And with their recent activities, it feels like there's still a focus on profitability > growth. thats not the investment narrative we first subscribed to when investing.
I think it's time to take my money elsewhere. As a hedge, I've also bought $GRAB 20240621 3.5 CALL$ at a relatively low cost. In the event earnings do support the growth narrative, I'll still be able to buy back a stake at the current price :)
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我认为这已经足够好了。没什么变化。增加收入，缩小损失。他们能从他们所处的市场中挤出收入多久？
过于依赖市场而不能倒闭，但过于依赖政府支持和资本干预而无法继续增加收入。
收益结果足够好，可以看到价格上涨。是时候兑现我的对冲期权，继续前进了[微笑]