GoTo Gojek Tokopedia (GOTO IJ) - Plumbing for a More Certain Future
GoTo senior management hosted an analyst call last week to provide further details on both the reasons behind the Tokopedia sale and the potential...
1k Views
The Week That Was in ASEAN@Smartkarma - Ace Hardware Shines, AKRA's Positive, and GoTo's TikTok Move
The past week saw insights on Ace Hardware Indonesia (ACES IJ), AKR Corporindo (AKRA IJ), OUE Commercial REIT (OUECT SP), GoTo (GOTO IJ), and Sea...
581 Views
[Blue Lotus Daily - TMT Update]:SE/GRAB/GOTO IJ/1519 HK/JD/2618 HK/AMZN/PDD/Shein/BABA/700 HK/772 HK
Amazon introduces a supply chain solution for Chinese merchants, Richard Liu Qiangdong responds to an internal article, and Yuewen acquires...
521 Views
GoTo: Thoughts on the New Tokopedia/TikTok Partnership
GoTo's move to sell a majority stake in Tokopedia at a time the business is nearing positive EBITDA has surprised us, and we think TikTok will...
914 Views
The Week That Was in ASEAN@Smartkarma - GoTo & TikTok, BliBli's Omnichannel, and Malaysian Banks
The past week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Global Digital Niaga (BELI IJ), Malaysian Banks, Indonesian banks, and Indonesian...
462 Views