Detailed view for this entity.
Sorted into three lenses: who is speaking, what is being said about them, and where they are aligned or in conflict.
Claims about this entity's actions, status, or capabilities.
Subject
Quote from Video
you would say that Grab has perhaps saturated 6 to 11% of their potential market.
“you would say that Grab has perhaps saturated 6 to 11% of their potential market.”
Subject
Quote from Video
since our last piece on Grab, shares of the company have appreciated 39% compared to 44% for the S&P 500.
“since our last piece on Grab, shares of the company have appreciated 39% compared to 44% for the S&P 500.”
Subject
Quote from Video
But one thing to notice here is that competition in Indonesia is quite rough. And I was over there, I took this picture back in 2019 when I was talking to drivers for Go and Grab.
“But one thing to notice here is that competition in Indonesia is quite rough. And I was over there, I took this picture back in 2019 when I was talking to drivers for Go and Grab.”
Subject
Quote from Video
we're not liking the direction that we see them taking now, which is issuing lots of loans.
“we're not liking the direction that we see them taking now, which is issuing lots of loans.”
Subject
Quote from Video
But one thing to notice here is that competition in Indonesia is quite rough. And I was over there, I took this picture back in 2019 when I was talking to drivers for Go and Grab.
“But one thing to notice here is that competition in Indonesia is quite rough. And I was over there, I took this picture back in 2019 when I was talking to drivers for Go and Grab.”
Subject
Quote from Video
Grabs growth is really coming from adding new cities, adding new smartphone users that come online, and of course, stealing from their competition.
“Grabs growth is really coming from adding new cities, adding new smartphone users that come online, and of course, stealing from their competition.”
Subject
Quote from Video
they're expecting to continue this 20% compound annual growth at least through 2028.
“they're expecting to continue this 20% compound annual growth at least through 2028.”
Subject
Quote from Video
the concern around grab... if they can't strengthen that operating margin, they could run into trouble quite quickly.
“the concern around grab... if they can't strengthen that operating margin, they could run into trouble quite quickly.”
Subject
Quote from Video
They say, 'Well, we're going to have $2 billion in loans extended by the end of 2026.'
“They say, 'Well, we're going to have $2 billion in loans extended by the end of 2026.'”
Subject
Quote from Video
I don't think this is a purposeful expansion into America more than it is let's take the technology they developed and apply it to Southeast Asia.
“I don't think this is a purposeful expansion into America more than it is let's take the technology they developed and apply it to Southeast Asia.”
Subject
Quote from Video
The CEO has called this a milestone and grabs evolution as a trusted international provider of financial services.
“The CEO has called this a milestone and grabs evolution as a trusted international provider of financial services.”
Subject
Quote from Video
So again going back to that focus on their ability to become more profitable than just marginally profitable. They talk about margin expansion. Well, how are you going to get there? Right? They can talk about it, but how are they actually going to get there? You know, you can have volume growth, which leads to operating leverage. Fair enough, right? And then they expect that lending, which isn't profitable yet, will eventually be more profitable than delivery and mobility.
“So again going back to that focus on their ability to become more profitable than just marginally profitable. They talk about margin expansion. Well, how are you going to get there? Right? They can talk about it, but how are they actually going to get there? You know, you can have volume growth, which leads to operating leverage. Fair enough, right? And then they expect that lending, which isn't profitable yet, will eventually be more profitable than delivery and mobility.”
Subject
Quote from Video
they're testing some autonomous shuttles in Singapore.
“they're testing some autonomous shuttles in Singapore.”
Subject
Quote from Video
they have this exclusive partnership with Hail Technology to distribute LAR.
“they have this exclusive partnership with Hail Technology to distribute LAR.”
Subject
Quote from Video
Since they have a dominant leadership position in nearly all the markets they operate in, and that bodess well. That means that competition isn't going to come and bite them because they're diversified.
“Since they have a dominant leadership position in nearly all the markets they operate in, and that bodess well. That means that competition isn't going to come and bite them because they're diversified.”
Subject
Quote from Video
But this is more than the region’s Uber; Grab’s become a super app that’s listed on the Nasdaq.
“But this is more than the region’s Uber; Grab’s become a super app that’s listed on the Nasdaq.”
Subject
Quote from Video
providing day-to-day services to over 35 million users
“providing day-to-day services to over 35 million users”
Subject
Quote from Video
providing day-to-day services to over 35 million users and a source of income for more than 13 million drivers and merchants as of 2023.
“providing day-to-day services to over 35 million users and a source of income for more than 13 million drivers and merchants as of 2023.”
Subject
Quote from Video
If you ask me, providing 13 million gig jobs is probably the largest job impact and poverty alleviation on a grand scale in 750 cities.
“If you ask me, providing 13 million gig jobs is probably the largest job impact and poverty alleviation on a grand scale in 750 cities.”
Subject
Quote from Video
The idea for Grab stemmed from a conversation about the inefficiencies and dangers of the Malaysian taxi system.
“The idea for Grab stemmed from a conversation about the inefficiencies and dangers of the Malaysian taxi system.”
Subject
Quote from Video
In June 2012, Anthony and his co-founder launched the first iteration of Grab.
“In June 2012, Anthony and his co-founder launched the first iteration of Grab.”
Subject
Quote from Video
In 2016, the company rebranded from 'Myteksi' to 'Grab,' and hit unicorn status, a start-up valued at over a billion dollars.
“In 2016, the company rebranded from 'Myteksi' to 'Grab,' and hit unicorn status, a start-up valued at over a billion dollars.”
Subject
Quote from Video
In 2016, the company rebranded from “Myteksi” to “Grab,” and hit unicorn status, a start-up valued at over a billion dollars.
“In 2016, the company rebranded from “Myteksi” to “Grab,” and hit unicorn status, a start-up valued at over a billion dollars.”
Subject
Quote from Video
In December 2021, Grab made history after going public in the US in what was, at the time, the world’s largest SPAC deal.
“In December 2021, Grab made history after going public in the US in what was, at the time, the world’s largest SPAC deal.”
Subject
Quote from Video
Currently, Grab is zeroed in on AI.
“Currently, Grab is zeroed in on AI.”
Subject
Quote from Video
The company is set to launch a new voice assistant feature in 2024, designed with visually impaired users in mind.
“The company is set to launch a new voice assistant feature in 2024, designed with visually impaired users in mind.”
Subject
Quote from Video
The company is set to launch a new voice assistant feature in 2024, designed with visually impaired users in mind.
“The company is set to launch a new voice assistant feature in 2024, designed with visually impaired users in mind.”
Subject
Quote from Video
It is a major shift, from web to mobile.
“It is a major shift, from web to mobile.”
Subject
Quote from Video
it's really getting our own folks leveling up in this new way of working, in this complete change in customer experiences.
“it's really getting our own folks leveling up in this new way of working, in this complete change in customer experiences.”
Subject
Quote from Video
Second is then seeing how it's forming and recreating total new solutions that customers have never seen before.
“Second is then seeing how it's forming and recreating total new solutions that customers have never seen before.”
Subject
Quote from Video
they control roughly 70% of Southeast Asia's ride hailing market with dominant positions in Singapore and Malaysia.
“they control roughly 70% of Southeast Asia's ride hailing market with dominant positions in Singapore and Malaysia.”
Subject
Quote from Video
when you have something like 70% market share in delivery and 50%... so you are the dominant player
“when you have something like 70% market share in delivery and 50%... so you are the dominant player”
Subject
Quote from Video
for 2025 management has updated their outlook for the year where they're still expecting around 20% revenue growth.
“for 2025 management has updated their outlook for the year where they're still expecting around 20% revenue growth.”
Subject
Quote from Video
just recently, just this month, they also announced that they were issuing around $1.5 billion in bonds.
“just recently, just this month, they also announced that they were issuing around $1.5 billion in bonds.”
Subject
Quote from Video
for 2025 management has updated their outlook for the year where they're still expecting around 20% revenue growth.
“for 2025 management has updated their outlook for the year where they're still expecting around 20% revenue growth.”
Subject
Quote from Video
they immediately actually bought just shy of $300 million of stock. So that does reflect some shareholder friendly initiatives.
“they immediately actually bought just shy of $300 million of stock. So that does reflect some shareholder friendly initiatives.”
Subject
Quote from Video
this is the dominant super app in Southeast Asia with fast growing sectors including mobility, food delivery and financial services for the underbanked.
“this is the dominant super app in Southeast Asia with fast growing sectors including mobility, food delivery and financial services for the underbanked.”
Subject
Quote from Video
it does strike me as obvious. I mean look, this is the dominant super app in Southeast Asia with fast growing sectors including mobility, food delivery and financial services for the underbanked.
“it does strike me as obvious. I mean look, this is the dominant super app in Southeast Asia with fast growing sectors including mobility, food delivery and financial services for the underbanked.”
Subject
Quote from Video
in terms of thinking about blowup risks with Grab, they have nearly $6 billion in liquidity after their recent convert...
“in terms of thinking about blowup risks with Grab, they have nearly $6 billion in liquidity after their recent convert...”
Subject
Quote from Video
the report covers the risks on Grab and I think it, you know, really nails it, which is, you know, you're talking about regulatory concerns. You know, you have a lot of different countries that they're in.
“the report covers the risks on Grab and I think it, you know, really nails it, which is, you know, you're talking about regulatory concerns. You know, you have a lot of different countries that they're in.”
Subject
Quote from Video
you could have push back saying, "Hey, these aren't just gig workers. Maybe you need to treat them as employees."
“you could have push back saying, "Hey, these aren't just gig workers. Maybe you need to treat them as employees."”
Subject
Quote from Video
but, you know, it is a $20 billion company.
“but, you know, it is a $20 billion company.”
Subject
Quote from Video
currently they only have around 40% plus gross margins.
“currently they only have around 40% plus gross margins.”