Added to YB: 2024-12-04
Pitch date: 2024-12-02
GRAB [bullish]
Grab Holdings Limited
-0.58%
current return
Author Info
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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
$5.18
Price Target
N/A
Dividend
N/A
EV/EBITDA
90.90
P/E
269.29
EV/Sales
5.32
Sector
Ground Transportation
Category
growth
Show full summary:
Southeast Asia’s Super-App Leader: Grab (GRAB) Drives Mobility, Delivery, and FinTech
GRAB: SEA superapp dominates mobility/delivery (4x closest rival). GFin key growth driver w/ $260M run-rate, 34% YoY growth. Founder-led, $4B cash. Risks: FinTech competition, flat GMV/MTU, high consumer incentives. Bull: SuperApp thesis, SEA demographics, data advantage for lending.
Read full article (11 min)