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GoTo Gojek Tokopedia Tbk PT (GOTO IJ)
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542
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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S.F. Holding
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26 Mar 2024 08:06
Monthly Chinese Express Tracker | ASPs Still Under Pressure | Weaker X-Border Volume? | (March 2024)
On a combined basis, January-February numbers show ground parcel ASPs still falling by over 10% Y/Y. YTD, we see a clear slowdown in X-border...
Tracking Traffic
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bullish
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Cross Asset Strategy
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26 Mar 2024 00:07
The Week That Was in ASEAN@Smartkarma - GoTo's Rebirth, Cimory's Dairy, and Far East Hospitality
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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239 Views
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bearish
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J&T Global Express
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24 Mar 2024 10:58
The Three Biggest Surprises in J&T Global Express' Maiden Earnings Report
Stronger-than-expected China revenue, worsening performance of 'Other', and declining SE Asian margins are the three biggest surprises we see in...
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498 Views
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bullish
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Cross Asset Strategy
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04 Mar 2024 16:21
The Week That Was in ASEAN@Smartkarma - GoTo & Grab, BFIN's Rising, and Astra Intl's Oversold
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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304 Views
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bullish
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Grab Holdings
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29 Feb 2024 19:01
Grab Holdings (GRAB US) - 2024 Set Up
Grab Holdings recently posted another set of positive results, with another quarter of positive adjusted EBITDA. We conducted a follow-up call to...
Angus Mackintosh
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