Earnings Calendar (11Nov24)
There are a few earnings of interest namely Sea Limited, Grab, Cisco, Disney, Alibaba and Monday.
Let us look at GRAB.
Observations:
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Revenue grew from $469M (2020) to $2,359M (2023).
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The gross profit grew from a loss of $2,165M (2019) to $860M (2023).
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Operating profit remained at a loss though the loss has improved from -$2,924M (2019) to -$387M (2023).
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The business may break even with the current trend.
Technical Analysis is recommending a “Strong Buy”.
Analysts sentiment recommends a “Strong Buy” with a price target of $4.730, implying an upside of 11.82%.
The stock price rose 29.36% from a year ago.
Recent news about GRAB (summary by ChatGPT)
Grab, the Southeast Asian superapp, has been in the spotlight recently for a series of updates and strategic moves in its operations across the region. Among the recent developments, Grab is preparing to release its Q3 2024 financial results on November 12, highlighting its ongoing performance in sectors like ride-hailing, food delivery, and financial services across eight countries. This release is highly anticipated, as it will give investors and analysts insights into how the company is faring amid competitive pressures and economic challenges across Southeast Asia (Source: Grab & GlobeNewswire)In terms of business expansion, Grab continues to emphasize digital financial services and environmental initiatives. Recently, it partnered with the recycling startup Klean to launch smart recycling machines that allow users to exchange plastic food packaging for GrabFood vouchers in Malaysia. This initiative aligns with Grab's triple bottom line approach, focusing on economic empowerment, social impact, and environmental sustainability (Source: Grab)Further, Grab Ventures, the company's startup accelerator program, showcased its latest batch of startups at the Tech in Asia Jakarta Conference. This move underlines Grab’s support for innovation within the region, as it provides new ventures with resources to scale within the superapp ecosystem.
For the coming earnings, the market forecast is -0.005 and $695.98M for the EPS and revenue respectively.
Based on the above, I prefer to monitor the business for a while more.
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