Grab's Super-App Is Working, But the Market Isn't Fully Pricing It In
View original at finance.yahoo.comGrab's Super-App Is Working, But the Market Isn't Fully Pricing It In This article first appeared on GuruFocus. Grab Holdings (NASDAQ:GRAB) has continued its steady march toward profitability, as evidenced by a profitable third quarter of 2025 and raised full-year guidance…
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The loan portfolio generates healthy risk-adjusted returns above the cost of capital
80% confidence90% of new bank customers for GXBank in Malaysia were acquired at essentially zero cost through the Grab app's existing user base
80% confidenceManagement proactively adjusted deposit rates to manage funding costs in line with market rates
80% confidence90-day non-performing loans are within risk appetite
80% confidenceApproximately one-third of customers accessing Grab's credit products were previously unable to obtain credit due to a lack of a credit bureau record
80% confidenceMulti-service users spend 4x more and transact twice as often as single-service users
80% confidenceThe Indonesian government is backing the potential M&A between Grab and GoTo
80% confidence