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GoTo Gojek Tokopedia Tbk PT (GOTO IJ)
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542
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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Cross Asset Strategy
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25 Sep 2023 12:45
The Week That Was in ASEAN@Smartkarma - Bank Mandiri's Livin', BliBli's Different, and AoT's Rebound
The past week saw insights on Bank Mandiri, Global Digital Niaga (BELI IJ), Airports of Thailand (AOT TB), Bank Negara Indonesia (BBNI IJ), and...
Angus Mackintosh
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450 Views
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bullish
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Global Digital Niaga Tbk PT
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20 Sep 2023 13:54
Global Digital Niaga (BELI IJ) - BliBli Ploughing a More Profitable Furrow
Global Digital Niaga (BliBli) continues to standout from peers given a differentiated omnichannel model plus a greater portion of 1P but 3P sales...
Angus Mackintosh
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496 Views
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bullish
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VNG
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11 Sep 2023 13:55
VNG Pre-IPO - Thoughts on Valuation
VNG (VinaGame) (VNG US), Vietnam’s leading internet platform, aims to raise up to US$300m in its US IPO. In this note, we talk about valuations.
Sumeet Singh
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443 Views
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bullish
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Sea
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07 Sep 2023 19:03
Sea Ltd (SE US) - A Positive Catalyst from TikTok Shop's Trouble
Sea Ltd would be a significant beneficiary if TikTok Shop is banned in Indonesia, which looks to be the case, given it reduces competition and the...
Angus Mackintosh
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719 Views
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bullish
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VNG
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07 Sep 2023 09:45
VNG Pre-IPO - Local Peers Comparison
VNG (VinaGame) (VNG US), Vietnam’s leading internet platform, aims to raise up to US$300m in its US IPO. In this note, we talk about local...
Sumeet Singh
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424 Views
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