Grab Holdings

Ned-Flanders · 2026-09-06T11:04:39.543975Z

Hi, stock enthusiasts—I'm new here! What do you think of the GRAB stock?

Homer@Simpson

1Semana

Well, that's just great—you're the only one I was missing here 🤨😁

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Ned-Flanders@Ned-Flanders

1Semana

@Simpson Hahaha, my inspiration is right on the spot :D

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Bardok@AE23

1Semana

@Simpson Damn, sexy Flanders!

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Ella M.@DividendenWaschbaer

1Semana

I think that's just a cash grab.

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Dirty30@Dirty30

1Semana

I sold it from my portfolio 1–2 months ago. Unfortunately, it's a low-margin business, so there are more attractive stocks out there.

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Ned-Flanders@Ned-Flanders

1Semana

That's how my old boss made his case at Uber a few years ago, and I made over 100% profit on my first installment.

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Dirty30@Dirty30

1Semana

@Ned-Flanders Of course, your own analysis and convictions are always important. I recently did my own in-depth analysis of Uber and Grab. Ultimately, the companies aren’t comparable because Uber is asset-light and Grab is asset-heavy. This is primarily because Uber has the ability to run ads and offer subscriptions, thereby increasing its margins. The reason this is difficult for Grab is its regional limitations and the fact that North America and the rest of the world have high purchasing power—which translates to a high willingness among customers to subscribe (an advantage for Uber). Southeast Asia, on the other hand, has low purchasing power and little willingness to subscribe.

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Ned-Flanders@Ned-Flanders

1Semana

Thanks for your opinion—I'll give it some more thought. I'm really excited about the idea!

I hope you'll comment on and discuss my future posts as well; I don't know many people in my circle who are so deeply involved with stocks.

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Dirty30@Dirty30

1Semana

@Ned-Flanders But as I said, that's just my humble opinion. I could be wrong, too :D I just wanted to share my thought process with you and the questions I've been asking myself lately about those two companies :D

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Ned-Flanders@Ned-Flanders

1Semana

But in my opinion, different perspectives are always a good thing, even if a lot of people don't see it that way these days :)

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Dirty30@Dirty30

1Semana

@Ned-Flanders I try to do that, too. Even when something looks appealing, I always try to ask myself, "What are the pros and cons?"

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Ned-Flanders@Ned-Flanders

1Semana

Which stock do you think is the most interesting right now?

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Dirty30@Dirty30

1Semana

@Ned-Flanders There are actually a few 😁, but $SITM will probably be my next purchase. I still had one open slot for a semiconductor stock in my portfolio, and out of 10 potential semiconductor companies, $SITM clearly stood out. I might write a bit more about this here in the next few days.

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Brian@Aktienhauptmeister

1Semana

@Dirty30 $SITM This is super interesting! Nobody really has “Timesektor” on their radar yet. It’s awesome that you know about this company, too. I’m still waiting for a chance to jump in there. I think there’s still plenty of room for the price to drop.👀

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Dirty30@Dirty30

1Semana

@Aktienhauptmeister Definitely. PEG 2.6 is definitely a sporty valuation. Other than that, I don't see much to be concerned about. And now, with the merger with its biggest competitor, it's essentially a double moat thanks to the Renesas acquisition.

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Ver todas as 2 restantes respostas

FinanzKeks@ImmoHai

1Semana

The stock looks like it's taking a beating. When I was in Thailand, I thought the app was great in terms of usability and price 🤷‍♂️

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Ned-Flanders@Ned-Flanders

1Semana

@ImmoHai I was also in Indonesia, Vietnam, and Singapore recently, and I really enjoyed using it

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