zaza10
2023-04-06

I live in Singapore for more than 15 years. i prefer to take normal taxi, instead of grab. Grab is too expensive nowadays and is not competitive at all when compared to normal taxi like Comfort or Transcab. I will always book a taxi when possible. Many of my friends share the same feeling. we don't think the Grab car business is sustainable, if they keep using the same strategy. I miss those old days when there is 50,000 normal taxis and i can easily get one even at very west of Singapore (e.g. NTU, Tuas) by calling taxi booking number. $Grab Holdings(GRAB)$

I think this stock may move below 3 again. Cash burn is very high. Also there is rumor of acquiring Goto which could be disastrous. This is just my own opinion though.

And I wish there was some coverage of their Grab Eats vs e-hailing revenue, profitability and growth prospects for the 2 segments. Also,
a) since stock-based compensation has been a 'killer' expense for most of the companies in the high growth phase, some indication of its trajectory going forward would have been helpful; and
b) an analysis of their revenue trends by major countries, growth in their respective areas, and potential going forward would have been useful, along with some pointers on competition (or lack thereof) in each of them.

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Comments

  • JC888
    2023-04-08
    JC888
    Funnily enough there's little to no advertising on its digital banking platform. Thot its supposed to be another revenue spinner given its existing n vast customer database?
  • Ericdao
    2023-04-08
    Ericdao
    不管你喜不喜欢,它会一直存在。Grab在许多亚洲国家或多或少已经成为一个家喻户晓的名字。产品不仅限于出租车业务,而是许多其他业务。许多公司已经采用抓斗作为主要运输工具。这是一个非常有利可图的行业。竞争肯定会侵蚀一些利润,但我仍然认为它们有利于长期投资。
  • MMtrade
    2023-04-09
    MMtrade
    grab is good, don't be discouraged. leave it as a choice.
  • klarky
    2023-04-07
    klarky
    是的,近期看起来不像好的
  • Attap Kia AI 4 U
    2023-04-07
    Attap Kia AI 4 U
    谢谢分享
  • icycrystal
    2023-04-07
    icycrystal
    thanks for sharing
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