Our thoughts on “Grab buying Foodpanda in Southeast Asia”
On Wednesday, German publication WirtschaftsWoche (lit. “Business Week”) reported that Delivery Hero was in talks to sell its Southeast Asia business, including Singapore, Malaysia,...
[New report] Apples to Apples 3.0: Benchmarking major tech platforms –...
Since the launch of our first Apples to Apples report, the majority of the companies we analysed have reported a positive net income (i.e achieved profitability)....
Our thoughts on Grab’s 2023 Q2 earnings
On Wednesday, Grab released its Q2 2023 results. Overall the company made good continuous progress towards profitability, with steady growth in GMV for both...
Another food delivery giant becomes profitable?
Last week, Zomato - one of the two leading food delivery platforms in India - announced their Q1 FY 2024 (i.e. Apr-Jun 2023) results.
For...
Our thoughts on DeliveryHero’s Q1 2022 results
Delivery Hero, a holding company of food delivery operators in multiple regions, released its Q1 2023 results last week. Share prices popped as a...
Why is comparing the financial metrics of tech platforms so hard?
Major tech platforms companies, such as SEA Group, Grab, GoTO, Meituan and Zomato have become an integral part of our lives today. Most of...
Beyond the Numbers: Interpreting User Metrics from Platform Companies
Beyond the Numbers: Interpreting User Metrics from Platform Companies
For many platform companies, the trend of user numbers is closely watched by investors, as it...
[New report] Apples to Apples 2.0: Benchmarking major tech platforms –...
In February this year Momentum Academy launched our first Apples to Apples: benchmarking major tech platforms report where we broke down the myriad of...
Grab and SEA repay their debts, confident with their cash positions...
Last week, during its earnings release, Grab announced that it had bought back $600 million of debt - part of its US$2 billion term...
