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Bukalapak.com PT Tbk (BUKA IJ)
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202
Analysis
Consumer Discretionary
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Indonesia
Bukalapak.com PT Tbk provides e-discretionary services. The Company offers range of electronics, food, shoes, apparel, watches, bags, cosmetics products, and other accessories. Bukalapak.com serves customers in Indonesia.
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bearish
•
Global Digital Niaga Tbk PT
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19 Oct 2022 13:38
PT Global Digital Trade (BliBli) Pre-IPO - The Negatives - Online, Offline or Travelling to Nowhere?
PT Global Digital Trade (BliBli) aims to raise up to US$530m in its Indonesian IPO. In this note, we talk about the not so positive aspects of the...
Sumeet Singh
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298 Views
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bearish
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Global Digital Niaga Tbk PT
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19 Oct 2022 01:13
Blibli IPO: The Bear Case
The bear case's key elements are weak sector sentiment, an unclear path to profitability, and credible long-term funding to support the high cash...
Arun George
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355 Views
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bullish
•
Global Digital Niaga Tbk PT
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18 Oct 2022 13:55
PT Global Digital Trade (BliBli) Pre-IPO - The Positives - Wide Offering, Strong COVID Bounce Back
BliBli aims to raise up to US$530m in its Indonesian IPO, the company provides ecommerce and travel services in Indonesia. In this note, we talk...
Sumeet Singh
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281 Views
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bullish
•
Global Digital Niaga Tbk PT
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18 Oct 2022 00:21
Blibli IPO: The Bull Case
The key elements of the bull case rest on a large and growing addressable market, strong ecosystem, high order values, rising cohort spending and...
Arun George
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335 Views
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bullish
•
Cross Asset Strategy
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08 Aug 2022 21:32
The Week That Was in ASEAN@Smartkarma - Bukalapak's Take Rates, Indonesia's Digital Banks, and PTTEP
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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303 Views
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