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GoTo Gojek Tokopedia Tbk PT (GOTO IJ)
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543
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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28 Nov 2022 21:38
The Week That Was in ASEAN@Smartkarma - Grab, Sea Ltd, and GoTo's Lock-Up
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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309 Views
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bullish
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Alibaba Group Holding
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27 Nov 2022 08:27
ECM Weekly (27th Nov 2022) - Growatt, Lygend, Sunshine Ins, Weilong, DPC, Daiei, Skymark, GoTo
Aequitas Research puts out a weekly update on the deals that were covered by the team recently along with updates for upcoming IPOs.
Sumeet Singh
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469 Views
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bullish
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Growatt Technology
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25 Nov 2022 12:32
Growatt Technology Pre-IPO - Still Looks Good, Updated Thoughts on Valuation
Growatt Technology (1833969D CH) is looking to raise about US$1bn in its upcoming Hong Kong IPO. In this note, we’ll provide our updated thoughts...
Ethan Aw
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551 Views
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bearish
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GoTo Gojek Tokopedia Tbk PT
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25 Nov 2022 12:11
2023 High Conviction - GoTo - Burnt Through All Cash From the IPO, Weakest Cash Position Among Peers
In Mar 2022, GoTo (GOTO IJ) raised around US$1bn from what was essentially a domestic Indonesian IPO. At its current cash burn pace, the company...
Clarence Chu
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728 Views
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bullish
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Sea
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25 Nov 2022 10:24
Sea Ltd (SE US) - Wind Back in the Sails
Sea Ltd 3Q2022 results should be seen as the poster child for the rest of the space given a crystal clear focus on profitability and a more...
Angus Mackintosh
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610 Views
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