ENTITY
Grab Holdings

Grab Holdings (GRAB US)

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Analysis
IndustrialsSingapore
Grab Holdings Limited operates as a holding company. The Company, through its subsidiaries, develops delivery management, mobility, financial services, and enterprise software solutions. Grab Holdings serves customers worldwide.
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bearishBlue Bird
30 May 2018 17:49

Bluebird: Heavy Wings Due to Heavy SHIA Express Carriage

An email correspondence with the management revealed that the airport ride contributes to a significant amount to total revenue in both taxi and...

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18 May 2018 09:22

Grab's Growing Pains

Grab acquired Uber's operations in Asia, including Thailand. Happy Ending? Wrong.At first glance, the deal seems like a panacea for everyone. We...

13 May 2018 09:24

ComfortDelgro 1Q18 Unsurprising, Lesser PH Drivers + Talks with Go-Jek Improve Taxis' Outlook in SG

Summary of 1Q18 results: CD's headline revenues in 1Q18 lifted by 1%YoY, as higher revenues from Public Transport Services help to offset decline...

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04 May 2018 09:53

Grab, Go-Jek, Garena(SEA), Who Will Be the Payment Goliath of Southeast Asia? - Part 2

In Part 1 of this series, I compared the user numbers, investors and strategies of Grab, Go-Jek, and Garena(renamed to SEA), specifically focusing...

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bullishBlue Bird
31 Mar 2018 22:09

Bluebird: Go Online!

I had a meeting earlier this week with Blue Bird Tbk Pt (BIRD IJ)'s management, trying to find out how tough are things for them given the recent...

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