Lippo Karawaci: Buying Time To Avert Distress
We initiate our coverage on Lippo Karawaci Tbk Pt (LPKR IJ) (“LK”) with a NEUTRAL recommendation on the LPKRIJ complex and a tactical OVERWEIGHT...
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The Week that Was in ASEAN@Smartkarma - Fiscal Slippage, Indonesian Industry, Thai Hotels
This week's Post-Vesak Day offering of 29 Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and...
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Kawasan Industri Jababeka - Caught in the Headlights - On the Ground in J-Town
Kawasan Industri Jababeka Tbk Pt (KIJA IJ) is exposed to the weakening Rupiah given that two-thirds of its USD exposure through its corporate bonds...
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Indonesia Property - Harnessing the E-Commerce Boom in Indonesia - On the Ground in J-Town
The 7th Annual JLL Indonesia Real Estate Forum in Jakarta saw record attendance, with around 600 real estate clients attending. The room was...
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Indo Real Estate Tax - Who Needs to Pay Up?
Alan Greene did an amazing job explaining how Lippo Malls Indonesia Retail Trust (LMRT SP) business model which derive its revenue from booming...
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