Arwana Citramulia (ARNA IJ) (Buy) - Back on track
GH FJARNA posted record quarterly revenue and NPAT in 2Q26...
CONSTRUCTION MATERIALS Arwana Citramulia ARNA ARNA JK ARNA IJ Gerald hugo Felix Justin
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Pakuwon Jati (PWON IJ) (Buy) - Steady recurring assets growth
GH FJPWON posted in-line 1Q26 results, with revenue at...
PROPERTY Pakuwon Jati PWON PWON JK PWON IJ Gerald Hugo Felix Justin
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Arwana Citramulia (ARNA IJ) (Buy) - Strong demand, temporary hiccup
GH FJARNA posted 1Q26 results below our expectation...
CONSTRUCTION MATERIALS Arwana Citramulia ARNA ARNA JK ARNA IJ Gerald Hugo Felix Justin
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Summarecon Agung (SMRA IJ) (Buy) - Strong pre-sales provide positive earnings outlook
GH FJWe have turned more positive on SMRA due to...
PROPERTY Summarecon Agung SMRA SMRA JK SMRA IJ Gerald Hugo Felix Justin
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Bumi Serpong Damai (BSDE IJ) (Buy) - Aiming a higher asset turnover
GH FJBSDE recorded FY25 pre-sales of IDR10tn (+3% y-y)...
PROPERTY Bumi Serpong Damai BSDE BSDE JK BSDE IJ Gerald Hugo Felix Justin
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Pakuwon Jati (PWON IJ) (Buy) - Recurring assets provide strong moat
GH FJPWON delivered robust results for FY25...
PROPERTY Pakuwon Jati PWON PWON JK PWON IJ Gerald Hugo Felix Justin
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Indonesia property - Remain selectively positive
GH FJAggregate presales under our real estate coverage reached...
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Ciputra Development (CTRA IJ) (Buy) - Navigating a stringent mortgage environment
GH FJCTRA delivered solid financial results in FY25, with revenue...
PROPERTY Ciputra Development CTRA CTRA JK CTRA IJ Gerald Hugo Felix Justin
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Property & Building Materials - 3Q25 results recap: mixed performance
GH FJWe review 3Q25 results across our coverage in the property, industrial estate...
PROPERTY Property And Building Materials Gerald Hugo Felix Justin