GoTo Gojek Tokopedia (GOTO IJ) - New Initiatives Gaining Traction and Increasing Productivity
GoTo Gojek Tokopedia's 3Q2023 results were far more illuminating and encouraging than the last 2Qs, with more progress towards adjusted EBITDA...
566 Views
J&T Global Express IPO Trading - Tepid Demand Despite the Team Effort
J&T Global Express (1519 HK), a global logistics service provider, raised around US$500m in its Hong Kong IPO. In this note, we talk about the...
507 Views
Zomato Lock-Up - A US$240m+ Softbank Linked Lockup Release
Softbank had opted to sell only around half of its stake via a block to raise airing US$120m. The deal is very well flagged
1.1k Views
The Week That Was in ASEAN@Smartkarma - GoTo Initiatives, Ramayana Lestari, and Indonesia Strategy.
The past week saw insights on GoTo Gojek Tokopedia (GOTO IJ), Ramayana Lestari Sentosa (RALS IJ), Pakuwon Jati (PWON IJ), CP FOODS (CPF TB), and...
591 Views
J&T Global Express IPO - Team Effort for Some Heavy Lifting
J&T Global Express, a global logistics service provider, is looking to raise about US$500m in its Hong Kong IPO. In this note, we talk about its...
497 Views