Me thinks grab and shopee both will uplorry within the next 5 years - Printable Version
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+--- Thread: Me thinks grab and shopee both will uplorry within the next 5 years (/Thread-Me-thinks-grab-and-shopee-both-will-uplorry-within-the-next-5-years)
Me thinks grab and shopee both will uplorry within the next 5 years - Sickwarfare - 17-12-2022
Vat do you think?
RE: Me thinks grab and shopee both will uplorry within the next 5 years - limpeh394 - 17-12-2022
pls dun. they are providing useful service
RE: Me thinks grab and shopee both will uplorry within the next 5 years - sgh - 17-12-2022
If Grab can drop price I prefer they stay. Shopee dun wan lah alot of China products I buy via this platform besides Lazada leh
RE: Me thinks grab and shopee both will uplorry within the next 5 years - debono - 17-12-2022
(17-12-2022, 09:16 PM)Sickwarfare Wrote: Vat do you think?
I think it is bad and sad that grab and shopee have to go up lorry......
RE: Me thinks grab and shopee both will uplorry within the next 5 years - Tangsen - 17-12-2022
I think Grab first …. I dun really use Grab. If I take taxi, I use comfort only when oversea I use Grab. I dun do food delivery so no Grab … Shopee every month I will buy some stuffs
So I think Shopee should be ok
RE: Me thinks grab and shopee both will uplorry within the next 5 years - toothpick - 17-12-2022
These 2 companies now want to be profitable as a result of high interest rates and institutional investors not willing put anymore money in.
It is wishful thinking and words made for retail investors to buy in.
They are all top heavy companies. It’s not just taking no pay and the profit will show up. When you offer to run a company without getting paid, this is a clear sign of inexperience.
RE: Me thinks grab and shopee both will uplorry within the next 5 years - Dan - 17-12-2022
Temasek up lorry better.
These are the reasons
1. HC has to go
2. Many CECA follow
3. Many rich investors lose confidence leave Singapore making it less crowded
4. Inflation dives making life easier for the lower income.
According to many official statements Temasek do not use CPF to speculate so no worry.
![[Image: 2022-12-17-23-01-42-does-temasek-use-tax...Search.png]](https://i.ibb.co/0BNm2wc/2022-12-17-23-01-42-does-temasek-use-taxpayer-money-Google-Search.png)
RE: Me thinks grab and shopee both will uplorry within the next 5 years - Sickwarfare - 17-12-2022
Eh HC retire liao, and dunno earn how much all these years
RE: Me thinks grab and shopee both will uplorry within the next 5 years - [[ForeverAlone]] - 17-12-2022
Grab is losing money all along. Even listed also stock value is nothing worth to buy.
Already tell u just matter of time.
Our GREEDY PAP now work like this, they attract lure all investors come , complete with existing locals companies .
their pattern now always " ownself check ownself " than also " let you fight among your competitors "
SG don't even need Grab as already have many taxi on the road. Biggest EPIC is Comfort G which tactically speaking is " Govt one " behind.
food delivery wise got Food Panda even locals delivery , some hawkers etc in fact use their own delivery instead Grab as they have to pay more.
Lastly SG IS JUST TOO SMALL all along having too much vendors end up is " ownself fight ownself " so call ONLY The fittest survive
Yes we need investors etc thus this is how Govt got money for SG but there are Many hidden factors behind come current PAP unlike the old PAP
partly the current one ANYHOW SPEND PUBLIC FUNDS ,
next their FAIL Planning , investment
So now , Come GST Hike , even come playing drone also need to pay more , now they increase the license fee by stages year by year if you guys never heard the news
etc taxes to " TOP UP " the public funds.
In FACT Tactically speaking MOST do call Foreign investors, companies in SG are just " Parking " and set up a Branch oversee the South Asia / Asia market.
they don't hire much people , and just assign their OWN people to oversee
RE: Me thinks grab and shopee both will uplorry within the next 5 years - sgbuffett - 18-12-2022
I doubt Grab can make it.
The business model is same as taxi with some aid from technology is easily replicated nothing special. Today grab tomorrow gojek after that another one will pop up. ..
Sea ltd aka shopee parent makes money from games previously it is garena. The game part fund the e commerce which lose money. At some point it makes no sense to do this. It is up agansit Lazada which is kept alive by massive cash flow from Alibaba. Lazada has a much larger operating scale going into Europe, Africa etc. Shopee will deduct it is better off to shut the e-commerce and keep it's profits from the gaming business. ...SEA is worth much less than it's current valuation because it's growth comes from an unprofitable business
RE: Me thinks grab and shopee both will uplorry within the next 5 years - ysh02 - 18-12-2022
Why ComfortG cannot make it to STI component again ? It got taxi,bus and MRT business.....Will it uplorry one day ?
RE: Me thinks grab and shopee both will uplorry within the next 5 years - Tangsen - 18-12-2022
All of you keep talking. about the ecommerce , taxi , food delivery biz but all of you forgot that both Grab and Shopee is banking on …literally BANKING on
SeaMoney
GXS
to HUAT
But if I were they, if have some results for both entity ….. spin off IPO to suck more $$$
RE: Me thinks grab and shopee both will uplorry within the next 5 years - [[ForeverAlone]] - 18-12-2022
(18-12-2022, 12:47 PM)Tangsen Wrote: All of you keep talking. about the ecommerce , taxi , food delivery biz but all of you forgot that both Grab and Shopee is banking on …literally BANKING on
SeaMoney
GXS
to HUAT
But if I were they, if have some results for both entity ….. spin off IPO to suck more $$$
So ?? end of the day Grab stock is Worthless . Why they still survived is what you mention " take from else where to hold " and those Dumb trader who currently own Grab stocks.
I already say SG IS TOO SMALL for Huge competition.
U know why SPH crease TV broadcasting ??? left only radio
EPIC IS Govt themselves claim both station suffer losses due to competition.
You forget? Last time SPH become 2nd TV local Broadcastor to complete with Media corp come out Ch U.
RE: Me thinks grab and shopee both will uplorry within the next 5 years - Tangsen - 18-12-2022
(18-12-2022, 01:21 PM)[[ForeverAlone]] Wrote: So ?? end of the day Grab stock is Worthless . Why they still survived is what you mention " take from else where to hold " and those Dumb trader who currently own Grab stocks.
I already say SG IS TOO SMALL for Huge competition.
U know why SPH crease TV broadcasting ??? left only radio
EPIC IS Govt themselves claim both station suffer losses due to competition.
You forget? Last time SPH become 2nd TV local Broadcastor to complete with Media corp come out Ch U.
"I already say SG IS TOO SMALL for Huge competition." …. well you are absolutely wrong …. if too small …. how about SIA, Singtel, STEng, our 3 banks ……
SPH TV is very localised, same like mediacorpse anyway their contents are shit
Grab share is for dumb suckers to buy BUT if they spin off their digital bank into IPO … I will go for it
I will be waiting for GXS and SeaMoney if they go IPO
RE: Me thinks grab and shopee both will uplorry within the next 5 years - talky - 18-12-2022
(17-12-2022, 11:02 PM)Dan Wrote: Temasek up lorry better.
These are the reasons
1. HC has to go
2. Many CECA follow
3. Many rich investors lose confidence leave Singapore making it less crowded
4. Inflation dives making life easier for the lower income.
According to many official statements Temasek do not use CPF to speculate so no worry.
best reply for this thread
RE: Me thinks grab and shopee both will uplorry within the next 5 years - [[ForeverAlone]] - 18-12-2022
(18-12-2022, 01:28 PM)Tangsen Wrote: "I already say SG IS TOO SMALL for Huge competition." …. well you are absolutely wrong …. if too small …. how about SIA, Singtel, STEng, our 3 banks ……
SPH TV is very localised, same like mediacorpse anyway their contents are shit
Grab share is for dumb suckers to buy BUT if they spin off their digital bank into IPO … I will go for it
I will be waiting for GXS and SeaMoney if they go IPO
Joke, PLS LOOK IN Depth WHO Behind for those corporations you mention
SIA, SINGTEL , ST
These corporations are like Govt " symbol " means will not close down for sure as Govt will always help behind inject money, IF Really business is bad.
Beside others competitor like M1, Starhub etc
why M1 , Starhub still around because the consumer base already there and mature. They are so call " first batch of investors come in "
Now the rest come in later you see their consumer base is literally just a bit , if I not mistaken there is one crease operation in SG.
Next you also need to see Which Industries TOO.
Like this Grab is literally loosing money.
RE: Me thinks grab and shopee both will uplorry within the next 5 years - Tangsen - 18-12-2022
(18-12-2022, 05:16 PM)[[ForeverAlone]] Wrote: Joke, PLS LOOK IN Depth WHO Behind for those corporations you mention
SIA, SINGTEL , ST
These corporations are like Govt " symbol " means will not close down for sure as Govt will always help behind inject money, IF Really business is bad.
Beside others competitor like M1, Starhub etc
why M1 , Starhub still around because the consumer base already there and mature. They are so call " first batch of investors come in "
Now the rest come in later you see their consumer base is literally just a bit , if I not mistaken there is one crease operation in SG.
Next you also need to see Which Industries TOO.
Like this Grab is literally loosing money.
Your mircosopic view of these companies just serve locals then your opinion is microscopic.
Grab loosing money from day one like many tech startup recently is poor biz model which is not sustainable. They are "buying" the market by subsidising the consumers.
Both Grab and Shopee knows that, that is why the gov "awarded" them the digital banking license. With the customer based across SEA, you know how much leverage they can have with digital bank. I know because they engaged my firm whom I work for to advise, governance and compliance matters and they are sinking tonnes to make sure they meet all banking regulatory requirements not only in SG, ASEAN, ASIA and internationally. Regulatory and technologically.
Don't look at their superficial consumer business, the real show is with SeaMoney and GXS.
RE: Me thinks grab and shopee both will uplorry within the next 5 years - debono - 18-12-2022
(18-12-2022, 08:11 PM)Tangsen Wrote: Your mircosopic view of these companies just serve locals then your opinion is microscopic.Your inputs makes much sense.......
Grab loosing money from day one like many tech startup recently is poor biz model which is not sustainable. They are "buying" the market by subsidising the consumers.
Both Grab and Shopee knows that, that is why the gov "awarded" them the digital banking license. With the customer based across SEA, you know how much leverage they can have with digital bank. I know because they engaged my firm whom I work for to advise, governance and compliance matters and they are sinking tonnes to make sure they meet all banking regulatory requirements not only in SG, ASEAN, ASIA and internationally. Regulatory and technologically.
Don't look at their superficial consumer business, the real show is with SeaMoney and GXS.
RE: Me thinks grab and shopee both will uplorry within the next 5 years - SeewhatLook - 18-12-2022
Grab and shoppe will not lah.profit magin reduce due to competitor.grab still good when touriat come sg.