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Bukalapak.com PT Tbk (BUKA IJ)
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212
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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bullish
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Global Digital Niaga Tbk PT
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30 Dec 2022 08:40
BliBli (BELI IJ) - A Very Different Animal
Blibli (BELI IJ) is a very different animal from its listed peers given its omnichannel approach and its large 1P business plus a substantial...
Angus Mackintosh
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759 Views
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bullish
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Adi Sarana Armada
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29 Dec 2022 08:24
Adi Sarana Armada (ASSA IJ) - Harnessing Logistics and Autos
Adi Sarana Armada (ASSA IJ) continues to represent a unique proxy to play both transport and logistics in Indonesia through its auto business plus...
Angus Mackintosh
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719 Views
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bearish
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GoTo Gojek Tokopedia Tbk PT
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20 Dec 2022 09:55
GoTo IPO Lockup Expiry Follow-Up - Has Corrected but Has Traded Relatively Little Volume
GoTo pre-IPO shareholders were released from the lockup on 1st Dec 2022, which led to a 47% slide in its share price. While the stock has...
Sumeet Singh
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600 Views
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bullish
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Cross Asset Strategy
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19 Dec 2022 21:40
The Christmas Week That Was in ASEAN@Smartkarma - Bukalapak Standing Firm, 2022 IPOs, and Alfamart
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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487 Views
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bullish
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Bukalapak.com PT Tbk
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19 Dec 2022 11:08
Bukalapak (BUKA IJ) - Opportunity from Adversity
Bukalapak saw some dramatic improvements in both take rates and contribution margins in 3Q2022, with more to come in 4Q2022 and beyond, from both...
Angus Mackintosh
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508 Views
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