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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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Bank Rakyat Indonesia
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28 Feb 2021 19:44
Bank Rakyat Indonesia (BBRI IJ) - Both Micro and Digital
Bank Rakyat Indonesia remains one of our top picks amongst the Indonesian banks, with its renewed focus on its core competency in microlending and...
Angus Mackintosh
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308 Views
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bullish
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Sea
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23 Feb 2021 17:23
Sea Ltd (SE US) - Extending the Runway for a Bigger Plane?
Sea Ltd (SE US) remains the listed key proxy for the explosive growth in e-commerce in South East Asia, fuelled by growing revenues from its gaming...
Angus Mackintosh
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355 Views
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bullish
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XL Axiata
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22 Feb 2021 21:28
XL Axiata (EXCL IJ) - High-Speed Digital Enabler
XL Axiata (EXCL IJ) remains the purest proxy for the continued growth in demand for data in Indonesia and should also be a beneficiary from the...
Angus Mackintosh
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242 Views
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bullish
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Kalbe Farma
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27 Jan 2021 12:59
Kalbe Farma (KLBF IJ) - Vaccinated for Future Growth
Kalbe, Indonesia's and SE Asia's largest pharma company, has seen some slow down in prescription drug sales due to the pandemic but this has been...
Angus Mackintosh
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239 Views
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bullish
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Cross Asset Strategy
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25 Jan 2021 22:23
The Week that Was in ASEAN@Smartkarma - Thai Banks, BCA, and Thai Union
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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191 Views
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