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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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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Lucror Analytics - Morning Views Asia
In today's Morning Views publication we comment on developments of the following high yield issuers: Fosun International, Pakuwon Jati, Adani Green...
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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...
442 Views
The Lebaran Week That Was in ASEAN@Smartkarma - MAPI, CLEO, and Berli Jucker
The past week saw insights on Mitra Adiperkasa (MAPI IJ), Sariguna Primatirta Tbk PT (CLEO IJ), Global Digital Niaga (BELI IJ), Prodia (PRDA IJ),...
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