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...
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Mynt (GCash) Pre-IPO: Peer Comparison
Mynt started to market its PSE listing. In this note, we compare the company with its listed peers on operating data, financials and valuation, and...
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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...
797 Views
GoTo Gojek Tokopedia Tbk PT (GOTO IJ): Synthetic Expert Call Transcript (09 Jul 2026)
The TikTok-Tokopedia integration has structurally altered GoTo's sales focus, shifting the remaining GoTo sales organization entirely away from...
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CrossASEAN Ground Zero - GoTo's Big Plan and Investree's Troubles
This week we dive deeper into the reasoning behind the sale of Tokopedia's sale of 75% stale to TikTok, and what it means for GoTo going forward.
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