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GoTo Gojek Tokopedia Tbk PT (GOTO IJ)
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575
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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PDD Holdings
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16 Sep 2024 05:55
Weekly Consumer Tales: Cross Border Comm Crisis-Midea Upsized-LG Elecs' Upside-Platform Workers Law
PDD owned Temu's US cross border business model could get upended if proposed rule to block products subject to US import tariffs from availing...
Devi Subhakesan
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321 Views
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bullish
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SHEIN
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14 Sep 2024 10:39
SHEIN and Temu: New Rule Could Crush "De Minimis" Imports | New Front In "War" Vs DTC Platforms
The Biden administration announced dramatic changes which could threaten SHEIN and Temu. Elsewhere, US & EU authorities launched efforts to test...
Tracking Traffic
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584 Views
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bullish
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Cross Asset Strategy
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12 Sep 2024 08:48
CrossASEAN Ground Zero - MR DIY Thailand IPO, PropertyGuru, Fibre Battles, and GoTo
In this edition, we look at MY DIY Thailand's plans for an IPO, PropertyGuru's latest results, and the increase in M&A activity in the Indonesian...
Angus Mackintosh
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323 Views
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bullish
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Cross Asset Strategy
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09 Sep 2024 21:12
The CrossASEAN Week That Was in ASEAN@Smartkarma - Erajaya, Jardine Matheson, and Philippines Picks
The past week saw insights on Erajaya Swasembada (ERAA IJ), Jardine Matheson Holdings (JM SP), and a shortlist of high-conviction buys in the...
Angus Mackintosh
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333 Views
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bullish
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Cross Asset Strategy
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04 Sep 2024 18:42
CrossASEAN Ground Zero - OVO & Superbank, SCG Packaging in Indonesia, Gig Revolt, and Data Centres
In this edition, we look at OVO and Superbank in Indonesia and how they will coexist, and SCG Packaging as it increases its Indonesia exposure...
Angus Mackintosh
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271 Views
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