Grab Holdings (GRAB US) - Harvesting Product-Led Initiatives
Grab has started to harvest revenues from its product-led initiatives with a stronger performance expected in 3Q2024 for both growth and...
322 Views
Grab Holdings (GRAB US) - Product-Led Sequential Growth Ahead
Grab Holdings booked record GMV, revenue, FCF, MTUs, and EBITDA in 2Q2024 and flagged an optimistic outlook for 2H2024, with positive adjusted FCF...
332 Views
Swiggy IPO: Valuation Insights
Our valuation analysis suggests that the IPO price range of Rs371-390 per share is unattractive. Therefore, we would pass on the IPO.
283 Views
Grab Holdings (GRAB US) - Steering and Batching Towards Profitability
Grab remains confident on the outlook with guidance revised upwards, with the company looking at some potentially interesting M&A, which should be...
456 Views
Grab Holdings (GRAB US) - Facing Off the Competition
Grab Holdings (GRAB US) continues to reinvest excess margins in growth but the real kicker will come next year once new product initiatives fully...
538 Views