Didi will pave the way for EM ride-hailing companies like Grab

  • Didi has surged 16% since its IPO, shrugging off the recent Chinese anti-trust probe

  • Didi has paved the way to profitability for ride-hailing companies. Exposure to EV and robotics is an added attraction

  • We are positive on other EM ride-hailing companies such as Grab (AGC US: Buy)
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