GoTo Gojek Tokopedia (GOTO IJ) - Building Positive Resonance with New Initiatives
GoTo's new initiatives include GoRide Transit, GoCorp, GoTo PLUS, and the GoPay app, the latter seeing strong take-up. 3Q2023 results should see...
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Technology: Potential Tailwinds from the New Regulation
On the earnings front, we expect tech companies to see positive momentum in 3Q23 with GTV growth and lower EBITDA losses. We maintain our OW rating...
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Sea Ltd (SE US) - Glass Half Full Again?
Sea Ltd through Shopee will be the biggest beneficiary from TikTok Shop's demise in Indonesia as it will require less promotional spending, with...
594 Views
Global Digital Niaga (BELI IJ) - BliBli Ploughing a More Profitable Furrow
Global Digital Niaga (BliBli) continues to standout from peers given a differentiated omnichannel model plus a greater portion of 1P but 3P sales...
486 Views
Macro Strategy & Flows Trackers: More Signals
The main takeaways from the most recent Fed Beige Book suggest moderating economic growth in recent months, implying a Fed pause.
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