Added to YB: 2026-10-06
Pitch date: 2026-09-28
GRAB [bullish]
Grab Holdings Limited
-4.15%
current return
Author Info
No bio for this author
Company Info
Grab Holdings Limited operates the Grab superapp in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam.
Market Cap
$12.2B
Pitch Price
$3.13
Price Target
4.60 (+53%)
Dividend
N/A
EV/EBITDA
23.53
P/E
26.05
EV/Sales
2.17
Sector
Ground Transportation
Category
growth
Grab - The Southeast Asia Super-app
GRAB (pass): Grab offers an attractive long-term setup at roughly $3.13, with base-case fair value of $4.30-$4.60, implying about 45% upside. Q2 revenue rose 22% to $997M and adjusted EBITDA 54% to $168M, while the planned Atome acquisition expands financial services. However, competition, regulation and driver tensions remain risks, and the macro charts do not indicate selling pressure is over; no position is planned soon.
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