Strategy - Sustaining Growth
The anticipated fiscal expansion and infusion of election funds are poised to bolster consumption within the broader economy.
283 Views
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...
234 Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware's Spike, Erajaya's Ramp-Up, and Leader Energy
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
439 Views
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
405 Views
The Week That Was in ASEAN@Smartkarma - Deltamas on Form, Metrodata Enabling Digital, and DBS & Oil
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
337 Views