$Grab Holdings (GRAB.US)$ short to 2usd
$Grab Holdings(GRAB.US$ short to 2usd
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Matthew the Dino : Will buy up .. waiting
102312933 : based on both comments here, i think we should see a sideway movement
Josht45 : Buy and Hold till end of this year.
Albert LohOP : however grab delivery profit still cant cover 10yr bond rate, will droping to 2usd, you all will see it soon
GameOverBro : I am also super bearish this counter. I have been warning for ages for SEA and Grab. but no one listens lol
luxcan : I have been buying for the past few months. Grab has already consolidated their foothold in Singapore, Malaysia and Vietnam (both delivery and transport).
it's quite a bit feat. give them time to continue to expand their footprint.
Senseless GameOverBro: y are u bearish? can share?
GameOverBro Senseless: (1) so many better stocks out there with solid growth that are super cheap. A.I stocks and property stocks which are now cheap to accumulate during high interest rate. Made a lot of money on other counters. doesn't make sense to invest in SEA or Grab at all
(2) Grab is basically a ride hailing app with food delivery and payment nia. no monopoly or economic moat. once users stop riding, and I'm sure they are because money is tight. the money stops and they're dead. look at comfort delgro for comparison.
(3) SEA now basically rely on their e-commerce to survive.. but Lazada sells the same things but cheaper. while SEA spends money on influencer advertising, Lazada uses the money to give buyers a discount on purchases. I think they're losing out to Lazada
Poop Turtle : BlackRock keep adding grab shares.. I think they see a different view I dun have the answer.. but I just follow and see if they can dominate Southeast asia. Didn’t see another co willing to come in to fight grab head on.. even food panda want to exit southeast asia. Grab need to accelerate the integration of it banking and services. I think if a European or us traveller come to Southeast Asia, Grab is definitely one of the app to download. I think the institution are more patient of the metric. Even CapitaLand is trying to get into the paym portal with capitalstar.. I think Grab still have a lot of opportunities but must see how it evolve. Uber is also waiting to cash out on grab but price is not right yet.