VinFast Challenges Grab in Southeast Asia Ride-Hailing Sector

Latest News

08-25

24H | VinFast Jumps Nearly 5%. Vietnam Billionaire’s Taxi Firm Takes On Grab in Southeast Asia

User Discussion

09-13

$Grab Holdings(GRAB)$ Grab just posted strong Q2 numbers and the trend looks good: • Revenue hit US$819M, up 23% YoY • Adjusted EBITDA jumped to US$109M (+69% YoY) • Deliveries up 23%, Financial Services up 41% • Sitting on a massive US$7.6B cash pile for growth + stability At today’s price around US$5.5-5.9, analysts still see upside to US$6-6.2+. With mobility, food delivery, and digital banking all under one super-app, Grab has a huge Southeast Asia market to grow into. Yes, competition is real, but profitability is improving and cash flow is getting stronger. I see this as a long-term compounder with room to run~~~~~~

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