Grab (GRAB US) - A Rough Ride for Now but Smoother Terrain Ahead
Grab's recent results looked encouraging in terms of headline GMV but the higher driver and consumer incentives hit revenues and profitability...
655 Views
PropertyGuru/Bridgetown 2 SPAC Listing/Merger - Peers Are Down a Lot, as the Deal Nears Completion
PropertyGuru and Bridgetown 2 announced, on 23rd Jul 2021, that they have entered into a business combination agreement which will see PropertyGuru...
436 Views
The Week That Was in ASEAN @Smartkarma - Rough for Sea Ltd, Grab's Tumble, and Farm Fresh IPO
The Week That Was in ASEAN@Smartkarma is filled with an eclectic mix of differentiated, substantive, and actionable insights, macro and equity...
367 Views
Softbank Group - Tough Week for VF as Public Portfolio Falls $6bn over Two Days
Vision Fund's public portfolio has been hammered on weakness at Grab, Coupang and WeWork and QTD losses are approaching the record level from Q2...
489 Views
Grab 4Q2021: Heavy Spending on Customer and Driver Incentives Hurts Earnings
Grab's first post-IPO results was disappointing as both revenues and margins dropped due to heavy spending on customer/driver incentives. Share...
604 Views