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GoTo Gojek Tokopedia Tbk PT (GOTO IJ)
Watchlist
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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GoTo Gojek Tokopedia Tbk PT
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31 Aug 2022 13:18
GoTo: Profitability Is a Tall Order and in Need of More Cash to Fuel Growth
Operating losses further widened in 2Q2022. The company spends heavily on promotion and S&M to generate orders. Reuters reported that GoTo is...
Shifara Samsudeen, ACMA, CGMA
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314 Views
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bearish
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Grab Holdings
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26 Aug 2022 11:30
Grab: Earnings Beat Estimates but No Meaningful Improvement Yet
Mobilities saw drop in take rate and margin cf. 1Q2022. Demand for food delivery is softening with relaxing of travel restrictions and cutting down...
Shifara Samsudeen, ACMA, CGMA
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353 Views
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bullish
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Cross Asset Strategy
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22 Aug 2022 19:16
The Week That Was in ASEAN@Smartkarma - Sea Ltd's Changing Tide, GoTo's Synergies, and Thai Hotels
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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233 Views
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bullish
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Sea
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18 Aug 2022 15:39
Sea Ltd (SE US) - Turning Tides Present a Different Wave
Sea Ltd's 2Q2022 results were impressive on a number of levels, with profitability in its core e-commerce business improving considerably in core...
Angus Mackintosh
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449 Views
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bullish
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GoTo Gojek Tokopedia Tbk PT
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18 Aug 2022 08:44
GoTo (GOTO IJ) - Let the Synergistic Journey Begin
GoTo is a unique proxy to the Indonesian digital economy covering more verticals than any other player, with huge potential for ongoing synergies...
Angus Mackintosh
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411 Views
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