Macro and Flows Tracker - Stay Vigilant
While US debt ceiling negotiation remains at a stalemate, inflow appears to have resumed with modest cIDR400b in the 3rd week of May, which we...
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Equity Snapshot: April 12, 2023
Aneka Tambang: Strong start to the year (ANTM.IJ IDR 2,110 BUY.TP IDR 3,500). ANTM has announced solid operational performance in January 2023.
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ASEAN Builder's Scoop (29Mar22) - SG Flexible Office Ranks 3rd Most Pricey
Astra Land Indo/LOGOS forms Indo warehousing JV; Thai resi oversupply risk with record launches; Phils office demand to grow
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ASEAN Builder's Scoop (9Feb22) - MUST Weak 4Q21 Reversions a Concern
MUST weak 4Q21 reversions a concern; AREIT improved occupancy and steady reversions; SG may levy prop-related wealth tax; ASII/HKL/Logos Indo...
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