Primer: Bukalapak.com PT Tbk (BUKA IJ) - Nov 2025
Strategic pivot to an asset-light model, exiting the competitive physical goods marketplace to focus on higher-margin digital products and...
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Bukalapak (BUKA IJ) - Changes Afoot?
Bukalapak remains a differentiated player in Indonesian e-commerce with a focus on serving MSMEs through its marketplace and increasing take rates...
582 Views
ATRenew (RERE US): Pre-Owned Satisfaction
Unlike most tech companies, ATRenew is starting to deliver growth with profits, cash generation and share buybacks. The valuation remains undemanding.
620 Views
CrossASEAN Indonesia Strategy - Parting Clouds
The Indonesian stock market was down 2% over the last year despite a flurry of inflows in the summer but this year looks interesting with a new...
672 Views
Indonesia Strategy - Caught in a Perfect Updraft?
Despite the JCI knocking on all-time highs, valuations continue to look attractive with prospects of a better 2H2024 and lower interest rates. Top...
632 Views