Berikut katalis positif saham sektor property :
- Penguatan rupiah dampak melemahnya dollar setelah rilis data inflasi yang turun di bawah konsensus yang membuat peluang The Fed naikan suku bunga lagi semakin kecil. Fed pause cenderung diikuti penurunan USD. Lihat data di bawah ini
- The Return of VAT Discounts.
- Momentum for property; strong 3Q23 marketing sales; October launches. Growing marketing-sales by +60% QoQ and +12% YoY are great achievements by the CTRA, PWON and SMRA.
- This is more evidence that the Indonesian property market is enjoying sustainable demand from real home-end buyers.
- It does not stop here. The ‘October Party’ has just started, as October is the month when developers launch more projects.
- SMRA keeps trying to catch up and management has indicated more launches in 2H23 (ie, ‘Super Bogor’ in Aug). Next is its catchy Gen-Z cluster called Strozzi in Summarecon Serpong, with prices between Rp2-3bn and a 84-96sqm land size.
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