Grab

Grab Q4 2025 Earnings Review

Short-Term Weakness, Long-Term Strength

Feb 12 • GabGrowth

Food Delivery in Southeast Asia (2026)

The Two-Horse Race (Grab vs Sea)

Jan 30 • GabGrowth

Grab Holdings: The 2026 Thesis

Hello all. It’s been awhile since I’ve written a piece on Grab.

Jan 6 • GabGrowth

SEA's Digital Champions Analysed

Who to Own, What to Watch, and How They Will Monetise

Dec 4, 2025 • GabGrowth

Where the Next 5 Years of Outperformance in SEA Will Come From

Breaking down the structural shifts and what they mean for SEA equities

Nov 18, 2025 • GabGrowth

Grab Q3 2025 Earnings Review

Another Steady Quarter, High-Margin Business Accelerating

Nov 4, 2025 • GabGrowth

Grab Valuation Model

Why I see much room for upside

Aug 24, 2025 • GabGrowth

Grab Q2 2025 Earnings Review

Steady Compounding, Strong GFin Performance, but a few concerns...

Jul 31, 2025 • GabGrowth

Grab's Potential 4th Pillar: GrabAds

$216M run-rate growing 60% YoY with incredible margins

Jul 21, 2025 • GabGrowth

Mapping Grab’s Next Move: A Data-Driven Look at What It Might Acquire Next

A deep dive into Grab’s 12 key acquisitions: what they built, what they broke, and what they quietly reveal about the company’s next strategic targets.

Jun 28, 2025 • GabGrowth

Grab's Next Big Bet: Insurance

How Grab Plans to Insure Your Car, and Eventually, Everything Else

Jun 16, 2025 • GabGrowth

Grab: Potential Acquisitions

How Will Grab Spend $7.5 Billion?

Jun 13, 2025 • GabGrowth

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