, owing to weaker than expected domestic consumption recovery.Another big question is if he, openly admiring Trump, will run for president in 2019.  

MNC Investama: Conference Call with the Chairman