peter hui

T3 · host / generalist

CFO of Southeast Asian super app Grab. Discussed Q2 earnings showing resilient ride/delivery demand and 54% grocery transaction growth.

1 call·1 name·100% bull·last heard 7 days ago·Bloomberg Tech
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Grab CFO highlights resilient Southeast Asia demand and accelerating grocery delivery

Rides grew 28% YoY and on-demand GMV up 21% despite fuel price headwinds; GrabMart grocery transactions growing 54% and 1.7x faster than food delivery, showing early but strong consumer adoption in Southeast Asia.

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$GRAB
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Grab Holdings
MEDpeter hui·Bloomberg Tech·7 days ago· position
Grab CFO highlights resilient Southeast Asia demand and accelerating grocery delivery
Rides grew 28% YoY and on-demand GMV up 21% despite fuel price headwinds; GrabMart grocery transactions growing 54% and 1.7x faster than food delivery, showing early but strong consumer adoption in Southeast Asia.
"We saw our rides grow at 28% on a year over year basis. One of the highs that we've seen and we saw so our on demand business, both on food and delivery, also on demand GMV grew u…"
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