Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Thematic (Sector/Industry)

<p><a href="https://www.smartkarma.com/profiles/667" target="_blank" data-smartkarma-citation="accounts:667">Alan Greene</a> did an amazing job explaining how <a href="https://www.smartkarma.com/entities/10946" target="_blank" data-smartkarma-citation="entities:10946:1">Lippo Malls Indonesia Retail Trust (LMRT SP)</a> business model which derive its revenue from booming Indonesian middle class that has more spending power (hence in IDR) yet Lippo Malls REIT receives its financing in SGD. The income-expense currency mismatch could swing either way; hurting or helping the P/L. </p><p>The recent announcement from the Indonesian tax regulator that all income earned from building and land leases in Indonesia will be subjected to 10% withholding tax. In this report, a couple of real estates and property development companies' balance sheet are looked through to find out what are their exposure to the taxable sector and how much is the impact on the pre-tax margin. </p>

Alan Greene did an amazing job explaining how Lippo Malls Indonesia Retail Trust (LMRT SP) business model which derive its revenue from booming Indonesian middle class that has more spending power (hence in IDR) yet Lippo Malls REIT receives its financing in SGD. The income-expense currency mismatch could swing either way; hurting or helping the P/L. The recent announcement from the Indonesian tax regulator that all income earned from building and land leases in Indonesia will be subjected to 10% withholding tax. In this report, a couple of real estates and property development companies' balance sheet are looked through to find out what are their exposure to the taxable sector and how much is the impact on the pre-tax margin. 

Indo Real Estate Tax - Who Needs to Pay Up?

Indonesia

PT Mega Manunggal Property Tbk is a warehouse provider. The Company leases industrial properties focusing on office buildings and logistics warehouses.

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Mega Manunggal Property Tbk (MMLP IJ)

Indo Real Estate Tax - Who Needs to Pay Up?

Alan Greene did an amazing job explaining how Lippo Malls Indonesia Retail Trust (LMRT SP) business model which derive its revenue from booming...

Henry Soediarko

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