Grab Holdings ($GRAB (+1,66 %) ) is the leading provider of ride-hailing, food delivery and digital financial services in Southeast Asia. With a wide range of services, the company has established itself as a "super app" and has become an essential part of daily life in many Southeast Asian countries. However, after strong growth and an IPO, the stock has gone through a difficult phase - but is Grab on track to become a turnaround story in 2025?

Overview: What does Grab do?

Grab is active in several business areas:

✅ Ride-hailing: Grab is the market leader in the ride-hailing sector and competes with Uber in Southeast Asia. In addition to passenger transportation, Grab also offers delivery services for parcels.

✅ Food delivery (GrabFood)With GrabFood, the company has a strong position in the food delivery business, especially in cities such as Singapore, Indonesia and Malaysia. The business is growing steadily, especially during the pandemic.

✅ GrabPay and financial servicesGrab has also positioned itself in digital financial services, with GrabPay, a mobile payment platform, and a range of loans and insurance for its customers.

Competition: Who are the competitors?

🔸 Gojek (now part of Tokopedia) $GOTO : The biggest competitor in the ride-hailing and food delivery industry in Indonesia and other Southeast Asian markets.

🔸 Uber $UBER (-2,45 %) Also active in Southeast Asia, particularly in the Philippines and Vietnam. Uber continues to be a significant competitor in the ride-hailing segment.

Correction: Uber is no longer directly active, but rather an indirect beneficiary of Grab's development through its shareholding..

🔸 Foodpanda $DHER (-3,81 %) : A strong competitor in the food delivery sector in several countries, including Grab's main markets.

🔸 Ant Group (Alipay)
$9988 (+6,06 %) and PayPal $PYPL (-2,73 %) competitors in the field of digital payments and FinTech services.

Opportunities: Why could Grab make a comeback in 2025?

✅ Leading market position: Grab is well established in Southeast Asia, with a broad user base and a strong brand. This position could protect the company in the long term.

✅ Expansion potential in the FinTech sector: GrabPay and other financial services continue to be a valuable source of revenue. Grab could further expand its FinTech business as the region continues to offer great potential for digital payments and banking services.

✅ Growth in the food delivery business: The trend towards online delivery services continues to grow. GrabFood could gain even more market share, especially through partnerships with local restaurants and expanded services.

✅ Synergies from the super app strategy: Grab offers not only transportation and delivery, but also financial services and entertainment. This integration of services creates a strong ecosystem for users and partners.

Risks: What could continue to burden Grab?

⚠️ Strong competition: There are already strong local and international competitors in financial services.

⚠️ High losses and high expensesGrab has repeatedly made losses in the past. Sustainable growth and a return to profitability remain a major challenge, especially in view of the high operating costs.

⚠️ Regulatory risks: Like many companies in the region, Grab has to deal with changing and strict regulatory requirements, particularly in the FinTech and ride-hailing sectors.

⚠️ Macroeconomic uncertainties: Economic uncertainty in Southeast Asia, ongoing political tensions and the impact of the pandemic could weigh on business.

Conclusion: Can Grab achieve a turnaround?

Grab has the potential to remain a major player in Southeast Asia if it can overcome competitive challenges while increasing growth in its various business segments. Especially the FinTech-expansion and the synergies as a super appcould be decisive in the long term.

For investors who believe in the potential of Southeast Asia and have a long-term perspective, Grab could be an exciting turnaround candidate for 2025.

What do you think? Does Grab have what it takes to make a comeback in 2025 and remain successful in the long term?

Hey, I started investing not too long ago and would like to hear some opinions on my portfolio. I don't follow a fixed strategy and invest rather spontaneously. My next purchases will probably be $NOVO B (+5,32 %) , $AMD (-2,29 %) or $UBER (-2,45 %) will be .

I took part in Lyft's conference call ($LYFT (-2,42 %) ) for the 4th quarter and the full year 2024, which I would like to summarize for you.

CEO David Risher announced that 2024 had been a year of "reinvention and industry leadership" for Lyft. The company has reached all-time highs in rides, riders and driver hours. At the end of January, Lyft achieved its highest market share since 2022. The financial results were the best everconfirming the thesis that customer centricity drives profitable growth.

Drivers are choosing Lyft at record ratesand drivers collectively earned nearly 9 billion dollars in 2024. Technological innovations have shortened pick-up times and reduced "prime time" prices. The average number of rides per person has increased and Lyft has the most high-frequency riders in 5 years. The partnership with DoorDash was successful as it resulted in a record number of scheduled rides.

CFO Erin Brewer announced that 2024 was a remarkable year for Lyft. The company exceeded all targets in its multi-year plan. The gross bookings amounted to 16.1 billion dollarsan increase of 17%. By reducing "prime time" pricing and increasing efficiency and cost discipline, Lyft be GAAP profitable for the first time in a full year and generated free cash flow of 766 million dollars dollars.

In the fourth quarter, the number of rides increased by 15% and the number of active riders by 10%, while prices in the US market fell. For the first quarter of 2025 growth in gross bookings of around 10 % to 14 % is is expected. Lyft has also launched a share buyback program in the amount of 500 million dollars. announced.

In addition, the impact of new market participants such as Waymo was also discussed.

It was made clear that Waymo is seen as a company with very impressive technology, especially when it comes to their autonomous vehicles. In San Francisco, however, Waymo was seen as a premium product that is about 20% more expensive than Lyft's services. Despite Waymo's presence in San Francisco, its market market share there has remained stable. It is expected that these new technologies, like Waymo's, will create new demand from which Lyft can also benefit.

In addition, the introduction of autonomous vehicles is being driven forward. Lyft is planning the introduction of AVs in 2025 in collaboration with May Mobility in Atlanta. A partnership with Marubeni was also announced, which will utilize Mobileye's "Lyft-ready" AV technology, starting with a fleet of fleet of 1,000 vehicles in Dallas starting in 2026. AVs are seen as an opportunity to expand the market not as competition to existing rides.

I hope you enjoyed the summary. Basically, however, I am still #TeamUber ($UBER (-2,45 %) )

$UBER (-2,45 %)
$LYFT (-2,42 %)

In the last 15 months $UBER (-2,45 %) gained 29 million active customers per month.

That's more active customers than Lyft has in total. 🚀

$UBER (-2,45 %)

Bill Ackman has published his investor presentation, here are the pages about $UBER

$TSLA (-4,32 %)

It trades at about $7.5B however last year's gross revenues amount to almost $10B and still has not presented positive results 🤔.

$DHER (-3,81 %) competes with $UBER (-2,45 %) eats and has integrated very well in Asia with FoodPanda and in Europe with brands like Glovo and Delivero.

In their business they act as mere intermediaries between the consumer and the restaurants, and partner businesses, riders only take a portion of the shipping costs paid by the consumer 🚴‍♂️ 📦

I see it as a company capable of being much more profitable than it shows right now with even a negative EBITDA 🙅‍♂️

What do you guys think? ⬇️

$UBER (-2,45 %)
$FRA (+0,51 %)

At Frankfurt Airport, Uber users are now to start their journey in a special pick-up zone. The US company is working directly with Fraport on this.

Frankfurt - At home in California, Uber has long been familiar with the pick-up zone at the airport. For example, if you land in Los Angeles and want to continue by cab, you first have to squeeze into a shuttle bus that takes passengers to a large parking lot. Uber and the like are not even allowed to stop in front of the LAX exit. In the so-called "pick-up zone", one cab driver after the next then drives to his employer's stop. From there, the journey can continue in a relaxed manner.

Now the pick-up zone is also coming to Germany. Uber is launching its first collaboration with Fraport, the operator of Frankfurt Airport. The car rental company from the USA has now announced this in a press release. The aim is to make arrival and departure as easy and convenient as possible for travelers.

New at Frankfurt Airport: Uber gets its own pick-up zone

At Germany's largest airport, users of the Uber app will now benefit from a new, special arrival and pick-up area at Terminal 1. "In the specially designated area in parking lot P31 at Frankfurt Airport, they can wait for their cab or rental car ride arranged via the Uber app," the company announced. "This not only makes it easier for passengers and drivers to meet, thus improving the user experience, but also makes processes more efficient." Users can also call up directions in the Uber app.

"We look forward to further improving the travel experience in Frankfurt too. This will ensure a stress-free start to your vacation or business trip and longer-lasting relaxation on your return. We are also planning to enter into partnerships with other airport operators in Germany in the future," said Christoph Weigler, Head of Uber Germany. (csa/pm)

https://www.fnp.de/frankfurt/off-zone-zusammenarbeit-deutschland-fraport-uber-pakt-flughafen-frankfurt-taxi-drop-zr-93555199.html

Since I have been toying with the idea of $VICI (+2,65 %) out of the portfolio and replace it with $UBER (-2,45 %) I finally made the trade today. The fact that Bill Ackman has now also built up a larger Uber position has reinforced my analysis.

I think the future for Uber as an aggregator in the transportation and delivery service sector is greener than it is estimated today and I do not believe that self-driving cars (Waymo, Tesla) will permanently weaken Uber's business and platform.

I have also trimmed my $AXP (-2,31 %) trimmed my position and invested the capital in Uber.

$UBER (-2,45 %) Only 2 days is a good thing for me as a swing trader. Such a short holding period is rather rare, but as exaggerated as the dip was the day before yesterday, I also see today as exaggerated.

In the long term, however, I see Uber as a good stock and will certainly get back in.

$UBER (-2,45 %)

He started buying in January and now owns 30.3 million shares.

The position is currently worth 2.27 billion dollars 🚀

$TSLA (-4,32 %)
$GOOGL (-2,28 %)
$GOOG (-2,32 %)