Akuisisi Top Global, Analis Rekomendasi Buy Saham BSDE | Kontan News

Summary

PT Bumi Serpong Damai Tbk (BSD) has become increasingly attractive after acquiring 91.99% of PT Suryaamas Duta Makmur (SMDM). This strategic move, finalized on October 23, 2024, is expected to enhance BSD's performance, especially in the thriving housing market and low interest rate environment. Analysts recommend buying BSD shares, projecting a target price of Rp1,400 to Rp1,500 by early 2025. The acquisition is seen as a positive catalyst for BSD, strengthening its position in the property sector and expanding its business portfolio.

Takeaways

• 📈 PT Bumi Serpong Damai Tbk (BSDE) has become more attractive after acquiring 91.99% of PT Suryaamas Duta Makmur Tbk (SMDM).
• 💰 The acquisition price for SMDM shares was set at Rp531 per share.
• 📅 The share acquisition transaction took place on October 23, 2024.
• 🏘️ BSD's acquisition of SMDM is expected to improve its performance, especially given the high demand for housing in the BSD area.
• 🔽 Low interest rates are anticipated to decrease property loan rates, enhancing sales.
• 📊 Suoyo from Resuarag Investa recommends buying BSDE shares with a target price of Rp1,400 to Rp1,500 by early 2025.
• 🔍 Vikii Rosalinda from KWOM Securitas agrees that SMDM's acquisition will act as a positive catalyst for BSD.
• 🏗️ The acquisition strengthens BSD's position in the property sector and expands its business portfolio.
• 📈 Vicky recommends buying SMDM shares with a target price of Rp1,400 to Rp1,450.
• 🎵 The transcript features music, indicating a potential promotional or informative format.

Q & A

What recent acquisition did PT Bumi Serpong Damai Tbk (BSD) complete?

BSD acquired 91.99% of PT Suryaamas Duta Makmur Tbk (SMDM).

What was the purchase price per share for the SMDM acquisition?

The purchase price was Rp531 per share.

When was the acquisition transaction completed?

The acquisition was completed on October 23, 2024.

How is the acquisition expected to impact BSD's performance?

The acquisition is expected to enhance BSD's performance, particularly as home sales in the BSB area remain high.

What economic conditions are favorable for the property market according to the analysis?

The era of low interest rates is expected to lower property loan interest rates, benefiting the market.

What recommendation did Suoyo give regarding BSDE's stock?

Suoyo recommended buying BSDE shares with a target price of Rp1,400 to Rp1,500 per share by early 2025.

What was the perspective of Vicky Rosalinda from KWOM Securitas on the acquisition?

Vicky Rosalinda agreed that the acquisition would serve as a positive catalyst for BSD, strengthening its position in the property sector.

What future outlook did Vicky provide for SMDM shares?

Vicky recommended buying SMDM shares with a target price of Rp1,400 to Rp1,450 per share.

What is the strategic significance of the acquisition for BSD?

The acquisition allows BSD to strengthen its market position and expand its business portfolio in the property sector.

What overall trend is noted in the property market as indicated in the script?

There is a noted trend of strong home sales and favorable economic conditions for property investment.