Grab Holdings: The Super App Dominating Southeast Asia (Ticker: GRAB)

Chit Chat Stocks · Jul 16, 2025 · 1h 5m

On this episode of Chit Chat Stocks, Ryan gives a research report on Grab Holdings (Ticker: GRAB), the Uber and DoorDash (and more?) of Southeast Asia. We discuss:

(02:20) The Birth of a Super App

(09:23) Grab's Business Model Evolution

(23:40) Expanding Services: Delivery and Beyond

(30:59) Financial Services: A New Frontier

(34:10) Growth and Risks of GXS Bank's Loan Portfolio

(36:41) Challenges of Analyzing New Banks

(39:19) Is Grab Trying to Do Too Much?

(41:58) Competition Landscape: Grab vs. Uber

(46:20) Grab's Market Position and Financial Services

(49:34) Valuation Insights and…