GoTo (GOTO IJ) - Ploughing a Path to Profitability
GoTo's guidance for 2Q2022 is positive and it should be boosted by higher commission rates plus continuing synergies across the group, helping to...
405 Views
Bukalapak IPO Lock-Up - Scattered Shareholding Could Put Some Pressure on the Share Price
Bukalapak (Buka) raised US$1.5bn in Aug 2021 when it priced its IPO at the top end of its pricing range. The pre-IPO shareholders will be released...
505 Views
The Week That Was in ASEAN@Smartkarma - Ciputra Development, Arwana's Catalyst, and Thai Beverage.
The past week saw insights on Ciputra Development (CTRA IJ), DCI Indonesia (DCII IJ), Arwana Citramulia (ARNA IJ), Thai Beverage (THBEV SP), and...
186 Views
GoTo Gojek Tokopedia (GOTO IJ) - Plumbing for a More Certain Future
GoTo senior management hosted an analyst call last week to provide further details on both the reasons behind the Tokopedia sale and the potential...
801 Views
GoTo: Thoughts on the New Tokopedia/TikTok Partnership
GoTo's move to sell a majority stake in Tokopedia at a time the business is nearing positive EBITDA has surprised us, and we think TikTok will...
733 Views