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...
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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...
225 Views
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...
564 Views
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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Indo Internet Sector: Local Unicorns And Next Frontiers
Three Indo unicorns (so far) are Go-Jek, Tokopedia, and Traveloka (commonly abbreviated as GTT). However, the cash burn rates especially for...
143 Views