I believe sector Industrial Area, Property, Food (Poultry) and certain Industry will record good return once JKSE start to rise.
I still believe Investment will come soon after this Pandemic over whether Omnibus Law will be signed or not. So I think Industrial Area Stocks (BEST, DMAS and SSIA) are my choice.
Consumption is proven to be resilient and that is why I believe HOKI (rice) and Poultry (JPFA and MAIN) will be a top choice.
Young demography means the needs of housing will remain high so I think CTRA as a low property class player will be a top choice. Going to the mall is still a preferred vacation and leisure time for many people so PWON should recover their tenancy rate.
Lastly, to support next economy growth, Indonesia need supporting industry such as ESSA (gas and ammonia gas player). Also, I think furniture product demand will be high accordingly with the rise in property demand. That is why I prefer WOOD.
I still believe Investment will come soon after this Pandemic over whether Omnibus Law will be signed or not. So I think Industrial Area Stocks (BEST, DMAS and SSIA) are my choice.
Consumption is proven to be resilient and that is why I believe HOKI (rice) and Poultry (JPFA and MAIN) will be a top choice.
Young demography means the needs of housing will remain high so I think CTRA as a low property class player will be a top choice. Going to the mall is still a preferred vacation and leisure time for many people so PWON should recover their tenancy rate.
Lastly, to support next economy growth, Indonesia need supporting industry such as ESSA (gas and ammonia gas player). Also, I think furniture product demand will be high accordingly with the rise in property demand. That is why I prefer WOOD.