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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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Erajaya Swasembada
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31 Aug 2018 16:07
Erajaya (ERAA): The New Era Will Last
Angus did an excellent job in uncovering investment opportunity in Erajaya Swasembada (ERAA IJ) pre-2018 and has done very well since. With the...
Henry Soediarko
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450 Views
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bullish
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Thematic (Sector/Industry)
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28 Jul 2018 11:32
Indonesia's Digital Economy - Notes & Transcribed JFCC Address by Information Minister Rudiantara
Information Minister Rudiantara handled questions about data centers, nationwide connectivity and restrictions on content providers in an address...
Kevin O’Rourke
379 Views
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bullish
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Bank Mandiri Persero
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14 Apr 2018 12:05
Bank Mandiri - A Future by Design - On the Ground in J-Town
A 1-on-1 meeting with the new Head of Investor Relations at Bank Mandiri Persero Tbk Pt (BMRI IJ) in Jakarta revealed a more optimistic outlook for...
Angus Mackintosh
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233 Views
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bullish
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Thematic (Sector/Industry)
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29 Mar 2018 04:36
Indo Internet Sector: Local Unicorns And Next Frontiers
Three Indo unicorns (so far) are Go-Jek, Tokopedia, and Traveloka (commonly abbreviated as GTT). However, the cash burn rates especially for...
Johannes Salim, CFA
141 Views
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bullish
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Thematic (Sector/Industry)
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29 Jul 2017 10:31
The Week that Was in ASEAN@Smartkarma - Thai-Coons, Telcos, and the Modern World
This week in ASEAN@Smartkarma has been a busy one, with a multitude of fascinating insights, both bottom up and top down and thematic. I also...
Angus Mackintosh
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247 Views
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