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Bumi Serpong Damai (BSDE IJ)
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224
Analysis
Real Estate
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Indonesia
Bumi Serpong Damai Tbk PT develops real estate including housing infrastructure, commercial and industrial estates, golf courses, and public facilities.
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bullish
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Tower Bersama Infrastructure
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08 Jan 2024 06:10
LQ45 Index Rebalance Preview (Jan): Reading the Tea Leaves
There could be 5 potential changes for the LQ45 Index in January. The potential adds have performed well while the potential deletes are trading...
Brian Freitas
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596 Views
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bullish
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Cross Asset Strategy
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11 Dec 2023 21:46
The Week That Was in ASEAN@Smartkarma - GoTo & TikTok, BliBli's Omnichannel, and Malaysian Banks
The past week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Global Digital Niaga (BELI IJ), Malaysian Banks, Indonesian banks, and Indonesian...
Angus Mackintosh
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352 Views
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bullish
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Cross Asset Strategy
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04 Dec 2023 23:35
The Week That Was in ASEAN@Smartkarma - Indofood's On Track, ROTI's Rising, and BliBli's Omnichannel
The past week has seen insights on Indofood CBP Sukses (ICBP IJ), PT Nippon Indosari Corpindo (ROTI IJ), Global Digital Niaga (BELI IJ), OCBC (OCBC...
Angus Mackintosh
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418 Views
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bullish
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Cross Asset Strategy
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15 Oct 2023 17:03
Indonesian Strategy - Election Race Hots Up Amidst Profits Recovery
We explore the prospects across different sectors in Indonesia with a positive view on banks, retail, consumer staples, property, and Astra...
Angus Mackintosh
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1.1k Views
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bullish
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Thematic (Sector/Industry)
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14 Oct 2023 09:44
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Broker
Property - Attractive new markets from IKN development
The Public Private Partnership (PPP) scheme appears a less risky option for developers, while pure investment through Land Allocation (LA) offers...
BRI Danareksa Research
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414 Views
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