On this episode of Chit Chat Stocks, Ryan gives a research report on Grab Holdings (Ticker: GRAB), the Uber and DoorDash (and more?) of Southeast Asia. We discuss:
(02:20) The Birth of a Super App
(09:23) Grab's Business Model Evolution
(23:40) Expanding Services: Delivery and Beyond
(30:59) Financial Services: A New Frontier
(34:10) Growth and Risks of GXS Bank's Loan Portfolio
(36:41) Challenges of Analyzing New Banks
(39:19) Is Grab Trying to Do Too Much?
(41:58) Competition Landscape: Grab vs. Uber
(46:20) Grab's Market Position and Financial Services
(49:34) Valuation Insights and Financial Projections
(59:23) Management Evaluation and Future Outlook
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
