Grab Holdings Inc

Broker's Calls

Citi ups Grab’s TP to US$5.20; opens 30-day positive catalyst watch

Citi's analysts have also increased their revenue estimates for the 4QFY2023 as they expect to see "solid" results.

Company in the news

Grab loses second top executive in six months as president quits

The company won’t replace Maa as other senior managers will assume the role’s responsibilities.
Foodpanda deal could be ‘value-accretive’ for Grab, says HSBC - THE EDGE SINGAPORE

Broker's Calls

Foodpanda deal could be ‘value-accretive’ for Grab, says HSBC

HSBC's analysts expect Grab to turn adjusted ebitda positive in 3QFY2023 and FCF-positive in FY2024.
DBS upgrades Grab to ‘buy’ with higher TP of US$4.29 - THE EDGE SINGAPORE

Broker's Calls

DBS upgrades Grab to ‘buy’ with higher TP of US$4.29

DBS Group Research analyst Sachin Mittal says he sees opportunities with the recent pullback in its share price.

Tech

Early Grab backer raises Southeast Asia fund amid tech rout

The fundraising shows that some venture firms are still finding capital even as the industry grapples with rising interest rates
Grab narrows losses to US$148 mil for 2QFY2023; raises FY2023 ebitda forecast - THE EDGE SINGAPORE

Results

Grab narrows losses to US$148 mil for 2QFY2023; raises FY2023 ebitda forecast

Grab has revised its group adjusted ebitda guidance range up by US$165 million to US$195 million for FY2023.

Broker's Calls

DBS downgrades Grab to ‘fully valued’ on ‘structural challenges’

Analyst Sachin Mittal has, however, increased his TP to US$3.16 from US$3.07 previously.
Maybank Securities maintains ‘buy’ call on Grab, as slimmer losses enable a focus on growth - THE EDGE SINGAPORE

Broker's Calls

Maybank Securities maintains ‘buy’ call on Grab, as slimmer losses enable a focus on growth

Maybank Securities maintains “buy” on Grab Holdings ahead of its 1HFY2023 ended June results.

Digital Economy

Southeast Asian GMV may grow 15% a year in 2022 – 2030 to exceed US$400 bil, says Bloomberg Intelligence

Sea Limited is expected to reach a full-year breakeven before Grab and GoTo, says analyst Nathan Naidu.

Company in the news

Grab plans biggest round of job cuts since pandemic

The cuts suggest Grab is succumbing to investor pressure for faster cost reduction.
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