Technology

🛵

Will Grab remain the #1 food delivery app by orders this quarter?

App store + order volume tracker.

50.0%

Jul 5, 12:29 PM

฿562.3K total volume 131 comments

AI Summary

Updated 3h ago

Pricing currently favors Yes at 50%. Volume and recent order flow suggest the market has priced in most public information, with the largest remaining swing factor being promo spend this quarter.

Confidence in current pricing69%

Bull case

  • Promo spend this quarter points toward Yes resolving true.
  • Historical base rates for similar questions skew higher than current price.
  • Order flow over the last 24h has been net buyers on Yes.

Bear case

  • Restaurant partner exclusivity deals could flip this quickly.
  • Thin liquidity outside the top-of-book means the price can be misleading.
  • A key event before resolution could shift sentiment sharply.
Promo spend this quarterRestaurant partner exclusivity deals

Related news

CCoconuts Bangkok· 1d

What to know before will Grab remain the #1 food delivery app by orders this quarter

A second independent source has now corroborated the initial report, adding confidence to the read.

Will Grab remain the #1 food delivery app by orders this quarter?50%

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Comments

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🪷

Suriya Wongprasert· 12h

Called it three days ago, screenshot this

🏝️

Apinya Thongchai· 18h

This is basically decided already, no idea why it's not at 95%+

9 replies
🦋

Patcharee Jaidee· 1d

Anyone have a source for this? seems overpriced

🏵️

Anucha Aksorn· 1d

Volume just spiked, something's moving

9 replies
🐘

Chotiwut Wongprasert· 2d

Volume just spiked, something's moving

3 replies
🐘

Napat Phromwong· 2d

Locking in profit at this price, thanks for the ride

🍜

Duangjai Charoenkul· 2d

The AI summary is sleeping on the bear case here

1 replies
🥭

Duangjai Amnuay· 3d

Volume just spiked, something's moving