$Grab Holdings(GRAB)$ I believ

$Grab Holdings(GRAB)$ I believe GRAB is undervalued for several reasons:

1. Grab IPO-ed in the most frothy period in recent history at a whopping $40B (!) valuation.

This led to a massive 87% drawdown on the stock as sky-high expectations were not met.

Grab has therefore been seen as a “poor” company by many who judge companies on their share price history.

2.Southeast Asia is often viewed negatively by most US investors as they fail to understand the demographic and economy.

3. Grab has engaged in extremely aggressive price wars with the likes of Uber, Gojek and FoodPanda in previous years.

This led to margin contraction from top to bottom line.

Grab was seen as an unprofitable company with an unsustainable business model, which has led to a depressed stock price.

Today, GRAB has a virtual monopoly in mobility and a dominant position in deliveries. Also has a 40M-strong monthly transacting user base.

The future has never looked brighter for GRAB.

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