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2024-07-02 13:00:00 ET Summary 21 new analysts joined in June and are highlighted today. Each is introduced with some details on their first investment thesis on Seeking Alpha and their background. Analysts cover a range of sectors including biotech, technology, consumer staples, ...
2024-06-25 02:43:59 ET Summary Grab is the most popular ride-hailing app in Southeast Asia, except in Indonesia, where Gojek is a significant competitor. Grab's delivery segment is its largest source of revenue and just turned profitable only in 2023. Grab's financial services...
2024-05-28 21:19:27 ET Summary Chase Coleman's Tiger Global Management 13F portfolio value increased from $14.1B to $18.3B this quarter. The largest five positions in the portfolio are Meta Platforms, Microsoft, Alphabet, Apollo Global, and Amazon.com. New stakes include Liber...
2024-05-15 23:44:08 ET Grab Holdings Limited (GRAB) Q1 2024 Earnings Conference Call May 15, 2024, 8:00 PM ET Company Participants Douglas Eu - Director, Investor Relations and Strategic Finance Anthony Tan - Chief Executive Officer Alex Hungate - Chief Operating...
2024-03-26 08:30:00 ET Summary Grab Holdings Limited is a leading platform company headquartered in Singapore. Grab's revenue growth is expected to decelerate in 2024, but the company projects a reacceleration in revenue from 2025 onwards. Grab's mobility segment is expected t...
2024-03-12 16:25:46 ET Summary Southeast Asia offers a compelling investment opportunity often overshadowed by China and India. Grab is the dominant "super-app" in Southeast Asia. Its diverse services, market leadership, and strong network effects make it a central player in the r...
2024-02-22 22:17:14 ET Summary Chase Coleman's Tiger Global Management 13F portfolio value increased from $13.56B to $14.05B this quarter. The largest five positions in the portfolio are Meta Platforms, Microsoft, Apollo Global, Take-Two Interactive, and Amazon.com. New stakes...
2024-02-22 13:15:02 ET Grab Holdings Limited (GRAB) Q4 2023 Earnings Conference Call February 22, 2024 07:00 AM ET Company Participants Douglas Eu - Head, Asia Investor Relations Anthony Tan - Chief Executive Officer Alex Hungate - Chief Operating Officer Pet...
2024-01-16 09:00:00 ET Summary Delivery Hero’s top line growth has been stepping down from attractive levels, as the industry transitions to cost-cutting and price hikes to finally deliver margin improvement. Delivery Hero’s progress has been slow but appears to be o...
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 ...
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Kahn Swick & Foti, LLC (“KSF”) and KSF partner, former Attorney General of Louisiana, Charles C. Foti, Jr announce that KSF has commenced an investigation into Grab Holdings Limited (NasdaqGS: GRAB, GRABW). What You May Do If you suffered losses exceeding $100,...