Grab Holdings (GRAB US) - Facing Off the Competition
Grab Holdings (GRAB US) continues to reinvest excess margins in growth but the real kicker will come next year once new product initiatives fully...
710 Views
CrossASEAN Ground Zero - Grab's ESG Credentials, Vinfast in Indonesia, Digital Payments, and Evermos
This week we look at Grab's ESG qualities and its recent report along with Vingroup's plans to start EV ride-hailing in Indonesia on top of...
423 Views
The CrossASEAN Week That Was in South-East Asia - ACES High, Alfamart's Solid, and Cimory Sticks
The past week saw insights on Ace Hardware Indonesia (ACES IJ), Sumber Alfaria Trijaya (AMRT IJ), Cisarua Mountain Dairy (CMRY IJ), and Barito...
426 Views
CrossASEAN Ground Zero - Shopee Express in the CrossHairs, Grab & OpenAI, Cinema XXI, Thai Tariffs
This week we look at Shopee and Lazada as they are investigated for anti-competitive behaviour around logistics, Grab's OpenAI collaboration, and...
618 Views
Zomato Placement Lockup Expiry - US$800m Overhang
Antfin will come out of its placement linked lockup for its remaining stake in Zomato soon. In this note, we talk about the lockup dynamics.
487 Views