GOTO IJ - Diversified Growth Drivers to Unlock Potentials for Further Expansion in Margins
We expect GOTO to leverage its cost-revamped ODS for user growth with cross-sell opportunities, leading to potential EBITDA expansion.
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GOTO Gojek Tokopedia - Aiming for Leadership in the Fintech Market
GOTO is building a first mover advantage to become the preferred provider for Tiktok/Tokped (TTTP) and its 138mn/18mn user base. FY24F ODS growth...
266 Views
BRIDS Market Pulse: Chart of the Week – China Coal Inventory at Port
The outflow was still dominated by the large-cap banks with coal stock AADI also among the top-5 stocks sold by foreign investors.
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Technology: 3Q24 Preview: GOTO Poised for EBITDA Growth
GOTO poised for 3Q24 EBITDA growth driven by resilient ODS, loan balance expansion, improving CM and stable recurring costs.
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Equity Strategy: Riding the Wave of Earnings Growth, Strong IDR and Liquidity Catalysts
We raise our FY24-end JCI target to 8,238; our preferred picks are the high beta stocks, namely BBCA, BBNI, ARTO, CTRA, SMRA, ASII, GOTO.
384 Views