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Sea Limited
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My Thoughts on Grab's FoodPanda Taiwan Deal
I've had more time to think about this deal and also research more about Delivery Hero (parent of FoodPanda), and I've come to the conclusion that this…
Mar 26
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Grab's $65B Quick Commerce Opportunity
A breakdown of food delivery, grocery, and non-food instant retail and how Grab is positioned to compete across all three segments
Mar 12
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[Deep Dive] Alibaba, Meituan and JD's Quick Commerce War and How Grab and Sea Will React
A Deep Dive into the Platform War, Unit Economics, and the Next Phase of E-Commerce in SEA
Feb 25
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Contrarian Perspectives
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Grab Q4 2025 Earnings Review
Short-Term Weakness, Long-Term Strength
Feb 12
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Food Delivery in Southeast Asia (2026)
The Two-Horse Race (Grab vs Sea)
Jan 30
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Grab Holdings: The 2026 Thesis
Hello all. It’s been awhile since I’ve written a piece on Grab.
Jan 6
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SEA's Digital Champions Analysed
Who to Own, What to Watch, and How They Will Monetise
Dec 4, 2025
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Where the Next 5 Years of Outperformance in SEA Will Come From
Breaking down the structural shifts and what they mean for SEA equities
Nov 18, 2025
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Grab Q3 2025 Earnings Review
Another Steady Quarter, High-Margin Business Accelerating
Nov 4, 2025
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Grab Valuation Model
Why I see much room for upside
Aug 24, 2025
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Grab Q2 2025 Earnings Review
Steady Compounding, Strong GFin Performance, but a few concerns...
Jul 31, 2025
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Grab's Potential 4th Pillar: GrabAds
$216M run-rate growing 60% YoY with incredible margins
Jul 21, 2025
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