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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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bullish
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Thematic (Sector/Industry)
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02 Apr 2018 17:04
The Easter Week that Was in ASEAN@Smartkarma - Indonesian Politics, Thai Retail, and ASEAN Internet
This week's offering across ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive and actionable insights from across...
Angus Mackintosh
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211 Views
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bullish
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Thematic (Sector/Industry)
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02 Apr 2018 12:09
Southeast Asia's Ride-Hailing Market: Goodbye Uber, Welcome Go-Jek, Blue Bird, and Ryde?
Go-Jek News reports this morning indicate that Indonesian ride-hailing operator Go-Jek has plans to enter Singapore, the Philippines, Thailand, and...
Valerie Law, CFA
237 Views
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bullish
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Blue Bird
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31 Mar 2018 22:09
Bluebird: Go Online!
I had a meeting earlier this week with Blue Bird Tbk Pt (BIRD IJ)'s management, trying to find out how tough are things for them given the recent...
Henry Soediarko
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194 Views
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bullish
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Thematic (Sector/Industry)
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29 Mar 2018 04:36
Indo Internet Sector: Local Unicorns And Next Frontiers
Three Indo unicorns (so far) are Go-Jek, Tokopedia, and Traveloka (commonly abbreviated as GTT). However, the cash burn rates especially for...
Johannes Salim, CFA
141 Views
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bearish
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Thematic (Sector/Industry)
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21 Dec 2017 09:01
Googling ASEAN E-Commerce
In a joint research between Google, the world's search titan with more than 99% market share of search in Thailand, and Temasek, the mighty...
Athaporn Arayasantiparb, CFA
230 Views
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