What smart money is saying about Pakuwon Jati
PWON.JK
No fund has written a full thesis on Pakuwon Jati in our archive, but 1 fund letter reports a position in it, most recently Antipodes Global SMID Active ETF in June 2026.
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1
Reported positions
1
Bought
0
Sold
1
Letter
Position history
Every position in Pakuwon Jati on record in the archive was reported in Q2 2026, across 1 fund letter, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position · 1 move
- June 2026
“• Pakuwon Jati (-30%) detracted as Indonesia was the weakest major emerging market over the Quarter amid persistent foreign institutional selling, a weakening rupiah and soft commodity prices. The decline was macro- driven: the business model, premium lifestyle shopping centres, office towers, serviced apartments and hotels across irreplaceable Tier 1 locations, is fundamentally sound, with no deterioration in operating performance or competitive position. We continue to view the valuation as deeply attractive relative to the asset quality and the long-term urbanisation and consumption story in Indonesia’s major cities, and have been adding to the position.”
Pakuwon Jati
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