Property: FY25 Outlook: Picking the Winners Amid Industry Challenges (OVERWEIGHT)
We expect the VAT & BPHTB incentives, which have evidently aided buyers’ affordability and developers’ pre-sales, to continue until 2H25.
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LQ45 Index Rebalance Preview (Jan 2025): Identifying Potential Index Changes
We have identified potential changes for the LQ45 Index in January. The potential adds have been outperforming the deletes. Historically, adds and...
815 Views
The Week That Was in ASEAN@Smartkarma - Indosat's AI, MAPI's Expansion, and BliBli's Omnichannel
The past week saw insight on Indosat (ISAT IJ), Mitra Adiperkasa (MAPI IJ), Global Digital Niaga Tbk PT (BELI IJ), Singapore Post (SPOST SP), and...
466 Views
Summarecon Agung - Soft Pre-Sales but Remains a Bargain in the Sector
We maintain our Buy rating with a lower TP of Rp800, as we assigned a higher disc. to RNAV to incorporate a weaker pre-sales outlook.
410 Views
The Week That Was in ASEAN@Smartkarma - Grab's High-Value Boost, Sea's Shopee in Profit, and Keepers
The past week saw insights on Grab Holdings (GRAB US), Sea Ltd (SE US), Avarga Ltd (AVARGA SP), The Keepers Holdings (KEEPR PM), and Jollibee Foods...
444 Views