Added to YB: 2024-12-19
Pitch date: 2024-11-03
DIDIY [bullish]
DiDi Global Inc.
+4.49%
current return
Author Info
No bio for this author
Company Info
DiDi Global Inc. operates a mobility technology platform that provides various mobility and other services in the People's Republic of China, Brazil, Mexico, and internationally.
Market Cap
$174.2B
Pitch Price
$4.90
Price Target
15.00 (+198%)
Dividend
N/A
EV/EBITDA
60.76
P/E
-325.86
EV/Sales
0.64
Sector
Ground Transportation
Category
special_situation
DiDi Global Inc. - $DIDIY
DIDIY: China ride-hailing leader (80% share) w/ LatAm presence. $40B China GTV, 2-3% EBITA margin. Est. 6-7% LT margin, 20% take rate. HK re-listing 1H25. $24.5B mkt cap, $6B cash. Bull case: $75B valuation ($15/sh) by 2026. Risks: China regulatory, VIE structure, robotaxi threat.
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