FY2023 :-
Revenue : $2.36B (65% growth over FY2022)
Adjusted EBITDA : -$0.02B (versus - $0.8B in FY2022)
FY2024 Outlook:
Revenue : $2.7B to $2.75B (14%-17% YOY growth over FY2023)
Adjusted EBITDA : $0.18B to $0.2B
At current market capitalization of $12.4B, it is trading at 62 times FY2024 adjusted EBITDA. Pretty high multiple.
Based on the guided outlook, it appears that GRAB is no longer seeing high growth rate of 30% or more for all its business segment. That means the ma...
Revenue : $2.36B (65% growth over FY2022)
Adjusted EBITDA : -$0.02B (versus - $0.8B in FY2022)
FY2024 Outlook:
Revenue : $2.7B to $2.75B (14%-17% YOY growth over FY2023)
Adjusted EBITDA : $0.18B to $0.2B
At current market capitalization of $12.4B, it is trading at 62 times FY2024 adjusted EBITDA. Pretty high multiple.
Based on the guided outlook, it appears that GRAB is no longer seeing high growth rate of 30% or more for all its business segment. That means the ma...
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$Mullen Automotive(MULN.US$
Mullen Corrects and Re-Issues Letter to Shareholders -- $0.38 Per Share Updated From $0.038 Per Share
Company trades at a discount to its current cash position of $135M or $0.38 per share. As of its most recently filed form 10-Q on March 31, 2023, the Company's book value was $2.08 per share.
Mullen Corrects and Re-Issues Letter to Shareholders -- $0.38 Per Share Updated From $0.038 Per Share
Company trades at a discount to its current cash position of $135M or $0.38 per share. As of its most recently filed form 10-Q on March 31, 2023, the Company's book value was $2.08 per share.
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$Grab Holdings(GRAB.US$
If you look at each segment's adjusted EBITDA, you will noticed that mobility segment has a positive EBITDA. Infact it is seeing Qtr to Qtr growth in EBITDA.
The delivery segment has negative EBITDA but it is expected to turn around much faster than expected.
The financial services segment has a negative EBITDA, increasing on a year on year basis. Given that they are planning to roll out the digital bank in 2H 2022, the losses and ...
If you look at each segment's adjusted EBITDA, you will noticed that mobility segment has a positive EBITDA. Infact it is seeing Qtr to Qtr growth in EBITDA.
The delivery segment has negative EBITDA but it is expected to turn around much faster than expected.
The financial services segment has a negative EBITDA, increasing on a year on year basis. Given that they are planning to roll out the digital bank in 2H 2022, the losses and ...
5
1
$Sea(SE.US$
Interesting insights.
Alibaba loses the world to Shopee, as S'pore's hit app now sells more than the Chinese giant
Interesting insights.
Alibaba loses the world to Shopee, as S'pore's hit app now sells more than the Chinese giant
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$Sea(SE.US$
Sea Q2 EPS $(1.03) Beats $(1.21) Estimate, Sales $2.90B Miss $2.97B Estimate;
This is a wise and sustainable long term strategy rather than focusing revenue growth at all costs given the change in dynamics.
Sea Q2 EPS $(1.03) Beats $(1.21) Estimate, Sales $2.90B Miss $2.97B Estimate;
This is a wise and sustainable long term strategy rather than focusing revenue growth at all costs given the change in dynamics.
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