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GoTo Gojek Tokopedia Tbk PT (GOTO IJ)
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545
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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Astra International
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20 Jul 2019 16:04
Astra International (ASII IJ) - More than a Summer Breeze? - On the Ground in J-Town
A meeting with Astra International (ASII IJ) in Jakarta last week was as enlightening as always, with the company demonstrating their ability to...
Angus Mackintosh
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451 Views
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bullish
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Cross Asset Strategy
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16 Jul 2019 01:10
The Week that Was in ASEAN@Smartkarma - Singapore's Stagnation, Vietnam Rocks, and Indonesian Telcos
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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534 Views
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bullish
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Erajaya Swasembada
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10 Jul 2019 20:38
Erajaya Swasembada (ERAA IJ) - Smoke Signals for Impending Catalysts - On the Ground In J-Town
Erajaya Swasembada (ERAA IJ) has well and truly shaken off the poor performance in 2Q19, as investors have refocused attention on a number of...
Angus Mackintosh
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505 Views
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bullish
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Cross Asset Strategy
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01 Jul 2019 10:55
The Week that Was in ASEAN@Smartkarma - Widodo Wins, Thailand Picks, and Indonesian Towers
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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472 Views
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bullish
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Bank Negara Indonesia Persero
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07 Jun 2019 22:16
Bank Negara Indonesia Perser (BBNI IJ) - Growing Above the Moat - On the Ground in J-Town
A meeting with Bank Negara Indonesia Perser (BBNI IJ) is Jakarta revealed a higher pace of growth than expected but also highlighted the fact that...
Angus Mackintosh
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638 Views
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