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Bumi Serpong Damai (BSDE IJ)
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265
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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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10 Oct 2022 21:54
The Week That Was in ASEAN@Smartkarma - Metrodata Electronics, JCNC's Discount, and SCB in Thailand
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
Angus Mackintosh
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320 Views
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bullish
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Cross Asset Strategy
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26 Sep 2022 08:25
The Week That Was in ASEAN@Smartkarma - Astra International, Ace Hardware, and DTAC's Merger
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
Angus Mackintosh
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325 Views
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bullish
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Thematic (Sector/Industry)
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16 Aug 2022 10:17
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Broker
ASEAN Builder's Scoop (16Aug22) - SG Jul22 New Home Sales +71% MoM, Robust Take up Rate ~207%
BSDE invests US$25m in DANA; Stable ops buoy AREIT 2Q22 earnings; Cebu office rentals to remain soft; PAR Mercure KL Glenmarie opening
SCCM Asia Research
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217 Views
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bullish
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Cross Asset Strategy
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15 Aug 2022 21:45
The Week That Was in ASEAN@Smartkarma - Alfamart's Growth, Comfort Delgro, and The Keepers
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
Angus Mackintosh
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343 Views
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bullish
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Thematic (Sector/Industry)
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05 Aug 2022 09:37
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Broker
ASEAN Builder's Scoop (5Aug22) - FLT Robust Reversions +ve Surprise
ELITE higher mid-year portfolio valuation; AREIT buys Philips APAC Centre at +0.3% DPU accretion; BSDE 1H22 mktg sales reached 61% FY target; FLI...
SCCM Asia Research
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240 Views
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