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GoTo Gojek Tokopedia Tbk PT (GOTO IJ)
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544
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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18 Jul 2022 17:37
The Week That Was in ASEAN@Smartkarma - Astra & UNTR Are Cheap, Indonesian Autos, and SCB X
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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275 Views
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bullish
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Adi Sarana Armada
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15 Jul 2022 11:56
Adi Sarana Armada (ASSA IJ) - Building on Pillars
Adi Sarana Armada continues to build on its three pillars of growth across transport, used car sales, and logistics including its leading last-mile...
Angus Mackintosh
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333 Views
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bullish
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Cross Asset Strategy
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11 Jul 2022 17:03
The Week That Was in ASEAN@Smartkarma - Bank Rakyat, Golden Agri, and KBANK Back to MSCI
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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303 Views
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bearish
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Softbank Group
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01 Jul 2022 14:54
Softbank Group - First Look at Q1 22 Performance
Public valuation losses again exceeded $10bn as a last day meltdown for SenseTime marred an otherwise stable quarter for China. Global tech,...
Kirk Boodry
493 Views
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bearish
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Rakuten
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28 Jun 2022 16:30
Rakuten (Neutral) - A Surprising Win with Goto Although Its Mobile Challenges Remain
The IPO of Goto was a win for Softbank Vision Fund but Rakuten has also come out well surfacing ¥13bn in value from early stage investments and...
Kirk Boodry
417 Views
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