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GoTo Gojek Tokopedia Tbk PT (GOTO IJ)
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545
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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bearish
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Jasa Marga (Persero)
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17 Apr 2020 10:12
Jasa Marga (JSMR): Further Fall from COVID-19 Scaling Up
Jasa Marga's share price has experienced a short term bounce of 41% in the last week, coming off from a low base at IDR 2,340 to IDR 3,300 last...
Henry Soediarko
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402 Views
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bullish
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Link Net
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15 Apr 2020 08:13
Link Net Tbk Pt (LINK IJ) - Entertaining and Connecting the Home Crowd
Link Net Tbk Pt (LINK IJ) is a standout beneficiary in the current environment as more people stay at home due to COVID-19, consuming...
Angus Mackintosh
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470 Views
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bullish
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XL Axiata
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10 Apr 2020 15:01
XL Axiata (EXCL IJ) - Rare and Ironic COVID-19 Beneficiary
A remote call with XL Axiata (EXCL IJ) management cemented home that the company is benefitting from the COVID-19 outbreak, as its customers are...
Angus Mackintosh
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433 Views
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bullish
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Media Nusantara Citra
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05 Apr 2020 12:08
Media Nusantara Citra (MNCN IJ) - Moving to Virtual Reality
A conversation with Media Nusantara Citra (MNCN IJ) yesterday revealed a company in relatively confident mood, rapidly adapting to the COVID19...
Angus Mackintosh
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301 Views
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bullish
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Cross Asset Strategy
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30 Mar 2020 10:44
The Week That Was in ASEAN@Smartkarma - Gojek Riding High, Indonesian Cement, and SIA
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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