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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Equity Snapshot: April 18, 2023
Following the release of the FY22 results, we revise our earnings estimates for SOE contractors under our coverage. State Budget Recorded Surplus...
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ASEAN Builder's Scoop (16Aug22) - SG Jul22 New Home Sales +71% MoM, Robust Take up Rate ~207%
BSDE invests US$25m in DANA; Stable ops buoy AREIT 2Q22 earnings; Cebu office rentals to remain soft; PAR Mercure KL Glenmarie opening
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