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GoTo Gojek Tokopedia Tbk PT (GOTO IJ)
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544
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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28 Mar 2022 23:18
The Week That Was in ASEAN@Smartkarma- Bukalapak Building, Siloam's Base Case, and Prodia Diagnosed
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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286 Views
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bullish
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Bukalapak.com PT Tbk
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25 Mar 2022 00:16
Bukalapak (BUKA IJ) - Building a Warchest of Ecosystems
We continue to focus on the improving fundamentals of Bukalapak and its growing ecosystem and would use any short-term trading anomalies to...
Angus Mackintosh
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415 Views
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bearish
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GoTo Gojek Tokopedia Tbk PT
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23 Mar 2022 23:47
GoTo Vs Bukalapak Vs Grab Vs Sea
GoTo has extended its book build for a $1.3 billion IPO to 24 March. In this note, we compare GoTo vs Bukalapak, Grab and Sea's relevant businesses...
Arun George
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670 Views
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bullish
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Cross Asset Strategy
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21 Mar 2022 17:01
The Week That Was in ASEAN@Smartkarma - Astra's Future, Matahari Dept Store on Form, and GoTo's IPO
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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292 Views
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bearish
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GoTo Gojek Tokopedia Tbk PT
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21 Mar 2022 07:51
GoTo IPO: Peer Comparison and Valuation
Even without conservative assumptions, our SOTP valuation implies that GoTo’s shares are overvalued at the indicative IPO price range.
Shifara Samsudeen, ACMA, CGMA
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351 Views
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