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Bumi Serpong Damai (BSDE IJ)
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235
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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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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428 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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417 Views
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bullish
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Cross Asset Strategy
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11 Sep 2023 13:48
The Week That Was in ASEAN@Smarkarma - Sea Ltd & TikTok's Trouble, Astra Building EVs, and AKRA.
The Past week saw insights on Sea (SE US), Astra International (ASII IJ), AKR Corporindo (AKRA IJ), VNG (VinaGame) (VNG US) IPO, and Metro Pacific...
Angus Mackintosh
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484 Views
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bullish
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Cinema XXI
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01 Aug 2023 09:55
Nusantara Sejahtera Raya (Cinema XXI) IPO Trading - Should Be a Steady Listing
Nusantara Sejahtera (Cinema XXI) raised around US$150m in its Indonesia IPO. In this note, we talk about the trading dynamics.
Sumeet Singh
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319 Views
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