$Grab Holdings(GRAB)$ These nu

SullivanRrr

09-23

$Grab Holdings(GRAB)$ These numbers are very interesting.

I've been digging deeper into Grab Holdings, and the underlying growth is getting my attention.

- 54M monthly transacting users

- Revenue: +22% YoY

- On demand GMV: +21% YoY

- Adjusted EBITDA: +54% YoY

- Financial Services revenue: +59% YoY

- Loan portfolio: +197% YoY to $2.3B

- $5.4B in net cash

- $450M trailing 12-month Adjusted FCF

Management is also targeting significant growth through 2028, with 30%+ revenue CAGR and approximately $1.7B in Adjusted EBITDA.

At roughly $3 per share, I think GRAB deserves a much closer look.

The bigger question for me is whether Grab can continue scaling into the dominant consumer and financial services platform across Southeast Asia.

$SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $iShares Russell 2000 ETF(IWM)$ $SPDR Dow Jones Industrial Average ETF Trust(DIA)$

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I've been digging deeper into Grab Holdings, and the underlying growth is getting my attention. - 54M monthly transacting users - Revenue: +22% YoY - On demand GMV: +21% YoY - Adjusted EBITDA: +54% YoY - Financial Services revenue: +59% YoY - Loan portfolio: +197% YoY to $2.3B - $5.4B in net cash - $450M trailing 12-month Adjusted FCF Management is also targeting significant growth through 2028, with 30%+ revenue CAGR and approximately $1.7B in Adjusted EBITDA. At roughly $3 per share, I think GRAB deserves a much closer look. The bigger question for me is whether Grab can continue scaling into the dominant consumer and financial services platform across Southeast Asia. $SPDR S&P 500 ETF Trust(SPY)$ $Invesco QQQ(QQQ)$ $iShares Russell 2000 ETF(IWM)$ $SPDR Dow Jones Industrial Average ETF Trust(DIA)$","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/610683369455640","repostId":0,"isVote":1,"tweetType":1,"viewCount":798,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["QQQ","GRAB","SPY","DIA","IWM"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":732,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/610683369455640"}