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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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Mitra Adiperkasa
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29 Nov 2021 07:01
Mitra Adiperkasa (MAPI IJ) - Unified Retailing Proves Its Worth
Mitra Adiperkasa (MAPI IJ) 's 3Q2021 results were hard hit by mobility measures in July and August but the company's unified retailing strategy has...
Angus Mackintosh
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240 Views
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bullish
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Telekomunikasi Indonesia
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28 Nov 2021 17:56
Telkom Indonesia (TLKM IJ) - Digital Evidence
Telkom looks relatively attractive valuation wise at a discount to the historical average but we see the potential for re-rating for its digital...
Angus Mackintosh
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283 Views
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bullish
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Cross Asset Strategy
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22 Nov 2021 11:13
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Knockout, Grab's Progress, and the Avian 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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265 Views
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bullish
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Sea
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19 Nov 2021 16:56
Sea Ltd (SE US) - The Sails Are Set
Sea Ltd (SE US) released knockout results in 3Q2021, representing the 9th quarter of triple-digit growth in GAAP sales plus management upgraded...
Angus Mackintosh
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518 Views
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bullish
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Cross Asset Strategy
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15 Nov 2021 21:48
The Week That Was in ASEAN@Smartkarma - Matahari Dept Store, Cimory IPO, and Philippine Banks
The week that was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights from across South East...
Angus Mackintosh
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196 Views
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