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
Analysts Adjust GoTo Gojek Tokopedia Valuation Amid Slight Changes in Discount Rate and P/E Ratio
GoTo could benefit as more Indonesians shop, ride, and pay through their phones, with tighter links between its apps helping it keep customers and earn more from financial services. But tougher competition and a shaky economy could force costly promotions and slow growth, testing whether the business can turn improvements into lasting profits.Read more
Indonesia Urbanization And Digital Payments Will Ignite New Markets
GoTo bets that Indonesia’s shift toward app-based payments, shopping, and delivery can accelerate as it cuts tech costs and deepens ties with major consumer platforms. But rivals, regulation, and the challenge of stitching its services together could still keep profits from showing up as quickly as hoped.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
