China

Three reasons why Didi can accelerate past Uber

  • China's biggest ride-hailing firm, Didi, has filed for a US IPO. Its valuation could hit US$100 billion, eclipsing Uber

  • Didi's net revenue is half that of Uber but its take rate growth potential is far higher

  • It has heavy exposure to the EV boom, which makes it a disrupter among disrupters

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