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GoTo Gojek Tokopedia Tbk PT (GOTO IJ)
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581
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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Global Digital Niaga Tbk PT
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30 Dec 2022 08:40
BliBli (BELI IJ) - A Very Different Animal
Blibli (BELI IJ) is a very different animal from its listed peers given its omnichannel approach and its large 1P business plus a substantial...
Angus Mackintosh
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759 Views
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bullish
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Adi Sarana Armada
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29 Dec 2022 08:24
Adi Sarana Armada (ASSA IJ) - Harnessing Logistics and Autos
Adi Sarana Armada (ASSA IJ) continues to represent a unique proxy to play both transport and logistics in Indonesia through its auto business plus...
Angus Mackintosh
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719 Views
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bullish
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Sumber Alfaria Trijaya Tbk Pt
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26 Dec 2022 22:06
Sumber Alfaria Trijaya (AMRT IJ) - Lawson Taking Up the Reins of Convenience
Sumber Alfaria through its Alfamart and Alfamidi formats is one of the largest mini-market operators in Indonesia but is now expanding aggressively...
Angus Mackintosh
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577 Views
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bullish
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Cross Asset Strategy
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26 Dec 2022 22:02
The Week That Was in ASEAN@Smartkarma - Grab Chat, Telkom Oversold, and SET50 Rebalance.
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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498 Views
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bullish
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Grab Holdings
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21 Dec 2022 15:30
Grab (GRAB IJ) - Moving Forward on a Number of Fronts
Our recent update with Grab (GRAB US) management revealed a number of interesting product-led initiatives that will drive future growth and...
Angus Mackintosh
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735 Views
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