Added to YB: 2026-05-05
Pitch date: 2026-05-02
GRAB [neutral]
Grab Holdings Limited
-0.41%
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
$15.7B
Pitch Price
$3.63
Price Target
6.40 (+77%)
Dividend
N/A
EV/EBITDA
40.41
P/E
63.67
EV/Sales
3.09
Sector
Ground Transportation
Category
special_situation
Grab's Plunge: The Truth
GRAB (update): Indonesia slashed ride-hailing commission cap from 20% to 8%, stock -6%. Impact only ~4.3% of total revenue (Indonesia 20% of rev, mobility 36%, 60% commission cut). Can offset via 3.4%+ price hikes to consumers, shifting from mass market to premium travelers. Morgan Stanley overweight, $6.40 PT. Watch ad revenue growth & high-value customer retention in earnings.
Read full article (3 min)