Grab Holdings (GRAB US) - Growth with Scale from a Stable Platform
Grab Holdings (GRAB US) released another set of positive results but this time the balance between profitability and growth was well-struck, as it...
720 Views
Grab: Profitability Seems Not So Easy to Sustain
Grab’s share price moved up c. 10% following its 2Q2023 earnings on the back of improved profitability. Even if Grab meet its profit timeline,...
531 Views
ARM Holdings Pre-IPO - Pre-Privatisation to Pre-Listing Changes - Slower Growth, Lower Margins
Softbank Group aims to raise around US$8-10bn via selling some of its stake in ARM Holdings’ US IPO. In this note, we compare its recent...
513 Views
ARM Holdings Limited - The Negatives - Tepid Growth and China JV Issues
Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings ’ US IPO. In this note, we talk about the not...
466 Views
ARM Holdings Limited - The Positives - Pervasive Global Presence
Softbank Group (9984 JP) aims to raise around US$8-10bn via selling some of its stake in ARM Holdings ’ US IPO. In this note, we talk about the...
556 Views