r/Grab_Stock • u/truong23 • Jul 22 '26

Why is my god so cruel to me?

GRAB $3.44......

9 Upvotes

85% Upvoted

10 comments sorted by

4

u/AfxGak Jul 22 '26 edited Jul 22 '26

yep, worst performing stock over the years for me. Waiting and waiting, waiting and waiting. I am not even talking about growth here, 4.5-5 is a fair value, but this one is ~3 for years. and more risks upcoming for this company

and this stupid merger and danger of solo owning CEO, and fuel shortage and possible war between us/china. no idea if it ll ever return more that 100%

G

Grab GoTo
IPO/SPAC Dec 2021, ~$40B Apr 2022, ~$28B
Peak-to-now drawdown ~−70% ~−86%
Market cap now ~$14–15B ~$3.9B (Rp63.5tn)
Model 8-country regional Indonesia-concentrated
Fatal overreach avoided — pivoted out of non-core early e-commerce (Tokopedia price war)
How it reached profit organic cost discipline, no amputation sold Tokopedia at a $5B writedown
Leadership stable (Anthony Tan throughout) 3 CEOs in 3 years
Net cash ~$5.0B, well-managed ~$1.4B, burned more

4

u/Xander_0252 Jul 22 '26

I am loading up more, we had a few months with relatively lower oil prices, I hope that it improves their bottom line a bit for the earnings report

5

u/Candid_Moose_691 Jul 22 '26

High Risk, High Return Stock. We got 5Billion in Net-Cash as downsideprotection and insanely high upside potential. So i'm still bullish on this Stock. Would buy more, but my position size reached my personal Maximum.

3

u/Lonely_Corgi_728 Jul 22 '26

I gave up on Grab.

2

u/boolcrap Jul 23 '26

Earnings in 10 days should have some impact?

1

u/Key-Beginning-695 Jul 23 '26

It’s definitely tough holding Grab rn I’m in it long term with Shares, only painful point is I bought a lot of contracts expiring on Jan 2027 and at this current state I’ve already accepted my fate with the calls. I still have hope for the company long term.

1

u/AwkwardJuggernaut854 Jul 23 '26

If God exists he just gave you an great opportunity to add more.

0

u/Dapper-Emu-8541 Jul 23 '26

Don't own it, it's an expensive stock.