Grab Could Face Intense Competition From Uber in Taiwan -- Market Talk

Dow Jones

03/25

0307 GMT - Grab could face stiffer competition in Taiwan compared with its other markets due to Uber Eats' current market share, says Kai Wang, senior equity analyst at Morningstar, in a note. Grab recently agreed to acquire Foodpanda Taiwan, expanding its footprint in Asia. Grab's success so far in other markets has been dependent on being the "first mover" and having more resources than its rivals, Wang says. Still, Foodpanda Taiwan could add about 13% to Grab's delivery business, according to Morningstar's estimates. Morningstar keeps its fair value estimate for Grab unchanged at $6.50 as it only expects Taiwan to contribute to Ebitda in 2028, but shares still look undervalued, Wang says. (kimberley.kao@wsj.com)

(END) Dow Jones Newswires

March 24, 2026 23:07 ET (03:07 GMT)

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Grab recently agreed to acquire Foodpanda Taiwan, expanding its footprint in Asia. Grab's success so far in other markets has been dependent on being the \"first mover\" and having more resources than its rivals, Wang says. Still, Foodpanda Taiwan could add about 13% to Grab's delivery business, according to Morningstar's estimates. Morningstar keeps its fair value estimate for Grab unchanged at $6.50 as it only expects Taiwan to contribute to Ebitda in 2028, but shares still look undervalued, Wang says. (kimberley.kao@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 24, 2026 23:07 ET (03:07 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SG9999013460.SGD","symbol_name":"LionGlobal Singapore Dividend Equity Fund SGD","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2622045626","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2622045626","pubTimestamp":1774408020,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0307 GMT - Grab could face stiffer competition in Taiwan compared with its other markets due to Uber Eats' current market share, says Kai Wang, senior equity analyst at Morningstar, in a note. Grab recently agreed to acquire Foodpanda Taiwan, expanding its footprint in Asia. Grab's success so far in other markets has been dependent on being the \"first mover\" and having more resources than its rivals, Wang says. Still, Foodpanda Taiwan could add about 13% to Grab's delivery business, according to Morningstar's estimates. Morningstar keeps its fair value estimate for Grab unchanged at $6.50 as it only expects Taiwan to contribute to Ebitda in 2028, but shares still look undervalued, Wang says. 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Grab recently agreed to acquire Foodpanda Taiwan, expanding its footprint in Asia. Grab's success so far in other markets has been dependent on being the \"first mover\" and having more resources than its rivals, Wang says. Still, Foodpanda Taiwan could add about 13% to Grab's delivery business, according to Morningstar's estimates. Morningstar keeps its fair value estimate for Grab unchanged at $6.50 as it only expects Taiwan to contribute to Ebitda in 2028, but shares still look undervalued, Wang says. (kimberley.kao@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  March 24, 2026 23:07 ET (03:07 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}