Sentimen dan Analisa Fundamental PANI usai CBDK IPO

Summary

In this discussion, the focus is on the upcoming IPO of CBDK, highlighting key points from the December 13th and 17th meetings. The CBDK IPO features a modest 10% allocation to the public, with nearly all funds being used for the construction of a multi-functional building slated to open in September 2025. Key takeaways include the potential for recurring income through future developments, such as hotels and serviced apartments, and the expected increase in traffic and asset values at the PIK area. The conversation emphasizes the potential benefits for both CBDK and its parent company, PANI, while offering insights on possible market returns and the impact on related investments.

Takeaways

• 😀 The CBDK IPO is set to list on December 13, 2025, with a 10% allocation for the public, expected to be somewhat volatile but with potential for positive movement.
• 😀 The majority of funds raised through the IPO (99%) will be used for the construction of a multi-purpose building that will host events like exhibitions and concerts.
• 😀 The multi-purpose building is expected to begin operations in September 2025, and large-scale events are anticipated to drive traffic to the development.
• 😀 On December 17, 2025, key insights were shared, including that CBDK is shifting to a recurring income business model, focusing on stable income sources like hotels and malls.
• 😀 The recurring income model is expected to stabilize CBDK’s revenue streams, making it more resilient and attractive to investors.
• 😀 The CBDK multi-purpose building is expected to increase traffic to the PIK area, raising awareness of available real estate for investment and potentially boosting asset value.
• 😀 Future plans include the construction of hotels and serviced apartments, taking advantage of improved transportation links to attract tourists and visitors to the PIK area.
• 😀 PANI, the parent company, stands to benefit from CBDK's growth through the development of CBDK’s business and increased traffic to the PIK area.
• 😀 The market capitalization of CBDK is relatively small compared to its parent company PANI, with expectations that CBDK’s growth will positively impact PANI's valuation over time.
• 😀 The expected price movement of CBDK's stock post-IPO is a potential gain of 100% to 200%, though it’s important not to expect dramatic increases like PANI's previous success.

Q & A

What is CBDK's prospect in the market after the IPO?

CBDK's market prospect is expected to be positive, with an anticipated price increase of 1 to 2 times due to its limited public offering and strategic developments. However, it is important to note that the growth may not be as rapid as some other previous IPOs.

Why is the building project important for CBDK?

The building project is significant for CBDK as it will house large-scale events, such as exhibitions and concerts, which are expected to generate recurring income and increase traffic to the area. This will also elevate CBDK's valuation and long-term stability.

When will the multifunctional building be operational?

The multifunctional building is expected to start operating in September 2025, with events anticipated to occur before that time.

How does CBDK's market capitalization compare to its parent company P's?

CBDK's market capitalization is much smaller than P's, with CBDK valued around 20 trillion compared to P's 300 trillion. While CBDK's market impact on P is not expected to be substantial, the development of the multifunctional building could have a more significant long-term effect.

What is the primary use of the funds raised from CBDK's IPO?

The majority of the funds raised from the IPO will be used to finance the construction of the multifunctional building, which will host various events and activities.

What type of income model is CBDK starting to develop?

CBDK is moving towards developing a recurring income model, which is expected to make the company more financially stable. This includes the development of properties like hotels and malls that generate regular, ongoing revenue.

What benefits are expected from the construction of the multifunctional building in PIK?

The construction of the multifunctional building in PIK is expected to draw more visitors, thereby increasing demand for real estate in the area. This, in turn, should boost CBDK's valuation and help with its growth.

How will access to the multifunctional building be improved?

Access to the building will be improved with the construction of a new toll road, which will shorten travel time from Soekarno Hatta Airport and make it easier for tourists to visit PIK.

What is expected to be CBDK's future expansion in terms of property development?

CBDK is considering the development of hotels and service apartments, as the new infrastructure, such as the toll road, will make PIK a more attractive location for tourists and other visitors looking for temporary accommodations.

What are the challenges for investors in CBDK's IPO?

One challenge for investors is the small allocation of shares in CBDK's IPO, which means that many investors may not receive a significant portion. The market reaction is expected to be relatively positive, but not as dramatic as some other high-growth IPOs.