The Week That Was in ASEAN@Smartkarma - GoTo & Baba, Adaro Energy, and Bangkok Dusit Medical
The past week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Adaro Energy (ADRO IJ), Bangkok Dusit Medical Services (BDMS TB), Lippo Karawaci...
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Property: Riding on the Rate Cut Sentiment (OVERWEIGHT)
Historical data shows property stocks’ RNAV discounts tend to fall during a series of rate cuts or when rates plateau post a series of hikes.
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The Stocks to Own in Asia – Vol. 46
We highlight 14 stocks in Asia that look interesting to us based on our FVMR methodology. Portfolio changes: Two stock remains, 12 stocks added.
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Pakuwon Jati - Investment Property Remains an Underappreciated Growth Driver
We resume coverage with a Buy rating and a higher TP of Rp640, as we include new projects but with a slightly higher disc. of 58% to RNAV.
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Property: KTA from Meeting with JLL
According to JLL, office markets still face occupancy issues; Retail rental rates booked healthy growth while Condos remain challenging.
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