Property: Stable 4Q23 Marketing Sales Growth (OVERWEIGHT)
Majority of property developers’ marketing sales showed stable growth of 0-2% yoy in 4Q23, with CTRA showing the strongest at 45% yoy.
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Property - Attractive new markets from IKN development
The Public Private Partnership (PPP) scheme appears a less risky option for developers, while pure investment through Land Allocation (LA) offers...
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Property - Minimal impact from subsidized housing regulation
However, the regulation may only have a limited impact on listed developers due to differences in the price range and the target market segment
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Property - Rallying with Strong Momentum
Indonesian property sector stocks have demonstrated strong performance year to date, outperforming the Jakarta Composite Index (JCI) by 22%
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Macro and Flows Tracker - Positive Market Momentum
While Bank Indonesia's recent meeting highlighted weaker growth signals, stronger expansion of fiscal spending in 2H and election-related funds...
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