GoTo Gojek Tokopedia (GOTO IJ) - Metamorphosis
GoTo will drive growth less through incentives but more through innovative products, user base, and retention through its subscription products,...
377 Views
GoTo IPO - Valuation - Missed the Tide, Boat Won’t Rise
GoTo aims to raise around US$1.25bn from a local listing, which will mainly be targeted at domestic investors. In this note, we talk about its...
571 Views
The Week That Was in ASEAN@Smartkarma - Ciputra Development, Arwana's Catalyst, and Thai Beverage.
The past week saw insights on Ciputra Development (CTRA IJ), DCI Indonesia (DCII IJ), Arwana Citramulia (ARNA IJ), Thai Beverage (THBEV SP), and...
27 Views
GOTO Gojek Tokopedia - Aiming for Leadership in the Fintech Market
GOTO is building a first mover advantage to become the preferred provider for Tiktok/Tokped (TTTP) and its 138mn/18mn user base. FY24F ODS growth...
255 Views
GoTo Gojek Tokopedia (GOTO IJ) - Warming Up the New Engines of Growth
2024 will be a transformational year for GoTo without the yoke of Tokopedia promotional spending but with significant cash coming in every quarter...
523 Views