Professional
Added to YB: 2026-02-13
Pitch date: 2026-02-08
GRAB [bullish]
Grab Holdings Limited
+2.8%
current return
Author Info
No bio for this author
Company Info
Grab Holdings Limited engages in the provision of superapps in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam.
Market Cap
$17.5B
Pitch Price
$4.28
Price Target
N/A
Dividend
N/A
EV/EBITDA
49.21
P/E
71.17
EV/Sales
3.72
Sector
Ground Transportation
Category
growth
SGA International Growth New Position: Grab Holdings Limited
GRAB (new position): Southeast Asia super-app w/ 70%+ ride-hailing share (50% Indonesia), food delivery & digital payments across 8 countries. User growth & frequency accelerating, duopoly markets stabilizing. Significant addressable market for growth. Risks: price competition, emerging market macro exposure, execution in newer verticals (grocery, banking). Initiated below-avg weight position Nov, building opportunistically.
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