Emiten teknologi RI PT GoTo Gojek Tokopedia Tbk (GOTO) dan Alibaba, perusahaan teknologi dan e-commerce global, mengumumkan kemitraan strategis yang menitikberatkan pada pemanfaatan teknologi Alibaba Cloud untuk mendukung keseluruhan ekosistem GoTo.
Kemitraan ini akan dilakukan selama 5 tahun, dengan komitmen Alibaba untuk mempertahankan kepemilikan saham GoTo selama periode kemitraan tersebut.
Kemitraan ini akan dilakukan selama 5 tahun, dengan komitmen Alibaba untuk mempertahankan kepemilikan saham GoTo selama periode kemitraan tersebut.
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TVTranscript
00:00Alibaba's Strategic Partnership with PT Goto Gojek Tokopedia Tbk
00:05From the topic of choice, let's move on to the information of the selection committee,
00:09where Alibaba, a global technology and e-commerce company,
00:12announced a strategic partnership with PT Goto Gojek Tokopedia Tbk or Goto,
00:17while emphasizing its commitment to be a long-term investor.
00:22The commitment is marked by a strategic partnership
00:24where Goto will use Alibaba Cloud technology
00:27to support the entire company's ecosystem.
00:35Quoted from the press release, PT Goto Gojek Tokopedia Tbk or Goto
00:40will use Alibaba Cloud services,
00:42a business unit in the field of technology and artificial intelligence,
00:45for the next five years.
00:48This step will strengthen services as well as Goto's digital innovation
00:52with the support of AI and Cloud technology from Alibaba.
00:57In addition, this strategic partnership strengthens Alibaba's commitment
01:00as a long-term investor of Goto.
01:03This partnership will be held for five years
01:05with Alibaba's commitment to maintain the ownership of Goto's shares
01:08during the period of the partnership.
01:12Based on the data of the Indonesian EFEX Stock Exchange,
01:14on August 31, 2024,
01:16Alibaba Group owned 88.531.134.963 shares of the A-series of Goto,
01:23or 7.37% through the Taopao China Holding Limited business entity.
01:30PT Goto Gojek Tokopedia Tbk's Chief Director, Patrick Waluyo,
01:34said the collaboration with Alibaba
01:36will not only strengthen Goto's technology infrastructure,
01:39but will also improve the company's ability
01:41to provide solutions and future services
01:43to millions of users and business players in Indonesia.
01:49Meanwhile, Vice President Alibaba Group
01:51and President Alibaba Cloud Intelligence International, Selly Yeun,
01:55said the strategic partnership combines the cloud computing capabilities
01:59and the world-class craftsmanship of Alibaba Cloud
02:02with Goto's extensive ecosystem.
02:06The agreement was signed on September 13, 2024
02:10and became one of the most significant strategic partnerships
02:12of Alibaba Cloud in Southeast Asia.
02:15Goto Cloud services will migrate to the Alibaba Cloud system in October.
02:19This change will facilitate operational activities,
02:22increase service efficiency, and reduce Goto's operational costs
02:28as a source of external revenue.
02:34From the fundamental development,
02:36we continue to see how the technical movement update
02:39for Goto's shares throughout the period today,
02:42where the technology sector has led the sectoral strengthening
02:46of Goto's shares.
02:49And today, it's going back to the red zone
02:51by experiencing a fairly deep correction
02:53after reaching the highest level throughout the period today
02:56at 68 rupiah per share.
02:59Let's go straight to the first graph.
03:01We will try to see how Goto's shares are moving
03:04throughout the period today.
03:06Have you ever seen the graph on your TV screen, viewers?
03:09It was opened in the first session this morning
03:12at the level of 66 rupiah per share,
03:15where this position is experiencing strength
03:17compared to the previous closing at 65 rupiah per share.
03:22Nine minutes past ten,
03:24Goto's shares touched the highest level of intraday at 68 rupiah.
03:29And this is also the highest level in the last few months.
03:32Then at 10 and 11 o'clock,
03:35the strength is more limited.
03:38Even Goto is going back to the red zone.
03:41In fact, today's intraday,
03:43Goto also touched the level of 60 rupiah per share.
03:47This position occurs after the opening of the second session.
03:51At the closing of the first session this afternoon,
03:53it's back to 62 rupiah per share.
03:55And at the opening of the second session,
03:57it's back to 63 rupiah per share.
03:59We will deliver the latest update for Goto.
04:02A few minutes after the closing,
04:04it was at the level of 61 rupiah per share,
04:06weakening at 6.15%.
04:09Intraday touched the level of 60 rupiah per share,
04:11weakening at more than 7%.
04:13Let's move on to the next graph.
04:15We will see how Goto's shares move in the last few months.
04:20You can see the graph on your television screen.
04:23In early February,
04:26Goto is still at the level of 90 rupiah per share.
04:31Then from March, April, May, June, and July,
04:34Goto's shares tend to experience quite a lot of pressure.
04:38It even left a level of 50 rupiah per share.
04:41And this seems to be the lowest level of Intraday,
04:44which has established itself in the Indonesian stock market.
04:47In August and September,
04:49it tried to rise and position at 63 rupiah per share.
04:53And now it's at 61 rupiah per share.
04:55Intraday today was at 68 rupiah per share.
04:59Let's move on to the next graph.
05:01We will try to see from the valuation side for Goto
05:04with some indicators that there are competitors.
05:07We will try to see from the position,
05:09the price-earning ratio is minus 13.80x,
05:13PSR is 4.81x,
05:15PVV is around 2.07x,
05:18while PCFR is minus 62.21x.
05:22Conditions, development of fundamental, technical,
05:26and also from the valuation side,
05:28and hopefully it can be one of the references for you.