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...
621 Views
GoTo Gojek Tokopedia - Positive EBITDA to Sustain GOTO Growth Mode
We see a pathway for GOTO to deliver positive EBITDA towards the end of 2023, given foreseen recovery in GTV in 3Q23 that shall offer momentum in...
510 Views
GoTo Gojek Tokopedia (GOTO IJ) - Striking a New Balance
GoTo released results for 2Q2023, which reflected a slower growth environment exacerbated by lower incentive spend but some significant progress...
461 Views
GoTo (GOTO IJ) - Shifting the Needle?
GoTo is laser-focused on shifting the needle towards a semblance of profitability and likely with renewed vigour with a new management team in place.
456 Views
Lalatech IPO: Using YMM:US as Main Comp, Equity Valuation of US$11-12 Bn (Or More) Justifiable
What are the best comps for Lalatech, which valuation multiples should we focus on, and does the company deserve a premium valuation relative to...
397 Views