It's too big to fail and immensely popular in China

yeppy
2021-07-14

$DIDI 2020 revenue: $21.6B, Q1 2021: $6.4B (18.5% growth over avg of 2020) with a profit. Current MC <$60B

$UBER 2020 revenue: $11.1B, Q1 2021: $2.9B (4.5% growth over avg of 2020) with a loss. Current MC $90.3B

It's clear that $DIDI is basically on fire sale because of the uncertainty over the security investigations. But it will bounce back soon because just like $BABA, it's too big to fail and immensely popular in China (as proven by the numbers above).

$DiDi Global Inc.(DIDI)$

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精彩评论

  • Jackytan
    2021-07-14
    Jackytan
    It's true that no one is 2 big 2 fail, but there's a good point. With those fundamentals, they're not going to fail so soon. China also knows it needs their money, but hates losing face or control.
  • WStreetsBets
    2021-07-15
    WStreetsBets
    Its never too big to fail. Competitors could easily sway drivers away from DiDi platform with incentives and attRact Didi customers will discounts and vouchers.
  • FANFANFAN
    2021-07-14
    FANFANFAN
    还有不能倒的公司？雷曼兄弟不也一样倒了？
  • slayer
    2021-07-14
    slayer
    一个出租车公司而已，有啥大不能倒的，可替代性不要太强
  • 晚风作酒
    2021-07-14
    晚风作酒
    阴谋论者会裸奔吗？
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