GoTo (GOTO IJ) - TikTok Taking Tokopedia
GoTo Gojek Tokopedia has announced that it will sell a controlling 75.01% stake in Tokopedia to TikTok to create Indonesia's leading e-commerce...
437 Views
The Week That Was in ASEAN@Smartkarma - Alfamart's Expansion, Erajaya, and Anwar's Malaysia
The past week saw insights on Sumber Alfaria Trijaya (AMRT IJ), Erajaya Swasembada (ERAA IJ), Bumrungrad Hospital (BH TB), Sido Muncul (SIDO IJ),...
312 Views
EM Neobanks – Positive on Banco PAN, Cautious on Nubank & KakaoBank Is One to Watch
Positive on Banco PAN for healthy metrics, attractive valuations and capital adequacy. Cautious on Nubank due to capital erosion and lofty...
691 Views
GoTo Gojek Tokopedia (GOTO IJ) - New Initiatives Gaining Traction and Increasing Productivity
GoTo Gojek Tokopedia's 3Q2023 results were far more illuminating and encouraging than the last 2Qs, with more progress towards adjusted EBITDA...
391 Views
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...
1.1k Views