Added to YB: 2026-10-16
Pitch date: 2026-10-14
GRAB [bullish]
Grab Holdings Limited
+3.45%
current return
Author Info
Asian Century Stocks is a former buy-side investor in Asia that now focuses on researching value stocks in Asia and sharing them in his newsletter. Sign up for the newsletter.
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
$2.90
Price Target
N/A
Dividend
N/A
EV/EBITDA
23.53
P/E
26.05
EV/Sales
2.17
Sector
Ground Transportation
Category
growth
Insider activity September 2026 - Grab Holdings Limited
GRAB (update): Grab’s Southeast Asian market dominance appears largely unchallenged, with margin upside versus Uber; bulls see its 12-15% take rate potentially doubling, while revenue has grown about 20% annually. The shares trade at 23x forward P/E. Anthony Tan bought US$30M of shares and Alex Hungate US$1M; the simultaneous US$900M buyback was viewed positively as signaling management sees the shares as undervalued. The main concern is rapid loan growth and Atome pushing Grab further into non-core, riskier financial services.
Read full article (2 min)