The Uber and WeChat of SE Asia

18/01/2024 13 min

Listen "The Uber and WeChat of SE Asia"

Episode Synopsis

Grab stock hasn't treated investors very well which is great news. That means investors can buy shares of Grab at a reasonable valuation, would they want to? Grab promises a value proposition that's part Uber, part WeChat, and a potential superapp for SouthEast Asia. We only invest in leaders, and Grab appears to be leading in both food delivery and ride hailing in multiple countries. Before investing in $GRAB stock it's important to know the potential opportunity, and Grab's only penetrated about 11% of the smartphone population in SouthEast Asia. If we compare Grab vs Uber, the former distinguishes itself by trying to address the 70% of underbanked people in SouthEast Asia. A cursory look at Grab shows an appealing company, but there's a lot more to explore coming up in a second video (or article) on this interesting company. Stay tuned.

Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at ⁠https://www.nanalyze.com/nanalyze-weekly/⁠. This episode is pulled from a YouTube presentation. View the original presentation at ⁠https://youtu.be/y626XztD2t0.