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Hellboi
2024-05-27
It's still not profitable.
Sorry, the original content has been removed
Hellboi
2024-02-03
Arrow Minerals Land getting tagged is wild 😹
Nvidia's Stock Jumps 5% As the "Clear Beneficiary" of Meta's AI Spending Rush
Hellboi
2023-12-06
Whats this lol ok
Go to Tiger App to see more news
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still not profitable. ","listText":"It's still not profitable. ","text":"It's still not profitable.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310528879177920","repostId":"2437194007","repostType":2,"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269966715674760,"gmtCreate":1706918932780,"gmtModify":1706920840170,"author":{"id":"3581986423776840","authorId":"3581986423776840","name":"Hellboi","avatar":"https://community-static.tradeup.com/news/0c6492d17c338114916dbd0f53cba8c2","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581986423776840","idStr":"3581986423776840"},"themes":[],"htmlText":"Arrow Minerals Land getting tagged is wild 😹","listText":"Arrow Minerals Land getting tagged is wild 😹","text":"Arrow Minerals Land getting tagged is wild 😹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269966715674760","repostId":"2408610930","repostType":2,"repost":{"id":"2408610930","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1706916587,"share":"https://ttm.financial/m/news/2408610930?lang=&edition=fundamental","pubTime":"2024-02-03 07:29","market":"sh","language":"en","title":"Nvidia's Stock Jumps 5% As the \"Clear Beneficiary\" of Meta's AI Spending Rush","url":"https://stock-news.laohu8.com/highlight/detail?id=2408610930","media":"Dow Jones","summary":"Shares of both Meta and Nvidia were easily on track to set new records Friday. Nvidia Corp. is the \"clear beneficiary\" of Meta Platforms Inc.'s rampant spending on artificial intelligence, according to an analyst.The Facebook parent company now expects to spend $30 billion to $37 billion on capital expenditures this year, whereas it was projecting $30 billion to $35 billion previously. The new \"outlook reflects our evolving understanding of our AI capacity demands as we anticipate what we may need for the next generations of foundational research and product development,\" Chief Financial Officer Susan Li said on Meta's earnings call Thursday afternoon.Meta's talk of its spending plans for the year has Wells Fargo analyst Aaron Rakers feeling \"increasingly confident\" that Nvidia will be able to deliver upside to its January-quarter results.While Meta shares were surging 22% in Friday trading and heading for a new record, Nvidia shares were experiencing a nice boost as well. The chip s","content":"<html><head></head><body><p>Nvidia Corp. is the "clear beneficiary" of <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc.'s rampant spending on artificial intelligence, according to an analyst.</p><p>The Facebook parent company now expects to spend $30 billion to $37 billion on capital expenditures this year, whereas it was projecting $30 billion to $35 billion previously. The new "outlook reflects our evolving understanding of our AI capacity demands as we anticipate what we may need for the next generations of foundational research and product development," Chief Financial Officer Susan Li said on Meta's (META) earnings call Thursday afternoon.</p><p>Meta's talk of its spending plans for the year has Wells Fargo analyst Aaron Rakers feeling "increasingly confident" that Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> will be able to deliver upside to its January-quarter results.</p><p>He also noted that while Meta didn't offer a forecast for capital spending beyond 2024, the company mentioned that the training and operation of future AI models will be even more compute intensive, albeit to an unknown extent. Chief Executive Mark Zuckerberg said that the company was "playing to win."</p><p>While Meta shares surged 20% in Friday trading and hit a new record, Nvidia shares experienced a nice boost as well. The chip stock was up 5% in Friday trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7343d94aa825b63c76c3561c3cd16eeb\" tg-width=\"828\" tg-height=\"850\"/></p><p>Rakers saw other winners from Meta's AI spending as well, including Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>, Arista Networks Inc. <a href=\"https://laohu8.com/S/ANET\">$(ANET)$</a> and <a href=\"https://laohu8.com/S/PSTG\">Pure Storage Inc</a>. (PSTG). Meta is deploying AMD's AI accelerator, Arista is a "key beneficiary" of Meta's adoption of Ethernet for back-end AI fabrics, and Pure Storage looks "well positioned" as a flash supplier.</p><p>AMD shares also gained over 4%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1d6cd3085421b8d01cf1be251e4fed7\" tg-width=\"824\" tg-height=\"830\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia's Stock Jumps 5% As the \"Clear Beneficiary\" of Meta's AI Spending Rush</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia's Stock Jumps 5% As the \"Clear Beneficiary\" of Meta's AI Spending Rush\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-02-03 07:29</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Nvidia Corp. is the "clear beneficiary" of <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> Inc.'s rampant spending on artificial intelligence, according to an analyst.</p><p>The Facebook parent company now expects to spend $30 billion to $37 billion on capital expenditures this year, whereas it was projecting $30 billion to $35 billion previously. The new "outlook reflects our evolving understanding of our AI capacity demands as we anticipate what we may need for the next generations of foundational research and product development," Chief Financial Officer Susan Li said on Meta's (META) earnings call Thursday afternoon.</p><p>Meta's talk of its spending plans for the year has Wells Fargo analyst Aaron Rakers feeling "increasingly confident" that Nvidia <a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a> will be able to deliver upside to its January-quarter results.</p><p>He also noted that while Meta didn't offer a forecast for capital spending beyond 2024, the company mentioned that the training and operation of future AI models will be even more compute intensive, albeit to an unknown extent. Chief Executive Mark Zuckerberg said that the company was "playing to win."</p><p>While Meta shares surged 20% in Friday trading and hit a new record, Nvidia shares experienced a nice boost as well. The chip stock was up 5% in Friday trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7343d94aa825b63c76c3561c3cd16eeb\" tg-width=\"828\" tg-height=\"850\"/></p><p>Rakers saw other winners from Meta's AI spending as well, including Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a>, Arista Networks Inc. <a href=\"https://laohu8.com/S/ANET\">$(ANET)$</a> and <a href=\"https://laohu8.com/S/PSTG\">Pure Storage Inc</a>. (PSTG). Meta is deploying AMD's AI accelerator, Arista is a "key beneficiary" of Meta's adoption of Ethernet for back-end AI fabrics, and Pure Storage looks "well positioned" as a flash supplier.</p><p>AMD shares also gained over 4%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1d6cd3085421b8d01cf1be251e4fed7\" tg-width=\"824\" tg-height=\"830\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","BK4551":"寇图资本持仓","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0109392836.USD":"富兰克林科技股A","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4512":"苹果概念","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4529":"IDC概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","ANET":"Arista Networks, Inc.","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4532":"文艺复兴科技持仓","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4554":"元宇宙及AR概念","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4567":"ESG概念","NVDA":"英伟达","BK4585":"ETF&股票定投概念","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","AMD.AU":"Arrow Minerals Ltd","BK4566":"资本集团","BK4587":"ChatGPT概念","BK4575":"芯片概念","META":"Meta Platforms, Inc.","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","BK4077":"互动媒体与服务","AMD":"美国超微公司","LU0079474960.USD":"联博美国增长基金A","PSTG":"Pure Storage Inc","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2408610930","content_text":"Nvidia Corp. is the \"clear beneficiary\" of Meta Platforms Inc.'s rampant spending on artificial intelligence, according to an analyst.The Facebook parent company now expects to spend $30 billion to $37 billion on capital expenditures this year, whereas it was projecting $30 billion to $35 billion previously. The new \"outlook reflects our evolving understanding of our AI capacity demands as we anticipate what we may need for the next generations of foundational research and product development,\" Chief Financial Officer Susan Li said on Meta's (META) earnings call Thursday afternoon.Meta's talk of its spending plans for the year has Wells Fargo analyst Aaron Rakers feeling \"increasingly confident\" that Nvidia $(NVDA)$ will be able to deliver upside to its January-quarter results.He also noted that while Meta didn't offer a forecast for capital spending beyond 2024, the company mentioned that the training and operation of future AI models will be even more compute intensive, albeit to an unknown extent. Chief Executive Mark Zuckerberg said that the company was \"playing to win.\"While Meta shares surged 20% in Friday trading and hit a new record, Nvidia shares experienced a nice boost as well. The chip stock was up 5% in Friday trading.Rakers saw other winners from Meta's AI spending as well, including Advanced Micro Devices Inc. $(AMD)$, Arista Networks Inc. $(ANET)$ and Pure Storage Inc. (PSTG). Meta is deploying AMD's AI accelerator, Arista is a \"key beneficiary\" of Meta's adoption of Ethernet for back-end AI fabrics, and Pure Storage looks \"well positioned\" as a flash supplier.AMD shares also gained over 4%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248879447486528,"gmtCreate":1701793688885,"gmtModify":1701797852746,"author":{"id":"3581986423776840","authorId":"3581986423776840","name":"Hellboi","avatar":"https://community-static.tradeup.com/news/0c6492d17c338114916dbd0f53cba8c2","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581986423776840","idStr":"3581986423776840"},"themes":[],"htmlText":"Whats this lol ok","listText":"Whats this lol ok","text":"Whats this lol ok","images":[{"img":"https://community-static.tradeup.com/news/9a19ca42dc5d96f294b63766c32096ac","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248879447486528","isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":310528879177920,"gmtCreate":1716822061686,"gmtModify":1716822417892,"author":{"id":"3581986423776840","authorId":"3581986423776840","name":"Hellboi","avatar":"https://community-static.tradeup.com/news/0c6492d17c338114916dbd0f53cba8c2","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581986423776840","authorIdStr":"3581986423776840"},"themes":[],"htmlText":"It's still not profitable. ","listText":"It's still not profitable. ","text":"It's still not profitable.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/310528879177920","repostId":"2437194007","repostType":2,"repost":{"id":"2437194007","kind":"highlight","pubTimestamp":1716822000,"share":"https://ttm.financial/m/news/2437194007?lang=&edition=fundamental","pubTime":"2024-05-27 23:00","market":"sg","language":"en","title":"Grab: Southeast Asia's Rideshare Titan Deserves A Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2437194007","media":"Seeking Alpha","summary":"Grab, the Singapore-based rideshare giant, has significant long-term potential in the fast-growing Southeast Asian market.The company is experiencing profitability in its deliveries segment and aims t","content":"<html><head></head><body><ul style=\"\"><li><p>Grab, the Singapore-based rideshare giant, has significant long-term potential in the fast-growing Southeast Asian market.</p></li><li><p>The company is experiencing profitability in its deliveries segment and aims to double adjusted EBITDA margins in this space.</p></li><li><p>Grab's multi-pronged business, including mobility and financial services, is growing rapidly and offers additional revenue streams.</p></li><li><p>The company is still trading at a reasonable ~3.5x current-year revenue multiple, with multiple catalysts for further growth and margin expansion.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7c1924fb3513022ad504aaf51af8522e\" tg-width=\"750\" tg-height=\"500\"/></p><p>fongfong2/iStock Editorial via Getty Images</p><p>It's often said that investors typically view international companies with a discount in mind. That's an unfortunate oversight, especially when the S&P 500 is trading at all-time highs and is, at least in my view, in danger of a near-term correction. It's also misguided, especially when overseas companies - especially those operating in fast-growing developing markets - have much more long-term potential than their domestic counterparts.</p><p>There's nothing truly original about Grab (NASDAQ:GRAB). It's not going to win any innovation awards for basically being Uber 2.0 in Southeast Asia: but it's going to win from operational excellence. The Singapore-based rideshare giant is so dominant in its home market that it forced Uber out in 2018, and since then, like Uber, it has built a business that thrives on synergies between its rideshare and food delivery services.</p><p>Year to date, shares of Grab have risen just shy of ~15%, matching Uber's performance. In my view, however, there's plenty of upside left to go.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/23b989cb577278a97e1cf1636649c8a3\" tg-width=\"635\" tg-height=\"424\"/></p><p>Data by YCharts</p><h2 id=\"id_2417699240\">The bull case for Grab</h2><p>I'm initiating Grab at a <strong>buy </strong>(I'm long on Uber as well, but to me, Grab gives us completely different exposure to an entirely different and faster-growing market: akin to investing in Sea (SE) as well as in Amazon (AMZN).</p><p>To me, here are the key tenets of the bull case for Grab:</p><ul style=\"\"><li><p><strong>Grab operates in the fast-growing "tiger economies" of Southeast Asia. </strong>Population growth and economic development are quickly taking hold in Indonesia, Thailand, Vietnam, and the Philippines - where Grab operates, alongside Singapore (a highly developed and more mature country), Cambodia, and Myanmar. Grab's services are available in more than 500 cities and towns in this vibrant region.</p></li><li><p><strong>Profitability is starting to take hold in deliveries. </strong>Uber experienced a major milestone when its deliveries business hit profitability on an adjusted EBITDA basis during COVID; Grab is just now hitting that threshold with a plan to more than double adjusted EBITDA margins going forward (more details in the next section).</p></li><li><p><strong>Financial services- </strong>Unlike Uber, Grab is positioned to be a mega-app for all consumer needs, including finance in Southeast Asia. The company both lends as well as operates a point-of-sale and payments platform that increases its monetization capacity.</p></li><li><p><strong>Ample liquidity- </strong>The company has more than $5 billion of net liquidity on its books, giving it plenty of financial firepower to invest in its growth.</p></li></ul><p>A look at the company overall: as shown below, the company recently re-organized into four segments: deliveries, mobility, financial services, and other.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/deb2e6339140970c59ebb1269c61975f\" tg-width=\"640\" tg-height=\"360\"/></p><p>Grab segments (Grab Q1 earnings deck)</p><p>Of all of these, Deliveries is by far the largest, generating roughly two-thirds of the company's GMV and a similar proportion of revenue: but to date, it has lagged in profitability, which is quickly changing. Mobility, the more mature business, is already generating a greater than 50% adjusted EBITDA margin on revenue. And today, financials services is still generating a small amount of revenue, but it's quickly ramping toward profitability as well. <strong>We note that the business mix here is more weighted toward deliveries than Uber, which is roughly split half-and-half between Mobility and Delivery.</strong></p><p>The bottom line here: in my view, Grab operates a very attractive set of businesses in a very fast-growing region. I'd take the chance to buy this stock as a long-term hold on the next dip.</p><h4 id=\"id_1024783460\">The path to profitability for Deliveries</h4><p>The number-one catalyst for Grab at the moment is the operating leverage it is beginning to see in its delivery segment. In its most recent quarter, Q1, Grab's deliveries segment saw 16% constant-currency growth in GMV to $2.7 billion, while revenue grew at a faster 24% y/y pace to $350 million (note that while Grab is headquartered in Singapore, it is listed on the NASDAQ in the U.S. after merging with a SPAC in 2021, and it reports its financials in U.S. dollars).</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b7000dfa3186c25fa184a934c68469cc\" tg-width=\"640\" tg-height=\"335\"/></p><p>Grab deliveries results (Grab Q1 earnings deck)</p><p>Comparisons to Uber are inevitable, so we'll note here that Uber grew at a similar 17% constant-currency growth rate in gross bookings in Q1 (though it's much larger, with ~$18 billion in delivery bookings and ~$40 billion in total bookings across its mobility, delivery, and freight segments).</p><p>Yet, the more exciting piece is not the double-digit growth, but the rapid adjusted EBITDA expansion. The company gained <strong>240bps y/y </strong>of adjusted EBITDA margin driven by economies of scale, and the company isn't done yet: it aims for a 4%+ margin in the long haul via improving marketplace operations and gaining economies of scale on advertising.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/de41ee11c1e529771abdaec4e206fe40\" tg-width=\"640\" tg-height=\"330\"/></p><p>Grab deliveries path to profitability (Grab Q1 earnings deck)</p><p>One of the key initiatives that has pushed Deliveries toward success is Saver. Similar to its U.S. Uber counterpart, Saver allows customers to pay a lower delivery fee in exchange for a longer wait time. On Grab's part, this allows the company not only to offer a lower price, but to optimize its order fulfillment more efficiently.</p><p>The company notes that customers who opt for Saver order 1.8x more frequently than those who don't. The company additionally notes that 25% of its users join via a Saver delivery, creating top of the funnel marketing opportunities for users that have strong retention.</p><p>Another driver for boosted profitability in Delivery is advertising revenue (which, as seen in the profitability bridge above, will be a core catalyst to get the company to its target 4% adjusted EBITDA margin). Total advertisers on the Grab platform grew 46% y/y, and average spend increased 1.5x.</p><h4 id=\"id_1678847377\">Mobility and Financial Services</h4><p>The beauty of Grab, however, is that it's a multipronged business, and all of its businesses are growing like weeds.</p><p>As shown in the chart below, Mobility/rideshare GMV grew 30% y/y on a constant-currency basis to $1.55 billion, while revenue also grew at a 30% constant-currency pace to $247 million:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bee23775d24c35cb2a5e2b63d5ff2189\" tg-width=\"640\" tg-height=\"338\"/></p><p>Grab mobility (Grab Q1 earnings deck)</p><p>Now, this segment is already at a 8.9% adjusted EBITDA margin on GMV, which is in line with the company's long-term margin target of "9%+." But it's the sheer growth in this segment, even at scale, that's impressive.</p><p>In particular, the company notes that inbound tourism to Southeast Asia is still below pre-COVID levels, giving the company an opportunity to grow alongside a tourism lift. Recently, the company has noticed an uplift from Chinese travelers as many Southeast Asian countries have introduced visa-free travel from Chinese citizens.</p><p>And in financial services, the company's loan portfolio continued to grow at a 64% y/y clip, while non-performing loans remained low at a 2% loss rate.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bd7fa8c5ed30e3334057005b35f7d116\" tg-width=\"640\" tg-height=\"344\"/></p><p>Grab loan portfolio (Grab Q1 earnings deck)</p><p>While still unprofitable, the Financial Services segment's -$28 million adjusted EBITDA loss improved 50% y/y relative to -$43 million in the year-ago Q1, driven by improved credit performance.</p><h2 id=\"id_308970134\">Valuation, risks and key takeaways</h2><p>For the current year, Grab is guiding to $2.70-$2.75 billion in consolidated revenue (14-17% y/y growth), and $250-$260 million in adjusted EBITDA, the midpoint of which represents a 10% consolidated adjusted EBITDA margin (against revenue) and an improvement from a rough breakeven -$22 million adjusted EBITDA in FY23.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/40b6748687833b5eb120ec2938d71374\" tg-width=\"640\" tg-height=\"303\"/></p><p>Grab outlook (Grab Q1 earnings deck)</p><p>At current share prices near $3.60, Grab has a market cap of $14.60 billion. We do note that the company has significant cash on its books, as shown below:</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/85e089cfa904f67ae577edcbfdb9e52a\" tg-width=\"640\" tg-height=\"377\"/></p><p>Grab liquidity (Grab Q1 earnings deck)</p><p>After we net off the $5.03 billion of net cash on the company's most recent balance sheet, its resulting <strong>enterprise value is $9.57 billion.</strong></p><p>This puts Grab at a <strong>3.5x FY24 revenue multiple </strong>and a <strong>37x FY24 adjusted EBITDA multiple.</strong></p><p>Grab is still achieving plenty of operating leverage in its Deliveries segment, so it's too early to judge the company's valuation based on the bottom line. We note that Uber currently sits at a ~$137 billion market cap and a ~$127 billion enterprise value against consensus estimates for $43.1 billion in revenue this year, or a <strong>3.0x FY24 revenue multiple. </strong>I'd argue that Grab's positioning in a faster-growing region than Uber, plus its addition of an attractive and still-scaling financial services business, affords it a bit of a premium.</p><p>There are risks to the bull case for Grab, of course. Though Uber has exited the region, there is still competition from homegrown competitors. In Indonesia, in particular, Grab has to compete against GoJek, which recently merged with Tokopedia to become an e-commerce/delivery powerhouse in Southeast Asia's largest economy. And on top of competition, macro is another big risk. Developing countries have been slower to recover in the global post-COVID recession; as previously noted, inbound travel has continued to be under historical levels.</p><p>To me, however, there is more reward than risk in this stock: buy here and stay long.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Grab: Southeast Asia's Rideshare Titan Deserves A Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nGrab: Southeast Asia's Rideshare Titan Deserves A Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-27 23:00 GMT+8 <a href=https://seekingalpha.com/article/4695357-grab-southeast-asias-rideshare-titan-deserves-a-buy><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Grab, the Singapore-based rideshare giant, has significant long-term potential in the fast-growing Southeast Asian market.The company is experiencing profitability in its deliveries segment and aims ...</p>\n\n<a href=\"https://seekingalpha.com/article/4695357-grab-southeast-asias-rideshare-titan-deserves-a-buy\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0072462426.USD":"贝莱德全球配置 A2","LU0079474960.USD":"联博美国增长基金A","SG9999002604.SGD":"LionGlobal Singapore/Malaysia SGD","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","SG9999013486.USD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (USD) INC A","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0109392836.USD":"富兰克林科技股A","GRAB":"Grab Holdings","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0048573645.USD":"富达东盟基金","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","SG9999014484.SGD":"Nikko AM ASEAN Equity Fund A SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","SG9999002414.USD":"LIONGLOBAL SINGAPORE TRUST (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0097036916.USD":"贝莱德美国增长A2 USD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","BK4592":"伊斯兰概念","SGXZ58947870.SGD":"LIONGLOBAL SINGAPORE DIVIDEND EQUITY (SGDHDG) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","BK4534":"瑞士信贷持仓","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","SG9999004360.SGD":"Nikko AM Shenton Thrift Fund SGD","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","BK4535":"淡马锡持仓"},"source_url":"https://seekingalpha.com/article/4695357-grab-southeast-asias-rideshare-titan-deserves-a-buy","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2437194007","content_text":"Grab, the Singapore-based rideshare giant, has significant long-term potential in the fast-growing Southeast Asian market.The company is experiencing profitability in its deliveries segment and aims to double adjusted EBITDA margins in this space.Grab's multi-pronged business, including mobility and financial services, is growing rapidly and offers additional revenue streams.The company is still trading at a reasonable ~3.5x current-year revenue multiple, with multiple catalysts for further growth and margin expansion.fongfong2/iStock Editorial via Getty ImagesIt's often said that investors typically view international companies with a discount in mind. That's an unfortunate oversight, especially when the S&P 500 is trading at all-time highs and is, at least in my view, in danger of a near-term correction. It's also misguided, especially when overseas companies - especially those operating in fast-growing developing markets - have much more long-term potential than their domestic counterparts.There's nothing truly original about Grab (NASDAQ:GRAB). It's not going to win any innovation awards for basically being Uber 2.0 in Southeast Asia: but it's going to win from operational excellence. The Singapore-based rideshare giant is so dominant in its home market that it forced Uber out in 2018, and since then, like Uber, it has built a business that thrives on synergies between its rideshare and food delivery services.Year to date, shares of Grab have risen just shy of ~15%, matching Uber's performance. In my view, however, there's plenty of upside left to go.Data by YChartsThe bull case for GrabI'm initiating Grab at a buy (I'm long on Uber as well, but to me, Grab gives us completely different exposure to an entirely different and faster-growing market: akin to investing in Sea (SE) as well as in Amazon (AMZN).To me, here are the key tenets of the bull case for Grab:Grab operates in the fast-growing \"tiger economies\" of Southeast Asia. Population growth and economic development are quickly taking hold in Indonesia, Thailand, Vietnam, and the Philippines - where Grab operates, alongside Singapore (a highly developed and more mature country), Cambodia, and Myanmar. Grab's services are available in more than 500 cities and towns in this vibrant region.Profitability is starting to take hold in deliveries. Uber experienced a major milestone when its deliveries business hit profitability on an adjusted EBITDA basis during COVID; Grab is just now hitting that threshold with a plan to more than double adjusted EBITDA margins going forward (more details in the next section).Financial services- Unlike Uber, Grab is positioned to be a mega-app for all consumer needs, including finance in Southeast Asia. The company both lends as well as operates a point-of-sale and payments platform that increases its monetization capacity.Ample liquidity- The company has more than $5 billion of net liquidity on its books, giving it plenty of financial firepower to invest in its growth.A look at the company overall: as shown below, the company recently re-organized into four segments: deliveries, mobility, financial services, and other.Grab segments (Grab Q1 earnings deck)Of all of these, Deliveries is by far the largest, generating roughly two-thirds of the company's GMV and a similar proportion of revenue: but to date, it has lagged in profitability, which is quickly changing. Mobility, the more mature business, is already generating a greater than 50% adjusted EBITDA margin on revenue. And today, financials services is still generating a small amount of revenue, but it's quickly ramping toward profitability as well. We note that the business mix here is more weighted toward deliveries than Uber, which is roughly split half-and-half between Mobility and Delivery.The bottom line here: in my view, Grab operates a very attractive set of businesses in a very fast-growing region. I'd take the chance to buy this stock as a long-term hold on the next dip.The path to profitability for DeliveriesThe number-one catalyst for Grab at the moment is the operating leverage it is beginning to see in its delivery segment. In its most recent quarter, Q1, Grab's deliveries segment saw 16% constant-currency growth in GMV to $2.7 billion, while revenue grew at a faster 24% y/y pace to $350 million (note that while Grab is headquartered in Singapore, it is listed on the NASDAQ in the U.S. after merging with a SPAC in 2021, and it reports its financials in U.S. dollars).Grab deliveries results (Grab Q1 earnings deck)Comparisons to Uber are inevitable, so we'll note here that Uber grew at a similar 17% constant-currency growth rate in gross bookings in Q1 (though it's much larger, with ~$18 billion in delivery bookings and ~$40 billion in total bookings across its mobility, delivery, and freight segments).Yet, the more exciting piece is not the double-digit growth, but the rapid adjusted EBITDA expansion. The company gained 240bps y/y of adjusted EBITDA margin driven by economies of scale, and the company isn't done yet: it aims for a 4%+ margin in the long haul via improving marketplace operations and gaining economies of scale on advertising.Grab deliveries path to profitability (Grab Q1 earnings deck)One of the key initiatives that has pushed Deliveries toward success is Saver. Similar to its U.S. Uber counterpart, Saver allows customers to pay a lower delivery fee in exchange for a longer wait time. On Grab's part, this allows the company not only to offer a lower price, but to optimize its order fulfillment more efficiently.The company notes that customers who opt for Saver order 1.8x more frequently than those who don't. The company additionally notes that 25% of its users join via a Saver delivery, creating top of the funnel marketing opportunities for users that have strong retention.Another driver for boosted profitability in Delivery is advertising revenue (which, as seen in the profitability bridge above, will be a core catalyst to get the company to its target 4% adjusted EBITDA margin). Total advertisers on the Grab platform grew 46% y/y, and average spend increased 1.5x.Mobility and Financial ServicesThe beauty of Grab, however, is that it's a multipronged business, and all of its businesses are growing like weeds.As shown in the chart below, Mobility/rideshare GMV grew 30% y/y on a constant-currency basis to $1.55 billion, while revenue also grew at a 30% constant-currency pace to $247 million:Grab mobility (Grab Q1 earnings deck)Now, this segment is already at a 8.9% adjusted EBITDA margin on GMV, which is in line with the company's long-term margin target of \"9%+.\" But it's the sheer growth in this segment, even at scale, that's impressive.In particular, the company notes that inbound tourism to Southeast Asia is still below pre-COVID levels, giving the company an opportunity to grow alongside a tourism lift. Recently, the company has noticed an uplift from Chinese travelers as many Southeast Asian countries have introduced visa-free travel from Chinese citizens.And in financial services, the company's loan portfolio continued to grow at a 64% y/y clip, while non-performing loans remained low at a 2% loss rate.Grab loan portfolio (Grab Q1 earnings deck)While still unprofitable, the Financial Services segment's -$28 million adjusted EBITDA loss improved 50% y/y relative to -$43 million in the year-ago Q1, driven by improved credit performance.Valuation, risks and key takeawaysFor the current year, Grab is guiding to $2.70-$2.75 billion in consolidated revenue (14-17% y/y growth), and $250-$260 million in adjusted EBITDA, the midpoint of which represents a 10% consolidated adjusted EBITDA margin (against revenue) and an improvement from a rough breakeven -$22 million adjusted EBITDA in FY23.Grab outlook (Grab Q1 earnings deck)At current share prices near $3.60, Grab has a market cap of $14.60 billion. We do note that the company has significant cash on its books, as shown below:Grab liquidity (Grab Q1 earnings deck)After we net off the $5.03 billion of net cash on the company's most recent balance sheet, its resulting enterprise value is $9.57 billion.This puts Grab at a 3.5x FY24 revenue multiple and a 37x FY24 adjusted EBITDA multiple.Grab is still achieving plenty of operating leverage in its Deliveries segment, so it's too early to judge the company's valuation based on the bottom line. We note that Uber currently sits at a ~$137 billion market cap and a ~$127 billion enterprise value against consensus estimates for $43.1 billion in revenue this year, or a 3.0x FY24 revenue multiple. I'd argue that Grab's positioning in a faster-growing region than Uber, plus its addition of an attractive and still-scaling financial services business, affords it a bit of a premium.There are risks to the bull case for Grab, of course. Though Uber has exited the region, there is still competition from homegrown competitors. In Indonesia, in particular, Grab has to compete against GoJek, which recently merged with Tokopedia to become an e-commerce/delivery powerhouse in Southeast Asia's largest economy. And on top of competition, macro is another big risk. Developing countries have been slower to recover in the global post-COVID recession; as previously noted, inbound travel has continued to be under historical levels.To me, however, there is more reward than risk in this stock: buy here and stay long.","news_type":1},"isVote":1,"tweetType":1,"viewCount":366,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":269966715674760,"gmtCreate":1706918932780,"gmtModify":1706920840170,"author":{"id":"3581986423776840","authorId":"3581986423776840","name":"Hellboi","avatar":"https://community-static.tradeup.com/news/0c6492d17c338114916dbd0f53cba8c2","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581986423776840","authorIdStr":"3581986423776840"},"themes":[],"htmlText":"Arrow Minerals Land getting tagged is wild 😹","listText":"Arrow Minerals Land getting tagged is wild 😹","text":"Arrow Minerals Land getting tagged is wild 😹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/269966715674760","repostId":"2408610930","repostType":2,"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":248879447486528,"gmtCreate":1701793688885,"gmtModify":1701797852746,"author":{"id":"3581986423776840","authorId":"3581986423776840","name":"Hellboi","avatar":"https://community-static.tradeup.com/news/0c6492d17c338114916dbd0f53cba8c2","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3581986423776840","authorIdStr":"3581986423776840"},"themes":[],"htmlText":"Whats this lol ok","listText":"Whats this lol ok","text":"Whats this lol ok","images":[{"img":"https://community-static.tradeup.com/news/9a19ca42dc5d96f294b63766c32096ac","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/248879447486528","isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}