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Alex @TradeSignalHQ on x XXX followers
Created: 2025-07-23 16:09:01 UTC
$GRAB - What I've Learned So Far
When I first came across Grab, I dont think I gave it a fair shot. I wasn't buying the idea of a "Superapp". But then I looked into it a little more. And came to the conclusion that maybe a super app wouldn't thrive here, but that may not be the case for SEA.
Grab has become one of Southeast Asia’s most compelling growth stories and I think it’s still flying under the radar for many investors, as it was for me. As the region’s leading super-app, Grab is more than just a ride-hailing or food delivery service. Its established itself as a one-stop ecosystem for mobility, deliveries, and financial services, serving over XXX cities across eight countries. Here’s why I’m keeping a close eye on it.
Compelling Numbers: In Q1 2025, Grab reported a XX% YoY revenue jump to $773M, with on-demand GMV up XX% to $4.2B and a record Adjusted EBITDA of $106M. Losses are shrinking fast—down to $105M for 2024, a XX% improvement from 2023. Grab’s path to profitability is quite clear, with XX straight quarters of improving EBITDA. Their focus on affordability, like Saver Rides, is driving XX% YoY GMV growth in mobility and deliveries, tapping into Southeast Asia’s price-sensitive markets
Financial Services: What excites me most is Grab’s financial services arm. Southeast Asia has a massive underbanked population, and Grab’s digital banking and payment solutions are filling a real gap. Monthly transacting users hit XX million in Q3 2024, showing how sticky their ecosystem is becoming. Add to that their strategic use of AI to optimize operations and cut costs, and you’ve got a company that’s scaling efficiently.
Competition is fierce: One thing I did notice is the competition level. GoTo and others are vying for market share, and Grab’s recent 2025 revenue forecast of $3.33-3.40B came in slightly below analyst expectations. Regulatory hurdles, like Indonesia’s antitrust scrutiny over a potential GoTo merger, add uncertainty. Still, Grab’s dominant market position and ability to redeploy resources (as noted by CFO Peter Oey) give it an edge in navigating these challenges. Competition doesn't scare me away, just an added element to watch.
Conclusion: The stock’s up XX% over the past year, trading at $XXXX as of today with analysts eyeing a $XXXX median price target. Grab is sort of a bet on Southeast Asia’s economic rise. There are millions of people entering the middle class, needing affordable transport, food delivery, and financial tools. I don't see it as a meme stock or a quick flip, but rather a long-term play on a region with massive untapped potential.
What do you think? Are you watching Grab?
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