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Grab and SEA repay their debts, confident with their cash positions repay future...
Last week, during its earnings release, Grab announced that it had bought back $600 million of debt - part of its US$2 billion term...
GrabPay is not making full use of its advantages
So GrabPay appointed a new CTO, Vikas Agrawal, who was previously with Paytm. Agrawal is to be based in Bangalore, more than 3000 kilometres...
Alipay & WeChat Pay stick, GrabPay doesn’t, literally
We came across this at a florist in Singapore. What does this tell us?
Some of our thoughts:
Alipay and WeChat Pay are very present...
Our thoughts on Grab’s 2023 Q3 results
Last week, Grab released its financial report for the third quarter of 2023. At the adjusted EBITDA level, Grab achieved its breakeven target as...
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...
Our thoughts on Grab’s 2022 Q4 and FY earnings
Last week, Grab announced their 2022 Q4 and FY earnings. Overall the numbers are positive - especially on the path to profitability which has...
[New report] Apples to Apples: Benchmarking Shopee, Grab, GoTo and other major tech platforms
As platform companies - the likes of Grab, GoTo, Sea Group, DeliveryHero, Uber, DoorDash, and Meituan - became new additions to the public equity...
E23: Low Level Barbarians – Non-tech Opportunities, FoodTech (Grab, GoTo, FoodPanda), China CCP –...
Low Level Barbarians, co-hosted by Alex Le, Dave Chang, Jianggan Li and Andrew Gananantham, is a show that covers discussion and debate around trending topics from Asia on Asia....
Our thoughts on Grab’s 2022 Q3 earnings
Growth and profitability
Grab seems to have simplified its strategy – will they execute it well?
Grab seems to have simplified its strategy - will they execute it well?
Last Tuesday (27 Sept), we published an article comparing the results and...