How Much Do You Spend on Grab Services Each Month?
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. Operating cash flow increased to $253 million, up from -$26 million in the same period last year, indicating a positive shift in operating performance.
Grab's Three Core Businesses - Which Ones Have You Used?
As Southeast Asia’s super app, Grab covers three major areas:
Mobility: Ride-hailing, car-sharing, motorcycles, carpooling, making commuting and traveling more convenient.
Deliveries: Food delivery, grocery, and courier services, covering everyday needs.
Financial Services: Digital payments (GrabPay), loans, insurance, expanding cashless transactions.
Questions for Discussion:
How much do you spend on Grab's delivery or ride-hailing services each month?
Do you see potential in Grab's financial services growth?
Have you used Grab's financial services (GrabPay, loans, insurance)? How was your experience?
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我很少用Grab$Grab Holdings(GRAB)$
我个人没有使用过Grab的金融服务，如GrabPay、贷款或保险，但我可以看到这个领域的增长潜力。其贷款组合64%的增长令人印象深刻，显示了数字金融服务的强劲扩张。然而，可持续性将是关键，因为大量的用户激励可能不是保持增长的长期解决方案。
虽然Grab的收入和运营现金流有所改善，但未能达到彭博的预测似乎抑制了市场情绪。该公司今年的预计销售额略低于分析师预期，引发了人们对其能否维持增长势头的担忧。我相信，如果执行良好，其金融服务部门可能会成为一个主要的差异化因素，但未来几个季度对于证明其长期潜力至关重要。
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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 break even by 2026, Its ability to sustain growth and maintain a competitive edge remains uncertain. It's success will depend maintain customer loyalty, and continue to innovate and expand its services.
🤭😓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]
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