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 Financial Projections

(59:23) Management Evaluation and Future Outlook

*****************************************************

JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ 

*********************************************************************

Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency. 

Subscribe Today: https://thescienceofhitting.com/ 

*********************************************************************

Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: 

https://www.interactivebrokers.com/ 

Interactive Brokers is a member of SIPC. 

*********************************************************************

Fiscal.ai is building the future of financial data.

With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. 

Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat 

*********************************************************************

Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.