REMINDER Fr Credit Suisse:

MSCI has announced changes to its index on 15th November 2012, and these changes will be traded at the close 30th November 2012 (except for The Philippines which is closed on the 30th, where the changes will be traded a day earlier).

Sales commentary: There are five changes for Indonesia:
1) the deletion of Vale Indonesia (INCO, Not Rated);
2) the addition of Global Mediacom (BMTR, Not Rated);
3) the addition of Media Nusantara Citra (MNCN, O, PT Rp2,700);
4) Share and free float increase for XL Axiata (EXCL, O, PT Rp8,000); and
5) Share increase for Bank Mandiri (BMRI, O, PT Rp11,000).

The highest impact buys/sells for Indonesia would be:
1) BMTR with estimated US$57 mn buys;
2) MNCN with US$40 mn buys;
3) EXCL with US$21 mn buys; and
4) INCO with US$26 mn sells. BMRI, however, is not included in Indonesia impact buys/sells list.

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By : Listri Valsa
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