GoTo Gojek Tokopedia (GOTO IJ) - Striking a New Balance
GoTo released results for 2Q2023, which reflected a slower growth environment exacerbated by lower incentive spend but some significant progress...
555 Views
GoTo (GOTO IJ) - Shifting the Needle?
GoTo is laser-focused on shifting the needle towards a semblance of profitability and likely with renewed vigour with a new management team in place.
524 Views
The Week That Was in ASEAN@Smartkarma - Bukalapak's Specialty, ASSA & Logistics, and Indosat
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
441 Views
Bukalapak (BUKA IJ) - A Virtuous Circle to Profitability
Bukalapak continued to demonstrate the effectiveness of the circular nature of its model in 2Q2023, with demand from its O2O business fueling...
717 Views
Strategy - Sustaining Growth
The anticipated fiscal expansion and infusion of election funds are poised to bolster consumption within the broader economy.
333 Views