Summarecon Agung - Inline 1H24 Pre-Sales
SMRA’s 1H24 pre-sales of Rp1.72tr only formed 34% of its FY24F target, yet we deem this expected as it aims to backload sales in 2H24.
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Summarecon Agung (SMRA IJ) - Growth in Investment Property and Lower Fin. Costs
SMRA booked core net profits of IDR242 billion in 2Q23 (+8% y-o-y, 33% q-oq), representing 24% of our FY23 forecast. The 1H23 core profits reached...
216 Views
LQ45 Index Rebalance Preview (Feb 2022): Potential Changes Later This Month
Changes to the LQ45 Index will be announced soon & become effective after the close on 31 Jan. We see three potential changes. The adds outperform...
619 Views
Property Sector - The Dawn of a Promising Upsurge
Meanwhile, the strength of the property market in Bali was primarily supported by the tourism sector and several policies and incentives that allow...
186 Views
The Week That Was in ASEAN@Smartkarma - Berli Jucker's Big C, Matahari Department Store, and BREN
The past week saw insights on Berli Jucker (BJC TB), Matahari Department Store (LPPF IJ), Sermsuk PCL (SSC TB), Barito Renewables Energy (BREN IJ),...
192 Views