Meituan-Dianping H118 Results: Revenue Growth Slows | Incentives Cut? | Disclosure Worsens
Our initial impressions of Meituan Dianping (3690 HK) H118 results -- its first earnings report since it listed in Hong Kong last week -- are...
511 Views
Implications of the CCCS Fine on Grab-Uber Merger and Lessons for Ride- Hailing Players
Singapore's CCCS has fined Uber and Grab S$13m. This is the worst-case scenario predicted under my previous note. In this article, I will present...
687 Views
Uber May Pick Up Investors, Along With Riders, in Its IPO
The ride-hailing pioneer is likely to maintain its competitive advantage via its network effectUber May Be Picking Up Moat Sources as Quickly as It...
463 Views
Blue Bird Tbk: Light at the End of the Tunnel
Conference call with the IR of Blue Bird Corp (BLBD US) reveals that competition, especially from online taxi players, has turned more...
233 Views
Autonomous Driving- Startups Stealing A March On Waymo & GM
Recently, two relatively unknown autonomous driving startups have announced the launch of self-driving taxi pilots, posing an interesting...
89 Views