Added to YB: 2024-12-04
Pitch date: 2024-12-02
GRAB [bullish]
Grab Holdings Limited
-31.66%
current return
Author Info
GabGrowth writes about asymmetric investments that go unnoticed, with a deep focus on emerging markets. Sign up for the newsletter.
Company Info
Grab Holdings Limited operates the Grab superapp in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam.
Market Cap
$14.1B
Pitch Price
$5.18
Price Target
N/A
Dividend
N/A
EV/EBITDA
29.10
P/E
30.16
EV/Sales
2.68
Sector
Ground Transportation
Category
growth
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)