Primer: Summarecon Agung (SMRA IJ) - Aug 2026
Summarecon Agung is a leading Indonesian property developer with a resilient, integrated township model that combines property development with...
95 Views
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...
819 Views
Property: VAT Discount Continuation and Better Liquidity to Support FY26 Pre-Sales (OVERWEIGHT)
We maintain our OW rating as it still trades at discount vs. historical 5- yrs. with improved pre-sales. Key risks is on peaking local fund position.
356 Views
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.
297 Views
Property: Picking Quality Names to Ride the Rate Cut Sentiment (OVERWEIGHT)
Property stocks tend to re-rate ahead of or during rate cuts, even though pre-sales remain more dependent on product mix and launches.
332 Views