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GoTo Gojek Tokopedia Tbk PT (GOTO IJ)
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653
Analysis
Consumer Discretionary
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Indonesia
PT GoTo Gojek Tokopedia Tbk operates as an e-commerce platform. The Company offers mobility, food delivery, logistics, e-commerce, and financial technology solutions. GoTo Gojek Tokopedia serves customers in Indonesia.
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bullish
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Thematic (Sector/Industry)
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24 Jul 2018 17:05
Can Razer Be an E-Payments Giant in Southeast Asia?
The News Razer announced a tie-up with UOB bank for launching a unique e-wallet in Singapore last Thursday. Named Razer Pay Singapore (RPS), it is...
Valerie Law, CFA
543 Views
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bullish
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Thematic (Sector/Industry)
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10 Jul 2018 00:48
The Week That Was in ASEAN@Smartkarma - Heavy Equipment, Consumer Electronics, and Ice Cream Wars
This past week's offering of Insights across ASEAN@Smartkarma is filled with another eclectic mix of differentiated, substantive and actionable...
Angus Mackintosh
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451 Views
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bullish
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Blue Bird
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03 Jul 2018 09:13
Blue Bird Tbk: Light at the End of the Tunnel
Conference call with the IR of Blue Bird Corp (BLBD US) reveals that competition, especially from online taxi players, has turned more...
Johannes Salim, CFA
322 Views
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bullish
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Thematic (Sector/Industry)
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13 Jun 2018 11:11
Grab, Go-Jek, Alipay, WeChat Pay; Who Will Be the Payment Goliath in Southeast Asia? - Part 4
In part 4 of this series, I will evaluate the mobile/ e-payment providers on 10 metrics and total their score. Based on their total score, I hope...
Valerie Law, CFA
681 Views
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bullish
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Comfortdelgro Corp
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13 May 2018 09:24
ComfortDelgro 1Q18 Unsurprising, Lesser PH Drivers + Talks with Go-Jek Improve Taxis' Outlook in SG
Summary of 1Q18 results: CD's headline revenues in 1Q18 lifted by 1%YoY, as higher revenues from Public Transport Services help to offset decline...
Valerie Law, CFA
312 Views
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