$Grab Holdings(GRAB)$ Grab Stock: A High-Growth Opportunity? In recent days, Grab stock has been gaining significant attention from both retail investors and Wall Street. The stock already boasts a triple buy rating, with Quant giving it a "Strong Buy" and Wall Street analysts not far behind, assigning a 4.5 rating—just shy of a full "Buy" recommendation. This raises the question: Is Grab an undervalued play worth adding to a growth portfolio? Let’s dive into the details. Stock Performance & Company Overview Grab has surged 53% over the past 12 months and is showing continued strength in pre-market trading, up nearly 12%. For those unfamiliar, Grab is a Southeast Asian technology company that started as a taxi-booking app in Malaysia in 2012.

Has global consumption really downgraded? While some luxury brands are facing challenges, others are thriving. Take the American luxury brand Coach's parent company, $Tapestry Inc.(TPR)$ , for example. Its stock price surged after the release of its financial report on February 6 and continued to reach new historical highs.(Tapestry, Inc. is a globally renowned luxury holding company with several well-known brands under its umbrella, including Kate Spade and Stuart Weitzman. These brands are highly recognized and attractive in the market, especially Coach, which has long been a key contributor to the company's sales and profits.)The high-end fashion brand $Ralph Lauren(RL)$ , known for its "American Classic"

$Grab Holdings(GRAB)$ would be releasing its Q4 2024 earnings for the quarter ending 31 Dec 2024. The recent uptrend was catalysed by the Singapore Prime Minister and Finance Minister announcing that companies in Singapore will receive a 50% corporate income tax rebate in 2025. I am holding Grab in another broker as I used Grab when travelling in the region and locally when we do not feel like driving. Needless to say, Grab food delivery have become a part of lifestyle. And the Q4 2024 earnings are likely to reflect a mix of progress in its path to profitability, competitive pressures, and evolving consumer trends in Southeast Asia. This announcement might be good news for Grab. Analysts estimate Grab to post revenue of USD760.92M for 2024Q4, up 1

Grab's Stock Decline: What Caused the 11% Drop $Grab Holdings(GRAB)$ saw its shares tumble approximately 11% in U.S. pre-market trading today after issuing a 2025 revenue forecast that fell short of analyst expectations, reigniting concerns about intensifying competition in Southeast Asia's ride-hailing and food delivery sectors.  Key Drivers of the Sell-off 1) Disappointing Revenue Guidance The company projected 2025 revenue to range between 3.33 billion and 3.4 billion, representing 19%–22% year-over-year growth but narrowly missing the $3.5 billion Bloomberg consensus estimate. While Grab’s CFO Peter Oey emphasized a "conservative" approach to annual guidance, the market interpreted the outlook as a sign of slowing momentum in its cor

$Grab Holdings(GRAB)$   Grab’s latest earnings report is highly anticipated, with investors watching closely to see if the profitability trend continues into Q4. After a strong performance in previous quarters, the key question remains: Can Grab sustain its momentum, or will macroeconomic pressures slow growth? The Bullish Case: Profitability Gains and Strong Growth Several factors suggest Grab could maintain or even improve its profitability in Q4: Operational Efficiency: Grab has focused on cost-cutting, reducing incentives, and optimizing logistics. These moves have improved margins and could sustain profitability. Growing Mobility Demand: As Southeast Asia’s economies continue to recover, ride-hailing demand

Despite the solid performance, $Grab Holdings(GRAB)$ stock dropped by 10% after hours.While GMV and EBITDA grew, both missed Bloomberg’s forecast (GMV by 1.24%, EBITDA by 3%), suggesting that the market had already priced in much of the expected growth.The company’s user incentives grew by 37% year-over-year, but the market is concerned whether such large subsidies can continue to drive sustainable growth in active users, which increased by only 17%.Looking ahead, the company expects a 19% to 22% rise in sales, projecting $3.33 billion to $3.4 billion in revenue this year, just shy of the $3.5 billion analysts' average forecast.But the loan portfolio grew by 64%, highlighting Grab's significant expansion in its digital financial services

$GRAB So, I called up one of my friends last night and we talked for a few hours. He works in private equity and pretty much runs numbers all day in spreadsheets to come up with what the fair value is to pay for a business. He is the same friend I consulted with when $HOOD was $8 and we were trying to figure out if it was a buy. We already had our a 5-hour phone conversation back in early January about $GRAB. After that conversation, we both bought a decent amount from $4.50-$4.75. Two things we discussed last night: 1. The excitement on X about $GRAB being something we have never seen before. We would both be sending any post we could find on Grab in January because there were so few of them. Now, there’s thousands. 2. We spent time doing the numbers again because all the bullishness was

Grab's recent results have shown positive signs of growth and profitability. The strong 1Q revenue growth, driven by cost-reduction measures and robust demand for its services. It also raised its full-year profit forecast, indicating a positive shift in its financial trajectory The surge in SEA tourism and corporate events has boosted demand for ride-share services, a key driver of  revenue Gojek and Tada could impact Grab's market share.Inflation and interest rates, could influence consumer spending. It's royalty program, GrabUnlimited, has boosted food delivery GMV but relies heavily on discounts and incentives, raising concerns about sustainability With a significant market share already, it needs to find new ways to attract fresh and retain existing ones GSX Bank, is expected to b

I hardly spend on Grab’s delivery and ride hailing services. It has better competitors who can deliver at cheaper prices. The platform is also not friendly to use when one has vouchers. I don’t see much potential in its financial services as there are other reliable, reputable competitors who offer competitive prices and returns. I only use grabpay to pay for stuff that don’t accept credit cards and I do not wish to use cash. There is some rewards but no longer competitive and hard to obtain. Loans and insurance are big purchases and decisions. I rather go with reputable companies who are highly unlikely to go bust. Why take the risk? @Universe宇宙 @HelenJanet

I never use grab delivery as I do most of the cooking or I walk to the food stall for take-away. 🤭😓I tend to use comfort rather than grab as I was told that the longer you use grab, the more expensive is the car ride. I think the last time I use grab service was pre-Covid time and I think only 3-4 times. Maybe I m used to comfort as when I called the hotline, they have my pick up location. Otherwise, normal time, family members are my grab drivers. [Chuckle]. I m the queen at home. They are at my commands. 😂🤭[Chuckle][LOL][Happy][Smile]

well, You'll knows it's good when it's A Good One‼️

I spend at least 1k plus in Grab's delivery and ride hailing service each month. I think there is potential in grab's financial service growth even though I have never used it before. I personally work very long hours, and sometimes I need to travel around SG for some meetings. So, grab always a good choice for me.

I do have a token of grab share but 😉... I don't use their service unless it's required to [Chuckle] [Chuckle] like Going to the airport [LOL]  . User experience    [Thinking] seems easy to get use to the user interface [Smile]

I still have $$cash and birthday gift vouchers in my wallet, makes it easy to spend when I travel. approx sgd500 per month expenditure.

$Grab Holdings(GRAB)$  overreacted, their communication needs to improve, very typical asian conservative forecast. I'll buy.

Nil on Grab services as travel on public transport, eat out/dapao mostly and not getting loans/insurance.. simply living.