DMAS IJ: The Opportunity Behind Sojitz Corp.’s Data Center Exposure in Indonesia
Sojitz’s 25% stake gives DMAS a strategic link to Indonesia’s accelerating data-center momentum—but our forensic look at land, recurring economics...
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Primer: Puradelta Lestari (DMAS IJ) - Aug 2026
Dominant Industrial Estate Developer Capitalizing on High-Growth Sectors: Puradelta Lestari is a leading integrated township developer in...
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CrossASEAN Indonesia Strategy - Parting Clouds
The Indonesian stock market was down 2% over the last year despite a flurry of inflows in the summer but this year looks interesting with a new...
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Equity Strategy: 2H25: Positioning for a Growth Rebound
We raise our JCI target to 7,960, factoring in premium from anticipated flow into conglo-group stocks, despite our lower FY25 EPS growth f’cast.
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Property - Overall: KTA from Meeting with JLL
JLL expects landed housing and retail segments to remain strong in FY25F, driven by VAT incentives and stable mall traffic.
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