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GoTo Gojek Tokopedia Tbk PT (GOTO IJ)
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580
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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Thematic (Sector/Industry)
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15 Dec 2023 15:20
[Blue Lotus Daily - TMT Update]:SE/GRAB/GOTO IJ/1519 HK/JD/2618 HK/AMZN/PDD/Shein/BABA/700 HK/772 HK
Amazon introduces a supply chain solution for Chinese merchants, Richard Liu Qiangdong responds to an internal article, and Yuewen acquires...
Blue Lotus Research Institute
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439 Views
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bearish
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GoTo Gojek Tokopedia Tbk PT
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13 Dec 2023 12:07
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...
Shifara Samsudeen, ACMA, CGMA
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757 Views
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bullish
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Cross Asset Strategy
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11 Dec 2023 21:46
The Week That Was in ASEAN@Smartkarma - GoTo & TikTok, BliBli's Omnichannel, and Malaysian Banks
The past week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Global Digital Niaga (BELI IJ), Malaysian Banks, Indonesian banks, and Indonesian...
Angus Mackintosh
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364 Views
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bullish
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GoTo Gojek Tokopedia Tbk PT
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11 Dec 2023 18:43
GoTo (GOTO IJ) - TikTok Taking Tokopedia
GoTo Gojek Tokopedia has announced that it will sell a controlling 75.01% stake in Tokopedia to TikTok to create Indonesia's leading e-commerce...
Angus Mackintosh
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447 Views
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bullish
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Zomato
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08 Dec 2023 08:10
Zomato Placement - SVF's Overhang Will Be Lifted Post-Deal, Momentum on the Stock Remains Strong
Softbank Group (9984 JP) is looking to raise US$135m from selling its remaining stake in Zomato (ZOMATO IN). The stake sale now will be a cleanup one.
Clarence Chu
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