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Uber Technologies (UBER US)
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Industrials
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United States
Uber Technologies Inc provides ride hailing services. The Company develops applications for road transportation, navigation, ride sharing, and payment processing solutions. Uber Technologies serves customers worldwide.
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bearish
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Softbank Group
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28 Feb 2020 11:35
Softbank Vision Fund: Not Enthused About DoorDash IPO Filing but Vir Biotech Rally Could Be Positive
Moving away from the sordid details on Vision Fund's inner workings we tagged yesterday, we though there were a couple items out of the US worth...
Kirk Boodry
323 Views
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bearish
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Softbank Group
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27 Feb 2020 12:03
Softbank Group: It Is Getting Harder to Have Confidence in Vision Fund
The Wall Street Journal has published an article saying Vision Fund head Rajeev Misra waged a frankly bizarre campaign to sabotage potential...
Kirk Boodry
505 Views
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bullish
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Thematic (Sector/Industry)
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20 Feb 2020 22:02
MUFG GRABbing at the Chance to Serve ASEAN’s Unbanked
In our Smartkarma Originals Insight on Ride Hailing last year, we articulated our view as being sceptical of the ability of pure ride hailers to...
Mio Kato
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402 Views
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bearish
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Uber Technologies
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13 Feb 2020 13:56
Uber and Lyft – So About That Wonderful New Path to Profitability
We have long been sceptics about Uber and Lyft’s assertions that operating leverage would allow the companies to become profitable. After the very...
Mio Kato
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365 Views
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bearish
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Meituan
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10 Feb 2020 08:32
What Do Two Recent Online Food Delivery Deals Say About Meituan-Dianping's Valuation?
In this note we look at two recently announced (but yet-to-close) transactions in the online food delivery space in order to get a sense of Meituan...
Daniel Hellberg
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391 Views
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