lineasy2
2022-03-04

$Grab Holdings(GRAB)$

Grab last quarter loss indeed is bad for their business.

Nevertheless, every business need time to build.up.

Grab will not solely depends on their so called taxi service as their main driver of revenue.

1. Look at the financial services that they embarked on with Singtel.

2. Transportation - not only on the taxi service currently they are offering. Below are the highly potential growth they are emarking: 

2.1 Grocery delivery - Supermarket direct delivery for B to B and B to C.

2.2 Parceldelivery -  Potentially acquire new business  due to the fleet of diversity of drivers they have in the SEA market.

3. Online payment - one of the biggest pie in SEA. Digital payment is the upcoming payment type. Even emerging markets are on digital payment.

4. Financial services - Micro financial services and SME financial services will be another big bang to Grab since the Singapore license was awarded last year.

As a whole, Grab maybe not profitable for now. Which most businesses are always the case. It is the potential that makes the difference.


The above are just my personal views and opinions. It does not entail any investment advice.



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  • lineasy2
    ·2022-03-04
    if we look at the route that Grab is moving forward. we will see them aquiring new businesses to expand their revenue. Understand there will be some upcoming in Malaysia
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    • LINLIN: 
      Good
      2022-03-04
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  • Mythz
    ·2022-03-04
    Jack of all trades, master of none? Clearly, GRAB is burning all the investor money away and has no clear direction to recoup the losses. Its competitors will definitely overtake
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  • MinisterZY
    ·2022-03-04
    Haha seriously, tot building Up heavy lifting is done before ipo, Now feels like they bring an unfinished product to market
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  • BryanChua17
    ·2022-03-04
    Agree.. Well broken down into the different aspects and focuses of their business
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  • lineasy2
    ·2022-03-04
    Great ariticle, would you like to share it?
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  • Seeky
    ·2022-03-04
    financial service revenue sucks.
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  • Et1502
    ·2022-03-04
    Good Points. TFS….
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  • benlowkk
    ·2022-03-04
    Agreed. Grab ot for long term
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  • pete13
    ·2022-03-04
    Thanks for sharing!
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  • HKpoh
    ·2022-03-04
    令人失望的股价！
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  • Netfalcon
    ·2022-03-04
    Discount buy!
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  • 超级小白牛
    ·2022-03-04
    good
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  • Cruidi
    ·2022-03-04
    Time to HODL
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  • EveTan
    ·2022-03-04
    [Spurting]
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  • JKXN
    ·2022-03-04
    upupup
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