Didi Chuxing (DIDI US): Avoid Buyers' Remorse - Do an Apples to Apples Comparison
DiDi IPO raised USD4.4 bn today, pricing at the top of its indicated range and selling more shares than initially planned. I offer three reasons...
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DiDi Chuxing Pre-IPO - Has a Principal Agent Problem, Rumoured Target Valuation Is a Stretch
DiDi Chuxing (DIDI US), the world’s largest mobility technology platform, aims to raise around US$10bn in its US listing. It is backed by Softbank...
439 Views
Lalatech IPO: New Filing's H123 P&L Shows Impressive Growth, Unanswered Questions
For us, the most urgent questions for Lalatech still revolve around its "incredible" progress on cost control and how the company will successfully...
969 Views
Grab Holdings (GRAB US) - 2024 Set Up
Grab Holdings recently posted another set of positive results, with another quarter of positive adjusted EBITDA. We conducted a follow-up call to...
281 Views
Grab Holdings (GRAB US) - Surging Ahead of Expectations
Grab aims to deepen its engagement with users through affordable and high-value offerings and a laddered pricing approach, with additional focus on...
284 Views