Autonomous Vehicles Mean Massive Disruption and Opportunity
AVs could change society more than anything else this century, bringing a threat to automakers, but also new markets.We think autonomous vehicles...
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Four Reasons Why It Could Be a LONG Time Before Meituan's Food Delivery Segment Becomes Profitable
In our view, Meituan Dianping (3690 HK)'s Food Delivery segment (62% of Meituan's reported Revenue last year) needs to do two things in order to...
687 Views
Meituan-Dianping H118 Results: Revenue Growth Slows | Incentives Cut? | Disclosure Worsens
Our initial impressions of Meituan Dianping (3690 HK) H118 results -- its first earnings report since it listed in Hong Kong last week -- are...
638 Views
Implications of the CCCS Fine on Grab-Uber Merger and Lessons for Ride- Hailing Players
Singapore's CCCS has fined Uber and Grab S$13m. This is the worst-case scenario predicted under my previous note. In this article, I will present...
787 Views
Uber May Pick Up Investors, Along With Riders, in Its IPO
The ride-hailing pioneer is likely to maintain its competitive advantage via its network effectUber May Be Picking Up Moat Sources as Quickly as It...
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