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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
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Cross Asset Strategy
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30 May 2022 18:08
The Week That Was in ASEAN@Smartkarma - Avian Paint, Grab's Surprise, and Heineken for Tourists
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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249 Views
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bullish
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Mitra Adiperkasa
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27 May 2022 12:02
Mitra Adiperkasa (MAPI IJ) - Reasons to Be Cheerful
1Q2022 results highlighted that Mitra Adiperkasa is back on an expansion tack both in Indonesia and South-East Asia, which looks set to gain...
Angus Mackintosh
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445 Views
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bullish
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Grab Holdings
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24 May 2022 15:35
Grab (GRAB US) - Rolling Recovery in Motion
Grab's most recent results saw a sequential improvement in revenues QoQ with incentives for deliveries coming down. Mobility incentives should come...
Angus Mackintosh
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364 Views
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bullish
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Cross Asset Strategy
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23 May 2022 20:13
The Week That Was in ASEAN@Smartkarma - Sea Ltd, Utrajaya, and Grab's Results
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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300 Views
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bearish
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Delhivery
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23 May 2022 13:46
Delhivery IPO Trading - Anchor Book Was Good but Overall Demand Was Still Tepid
Delhivery raised around US$680m in its India IPO, the company is backed by a host of financial investors, the largest being Softbank. In this note,...
Sumeet Singh
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372 Views
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