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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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Emtek
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10 Nov 2020 09:27
Emtek (EMTK IJ) - Arise a New Champion of Indonesia Tech?
Emtek recently announced its intention to seek approval for a stock split at its AGM in December. We see this as a precursor for further corporate...
Angus Mackintosh
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280 Views
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bearish
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Matahari Department Store
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28 Oct 2020 14:29
Matahari Department Store (LPPF IJ) - Too Early to Be Early
Matahari Department Store has one of the most interesting retail franchises in Indonesia but has been impacted by COVID-19 whilst in the midst of a...
Angus Mackintosh
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231 Views
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bullish
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PT Metrodata Electronics
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16 Oct 2020 08:53
Metrodata Electronic (MTDL IJ) - A Rare Value Play on Indonesia's Digitalization
Metrodata Electronic (MTDL IJ) is a rare value play on the rapid digitalization in Indonesia, which has seen an acceleration driven by the growth...
Angus Mackintosh
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596 Views
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bullish
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Cross Asset Strategy
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21 Sep 2020 11:51
The Week that Was in ASEAN@Smartkarma - SE Asia's Consumer Proxy, Wilmar's YKA IPO, and CRC
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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163 Views
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bullish
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Erajaya Swasembada
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19 Sep 2020 16:34
Erajaya Swasembada (ERAA IJ) - Goodbye Blackmarket
Indonesia's laregst Erajaya Swasembada (ERAA IJ)
Angus Mackintosh
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342 Views
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