安德烈Soelistyo

2023年6月19日

專家預計帕特裏克Walujo利用他的經驗在投資和銀行業。分析師希望GoTo的新CEO,有銀行背景,將幫助印尼superapp和電子商務平台跟上地區競爭對手,實現盈利。GoTo集團提名帕特裏克Walujo作為首席執行官,取代安德烈Soelistyo,誰將成為副主席。這些變化在6月30日尚有待股東批準。公司成立於2021年5月通過合並兩大本地創業:ride-hailing公司Gojek Tokopedia和電子商務平台。馬克的獨角獸,或私人公司價值超過10億美元,但持續的損失已經測試了投資者的耐心。“來自投資者的壓力管理可能積累一個領導需要改變的轉折點,”李Jianggan新加坡谘詢公司的首席執行官動量作品,告訴日經亞洲。GoTo股價下跌在印尼股票交易所上市以來去年4月11日。周四,股票收於每股116印尼盾(0.008美元),大約隻有三分之一的首次公開發行(ipo)價格338印尼盾(0.02美元)。該公司的市值達到137.39萬億印尼盾(合92億美元)左右。 At the same time, GoTo’s peers, such as Singapore-based Sea, which runs the e-commerce platform Shopee, are emerging from their own profitability funk. “This may have added to the pressure for a management change,” Li said. Sea in March reported its first quarterly profit since going public five years ago, as restructuring efforts that included cutting thousands of jobs and freezing salaries started to pay off. “A few measures have been undertaken by the [GoTo] management to address the profitability and competitive landscape issue, but investors probably felt these are inadequate, especially when Shopee has demonstrated that a Southeast Asian platform can be profitable after ruthless but effective cost-cutting,” Li said. Indonesian e-commerce company Bukalapak also became profitable for the first time in 2022. GoTo’s net losses, meanwhile, have continued, though bright spots are visible. The red ink narrowed 40% to IDR 3.86 trillion (USD 257 million) in the January to March quarter from the year before. For the full year 2022, its net loss was IDR 40.4 trillion (USD 2.69 billion). GoTo attributed last year’s loss to factors such as an IDR 11 trillion (USD 733 million) goodwill impairment related to the merger of Gojek and Tokopedia. Additionally, it cited an increase in share-based compensation expenses and one-off restructuring costs. Amid intensifying competition with regional rivals like Grab, GoTo has also been spending on promotions and incentives to attract drivers and customers. But Soelistyo and other company executives have exuded optimism, focusing on becoming profitable on an adjusted EBITDA (earnings before interest, taxes, depreciation and amortization) basis, a goal they expect to reach during the fourth quarter of this year. “Our focus on high-quality, profitable consumers, along with a disciplined approach to costs, has significantly increased our efficiency and gives us a glimpse of what the future looks like for GoTo,” Soelistyo said when the company announced its first-quarter earnings in April. Walujo’s nomination is not seen as a radical change. “I see this as a transition from one strong leadership to another, which should bring the company closer to achieving its profitability goals,” Piter Abdullah, executive director at Jakarta-based Segara Research Institute, told Nikkei Asia. “The nomination of Patrick Walujo is a welcome change, where his years of private-sector experience and involvement since Gojek’s early days will be crucial in growing the company further.” Though not a founder of either Gojek or Tokopedia, Walujo is no stranger either. He is co-founder and managing partner of the Northstar Group, an early investor in Gojek, according to GoTo’s website. And he has experience outside Indonesia, starting his career at Goldman Sachs, with stints in London and New York. RELATED ARTICLE