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DiDi Global (DIDI US)
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309
Analysis
Consumer Discretionary
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China
DiDi Chuxing Incorporated operates passenger transportation platforms. The Company provides mobility solutions, cloud computing and other application based services. DiDi Chuxing serves customers worldwide.
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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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391 Views
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bearish
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Thematic (Sector/Industry)
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29 Jun 2019 21:31
Boost Research
Lithium Market - Phlegmatic Growth, Terrible Investment!
Lithium (Li) market is an oligopoly, dominated by China and three other producers Li supply has increased 39.1% CAGR since 2015 Future Li demand...
Gaius King
664 Views
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bullish
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Airbnb
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02 May 2019 14:55
Bits and Bytes: A Primer on OYO Rooms & Its Significance to Airbnb.
Airbnb Inc (9865065Z US)'s diversification into the "complete travel experience" play. Makes a strategic investment in OYO Rooms. Is it...
Rohinee Sharma
573 Views
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bearish
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Uber Technologies
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22 Apr 2019 13:31
Uber: Weak Marginal Profits and Didi's Assualt on Latin America
In LYFT: Wouldn't It Be Ironic if This Was an IPO to Rent but Not Own? we noted our scepticism for the business models of ride sharing companies...
Mio Kato
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464 Views
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bearish
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Uber Technologies
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16 Apr 2019 11:13
Uber Pre-IPO - What Lyft Lacks in Scale It Makes up for in Growth; the Fight for Drivers Continues
Uber Technologies (0084207D US) aims to raise US$10bn+ in its US IPO at a US$100bn valuation, as per media reports. I've covered some of the...
Sumeet Singh
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715 Views
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