Equity Analysis /
Singapore

Grab Holdings: Watch out for a turnaround quarter

  • We cut our target price for Grab due to the higher risk profile on EM Tech, but reiterate our Buy recommendation

  • Investors should brace themselves for a blowout quarter in Q2 22 – results are expected in August

  • We expect Q2 to signal a rise in GMV in mobility, deliveries & financial services while customer incentives have peaked

Grab Holdings: Watch out for a turnaround quarter
Nirgunan Tiruchelvam
Nirgunan Tiruchelvam

Head of Consumers Equity Research

Tellimer Research
15 July 2022
Published byTellimer Research

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