South East Asia is opening up. There will be less food delivery with more dine in. There will be less e-hailing bcos of higher car ownerships even when pandemic is over. Grab widen its losses to more than $800 mil. Also, a new strong competitor, Airasia emerged to compete in food delivery and e-hailing biz. Grab will continue to report losses for the next 5 years at least. Does Grab look like it is worth $40 bil?$Altimeter Growth Corp.(AGC)$
精彩评论