GOTO Gojek Tokopedia (GOTO.IJ) Revisiting Performance and Valuation Vs GRAB...
Despite softer ODS growth amid rationalization (vs. GRAB’s aggressive push), GOTO remains on track with efficiencies and GTF expansion.
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GOTO Gojek Tokopedia (GOTO.IJ) - Balancing Softer ODS with GTF Upside
We maintain Buy with a lower TP of Rp100 (5.9x FY25F P/S), supported by on-track profitability and narrowing TTS-Tokopedia losses.
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BRIDS TMT News - Thursday, March 20 2025
GOTO reiterated there is no merger agreement with Grab Holdings Ltd. In its public disclosure on March 19, 2025, GOTO confirmed that there have...
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BRIDS TMT News - Thursday, March 13 2025
GOTO delivered 4Q24 strong adj. EBITDA of Rp399bn (+193%qoq, +348%yoy) with all 3 pillars (ODS, GTF, Ecommerce) well in positive territory.
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BRIDS Market Pulse: Chart of the Week – ICBP P/E Band – Core Profit
JCI rose 1.5% w-w, outperforming majority of EM peers (except for Korea’s Kospi index +4.4% w-w), bringing YTD performance to 21.9%.
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