External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Key points (machine generated)<ul><li>Didi's stock price is stable at $4.90, adhering to management guidance for eight months.</li><li>Concerns about autonomous driving in China arise due to low labor costs and a deflationary environment, impacting regulatory responses.</li><li>Didi is well-positioned for partnerships with AV companies, while Tesla faces regulatory challenges in operating a ride-hailing service in China.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Didi's stock price is stable at $4.90, adhering to management guidance for eight months.Concerns about autonomous driving in China arise due to low labor costs and a deflationary environment, impacting regulatory responses.Didi is well-positioned for partnerships with AV companies, while Tesla faces regulatory challenges in operating a ride-hailing service in China.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Didi Global Inc  (DIDIY) - Monday, Jun 30, 2025

Asian Hedge Fund Manager, Long Short Equity, Macro

David Mudd

<ul>
<li>
<a href="https://www.smartkarma.com/entities/didi-chuxing-inc" target="_blank" data-smartkarma-citation="entities:27467:1" rel="noopener">DiDi Global (DIDI US)</a> has begun to generate positive EBITDA after several challenging years post-IPO.  With a high degree of operating leverage, the company is poised to grow quickly.
</li>
<li>Didi which maintains a 70% market share in the ride-hailing industry in China is expanding into Tier 3 cities where there is a large untapped opportunity.</li>
<li>The company has indicated that it wants to list in Hong Kong in 2025 providing a catalyst for share price re-rating next year.</li>
</ul>



DiDi Global (DIDI US) has begun to generate positive EBITDA after several challenging years post-IPO.  With a high degree of operating leverage, the company is poised to grow quickly.

Didi which maintains a 70% market share in the ride-hailing industry in China is expanding into Tier 3 cities where there is a large untapped opportunity.
The company has indicated that it wants to list in Hong Kong in 2025 providing a catalyst for share price re-rating next year.


2025 High Conviction Idea - DIDI Global, Smooth Ride to Higher Profits

Asian Equities Analyst, Logistics & Transport, Tracking Traffic

Daniel Hellberg

Asian Equities Analyst, Logistics & Transport

Tracking Traffic

Focusing on Asian logistics, transportation, and travel companies

Equity Capital Markets

<ul>
<li>Q225 saw solid growth &amp; improving margins, driven by strength in China business</li>
<li>Lawsuit settlement hit net result in Q225, but investors shrugged off the news</li>
<li>We still think Didi could pursue a new listing later in 2025, probably in HK</li>
</ul>


Q225 saw solid growth &amp; improving margins, driven by strength in China business
Lawsuit settlement hit net result in Q225, but investors shrugged off the news
We still think Didi could pursue a new listing later in 2025, probably in HK


Didi Global Q225 Results | Domestic Business Strong | Why a 2025 Listing Still Makes Sense

<ul>
<li>Didi reported solid top-line growth, improving core margins (and OpCF) in Q125</li>
<li>Drivers of Q125 top-line growth were broad-based, but note F/X impact on International</li>
<li>We believe Didi should move to re-list shares while earnings &amp; conditions are supportive</li>
</ul>


Didi reported solid top-line growth, improving core margins (and OpCF) in Q125
Drivers of Q125 top-line growth were broad-based, but note F/X impact on International
We believe Didi should move to re-list shares while earnings &amp; conditions are supportive


Didi Global Q125 Results | Company Should Move to List Shares While Earnings & Conditions Favorable

Research from Asian Century Stocks, Asian Century Stocks

Michael Fritzell

Research from Asian Century Stocks

Providing financial journalism in the Asia-Pacific

Asian Century Stocks

Asian Century Stocks is a newsletter providing financial journalism for companies and stocks in the Asia-Pacific. 
The Asian Century Stocks logotype “百” stands for “one hundred” or a “century”. The economic centre of gravity is moving towards Asia. Yet most global investors are missing out.

<ul>
<li>
Didi Global (DIDIY US — US$23 billion) is China’s largest ride-hailing company.
</li>
<li>
You can think of Didi as the “Uber of China.” Open the app and specify a destination, and Didi will then match you with a driver to take you there.
</li>
<li>
Payment is done seamlessly via the app.
</li>
</ul>



Didi Global (DIDIY US — US$23 billion) is China’s largest ride-hailing company.


You can think of Didi as the “Uber of China.” Open the app and specify a destination, and Didi will then match you with a driver to take you there.


Payment is done seamlessly via the app.



Didi Global (DIDIY US): China's Leading Ride Hailing Platform at 8.4x 2029e P/E with a HK Listing Catalyst

China

DiDi Chuxing Inc operates passenger transportation platforms. The Company provides mobility solutions, cloud computing, and other application based services. DiDi Chuxing serves customers worldwide.

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DiDi Global (DIDIY US)

Didi Global Inc (DIDIY) - Monday, Jun 30, 2025

Didi's stock holds at $4.90 amid management guidance, while potential partnerships with AV companies grow, despite regulatory hurdles for Tesla's...

Value Investors Club (VIC)

2025 High Conviction Idea - DIDI Global, Smooth Ride to Higher Profits

Didi's share price has now broken major resistance levels at $5 and $6 on surging volume. The company's profit remains on track to double in 2025....

David Mudd

Didi Global Q225 Results | Domestic Business Strong | Why a 2025 Listing Still Makes Sense

Didi Global reported solid Q225 results last week, driven by improving growth and margins in the core Chinese ridehailing business. We still expect...

Tracking Traffic

Didi Global Q125 Results | Company Should Move to List Shares While Earnings & Conditions Favorable

Didi Global reported another set of strong earnings results last week. We believe the company should move forward with plans to re-list shares...

Tracking Traffic

Didi Global (DIDIY US): China's Leading Ride Hailing Platform at 8.4x 2029e P/E with a HK Listing Catalyst

Didi Global (DIDIY US — US$23 billion) is China’s largest ride-hailing company. You can think of Didi as the “Uber of China.”

Asian Century Stocks

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