Grab: The SuperApp from Southeast Asia
5 months ago
TopSecretStocks
"GRAB (deep dive): Super-app dominates SEA w/ mobility, delivery, financial services. Q1'25: $773M rev (+18% YoY), $10M profit, 45M monthly users. $6.2B cash, raised $1.5B for potential GoTo acquisition. Risks: poor margins, competition, regulatory. Bull case: ad/fintech growth, FCF positive. EV $14.3B, 4.9x TTM EV/Sales, 60%+ CAGR past 3yrs."
Sentiment
neutral
Conviction
Medium
Tier
Trade Call
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Episode Information
Episode:
Grab: The SuperApp from Southeast Asia
Source:
TopSecretStocks
Published:
July 6, 2025
Idea Type:
Stock Idea