In today’s briefing:
- GoTo Gojek Tokopedia (GOTO IJ) – Barbell Strategies and Fintech to Dominate in 2025
GoTo Gojek Tokopedia (GOTO IJ) – Barbell Strategies and Fintech to Dominate in 2025
- GoTo Gojek Tokopedia remains optimistic for the coming year, with increasing focus on converting hemat users to take up more premium products and it expands its suite of fintech offerings.
- Focus on profitability will remain core, with an emphasis on product-led initiatives such as GoFood Plus and GoFood Express, and increasing emphasis on growing its fintech offering across products.
- GoTo is increasingly using AI to improve both the customer experience and improve efficiencies. Advertising will increasingly become a tool to improve take rates with Tokopedia providing valuable cash flow.
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