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Grab (GRAB) - 2023 Q4 - Annual Report
2024-03-28 19:17
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 20-F (Mark One) ☐ REGISTRATION STATEMENT PURSUANT TO SECTION 12(b) OR (g) OF THE SECURITIES EXCHANGE ACT OF 1934 OR ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ OR ☐ SHELL COMPANY REPORT PURSUANT TO SECTIO ...
3 Stocks That Could Make You Richer Than Your Wildest Dreams
InvestorPlace· 2024-03-23 01:25
Remitly - 美国公司Remitly (NASDAQ:RELY)在数字汇款市场有巨大潜力[3] - Remitly专注于为低收入和中等收入国家的外国工人提供数字汇款服务[5] - Remitly的收入在FY'23年增长了44%,达到9.443亿美元,活跃客户基数增长了41%[6] - 分析师对Remitly给予“中等买入”评级,目标价为27美元,上涨潜力约为30%[7] Grab Holdings - Grab Holdings (NASDAQ:GRAB)在东南亚市场有快速增长的多元化投资机会[9] - Grab的“超级应用程序”旨在主导新加坡和东南亚的电子商务市场[11] - Grab在Q4'23年报告了30%的年度收入增长,达到6.53亿美元,获利1100万美元[13] - 分析师对Grab股票给予“强烈买入”共识,平均目标价约为4美元,上涨潜力约为39%[14] Warner Bros Discovery - Warner Bros Discovery (NASDAQ:WBD)的股价今年下跌了25%,尽管拥有丰富的媒体资产[15] - Warner Bros Discovery的流媒体服务面临激烈竞争,投资者对其实现并购后的协同效应表示担忧[16] - Warner Bros Discovery的媒体资产组合包括HBO Max和Discovery+,拥有诸如“哈利波特”和“蝙蝠侠”等标志性系列[17] - 分析师对Warner Bros Discovery给予“中等买入”共识,平均目标价约为14美元,上涨潜力约为56%[19]
Hot Penny Stocks: The 3 Best Opportunities to Invest In Now
InvestorPlace· 2024-03-21 00:21
Some penny stocks to invest in have come up on my radar, and I think that investors should know about these. Despite the risks, penny stocks can potentially offer outsized returns if chosen carefully. However, it’s crucial to understand that these types of investments are highly speculative and volatile. With that major caveat in mind, here are a few penny stocks that have piqued my interest recently based on their underlying business prospects, recent news or developments, and perceived potential for futur ...
The Top 3 Penny Stocks to Buy in March 2024
InvestorPlace· 2024-03-06 19:00
This month in March has led to these three top penny stocks to buy. Like many investors, I’ve been closely watching the cryptocurrency market with Bitcoin (BTC-USD) looking to head towards a new all-time high. However, I’ve also had my finger on the pulse of some intriguing penny stocks I feel are real bargains. I think that investors of all risk tolerances and time horizons should consider adding at least a tiny proportion of their portfolios of top penny stocks to buy. These companies may give your portfo ...
Grab Holdings: Double Digit Growth And New Financial Partners Make It A Buy
Seeking Alpha· 2024-02-27 17:41
Joa_Souza/iStock Unreleased via Getty Images Grab Holdings Limited (NASDAQ:GRAB) recently reported better-than-expected EPS and reported positive EBITDA values for the first time. Also, with an acceleration of restructuring costs, a significant amount of cash in hand, and double-digit net sales growth, I believe that GRAB stock is a buy. I found risks from new labor regulation changes or relations with drivers and merchants. With that, GRAB looks cheap at the current price mark. Grab Holdings Operating acro ...
Grab: Improving Fundamentals Signal Undervaluation Opportunity
Seeking Alpha· 2024-02-26 12:56
Grab的股价表现 - 自2020年上市以来,股价表现不佳,目前股价低于IPO价格74.5%[2] - 我的目标价格为每股4美元,建议买入,认为Grab目前被低估,且我的预测是保守的[20] Grab的财务状况 - FY 2023财年,Grab的营收增长放缓至65%,但关键财务指标显示了积极的发展趋势,特别是经调整的EBITDA接近盈亏平衡,运营现金流为正[4] - 收入增长虽然放缓,但提高的收入占GMV比率表明了改善的货币化策略[5] - Grab的流动性保持强劲,FY 2023结束时净现金流动性高于去年,现金及现金等价物增加超过60%至31亿美元[7] Grab的金融服务业务 - Grab的金融服务在新加坡和马来西亚市场表现良好,有望实现有意义的收入增长和利润率扩张[9] - Grab的金融服务业务是目前增长最快的业务,Q4 2023金融服务收入同比翻倍,但调整后的EBITDA仍为负值[12] - Grab的保守调整后的EBITDA指导可能会带来积极的惊喜,特别是在交付方面的中期利润率扩张[13] Grab的风险和挑战 - Grab面临激烈竞争和增长放缓的风险,需要谨慎对待[15] - Grab实施交叉补贴以支持盈利增长策略,但增长预期从2023年的60%以上降至2024年的14-17%可能对股价表现造成压力[16]
Grab (GRAB) - 2023 Q4 - Earnings Call Transcript
2024-02-23 02:15
业绩总结 - 2023年第四季度,交付GMV同比增长13%,交付部门调整后的EBITDA利润率同比扩大160个基点[10] - 2023年第四季度,集团调整后的EBITDA自第三季度起实现盈利,并在2023年第四季度首次实现调整后的自由现金流和净利润为正[11] - 2023年,为司机和商户合作伙伴创造了超过110亿美元的收入,司机每小时平均收入同比增长14%[13] 新产品和新技术研发 - 2023年第四季度推出的马来西亚数字银行GXBank在两周内吸引了超过10万名客户注册,其中39%的存款人是现有的Grab用户[17] - 推出了家庭账户功能,允许用户将亲人添加到一个组账户中,与Grab平台上的新用户共享支付方式[19] - 开发了自家LLM动力营销工具,将内容生成时间从99小时减少到90分钟,同时提高了输出质量[20] 市场扩张和并购 - 计划偿还剩余的Term Loan B债务,预计每年可节省约5000万美元的利息支出[24] - 宣布首次股票回购计划,最高金额为5亿美元[24] 未来展望 - 预计2024年收入将在27亿至27.5亿美元之间,调整后的EBITDA将在1.8亿至2亿美元之间[75] - 预计在2025年及以后,交付业务的毛利率有望扩大100至200个基点[105] - 公司在2024年将继续投资新产品举措,以提高用户参与度和拓展总地址able market(TAM)[128]
Grab (GRAB) - 2023 Q4 - Earnings Call Presentation
2024-02-23 00:13
1122 1133 Financial Financial Results Results ...
Grab (GRAB) - 2023 Q4 - Annual Report
2024-02-22 00:00
Exhibit 99.1 Grab Reports Fourth Quarter and Full Year 2023 Results and Announces Inaugural Share Repurchase Program of Up to $500 Million ● Q4 2023 Revenue grew 30% year-over-year to $653 million ● Q4 2023 Profit for the period was positive at $11 million ● Q4 2023 Adjusted EBITDA improved by $146 million year-over-year to $35 million ● Grab’s Board of Directors has authorized the repurchase of up to $500 million of the Company’s Class A ordinary shares SINGAPORE, February 22, 2024 - Grab Holdings Limited ...
Indonesia's GoTo denies merger talks with ride-hailing rival Grab
CNBC· 2024-02-14 11:44
A Gojek driver looks at a smartphone in Jakarta, Indonesia, on Monday, Dec. 11, 2023. ByteDance Ltd.'s TikTok agreed to invest $1.5 billion in a joint venture with Indonesia's GoTo Group that it will control, part of a pact that lets the Chinese company restart its shopping app in its biggest online-retail market. Photographer: Dimas Ardian/Bloomberg via Getty Images Indonesian tech giant GoTo on Tuesday denied it is in merger discussions with Singapore-based ride-hailing rival Grab. "The company would also ...