1. Grab is a great choice for increasing international exposure this year due to U.S. weakness and the company's expected accelerating revenue growth in FY25. 2. Grab's strong Q4 earnings, diverse service offerings, and significant growth potential in Southeast Asia make it an attractive long-term hold. 3. Although expensive at ~28x forward adjusted EBITDA, Grab should be able to sustain a growth premium over better-known peers like Uber, especially as adjusted EBITDA is expected to grow ~40-50%.
Related Articles
- Freedom From OPEC Requires U.S. Natural Gas2 days ago
- Meta's Valuation Doesn't Add Upabout 2 months ago
- Lululemon Q4 2024 Earnings Update2 months ago
- Palantir: It's Like Nvidia In 2022 (Rating Upgrade)2 months ago
- Nvidia Is About To Explode: Buy The Dip Or Regret It Forever2 months ago
- Micron Q2: Anticipating More HBM Shipment In H22 months ago
- Nvidia: Why I Am Buying The Meltdown2 months ago
- Top Ten Chip Vendors 20242 months ago
- Why Nebius Is A High-Conviction Play2 months ago
- Bestech Micro Revenue Soars, Losses for Two Years, R&D Investment as 'Culprit'?2 months ago