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Uber Technologies (UBER US)
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376
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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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Grab Holdings
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02 Dec 2021 09:57
Grab SPAC Listing - Thoughts on Valuation, Lock-Up Release
On 13th Apr 21, Grab announced that it plans to go public in the US in partnership with Altimeter Growth Corp at an equity val of US$39.6bn. In...
Sumeet Singh
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593 Views
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bearish
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DoorDash
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18 Nov 2021 00:29
DoorDash: Why Is Doordash 14x Sales and Uber 4x?
While we have certainly been wrong to short DoorDash thus far, we are still sure it is mispriced. The question is… how to profit off of this?...
Aaron Gabin
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274 Views
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bullish
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DiDi Global
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20 Oct 2021 21:35
DiDi Global: Time to Book a Ride?
Our bull-case SoTP valuation points to a 22% upside while our bear-case SoTP valuation points to a -19% downside. The shares seem fairly valued and...
Arun George
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379 Views
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bullish
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Full Truck Alliance
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23 Aug 2024 06:56
Full Truck Alliance Q224 Results: Generally Strong Growth | Attractive Closer to US$7 Per ADS
Full Truck Alliance reported another strong set of numbers in Q224. After a surprisng Y/Y decline in orders per MAU, we will monitor this number...
Tracking Traffic
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290 Views
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bullish
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Zomato
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19 Aug 2024 20:34
Zomato Placement - Momentum Is Very Strong, past Ant Related Deals Have Been Mixed
AntFin is looking to raise around US$400m by selling around 2% of Zomato (ZOMATO IN). Past selldown's by AntFin have produced mixed results.
Sumeet Singh
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253 Views
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