In today’s briefing:
- Bukalapak (BUKA IJ) – Higher Take Rates and Better Quality Growth Ahead
- Indiamart Intermesh Ltd: Q4-F2022 Result Update
Bukalapak (BUKA IJ) – Higher Take Rates and Better Quality Growth Ahead
- Bukalapak (BUKA IJ) 1Q2022 results were all about execution, with significant improvements in take-rates for its Mitra business, and even more so for its marketplace segment.
- The launch of AlloFresh and Allo Bank Indonesia will add some further depth and breadth to the platform’s product offering and help to accerlate the move towards profitabilty.
- Bukalapak (BUKA IJ) looks like an increasingly interesting way to play the Indonesian digital economy with an expanding ecosystem and increasing take-rates at the same time.
Indiamart Intermesh Ltd: Q4-F2022 Result Update
- Growth in number of subscribers on the back of increased workforce, it may be temporary spike
- Cost pressure visible as per our expectation and the margins continue to be at lower level on Y-o-Y basis
- Buyback of shares within a year of QIP meets more than the eye
Before it’s here, it’s on Smartkarma
