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Tokopedia PT (1087142D IJ)
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143
Analysis
Information Technology
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Indonesia
Tokopedia PT provides e-commerce services. The Company owns and operates an online e-commerce platform that allows individuals and small-to-mid-sized business owners to start their online stores.
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bullish
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Sarana Menara Nusantara
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17 Jun 2021 12:00
Sarana Menara Nusantara (TOWR): Data Hungry Provider
In order to optimize telco connectivity with the growing internet data demand, telco operators need to build more towers and Sarana Menara...
Henry Soediarko
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219 Views
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bullish
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Cross Asset Strategy
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14 Jun 2021 21:11
The Week That Was in ASEAN@Smartkarma - Link Net, KBANK, and Grab's Delay
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
Angus Mackintosh
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161 Views
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bullish
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Link Net
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10 Jun 2021 16:25
Link Net (LINK IJ) - Multiple Catalysts in Place
Link Net (LINK IJ) is a high-quality proxy for the low penetration of fixed broadband in Indonesia, with its pole migration program a positive,...
Angus Mackintosh
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214 Views
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bullish
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Cross Asset Strategy
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07 Jun 2021 20:58
The Week That Was in ASEAN@Smartkarma - Indonesian Pharma, Del Monte, and Online Groceries Are Go.
The week that was in ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive, and actionable insights from across South...
Angus Mackintosh
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209 Views
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bullish
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Kalbe Farma
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07 Jun 2021 16:08
Kalbe Farma (KLBF IJ) - An Increasingly Healthy Blend
Kalbe Farma is a core holding to play increasing health consciousness in Indonesia, with a strong portfolio of core brands, with valuations below...
Angus Mackintosh
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209 Views
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