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Global Digital Niaga Tbk PT (BELI IJ)
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73
Analysis
Consumer Discretionary
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Indonesia
PT. Global Digital Niaga Tbk operates as an e-commerce platform. The Company engages in the online retail of technology products. Global Digital Niaga serves customers in Indonesia.
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bearish
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GoTo Gojek Tokopedia Tbk PT
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31 Jan 2023 19:32
GoTo: Going Gets Tough
GoTo's share price has moved up 24% YTD, however, we think it could fall as much as it rose with food deliveries and e-commerce markets slowing...
Shifara Samsudeen, ACMA, CGMA
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284 Views
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bullish
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Cross Asset Strategy
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02 Jan 2023 15:39
The New Year Week That Was in ASEAN@Smartkarma - MrDIY, Dynasty Ceramic, and Bank Mandiri's Livin'
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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426 Views
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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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755 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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706 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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501 Views
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