I find Gra_老虎社区_美港股上老虎

2021-11-16

I find Grab delivery and Grab food to be expensive and it does not allow voucher stacking under other apps. Not sure whether the growth can be sustained

Analysis of Grab’s Q3 financial report: Steady growth with focusing on takeaway and delivery services

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":871827359,"tweetId":"871827359","gmtCreate":1637054367631,"gmtModify":1637054637822,"author":{"id":4098071185322490,"authorId":4098071185322490,"authorIdStr":"4098071185322490","name":"Lynn098","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":11,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>I find Grab delivery and Grab food to be expensive and it does not allow voucher stacking under other apps. Not sure whether the growth can be sustained</body></html>","htmlText":"<html><head></head><body>I find Grab delivery and Grab food to be expensive and it does not allow voucher stacking under other apps. Not sure whether the growth can be sustained</body></html>","text":"I find Grab delivery and Grab food to be expensive and it does not allow voucher stacking under other apps. Not sure whether the growth can be sustained","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/871827359","repostId":1162858388,"repostType":4,"repost":{"id":"1162858388","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1637051120,"share":"https://www.laohu8.com/m/news/1162858388?lang=&edition=full","pubTime":"2021-11-16 16:25","market":"us","language":"en","title":"Analysis of Grab’s Q3 financial report: Steady growth with focusing on takeaway and delivery services","url":"https://stock-news.laohu8.com/highlight/detail?id=1162858388","media":"Tiger Newspress","summary":"Grab,which operates Southeast Asia's most popular \"super app\", providing ride-hailing, food and groc","content":"Grab,which&nbsp;operates Southeast Asia's most popular \"super app\", providing&nbsp;ride-hailing, food and grocery delivery and payments in over 400 locations in eight countries,posted its Q3 financial report last week.\nThe following is our interpretation and analysis of&nbsp;the&nbsp;report.\nSteady growth&nbsp;with its revenue reaching a record high in Q3\nAlthough the repeated epidemics have brought continuous challenges to Grab's business in the region, Grab hit a record high in the third quarter of 2021, reaching US$4 billion, an&nbsp;increase of 32%&nbsp;compared with last year&nbsp;and an&nbsp;increase of 4%&nbsp;compared with the second quarter of 2021.<img src=\"https://static.tigerbbs.com/abf70c18394fc1207680f54ba7da1a85\" tg-width=\"860\" tg-height=\"470\" referrerpolicy=\"no-referrer\">From the perspective of Grab's main business, only the travel business has declined. Grab's&nbsp;delivery&nbsp;business has maintained sustained and strong growth since the epidemic, with a year-on-year growth of more than 66%. A large part of the growth is attributable to GrabMart's expansion, whose GMV has quadrupled compared to last year,and&nbsp;an extensive cooperation network established&nbsp;in Southeast Asia.\nIts partners include&nbsp;Indomaret, one of the largest convenience store chains in Indonesia, the Mississippi Center Hypermarket (Big C) under Central Group, and Lotus Department Store in Malaysia (formerly known as Tesco-Tesco, which was acquired by Chia Tai Group in 2021andwas renamed Lotus Stores), S&amp;R Market in the Philippines and Mega Market in Vietnam.\nGrab's travel business&nbsp;was greatly affected by&nbsp;the repeated epidemics throughout the third quarter. Take the Vietnamese market as an example,due to a series of stringent measures such as the lockdown of the city, the travel business has almost stagnated from the end of July to the end of September.<img src=\"https://static.tigerbbs.com/69088db12cd5d05fe78f2e410b3a17da\" tg-width=\"836\" tg-height=\"483\" referrerpolicy=\"no-referrer\">Major cities in Vietnam, including Ho Chi Minh, have been under lockdown to varying degrees throughout the third quarter. It was not until the beginning of October that the GMV of the travel business returned to the level before the lockdown as the epidemic was gradually brought under control.<img src=\"https://static.tigerbbs.com/5e0d03b4bde7921acc70d19187e7152c\" tg-width=\"888\" tg-height=\"523\" referrerpolicy=\"no-referrer\">Judging from the current epidemic situation in Southeast Asia, Indonesia has dropped from the previous 10,000 daily diagnoses to the current hundreds of digits. After the outbreak of the epidemic in Malaysia and the Philippines from July to September, the average daily diagnoses have shown a significant downward trend. Because of a series of border opening&nbsp;policies in Singapore, the average daily diagnoses have increased compared with the previous ones, but they have been at a constant level&nbsp;and controllable range. Considering the volatility of the epidemic, this will be a long-term challenge for Grab's travel business.&nbsp;\nMoreover,on Tuesday, the company&nbsp;announced that&nbsp;it was experiencing a disruption to its services, with customers and drivers in Singapore, Indonesia and Malaysia complaining that they were having trouble using the app's ride-hailing functions.\n\"Some of our services are not accessible at the moment,\" Grab posted on its Facebook page,\"We are looking into this and we will update when the app is back up and running.\"&nbsp;\nHow to face challenges from&nbsp;the repeated epidemics?&nbsp;\nIn the third quarter earnings conference call, Grab proposed several new strategies, focusing on the expansion of the&nbsp;delivery&nbsp;business.&nbsp;\n<img src=\"https://static.tigerbbs.com/526d89198bf029381863d016372f9549\" tg-width=\"888\" tg-height=\"461\" referrerpolicy=\"no-referrer\">The company’s president Ma Ming mentioned in the conference call that managers&nbsp;believe that consumers have a&nbsp;huge&nbsp;demand for external sales and grocery delivery.He&nbsp;also stated that it would make Grabfood the preferred takeaway platform for consumers with three meals a day.\nIn terms of financial services,managers&nbsp;believe that a complete and open ecosystem is the key to enhancing consumer retention and long-term use of financial services. That’s the reason why&nbsp;Grab bought&nbsp;out&nbsp;Tokopedia's shares&nbsp;from early October&nbsp;and controlled&nbsp;the Indonesian e-wallet OVO. In addition, at the beginning of October, it announced that Xinxiang Group CEO Hong Jiyuan will start to serve as Grab's COO&nbsp;from&nbsp;January next year.&nbsp;\nHow is Grab's SPAC going?&nbsp;\nWhen Grab announced the listing of the SPAC at the beginning of this year, it planned to be listed in the United States in the fourth quarter of 2021. However, according to the information disclosed in this earnings conference call, the SPAC merger and listing date has been delayed a little bit from the planned date.&nbsp;\nOn August 2, Grab submitted the F-4 file to the SEC. Since then, it has undergone three feedbacks and revisions, indicating that the US Securities and Exchange Commission still has some questions about the F-4 file submitted by Grab. After the F-4 is passed, Altimeter Growth Corp and Grab will both send notices of shareholders meetings to their shareholders. After obtaining all shareholders' approval, Grab's listing journey&nbsp;will be&nbsp;over.&nbsp;\nHowever, whether it is from the recent e-mails sent by Grab to employees about the company's IPO or the collective shorting of ACG stocks by retail investors, the day for Grab to go public shouldn’t be far away.","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Analysis of Grab’s Q3 financial report: Steady growth with focusing on takeaway and delivery services</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAnalysis of Grab’s Q3 financial report: Steady growth with focusing on takeaway and delivery services\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\nTiger Newspress \n2021-11-16 16:25\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nGrab,which&nbsp;operates Southeast Asia's most popular \"super app\", providing&nbsp;ride-hailing, food and grocery delivery and payments in over 400 locations in eight countries,posted its Q3 financial report last week.\nThe following is our interpretation and analysis of&nbsp;the&nbsp;report.\nSteady growth&nbsp;with its revenue reaching a record high in Q3\nAlthough the repeated epidemics have brought continuous challenges to Grab's business in the region, Grab hit a record high in the third quarter of 2021, reaching US$4 billion, an&nbsp;increase of 32%&nbsp;compared with last year&nbsp;and an&nbsp;increase of 4%&nbsp;compared with the second quarter of 2021.<img src=\"https://static.tigerbbs.com/abf70c18394fc1207680f54ba7da1a85\" tg-width=\"860\" tg-height=\"470\" referrerpolicy=\"no-referrer\">From the perspective of Grab's main business, only the travel business has declined. Grab's&nbsp;delivery&nbsp;business has maintained sustained and strong growth since the epidemic, with a year-on-year growth of more than 66%. A large part of the growth is attributable to GrabMart's expansion, whose GMV has quadrupled compared to last year,and&nbsp;an extensive cooperation network established&nbsp;in Southeast Asia.\nIts partners include&nbsp;Indomaret, one of the largest convenience store chains in Indonesia, the Mississippi Center Hypermarket (Big C) under Central Group, and Lotus Department Store in Malaysia (formerly known as Tesco-Tesco, which was acquired by Chia Tai Group in 2021andwas renamed Lotus Stores), S&amp;R Market in the Philippines and Mega Market in Vietnam.\nGrab's travel business&nbsp;was greatly affected by&nbsp;the repeated epidemics throughout the third quarter. Take the Vietnamese market as an example,due to a series of stringent measures such as the lockdown of the city, the travel business has almost stagnated from the end of July to the end of September.<img src=\"https://static.tigerbbs.com/69088db12cd5d05fe78f2e410b3a17da\" tg-width=\"836\" tg-height=\"483\" referrerpolicy=\"no-referrer\">Major cities in Vietnam, including Ho Chi Minh, have been under lockdown to varying degrees throughout the third quarter. It was not until the beginning of October that the GMV of the travel business returned to the level before the lockdown as the epidemic was gradually brought under control.<img src=\"https://static.tigerbbs.com/5e0d03b4bde7921acc70d19187e7152c\" tg-width=\"888\" tg-height=\"523\" referrerpolicy=\"no-referrer\">Judging from the current epidemic situation in Southeast Asia, Indonesia has dropped from the previous 10,000 daily diagnoses to the current hundreds of digits. After the outbreak of the epidemic in Malaysia and the Philippines from July to September, the average daily diagnoses have shown a significant downward trend. Because of a series of border opening&nbsp;policies in Singapore, the average daily diagnoses have increased compared with the previous ones, but they have been at a constant level&nbsp;and controllable range. Considering the volatility of the epidemic, this will be a long-term challenge for Grab's travel business.&nbsp;\nMoreover,on Tuesday, the company&nbsp;announced that&nbsp;it was experiencing a disruption to its services, with customers and drivers in Singapore, Indonesia and Malaysia complaining that they were having trouble using the app's ride-hailing functions.\n\"Some of our services are not accessible at the moment,\" Grab posted on its Facebook page,\"We are looking into this and we will update when the app is back up and running.\"&nbsp;\nHow to face challenges from&nbsp;the repeated epidemics?&nbsp;\nIn the third quarter earnings conference call, Grab proposed several new strategies, focusing on the expansion of the&nbsp;delivery&nbsp;business.&nbsp;\n<img src=\"https://static.tigerbbs.com/526d89198bf029381863d016372f9549\" tg-width=\"888\" tg-height=\"461\" referrerpolicy=\"no-referrer\">The company’s president Ma Ming mentioned in the conference call that managers&nbsp;believe that consumers have a&nbsp;huge&nbsp;demand for external sales and grocery delivery.He&nbsp;also stated that it would make Grabfood the preferred takeaway platform for consumers with three meals a day.\nIn terms of financial services,managers&nbsp;believe that a complete and open ecosystem is the key to enhancing consumer retention and long-term use of financial services. That’s the reason why&nbsp;Grab bought&nbsp;out&nbsp;Tokopedia's shares&nbsp;from early October&nbsp;and controlled&nbsp;the Indonesian e-wallet OVO. In addition, at the beginning of October, it announced that Xinxiang Group CEO Hong Jiyuan will start to serve as Grab's COO&nbsp;from&nbsp;January next year.&nbsp;\nHow is Grab's SPAC going?&nbsp;\nWhen Grab announced the listing of the SPAC at the beginning of this year, it planned to be listed in the United States in the fourth quarter of 2021. However, according to the information disclosed in this earnings conference call, the SPAC merger and listing date has been delayed a little bit from the planned date.&nbsp;\nOn August 2, Grab submitted the F-4 file to the SEC. Since then, it has undergone three feedbacks and revisions, indicating that the US Securities and Exchange Commission still has some questions about the F-4 file submitted by Grab. After the F-4 is passed, Altimeter Growth Corp and Grab will both send notices of shareholders meetings to their shareholders. After obtaining all shareholders' approval, Grab's listing journey&nbsp;will be&nbsp;over.&nbsp;\nHowever, whether it is from the recent e-mails sent by Grab to employees about the company's IPO or the collective shorting of ACG stocks by retail investors, the day for Grab to go public shouldn’t be far away.\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/abf70c18394fc1207680f54ba7da1a85","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162858388","content_text":"Grab,which operates Southeast Asia's most popular \"super app\", providing ride-hailing, food and grocery delivery and payments in over 400 locations in eight countries,posted its Q3 financial report last week.\nThe following is our interpretation and analysis of the report.\nSteady growth with its revenue reaching a record high in Q3\nAlthough the repeated epidemics have brought continuous challenges to Grab's business in the region, Grab hit a record high in the third quarter of 2021, reaching US$4 billion, an increase of 32% compared with last year and an increase of 4% compared with the second quarter of 2021.From the perspective of Grab's main business, only the travel business has declined. Grab's delivery business has maintained sustained and strong growth since the epidemic, with a year-on-year growth of more than 66%. A large part of the growth is attributable to GrabMart's expansion, whose GMV has quadrupled compared to last year,and an extensive cooperation network established in Southeast Asia.\nIts partners include Indomaret, one of the largest convenience store chains in Indonesia, the Mississippi Center Hypermarket (Big C) under Central Group, and Lotus Department Store in Malaysia (formerly known as Tesco-Tesco, which was acquired by Chia Tai Group in 2021andwas renamed Lotus Stores), S&R Market in the Philippines and Mega Market in Vietnam.\nGrab's travel business was greatly affected by the repeated epidemics throughout the third quarter. Take the Vietnamese market as an example,due to a series of stringent measures such as the lockdown of the city, the travel business has almost stagnated from the end of July to the end of September.Major cities in Vietnam, including Ho Chi Minh, have been under lockdown to varying degrees throughout the third quarter. It was not until the beginning of October that the GMV of the travel business returned to the level before the lockdown as the epidemic was gradually brought under control.Judging from the current epidemic situation in Southeast Asia, Indonesia has dropped from the previous 10,000 daily diagnoses to the current hundreds of digits. After the outbreak of the epidemic in Malaysia and the Philippines from July to September, the average daily diagnoses have shown a significant downward trend. Because of a series of border opening policies in Singapore, the average daily diagnoses have increased compared with the previous ones, but they have been at a constant level and controllable range. Considering the volatility of the epidemic, this will be a long-term challenge for Grab's travel business. \nMoreover,on Tuesday, the company announced that it was experiencing a disruption to its services, with customers and drivers in Singapore, Indonesia and Malaysia complaining that they were having trouble using the app's ride-hailing functions.\n\"Some of our services are not accessible at the moment,\" Grab posted on its Facebook page,\"We are looking into this and we will update when the app is back up and running.\" \nHow to face challenges from the repeated epidemics? \nIn the third quarter earnings conference call, Grab proposed several new strategies, focusing on the expansion of the delivery business. \nThe company’s president Ma Ming mentioned in the conference call that managers believe that consumers have a huge demand for external sales and grocery delivery.He also stated that it would make Grabfood the preferred takeaway platform for consumers with three meals a day.\nIn terms of financial services,managers believe that a complete and open ecosystem is the key to enhancing consumer retention and long-term use of financial services. That’s the reason why Grab bought out Tokopedia's shares from early October and controlled the Indonesian e-wallet OVO. In addition, at the beginning of October, it announced that Xinxiang Group CEO Hong Jiyuan will start to serve as Grab's COO from January next year. \nHow is Grab's SPAC going? \nWhen Grab announced the listing of the SPAC at the beginning of this year, it planned to be listed in the United States in the fourth quarter of 2021. However, according to the information disclosed in this earnings conference call, the SPAC merger and listing date has been delayed a little bit from the planned date. \nOn August 2, Grab submitted the F-4 file to the SEC. Since then, it has undergone three feedbacks and revisions, indicating that the US Securities and Exchange Commission still has some questions about the F-4 file submitted by Grab. After the F-4 is passed, Altimeter Growth Corp and Grab will both send notices of shareholders meetings to their shareholders. After obtaining all shareholders' approval, Grab's listing journey will be over. \nHowever, whether it is from the recent e-mails sent by Grab to employees about the company's IPO or the collective shorting of ACG stocks by retail investors, the day for Grab to go public shouldn’t be far away.","news_type":1},"isVote":1,"tweetType":1,"viewCount":177,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["GRAB"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":125,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/871827359"}