GRABW News and Press, Grab Holdings Limited Warrant From 02/16/23

Summary Delivery Hero is a company managing food delivery platforms. Technology investor Prosus owns 25% of the company. Delivery Hero's recent trading update contained strong growth numbers considering hard comps. The company's EBITDA margin has increased rapidly, and so cash burn ...

Summary DoorDash is a leading e-commerce delivery business, with over 50% market share. We believe market conditions in 2023 will harm delivery businesses due to a fall in discretionary income and continued inflationary conditions. The delivery industry is highly competitive. We exp...

Summary Lyft is heavily discounted to peers and offers as much as 60% upside to trade closer alongside Uber in our view. Lyft is closer to long-term continual profitability than competitors and trades near all-time lows. The company continues to operate within Uber's shadow and risk...

Summary Philippe Laffont’s 13F portfolio value increased from $8.26B to $8.61B this quarter. They increased Uber Technologies, Nvidia, and PayPal Holdings while decreasing Tesla, Meta Platforms, Microsoft, and Snowflake. They also dropped Alibaba Group Holding. Their top thre...

Grab Holdings Limited (GRAB) Q3 2022 Earnings Conference Call November 16, 2022 08:00 AM ET Company Participants Vivian Tong - Head of US Investor Relations Anthony Tan - Chief Executive Officer Peter Oey - Chief Financial Officer Alex Hungate - Chief Operati...

The following slide deck was published by Grab Holdings Limited in conjunction with their 2022 Q3 earnings call. For further details see: Grab Holdings Limited 2022 Q3 - Results - Earnings Call Presentation

Summary The Gig Economy is expected to undergo structural changes given fresh scrutiny to protect workers amid the rise of automation and artificial intelligence. We expect the fresh scrutiny will eventually result in higher operating costs or taxation, however, we could track wor...

Summary Philippe Laffont’s 13F portfolio value decreased from $13.67B to $8.26B this quarter. They increased Amazon.com, JD.com, Enphase Energy, Alibaba Group Holdings, and Lucid Group while reducing Rivian Automotive, Visa, Snowflake, Sea Ltd., DoorDash, Nvidia, and Roblox...

Summary 2Q22 adjusted EBITDA and free cash flows show progress towards its 2024 targets, as management's guidance for 3Q22 adjusted EBITDA and free cash flows shows continued momentum into 2H22. Uber's platform strategy continues to provide structural competitive advantages as it ...

The following slide deck was published by Grab Holdings Limited in conjunction with their 2022 Q2 earnings call. For further details see: Grab Holdings Limited 2022 Q2 - Results - Earnings Call Presentation