Property - Overall: KTA from Meeting with JLL
JLL expects landed housing and retail segments to remain strong in FY25F, driven by VAT incentives and stable mall traffic.
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Equity Strategy: Tracking the Growth Momentum
We retain our FY25-end JCI target of 7,350 for now (implying 13.7x PE). From our ‘value’ picks, we continue to like INTP, BBRI, CTRA, MIKA.
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Property: Picking Quality Names to Ride the Rate Cut Sentiment (OVERWEIGHT)
Property stocks tend to re-rate ahead of or during rate cuts, even though pre-sales remain more dependent on product mix and launches.
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LQ45 Index Rebalance Preview (Apr 2025): Identifying Potential Index Changes
We have identified potential changes for the LQ45 Index in April. The potential adds have traded in line with the deletes. Historically, adds and...
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The Week That Was in ASEAN@Smartkarma - GoTo Gojek Tokopedia, Sarimelati Kencana, and Gulf Energy
The past week saw insight on GoTo Gojek Tokopedia Tbk PT (GOTO IJ), Sarimelati Kencana PT (PZZA IJ), CNMC Goldmine Holdings (CNMC SP), and Gulf...
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