GoTo Gojek Tokopedia (GOTO IJ) - Barbell Strategies and Fintech to Dominate in 2025
GoTo Gojek Tokopedia remains optimistic for the coming year, with an increasing focus on converting hemat users to take up more premium products...
1.4k Views
The Week That Was That Was in ASEAN@Smartkarma - CP Axtra's Gaff, Berli Jucker, and ITMG's Value
The past week saw insights on CP Axtra (CPAXT TB), Berli Jucker (BJC TB), Mphb Capital (MPHB MK), and PT Daya Intiguna Yasa Tbk (Mr DIY Indonesia)...
747 Views
GoTo Gojek Tokopedia(GOTO IJ) - Lifting Clouds
Alibaba's agreement to lock up its GOTO stake for 5 years in exchange for using Alibaba Cloud services lifts a share price overhang, aligning...
510 Views
Ola Electric IPO - Thoughts on Valuation
Ola Electric is now looking to raise about US$730m in its India IPO. We have looked at the company's past performance in our earlier notes. In this...
435 Views
Ola Electric IPO - RHP Updates - Growing Faster than Expected, Driven by GoI Policy
Ola Electric is now looking to raise about US$730m in its upcoming India IPO. In this note, we look at the updates from its most recent filings.
436 Views