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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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10 Jul 2023 20:27
The Week That Was in ASEAN@Smartkarma - TOA's Troubles, Indonesian Brewing, and Sido Muncul
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
Angus Mackintosh
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370 Views
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bullish
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Thematic (Sector/Industry)
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06 Jul 2023 14:45
Indonesia Consumer - Positive Impressions from the Jakarta Fair
The highlights from the Jakarta Fair were a plethora of 2W and 4W EVs, a notable presence from dairy players, and many financing options being...
Angus Mackintosh
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620 Views
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bullish
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PT Surya Citra Media Tbk
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27 Jun 2023 21:05
PT Surya Citra Media (SCMA IJ) - Catalytic Converter
Surya Citra Media continues to invest in original content but cashflows are expected to be stronger in 2023, paving the way for higher dividends....
Angus Mackintosh
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311 Views
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bullish
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Cross Asset Strategy
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26 Jun 2023 19:55
The Week That Was in ASEAN@Smartkarma - Rationalizing Grab, Bank Rakyat Rising, and Big C Retail IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
Angus Mackintosh
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283 Views
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bullish
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Grab Holdings
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22 Jun 2023 19:01
Grab Holdings (GRAB IJ) - Rationalising With Growth in Mind
Grab's announcement this week that it would cut 11% of its workforce was a move to rationalise costs to give the platform a sure footing for longer...
Angus Mackintosh
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564 Views
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