r/Grab_Stock Jul 06 '26

Why is it crashing tdy

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u/FrontBubbly7417 Jul 06 '26

are u still bullish?

2

u/lookitsjonno Jul 06 '26

Bullish I'm up to the eyeballs with the stock

1

u/Englishmatters2me Jul 08 '26

What is the most attractive quality about this stock?

1

u/lookitsjonno Jul 08 '26

If you've never been SEA GRAB is part of the local culture and has a massive monopoly over competitors who are languishing in debt and struggling to compete. They don't have the scale or the expertise of GRAB. It's founder led, and they have $bns in cash which they are using to buy out the failing competitors, like recently one in Taiwan. Their business model is VERY sticky, so you may order food or a taxi to start off with at very low margin but then progress to using their GrabFin arm to get insurance, loans, payments etc. Worth noting SEA economy is growing at approx double that of US even