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GoTo Gojek Tokopedia Tbk PT (GOTO IJ)
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537
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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Telekomunikasi Indonesia
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25 May 2021 17:49
Telkom Indonesia (TLKM IJ) - Digital Catalysts Abound?
Telkom Indonesia is increasingly exposed to the digital economy, not just through data and network but through digital mobile services, fixed...
Angus Mackintosh
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263 Views
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bullish
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Cross Asset Strategy
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24 May 2021 21:21
The Week That Was in ASEAN@Smartkarma - Supercharged Sea Ltd, Grab's Risks, and Telkom Transforming
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
Angus Mackintosh
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191 Views
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bullish
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Thematic (Sector/Industry)
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22 May 2021 16:06
Global Emerging Markets Weekly: 21 May 2021
This insight provides a summary of the key news developments impacting the largest countries and constituents of the Global Emerging Markets equity...
Wium Malan, CFA
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241 Views
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bearish
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Grab Holdings
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21 May 2021 08:19
Grab - Too Much Euphoria?
Grab is close to listing through the Altimeter SPAC in New York, which has brought with it much euphoria amongst commentators. We look to some of...
Angus Mackintosh
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426 Views
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bullish
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Sea
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20 May 2021 15:05
Sea Ltd - Supercharged
Sea Ltd (SE US) is the best way to proxy for the explosive growth in e-commerce in South East Asia, funded by its gaming revenue, with its move...
Angus Mackintosh
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398 Views
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