EM Neobanks – Positive on Banco PAN, Cautious on Nubank & KakaoBank Is One to Watch
Positive on Banco PAN for healthy metrics, attractive valuations and capital adequacy. Cautious on Nubank due to capital erosion and lofty...
910 Views
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...
648 Views
GoTo Gojek Tokopedia (GOTO IJ) - Building Positive Resonance with New Initiatives
GoTo's new initiatives include GoRide Transit, GoCorp, GoTo PLUS, and the GoPay app, the latter seeing strong take-up. 3Q2023 results should see...
867 Views
GoTo Gojek Tokopedia (GOTO IJ) - Striking a New Balance
GoTo released results for 2Q2023, which reflected a slower growth environment exacerbated by lower incentive spend but some significant progress...
660 Views
GoTo (GOTO IJ) - Shifting the Needle?
GoTo is laser-focused on shifting the needle towards a semblance of profitability and likely with renewed vigour with a new management team in place.
615 Views