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It has been three months since my first article on Grab (NASDAQ:GRAB) recommending a Strong Buy in Feb 2025 when the share price was at $4.79. Since then, share price has moved to the south due to President Trump's country-specific
Grab: Get Ready For The First Financial Services Profit After Kitchen Sinking In Q1 2025
Summary
- Despite macro concerns, Grab's stock has shown resilience, recovering to $4.8, after Trump's tariff pause and solid 1Q25 results & EBITDA guidance upgrade.
- Adjusted EBITDA reached a record $106M, marking the 13th consecutive quarter of improvement. Prior investment in new products like Saver Deliveries/FoodMart has started paying off, boosting MTUs to a new high.
- Some kitchen sinking in Financial Services (FS) with EBITDA losses expanded on increased NPL provisioning. Management sees no deterioration in NPL, suggesting potential write back in future quarters.
- Gen-AI is enhancing Grab's efficiency, user frequency & retention. Grab also explored the Autonomous Vehicle segment, signing MoUs with four tech companies, strengthening Grab's leading position in mobility in the region.
- Grab is highly undervalued. Deliveries & Mobility are already worth $6.5 vs. the current share price of $4.8. FS will breakeven in 2H26, with significant loan growth upside from BYD partnership.
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About GRAB Stock
| Symbol | Last Price | % Chg |
|---|---|---|
| 4.89 | 2.52% | |
| Post | 4.87 | -0.41% |
Chart
Chart with 200 data points.
The chart has 1 X axis displaying Time. Data ranges from 2025-04-28 09:30:00 to 2025-05-02 16:00:00.
The chart has 1 Y axis displaying values. Data ranges from 4.66 to 4.955.
End of interactive chart.
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