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GoTo Gojek Tokopedia Tbk PT (GOTO IJ)
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538
Analysis
Consumer Discretionary
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Indonesia
PT GoTo Gojek Tokopedia Tbk operates as an e-commerce platform. The Company offers mobility, food delivery, logistics, e-commerce, and financial technology solutions. GoTo Gojek Tokopedia serves customers in Indonesia.
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bullish
•
Blue Bird
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09 Feb 2023 11:16
Blue Bird (BIRD IJ) - Catching the Updraft in 2023
Blue Bird (BIRD IJ) is a beneficiary of the tech winter is that ride-hailing companies are spending less on promotions, easing competition....
Angus Mackintosh
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286 Views
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bullish
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Cross Asset Strategy
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06 Feb 2023 15:18
The Week That Was in ASEAN@Smartkarma - SCBX Transformed, Ace Hardware Time, and Pertamina Geo IPO
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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298 Views
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bullish
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Pertamina Geothermal Energy PT
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03 Feb 2023 09:49
Pertamina Geothermal Energy IPO - Thoughts on Valuation
Pertamina Geothermal Energy is looking to raise around US$650m in its upcoming Indonesia IPO. In this note, we talk about valuations.
Sumeet Singh
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507 Views
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bullish
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Pertamina Geothermal Energy PT
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02 Feb 2023 13:36
Pertamina Geothermal Energy IPO - Somewhat like an Energy Explorer. Somewhat like a Power Producer
Pertamina Geothermal Energy (PGE) is looking to raise around US$650m in its upcoming Indonesia IPO. PGE is an state owned power producer which...
Sumeet Singh
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414 Views
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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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281 Views
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