To The Moon

Any price war is always good for the consumer, only worry is once the competitors got knock off it may becomes a monopoly and price starts to escalate which is bad for the consumer . If the watchdog is not careful and monopolistic arises it is bad.

$Grab Holdings(GRAB)$   Grab will do well. It keeps working to make more money, an example recent license for on road hailing taxis. It has a flywheel and a network effect power. Plus since the COVID pandemic I believe they now understand how a business can run when economy slows down. 

I find the food delivery war in China both intriguing and alarming. While cheap meals like 4-yuan Luckin Coffee are great for consumers now, history shows these subsidy wars usually end with price hikes once one player dominates. The 2015 ride-hailing battle is a clear example — capital eventually demands returns, and consumers pay the price. If a similar war happened in Singapore between Grab and foodpanda, we might enjoy discounts short-term, but risk losing competition long-term. Grab already controls 63% of the market, so dominance could lead to higher prices and less innovation if foodpanda can't keep up. As an investor, I'm cautious about food delivery companies like JD, Meituan, or Grab. Margins are thin, losses are high, and even Amazon exited the business. Without a clear path to

🌟🌟🌟Competition versus Monopoly - Which is better for consumers?  I believe that overall a competitive market structure tends to serve consumers better.  The main reasons are lower prices, encouraging innovation and providing  diverse product choices. Competition between Meituan and JD.com is good for consumers as it means lower prices or food discounts .  If Meituan does not have any competition, there is no incentive for them to innovate and try harder . The same thing goes for Grab and Food Panda . Market thrives on competition like everything else in life .  It brings out  the best in everything we do . @Tiger_SG @Tiger_comments

users will benefit

Besides price wars, competition can drive process improvement which benefits both the customers and the delivery guys.

Competition always brings benefits to customers. I am actually very often ordering food delivery.  For me personally, I would prefer to grab rather than foodpanda after years of using it before switching to grab. The main point of the changes was that foodpanda never took the customer complaint seriously.  I had a lot of unhappy experiences with foodpanda, and I believe it is not only me because I saw many complaints about foodpanda in the newspaper. The delivery fee for Grab is more expensive than foodpanda but is worth it. Their service is consistent, and they pay attention to their customer. Sooner or later, foodpanda will be replaced by grab even with or without a price war.  I always believe that if a company provides good service and pays attention to the customer , pe

competition is good. especially for low tech services like food delivery. we get more discounts as companies undercut to gain market share.

will benefit but in the end suffer as one the big survive and it will rise the price

Consumers might think they are gaining better deals from the price wars but who can run a losing business in the long run. The platform will just push the overheads onto delivery guys and food businesses. You get lower quality food delivered by highly dissatisfied or burnt out delivery folks. Just pay a fair price. If you are so upset by the prices, get off your posterior and go purchase the food yourself.

$Grab Holdings(GRAB)$  Cut most od the driver incentive of course can earn money but not sure if it long. Cause a few drivers app coming up. 

I think the consumers will benefit if they start a price war, thus the price will be lower. However, it will not be good news to both the investors and the delivery guys and gals who are bearing all the heat and rain on the roads. This will cause the food delivery sector to shut down soon as no one wants to become the delivery guys and gals anymore. In the end, all parties will suffer due to the price war. I would rather both companies have a formula to generate the extra incomes and gather the stalls who are willing to support them instead of fighting a price war.

Burning cash is worth it only in the only days as a form of advertisement and to get consumers to stick to the platform. With time, many consumers already have their preferred platform and such strategy is only useful to onboard new consumers. The determining factors for most consumers is whether they shop that they want is on the platform and cost of the items and delivery fees. Competition is always better for consumers. We all hope for wider range, faster delivery, cheaper fees and less mark up for the item on the platform. I don’t like grab as it has not generated much revenue yet. I like JD and Meituan as the delivery sector is more developed in China with greater demand and market mass compared to Singapore. The more mature the sector is, the more dependent consumers will be and the

$Grab Holdings(GRAB)$   I have been reflecting on the ongoing food delivery war in China between JD.com $JD.com(JD)$   and Meituan $MEITUAN-W(03690)$  , which has led to a staggering $70 billion drop in their combined market value due to aggressive price-cutting and subsidies. If a similar situation unfolded in Singapore, where Grab and foodpanda dominate with a 91% market share, I believe the impact would be significant. Grab, holding 63% of the $2.5 billion market, and foodpanda could slash prices, offering discounts like the 4-yuan Luckin Coffee or 8

Competition is good for the consumer all the time

$Grab Holdings(GRAB)$    @GoodLife99 @Universe宇宙 @SPACE ROCKET @TigerGPT @rL @Shyon @Aqa @LMSunshine @koolgal @HelenJanet China’s ongoing food delivery war

@GoodLife99 @Universe宇宙 @SPACE ROCKET @TigerGPT @rL @Shyon @Aqa @LMSunshine @koolgal @HelenJanet China’s ongoing food delivery war has dominated headlines recently. According to Bloomberg's estimates, the mutual price-cutting and rivalry b

China’s ongoing food delivery war has dominated headlines recently. According to Bloomberg's estimates, the mutual price-cutting and rivalry between $JD.com(JD)$ and $MEITUAN-W(03690)$ have wiped out around $70 billion USD in combined market value.To compete for users, JD.com and Meituan have launched a variety of discount coupons and subsidy campaigns, leading to a noticeable drop in average food delivery prices. Promotions like 4-yuan Luckin Coffee and 8-yuan branded lunches have become increasingly common. This week, Meituan even offered a free $Luckin Coffee Inc.(LKNCY)$ campaign to its members — TC just got a free cup in Beijing today[666][666]Despite the st

$Grab Holdings(GRAB)$  As earnings season heats up, all eyes are turning to Grab Holdings, Southeast Asia’s super app giant. After years of heavy investment in market share expansion, the question now is simple — has Grab finally turned the corner towards sustained profitability? Recent quarters have shown promising signs. Grab has trimmed costs, optimized operations, and shifted its focus from aggressive subsidies to building a healthier bottom line. Food delivery margins have improved, and mobility demand remains resilient despite economic headwinds. Financial services growth, while slower than initial projections, still offers future optionality. However, investors must stay cautious. Competition in Southeast Asia

$Grab Holdings(GRAB)$  revenue keep on coming from the south east Asia.

First, to confirm the timing: $Grab Holdings(GRAB)$ is indeed scheduled to announce its first-quarter 2025 results after the U.S. market closes on Tuesday, 29 April 2025. I do have a position in Grab in other account. The conference call for management discussion will follow at 8:00 PM U.S. Eastern Time that day (which is 8:00 AM Singapore Time on Wednesday, 30 April 2025). Revenue: Expected to be around $761 million to $767 million. This signifies a solid year-over-year increase of approximately 17%. Earnings Per Share (EPS): Forecasts center around $0.00 to $0.01 (consensus ~$0.006). This marks a significant improvement from the net loss per share in Q1 2024 and reflects Grab's push towards profitability. Grab Holdings (GRAB) Last Positive Earni

$Grab Holdings Ltd( $Grab Holdings(GRAB)$ )$ Grab’s upcoming earnings report is shaping up to be a blockbuster moment for the Southeast Asian superapp. Last time around, the stock took a 10% nosedive despite a robust 17% year-over-year revenue jump in Q4. Why the sour mood? The market wasn’t impressed—Gross Merchandise Value (GMV) missed Bloomberg’s forecast by 1.24%, and EBITDA fell short by 3%. Add in FY 2025 revenue guidance that didn’t dazzle, and it’s clear Grab has some convincing to do. With earnings dropping this Tuesday, the stakes are high. Can Grab flex stronger profitability? Will its financial services steal the spotlight? And where’s the stock headed? Buckle up—here’s the breakdown. Profitability: Time to Stop the Bleeding? Grab’s be

China’s ongoing food delivery war has dominated headlines recently. According to Bloomberg's estimates, the mutual price-cutting and rivalry between $JD.com(JD)$ and $MEITUAN-W(03690)$ have wiped out around $70 billion USD in combined market value.To compete for users, JD.com and Meituan have launched a variety of discount coupons and subsidy campaigns, leading to a noticeable drop in average food delivery prices. Promotions like 4-yuan Luckin Coffee and 8-yuan branded lunches have become increasingly common. This week, Meituan even offered a free $Luckin Coffee Inc.(LKNCY)$ campaign to its members — TC just got a free cup in Beijing today[666][666]Despite the st

Grab's Q1 Earnings: Is Grab Stock a Buy Right Now? $Grab Holdings(GRAB)$   is set to release its Q1 2025 earnings after the US market closes on April 29th, followed by a conference call on April 30th at 8 AM Singapore time. Market watchers will be scrutinizing their progress on profitability and the overall quality of growth. Key Takeaways Analysts are generally forecasting a revenue of around US$767 million for Q1 2025, representing a year-on-year (YoY) increase of about 17.4%. This reflects a continuing expansion of Grab's business. Earnings per share (EPS) are projected at US$0.006, a turnaround from losses, indicating improved profitability. Previously, Grab's Q4 2024 revenue reached US$764 million, a 1

$Grab Holdings(GRAB)$   I have been reflecting on the ongoing food delivery war in China between JD.com $JD.com(JD)$   and Meituan $MEITUAN-W(03690)$  , which has led to a staggering $70 billion drop in their combined market value due to aggressive price-cutting and subsidies. If a similar situation unfolded in Singapore, where Grab and foodpanda dominate with a 91% market share, I believe the impact would be significant. Grab, holding 63% of the $2.5 billion market, and foodpanda could slash prices, offering discounts like the 4-yuan Luckin Coffee or 8

$Grab Holdings(GRAB)$   As an investor observing Grab Holdings, I am considering their earnings release tomorrow, April 29, 2025. Their stock dropped significantly last earnings day, but I am pleased with the solid Q4 revenue growth. However, their 2025 revenue guidance fell short, with key metrics missing forecasts, indicating the market was overly optimistic. This suggests Grab is growing but not meeting high expectations, which could lead to challenges. I am cautiously hopeful about Grab demonstrating strong profitability in this earnings report. They have made progress toward profits recently and are reducing costs, which I believe is positive. However, their financial services segment is still experiencing

$Grab Holdings(GRAB)$  As earnings season heats up, all eyes are turning to Grab Holdings, Southeast Asia’s super app giant. After years of heavy investment in market share expansion, the question now is simple — has Grab finally turned the corner towards sustained profitability? Recent quarters have shown promising signs. Grab has trimmed costs, optimized operations, and shifted its focus from aggressive subsidies to building a healthier bottom line. Food delivery margins have improved, and mobility demand remains resilient despite economic headwinds. Financial services growth, while slower than initial projections, still offers future optionality. However, investors must stay cautious. Competition in Southeast Asia

This week is about to be WILD for earnings Tuesday: $SOFI — loan platform + rumored aggressive member growth could be a major catalyst $GRAB — needs to increase guidance and take the sand out of the bag but feels like it can be an inflection quarter $SNAP — really feels downside at $8.5 is limited, thinking of a swing trade on this Wednesday: $HOOD — will be a good Q but just needs decent guidance + showing core metrics like net deposits and average AUC per user trending upwards $META — should follow Google’s quarter and crush it while also reaffirming capex $MSFT — needs to highlight that AI isnt slowing down in terms of important and significance Thursday: $AAPL — tariffs tariffs tariffs…and when is AI coming to the iPhone $AMZN — needs to show AWS continues to be the leader and operatin

I find the food delivery war in China both intriguing and alarming. While cheap meals like 4-yuan Luckin Coffee are great for consumers now, history shows these subsidy wars usually end with price hikes once one player dominates. The 2015 ride-hailing battle is a clear example — capital eventually demands returns, and consumers pay the price. If a similar war happened in Singapore between Grab and foodpanda, we might enjoy discounts short-term, but risk losing competition long-term. Grab already controls 63% of the market, so dominance could lead to higher prices and less innovation if foodpanda can't keep up. As an investor, I'm cautious about food delivery companies like JD, Meituan, or Grab. Margins are thin, losses are high, and even Amazon exited the business. Without a clear path to

Competition always brings benefits to customers. I am actually very often ordering food delivery.  For me personally, I would prefer to grab rather than foodpanda after years of using it before switching to grab. The main point of the changes was that foodpanda never took the customer complaint seriously.  I had a lot of unhappy experiences with foodpanda, and I believe it is not only me because I saw many complaints about foodpanda in the newspaper. The delivery fee for Grab is more expensive than foodpanda but is worth it. Their service is consistent, and they pay attention to their customer. Sooner or later, foodpanda will be replaced by grab even with or without a price war.  I always believe that if a company provides good service and pays attention to the customer , pe

Burning cash is worth it only in the only days as a form of advertisement and to get consumers to stick to the platform. With time, many consumers already have their preferred platform and such strategy is only useful to onboard new consumers. The determining factors for most consumers is whether they shop that they want is on the platform and cost of the items and delivery fees. Competition is always better for consumers. We all hope for wider range, faster delivery, cheaper fees and less mark up for the item on the platform. I don’t like grab as it has not generated much revenue yet. I like JD and Meituan as the delivery sector is more developed in China with greater demand and market mass compared to Singapore. The more mature the sector is, the more dependent consumers will be and the

🌟🌟🌟Competition versus Monopoly - Which is better for consumers?  I believe that overall a competitive market structure tends to serve consumers better.  The main reasons are lower prices, encouraging innovation and providing  diverse product choices. Competition between Meituan and JD.com is good for consumers as it means lower prices or food discounts .  If Meituan does not have any competition, there is no incentive for them to innovate and try harder . The same thing goes for Grab and Food Panda . Market thrives on competition like everything else in life .  It brings out  the best in everything we do . @Tiger_SG @Tiger_comments

$Grab Holdings(GRAB)$    @GoodLife99 @Universe宇宙 @SPACE ROCKET @TigerGPT @rL @Shyon @Aqa @LMSunshine @koolgal @HelenJanet China’s ongoing food delivery war

@GoodLife99 @Universe宇宙 @SPACE ROCKET @TigerGPT @rL @Shyon @Aqa @LMSunshine @koolgal @HelenJanet China’s ongoing food delivery war has dominated headlines recently. According to Bloomberg's estimates, the mutual price-cutting and rivalry b

I think the consumers will benefit if they start a price war, thus the price will be lower. However, it will not be good news to both the investors and the delivery guys and gals who are bearing all the heat and rain on the roads. This will cause the food delivery sector to shut down soon as no one wants to become the delivery guys and gals anymore. In the end, all parties will suffer due to the price war. I would rather both companies have a formula to generate the extra incomes and gather the stalls who are willing to support them instead of fighting a price war.

Consumers might think they are gaining better deals from the price wars but who can run a losing business in the long run. The platform will just push the overheads onto delivery guys and food businesses. You get lower quality food delivered by highly dissatisfied or burnt out delivery folks. Just pay a fair price. If you are so upset by the prices, get off your posterior and go purchase the food yourself.

$Grab Holdings(GRAB)$   Grab will do well. It keeps working to make more money, an example recent license for on road hailing taxis. It has a flywheel and a network effect power. Plus since the COVID pandemic I believe they now understand how a business can run when economy slows down. 

Any price war is always good for the consumer, only worry is once the competitors got knock off it may becomes a monopoly and price starts to escalate which is bad for the consumer . If the watchdog is not careful and monopolistic arises it is bad.

$Grab Holdings(GRAB)$  it's hopeful , turning around but still need time to let it rise . Buy and hold longer like @koolgal . 

$Grab Holdings(GRAB)$  Cut most od the driver incentive of course can earn money but not sure if it long. Cause a few drivers app coming up.