$DiDi Global Inc.(DIDIY)$ My p

2023-04-12

$DiDi Global Inc.(DIDIY)$ My personal international tracking of DiDi. The TAM of international is about the same as China FYI. DiDi international is growing as fast as $Grab Holdings(GRAB)$ :

Mexico: Overtook $Uber(UBER)$ as market leader in 2022

Peru: Overtook Uber as market leader 2023

Colombia: Overtook Uber as market leader 2023

Brazil: Market leader via 99 but losing market share to Uber. 99 app is significantly worse than DiDi and has bad rep.

Chile: Closing in on Uber but not market leader

Argentina: Closing in on Uber but not market leader

Egypt: Gaining on Uber but far from market leader

Japan: Very small market share, Uber dominates. Flat

Australia: Very small market share, Uber dominates. Flat

Ecuador: Slowly gaining market share

Panama: Uber market leader, market share stagnant

New Zealand: Very small market share, Uber dominates

Russia: Dead last

Dominican: Moderately gaining market share YoY

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Comments

CYKuan
2023-04-12
CYKuan
thanks for sharing
- wyin08:
  k
wyin08
2023-04-12
wyin08
kkk
龙兔虎然发财
2023-04-12
龙兔虎然发财
[强]
CL_Wong
2023-04-12
CL_Wong
Ok
- lyj1999:
  k
Derrick_1234
2023-04-12
Derrick_1234
OK
fcloi
2023-04-12
fcloi
like

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DiDi international is growing as fast as <a data-mention-id=\"GRAB\" class=\"teditor-mention\" data-mention-name=\"Grab Holdings\" href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a> : Mexico: Overtook <a data-mention-id=\"UBER\" class=\"teditor-mention\" data-mention-name=\"Uber\" href=\"https://ttm.financial/S/UBER\">$Uber(UBER)$</a> as market leader in 2022 Peru: Overtook Uber as market leader 2023 Colombia: Overtook Uber as market leader 2023 Brazil: Market leader via 99 but losing market share to Uber. 99 app is significantly worse than DiDi and has bad rep. Chile: Closing in on Uber but not market leader Argentina: Closing in on Uber but not market leader Egypt: Gaining on Uber but far from market leader Japan: Very small market share, Uber dominates. Flat Australia: Very small market share, Uber dominates. Flat Ecuador: Slowly gaining market share Panama: Uber market leader, market share stagnant New Zealand: Very small market share, Uber dominates Russia: Dead last Dominican: Moderately gaining market share YoY</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"DIDIY\" class=\"teditor-mention\" data-mention-name=\"DiDi Global Inc.\" href=\"https://ttm.financial/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a> My personal international tracking of DiDi. The TAM of international is about the same as China FYI. DiDi international is growing as fast as <a data-mention-id=\"GRAB\" class=\"teditor-mention\" data-mention-name=\"Grab Holdings\" href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a> : Mexico: Overtook <a data-mention-id=\"UBER\" class=\"teditor-mention\" data-mention-name=\"Uber\" href=\"https://ttm.financial/S/UBER\">$Uber(UBER)$</a> as market leader in 2022 Peru: Overtook Uber as market leader 2023 Colombia: Overtook Uber as market leader 2023 Brazil: Market leader via 99 but losing market share to Uber. 99 app is significantly worse than DiDi and has bad rep. Chile: Closing in on Uber but not market leader Argentina: Closing in on Uber but not market leader Egypt: Gaining on Uber but far from market leader Japan: Very small market share, Uber dominates. Flat Australia: Very small market share, Uber dominates. 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