$Grab Holdings (GRAB.US)$ Limited geographic growth, unlikel...
$Grab Holdings (GRAB.US)$
Limited geographic growth, unlikely to evolve beyond SEA
Only possible growth is through financial services
Core business (Ride Hailing/Food Delovery) are not profitable. It is very hard to justify this sort of insane valuation
Limited geographic growth, unlikely to evolve beyond SEA
Only possible growth is through financial services
Core business (Ride Hailing/Food Delovery) are not profitable. It is very hard to justify this sort of insane valuation
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龍眾舞 : Totally no reason for them to expand beyond SEA for now because there is still a huge untapped resources here. In the long run, there is also nothing stopping them from expanding globally just because they chose to focus in SEA for now. Don't mislead with random statements.
Jack Seah : shopee stocks is $200 plus. apple stock at $150. if dun feel that the stocks not worth the price then pls keep money in bank. instead of investing money in the company.
Camino : Good analysis. Grab can't go to China and Australia because Didi is there. Can't go to USA and some other markets because Uber is there. Anyone who read the prospectus knows Didi and Uber are Grab's substantial shareholders and more likely have non compete agreements.