Lippo Karawaci (LPKR IJ) - Building Solid Foundations
Lippo Karawaci's results made for interesting reading with underlying profitability improving in its real estate and lifestyle segments as it...
413 Views
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.
301 Views
Bumi Serpong Damai - Well-Connected Township Remains Key Selling Points...
BSDE's projects boast the key value-add of strong connectivity, which we expect to support a 4% CAGR growth in FY24F-26F core pre-sales.
375 Views
BSDE IJ - More Focus On Residential and Shop-House
BSDE recorded revenues of IDR7.3tn in 1H24 or grew by 67.9% YoY (vs IDR5.0tn in 1H23). Sales from residential, land, and commercial sectors,...
942 Views
The Week That Was in ASEAN@Smartkarma - Bank Rakyat Indonesia, BFIN, Prodia, and Shakey's Pizza
The past week saw insights on Bank Rakyat Indonesia, Prodia (PRDA IJ), BFI Finance Indonesia (BFIN IJ), Bumrungrad Hospital (BH TB), and Shakey's...
330 Views