Grab Hldg

Small update on the Softbank Group $9984 (-3,53 %) !!

I am still of the opinion that there is a lot to be said for Softbank Group becoming one of the biggest AI winners at the moment.big AI winners in the future!!!

I find the company very exciting and am a fan of Masayoshi Sonthe CEO of Softbank.

In the picture above you can see Jensen Huang (CEO of NVIDIA) and said Masayoshi Son at the NVIDIA AI Summit Japan held a few days ago. Many interesting things were discussed, but of particular note was the announcement that the Softbank Group, the first company in the world company to receive the latest Nvidia DGX B200 systems to work with NVIDIA to develop the world's most powerful AI supercomputer in supercomputer in Japan.

But more importantly, the Softbank Group wants to build a completely new infrastructure for AI in Japan. It should be noted that the Softbank Group is one of the largest telecom companies in Japan, which is important for the next point. Softbank and NVIDIA have succeeded in creating a telecommunications network on which 5G and AI data streams can run simultaneously, which is also made possible by the fact that the 5G networks are usually only a maximum of one third full. one third and the last two thirds are now to be used for AI applications. Softbank would like to use all of its 5G base stations for these so-called AI-RAN servers and hopes that each installation will generate a gain of at least 219%. Overall, the aim is to build an AI infrastructure covering the entire country, which can be used for numerous applications such as supporting autonomous driving. Universities are also to be actively involved in the further development of the system and new AI applications develop new AI applications. The system has been tested and works. This represents a completely new way for telecoms companies to monetize their networks.

Jensen Huang also said that about Softbank and Japan as a whole: "Japan has a long history of pioneering technological innovations with global impact," said Nvidia CEO Jensen Huang. "With SoftBank's significant investment in Nvidia's full-stack AI, Omniverse and 5G AI-RAN platforms, Japan is leaping into the AI industrial revolution to become a global leader, driving a new era of growth across the telecommunications, transportation, robotics and healthcare industries in ways that will greatly benefit humankind in the age of AI."

Other things about the Softbank Group:

-Softbank owns the British chip designer $ARM (-2,66 %) (which, by the way, is still more valuable than the parent company), whose chip designs have a monopolistic position in more and more areas

-This year they acquired the AI chip manufacturer Graphcorewhich is also British. Graphcore was touted early on as an NVIDIA competitor and, according to their own statements, can keep up technologically, but they ran out of money along the way, which led to Softbank acquiring the former hopeful at a huge discount. huge discount at a huge discount. Graphcore could become even more interesting in the future, as it is assumed that Softbank will merge ARM and Graphcore to jointly develop AI chips develop AI chips together

-Many of Softbank Vision Fund's investments are also slowly moving in the right direction, which earned them a profit of 7.7 billion dollars in the last quarter. Especially in India there were many successful IPOs of Softbank holdings. The profit was 5 times higher than analysts had expected

-As I have written a lot about $GRAB (-0,82 %) I want to note, even if it is not so relevant now, that Softbank also has about 10% in Grab in Grab

Conclusion: Overall, I see Masayoshi Son's vision and think the conglomerate's reorientation towards AI & chips is a very interesting development. Softbank can become the most important AI company in Japan and also get involved internationally through its many holdings, many of which will be added in the coming years. Masayoshi Son is just getting warmed up and has a lot of cash to invest. In addition, he is once again looking to attract substantial capital (around 70 billion) from the Middle East for a new project in the field of AI chips (another topic). Who knows what will become of Graphcore, ARM or the chip venture Rapidus (another topic). In any case, all of this promises huge returns, which currently make the share appear significantly undervalued.

But the important thing now is results. After all the super positive news such as the big quarterly profit or the announcement of the AI-RAN servers and supercomputers, you would think that the share should have benefited from this. But investors will probably remain skeptical for the time being and wait until the first milestones have been reached.

I believe that Masayoshi Son's strategy will work out with the support of his friend Jensen Huang. I could really have written a lot more about this, but I've been writing about it for a long time now and I think I've gotten the message across :)

I have $GRAB (-0,82 %) for a long time and have now finally built up my first small position.

Who else is in?

$GRAB (-0,82 %) A very positive day today for GRAB, which breaks through the 5 barrier. Below is a chart showing the company's turnover versus share price.

The continuing run of $GRAB (-0,82 %)

Grab Holdings reported solid results in the third quarter of 2024 with sales up 17 percent year-on-year to $716 million . GMV on-demand increased 15 percent to 4.7 billion $ , while monthly transactional users reached 42 million . The company achieved a profit of $15 million and a record adjusted EBITDA of 90 million $ , marking the 11th consecutive quarter of improvement. Operating cash flow was of $338 million , with adjusted free cash flow of 76 million $ on a year-over-year basis. Based on solid performance, Grab raised its full-year 2024 revenue guidance to $2.76-2.78 billion and adjusted EBITDA outlook to $308-313 million.

Positive

• Achieved quarterly profit of $15 million.
• Revenues grew 17% year-on-year to $716 million
• Record adjusted EBITDA of $90 million, up 224% year over year
• Users making monthly transactions increased 16% to 41.9 million
• Cash on hand improved to $6.1 billion from $5.6 billion on a quarterly basis
• Customer deposits in digital banking tripled year-on-year to $1.1 billion
• Raised full-year 2024 forecast for revenue and adjusted EBITDA

Negative

• Operating loss of $38 million in the third quarter
• Total incentives increased to $462 million
• GMV on-demand for MTU decreased by 3 percent year-on-year.

Earnings next week (11.11 - 15.11)

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High-Risk-High-Growth Small Cap Update :)

At $RKLB (+5,35 %) everything is going in the right direction at the moment. Up almost 200% since initial investment about half a year ago. And the future promises much more.

$QBTS (+2,85 %) Although a leading provider of quantum computing is considerably riskier and very far from profitability, it has finally been posting share price gains for a month now and is recovering.

$AWE (-1,27 %) has presented very good figures and is also well equipped for the future. It is a technological niche, but one that it is nevertheless occupying quite successfully.

For more inspiration:

$GRAB (-0,82 %) ,$TMDX (+1,52 %) ,$LNTH (-0,47 %) ,$GRA (+2,58 %) ,$6871 (-2,48 %) ,$4480 (-1,65 %) ,$ACMR (+0,34 %) ,$HIMS (-1,68 %) ,$IONQ ,$ASTS

My favorite company $GRAB (-0,82 %)

This month it finally grew by 20 percent.

EBITDA of deliveries was set by the company's management at over 4%. After a period when margins hovered around 1.5-1.6 percent.

We hope for its expansion throughout Southeast Asia.

$GRAB (-0,82 %) continues its run, we are close to the 3.8...

Benchmark has reaffirmed its Buy rating and $6.00 target price for Grab's stock.

Despite paying no dividend, Grab's revenues have grown 30.77 percent over the past twelve months. This indicates a robust expansion of its business activities.

A Growing Company GRAB HOLDING $GRAB (-0,82 %)

This is a company that I really like especially because of the long-term growth potential.

The company, for those who are not familiar with it, is basically a platform with a superapp for: mobility (similar to UBER), food delivery (similar to Deliveroo), parcel delivery (Fedex), Payments (Paypal) and other new services...

It is active in Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand, and Vietnam.

It is a company whose services I have used and been very comfortable with.

It is a company that is not yet making a profit but the prospects are interesting.

Here is a summary of the financial aspects

• Revenues grew 17% year over year to $664 million
• Operating loss improved by $121 million year-over-year to $(56) million
• Adjusted EBITDA improved by $81 million year-on-year to $64 million
• Net cash flow from operating activities was $272 million in the second quarter of 2024, an improvement of $323 million year-on-year
• It is also worth noting that Grab holds more cash than debt on its balance sheet .

Is it worth it at this price ?

It certainly weighs the fact that it has not yet turned a profit, however Citi analysts have reiterated a Buy rating and a $5.00 price target for Grab Holdings Inc. (GRAB).

Analysts at Bernstein SocGen Group reiterated an Outperform rating and a $4.10 price target on Grab Holdings Inc.

In my opinion as soon as it goes into profit (a matter of time) we will see some good things....