Retail Indonesian Community
Our community narratives are driven by numbers and valuation.
Retail Indonesian Investing Ideas
Unique One, Retail Sector, but Short Time Investmentnya Almost 2,5 kali Persediaan
Perhitungan model DCF saya menunjukkan nilai intrinsik RALS hanya sekitar Rp 280 per saham. Mengingat harga pasar saat ini di atas Rp 450, saham ini jelas overvalued berdasarkan fundamental jangka panjang.Read more
Intense Rivalry And Costs Will Impede Operations Yet Uncover Opportunity
GoTo rides Indonesia’s shift toward online shopping, ride-hailing, and digital payments, but deeper competition and shifting rules could stop that growth from turning into lasting profits. See what needs to go right on costs, lending quality, and cross-app integration—and what could derail the story if rivals or the economy tighten the squeeze.Read more
Analysts Adjust GoTo Gojek Tokopedia Valuation Amid Slight Changes in Discount Rate and P/E Ratio
GoTo sits at the center of Indonesia’s shift to everyday online shopping, ride-hailing, delivery, and digital payments, and its push to tie these services together could lift engagement and profits. But tougher rivals and a weaker economy could force more discounts and slow growth, especially if its payments and shopping apps don’t keep users coming back.Read more
Indonesia Urbanization And Digital Payments Will Ignite New Markets
Key Takeaways Cloud infrastructure migration and ecosystem integration drive cost reduction, innovation, and set the stage for superior margin and revenue growth versus competitors. Rural expansion, fintech user gains, and major platform partnerships accelerate network effects, boosting engagement and monetization across core payments and commerce segments.Read more
