Primer: GoTo Gojek Tokopedia Tbk PT (GOTO IJ) - Nov 2025
Path to Profitability in Focus: GoTo's primary strategic objective is achieving profitability. The company has demonstrated progress towards...
192 Views
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.
567 Views
BRIDS Market Pulse: Chart of the week – JCI vs. LQ45 Forward P/E Band
In terms of performance, however, the market was mainly driven by the conglo names (BUMI +54.6% w-w, BRMS +25.5%, DSSA), while the fundamental...
127 Views
SBI Shinsei Bank IPO Trading - Strong Demand, Peers Mini-Rally Will Help
SBI Shinsei Bank (8303 JP), a Japanese financial institution, raised around US$2.1bn in its Japan listing. In this note, we talk about the trading...
395 Views
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.
309 Views