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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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bearish
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Global Digital Niaga Tbk PT
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20 Oct 2022 15:55
Blibli Vs Tokopedia Vs Bukalapak Vs Lazada Vs Shopee
In this note, we compare Blibli vs its peers' relevant businesses across monthly site visits, app downloads, social engagement, GTV, take rates and...
Arun George
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597 Views
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bearish
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Global Digital Niaga Tbk PT
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20 Oct 2022 09:46
PT Global Digital Trade (BliBli) IPO - Thoughts on Valuation
PT Global Digital Trade (BliBli) aims to raise up to US$530m in its Indonesian IPO. In this note, we talk about valuations.
Sumeet Singh
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246 Views
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bearish
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Global Digital Niaga Tbk PT
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19 Oct 2022 13:38
PT Global Digital Trade (BliBli) Pre-IPO - The Negatives - Online, Offline or Travelling to Nowhere?
PT Global Digital Trade (BliBli) aims to raise up to US$530m in its Indonesian IPO. In this note, we talk about the not so positive aspects of the...
Sumeet Singh
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298 Views
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bearish
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Global Digital Niaga Tbk PT
•
19 Oct 2022 01:13
Blibli IPO: The Bear Case
The bear case's key elements are weak sector sentiment, an unclear path to profitability, and credible long-term funding to support the high cash...
Arun George
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355 Views
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bullish
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Global Digital Niaga Tbk PT
•
18 Oct 2022 13:55
PT Global Digital Trade (BliBli) Pre-IPO - The Positives - Wide Offering, Strong COVID Bounce Back
BliBli aims to raise up to US$530m in its Indonesian IPO, the company provides ecommerce and travel services in Indonesia. In this note, we talk...
Sumeet Singh
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283 Views
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