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Bumi Serpong Damai (BSDE IJ)
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265
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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Sinarmas Land
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28 Apr 2025 12:15
Sinarmas Land: Bumping Fades Despite IFA Opining Not Fair
This deserved a bump. But that scenario appears increasingly less likely. If illiquid arbs are your thing, and already in, I'd hit the bid. If not...
David Blennerhassett
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592 Views
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bullish
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Cross Asset Strategy
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07 Apr 2025 22:58
The Week That Was in ASEAN@Smartkarma - GoTo Gojek Tokopedia, Sarimelati Kencana, and Gulf Energy
The past week saw insight on GoTo Gojek Tokopedia Tbk PT (GOTO IJ), Sarimelati Kencana PT (PZZA IJ), CNMC Goldmine Holdings (CNMC SP), and Gulf...
Angus Mackintosh
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442 Views
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bullish
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Cross Asset Strategy
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01 Apr 2025 17:23
The Lebaran Week That Was in ASEAN@Smartkarma - MAPI, CLEO, and Berli Jucker
The past week saw insights on Mitra Adiperkasa (MAPI IJ), Sariguna Primatirta Tbk PT (CLEO IJ), Global Digital Niaga (BELI IJ), Prodia (PRDA IJ),...
Angus Mackintosh
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345 Views
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bullish
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Cross Asset Strategy
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10 Mar 2025 21:27
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Astra International, and Cimory
The past week saw insights on Sea Ltd (SE US), Astra International (ASII IJ), Cisarua Mountain Dairy (CMRY IJ), Central Pattana Pub (CPN TB), and...
Angus Mackintosh
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388 Views
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bullish
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Cross Asset Strategy
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17 Feb 2025 22:54
The Week That Was in ASEAN@Smartkarma - Kalbe Farma, Indosat & AI, and Bank Rakyat Indonesia
The past week saw insights on Kalbe Farma (KLBF IJ), Indosat Tbk PT (ISAT IJ), Bank Rakyat Indonesia (BBRI IJ), DBS (DBS SP), and Paragon REIT...
Angus Mackintosh
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526 Views
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