Added to YB: 2024-10-25
Pitch date: 2024-10-24
GRAB [bullish]
Grab Holdings Limited
+23.95%
current return
Author Info
Sleep Well Investments shares deep dives into time-tested businesses with high reinvestment potential. Get their premium stock pitches for 20% off.
Company Info
Grab Holdings Limited engages in the provision of superapps in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam.
Market Cap
$22.1B
Pitch Price
$4.16
Price Target
7.00 (+36%)
Dividend
N/A
EV/EBITDA
90.90
P/E
269.29
EV/Sales
5.32
Sector
Ground Transportation
Category
growth
A Monopoly with Widening Moats and Clear Growth Runway - Grab Holdings Limited
GRAB: SE Asia's dominant super app. 55% food delivery share, 50%+ ride-hailing. Beat Uber. Strong execution, local focus. Profitable 2023. 12% CAGR to $15B rev by 2037. Risks: key man, regulation. $7/share target. Undervalued at $4, market cap $16B. Adding to portfolio.
Read full article (11 min)