Equity Analysis /
United States of America

Altimeter: Grab ASEAN's super app before it deSPACs

  • Grab's market dominance is greater than anticipated

  • The deSPAC is on track with the accounting issues that had caused a delay now clarified

  • Grab is emerging as ASEAN’s super app – we raise our TP to US$16.5 and reiterate Buy

Altimeter: Grab ASEAN's super app before it deSPACs
Nirgunan Tiruchelvam
Nirgunan Tiruchelvam

Head of Consumers Equity Research

Tellimer Research
4 August 2021
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