<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2022/06/grab-holdings.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2022/06/grab-holdings.jpg"/></p>
<p>优步科技（UBER）股票今年表现不俗，涨幅超过 28%，达到历史最高点。过去五年涨幅达 146%，市值达到 1660 亿美元，成为全球最大的出行公司。</p>
<p>优步通过全球扩张和进军食品和杂货配送等其他行业实现了这一增长。这种模式与 Lyft 显著不同，Lyft 专注于美国的网约车服务。</p>
<p>优步还明智地及早退出了一些亏损的市场。例如，面对滴滴的激烈竞争，它于 2016 年退出了中国市场。它收购了滴滴 12.8% 的股份，而滴滴现在的估值超过 230 亿美元。</p>
<p>优步还退出了一些东南亚国家，并持有 Grab Holdings（GRAB）的股份，该公司估值为 140 亿美元。</p>
<h2>Grab Holdings 是什么？</h2>
<p>Grab Holdings 是一家大型公司，提供超级应用程序，被数百万用户在全球增长最快的地区之一——东南亚地区使用。它在新加坡、马来西亚、印度尼西亚、越南、泰国和菲律宾等国家提供服务，这些国家的总人口超过 6.77 亿。</p>
<p>Grab 采用与优步相同的商业模式。其应用程序允许用户请求乘车，然后从所有交易中抽取一部分。</p>
<p>此外，该公司已将业务扩展到包括配送和数字金融服务。例如，在其应用程序中，用户可以支付水电费、在线支付、线下支付、购买保险，甚至储蓄。</p>
<p>因此，Grab 已成为一个超级应用程序，数百万人可以在其中找到众多服务，无需下载其他平台。</p>
<p>最重要的是，尽管其所有服务都竞争激烈，但该公司拥有主导市场份额。例如，其网约车业务市场份额约为 75%。其食品配送业务也占据了相当大的份额。</p>
<p>拥有主导份额的好处在于，它可以提高价格而不失去客户。此外，它可以提供更多服务，而无需在营销上花费大量资金。</p>
<h2>Grab 的业务正在增长</h2>
<p>Grab 的业务一直表现不错，其收入增长持续。然而，由于投资者关注其巨额亏损以及其在国际上增长前景有限，其股价仍远低于历史最高点。</p>
<p>Grab 的股价在 2021 年 1 月达到 18 美元的峰值，随后跌至 4 美元以下，使其市值从 220 亿美元降至 140 亿美元。尽管其年收入从 2020 年的 4.69 亿美元增至超过 23 亿美元，但股价暴跌。</p>
<p>最近的业绩显示，Grab 的业务仍在增长，尽管增速较过去有所放缓。其第二季度收入增长了 17%，达到 6.64 亿美元，其即时总交易价值（GMV）增长了 13%，达到 44 亿美元。</p>
<p>另一方面，优步报告的季度收入增长了 16%，达到 107 亿美元，这意味着两者的增长率相似。</p>
<p>Grab 的金融服务业务增长强劲。其应用程序中的客户存款增长了 52%，达到 7.3 亿美元，上季度发放的贷款金额为 5 亿美元。其出行收入增至 2.47 亿美元，金融服务收入增至 6000 万美元。</p>
<h2>Grab 正在走向盈利</h2>
<p>Grab 的一个关键问题是多年来巨额亏损。2019 年净亏损 37 亿美元，2020 年为 26 亿美元，2021 年为 34 亿美元。</p>
<p>然而，最近有迹象表明该公司正在走向盈利。2022 年净亏损缩至 16 亿美元，2023 年为 4.85 亿美元。因此，如果这一趋势持续下去，它可能在 2025 年实现盈利并持续增长。</p>
<p>Grab 股价的下一个关键推动因素将是其定于 11 月 8 日公布的收益。分析师预计其收入将达到 6.91 亿美元，比去年同期增长 12.4%。</p>
<p>分析师预计全年收入将达到 27.4 亿美元，比 236 亿美元增长 16.4%。然后将在 2025 年增长至 32 亿美元。</p>
<p>阅读更多：优步股价蓬勃发展，两家竞争对手正在进行合并谈判</p>
<h2>Grab 股价分析</h2>
<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/10/Grab-Holdings-stock.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/10/Grab-Holdings-stock.png"/></p>
<p>Grab 图表由 TradingView 提供</p>
<p>月线图显示，Grab Holdings 的股价在过去两年内横盘运行。</p>
<p>该股形成了一个上升楔形图表模式，这是市场上一种常见的熊市信号。此外，它还形成了一个熊市旗形图表模式。因此，有越来越大的可能性出现熊市突破，下一个关注点将是 2.27 美元，即 2022 年的最低点。</p>
<p>然而，在短期内，如果股价突破今年最高点 3.90 美元的关键阻力点，将进一步确认更多涨势。</p>
<p>文章来源：Invezz</p>

优步

GRAB

<p>优步科技（UBER）股票今年已飙升超过 28%，达到历史最高水平，市值达到$十亿，使其成为全球最大的移动出行公司。相比之下，Grab 控股（GRAB）尽管营收增长，但股价却大幅下跌。Grab 在东南亚拥有主导市场份额，这为潜在的价格上涨创造了条件，但面临着巨大的亏损挑战。分析师预计 Grab 将于 11 月 8 日发布的财报显示营收增长 12.4%，预计到 2025 年实现盈利</p>

<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2022/06/grab-holdings.jpg" alt="" original-src="https://ik.imagekit.io/invezz/uploads/2022/06/grab-holdings.jpg"/></p>
<p>Uber Technologies (UBER) stock has done well this year, surging by over 28% and reaching its all-time high. It has risen by 146% in the past five years, giving it a market cap of $166 billion, making it the biggest mobility company in the world.</p>
<div class="lb-trans"><p>优步科技（UBER）股票今年表现不俗，涨幅超过 28%，达到历史最高点。过去五年涨幅达 146%，市值达到 1660 亿美元，成为全球最大的出行公司。</p>
</div><p>Uber has achieved this growth through its global expansion and by moving to other industries like food and grocery delivery. This model is significantly different from Lyft, which focuses on ride-hailing in the US.</p>
<div class="lb-trans"><p>优步通过全球扩张和进军食品和杂货配送等其他行业实现了这一增长。这种模式与 Lyft 显著不同，Lyft 专注于美国的网约车服务。</p>
</div><p>Uber has also been wise to exit some of its unprofitable markets early. For example, it exited the Chinese market in 2016 after facing substantial competition from Didi. It acquired a 12.8% in Didi, a company now valued at over $23 billion.</p>
<div class="lb-trans"><p>优步还明智地及早退出了一些亏损的市场。例如，面对滴滴的激烈竞争，它于 2016 年退出了中国市场。它收购了滴滴 12.8% 的股份，而滴滴现在的估值超过 230 亿美元。</p>
</div><p>Uber also exited some Southeast Asian countries and took a stake in Grab Holdings (GRAB), a company valued at $14 billion.</p>
<div class="lb-trans"><p>优步还退出了一些东南亚国家，并持有 Grab Holdings（GRAB）的股份，该公司估值为 140 亿美元。</p>
</div><h2>What is Grab Holdings?</h2>
<div class="lb-trans"><h2>Grab Holdings 是什么？</h2>
</div><p>Grab Holdings is a large company that provides a super app used by millions of users in the Southeast Asian region, one of the fastest-growing places globally. It is available in countries like Singapore, Malaysia, Indonesia, Vietnam, Thailand, and the Philippines, which have a cumulative population of over 677 million people.</p>
<div class="lb-trans"><p>Grab Holdings 是一家大型公司，提供超级应用程序，被数百万用户在全球增长最快的地区之一——东南亚地区使用。它在新加坡、马来西亚、印度尼西亚、越南、泰国和菲律宾等国家提供服务，这些国家的总人口超过 6.77 亿。</p>
</div><p>Grab uses the same business model as Uber. Its app lets users request for rides and then it takes a cut from all transactions.</p>
<div class="lb-trans"><p>Grab 采用与优步相同的商业模式。其应用程序允许用户请求乘车，然后从所有交易中抽取一部分。</p>
</div><p>Additionally, the firm has expanded its business to include deliveries and digital financial services. For example, in its app, one can pay utility bills, pay online and in stores, buy insurance, and even save.</p>
<div class="lb-trans"><p>此外，该公司已将业务扩展到包括配送和数字金融服务。例如，在其应用程序中，用户可以支付水电费、在线支付、线下支付、购买保险，甚至储蓄。</p>
</div><p>Grab, therefore, has become a super app, where millions of people find numerous services, without the need for downloading other platforms.</p>
<div class="lb-trans"><p>因此，Grab 已成为一个超级应用程序，数百万人可以在其中找到众多服务，无需下载其他平台。</p>
</div><p>Most importantly, while all its services are highly competitive, the company has a commanding market share. For example, its ride-hailing business has an approximately 75% market share. Its food delivery business also has a substantial share.</p>
<div class="lb-trans"><p>最重要的是，尽管其所有服务都竞争激烈，但该公司拥有主导市场份额。例如，其网约车业务市场份额约为 75%。其食品配送业务也占据了相当大的份额。</p>
</div><p>The benefit of having a commanding share is that it can increase prices without losing customers. Also, it can offer more services without spending substantial sums of money on marketing.</p>
<div class="lb-trans"><p>拥有主导份额的好处在于，它可以提高价格而不失去客户。此外，它可以提供更多服务，而无需在营销上花费大量资金。</p>
</div><h2>Grab’s business is growing</h2>
<div class="lb-trans"><h2>Grab 的业务正在增长</h2>
</div><p>Grab’s business has done well over time as its revenue growth has continued. However, its stock remains significantly below its all-time high as investors focus on its huge losses and the fact that it has little growth prospects internationally.</p>
<div class="lb-trans"><p>Grab 的业务一直表现不错，其收入增长持续。然而，由于投资者关注其巨额亏损以及其在国际上增长前景有限，其股价仍远低于历史最高点。</p>
</div><p>Grab’shares peaked at $18 in January 2021 and has tumbled to below $4, bringing its market cap from $22 billion to $14 billion. This crash happened even as its annual revenue moved from $469 million in 2020 to over $2.3 billion.</p>
<div class="lb-trans"><p>Grab 的股价在 2021 年 1 月达到 18 美元的峰值，随后跌至 4 美元以下，使其市值从 220 亿美元降至 140 亿美元。尽管其年收入从 2020 年的 4.69 亿美元增至超过 23 亿美元，但股价暴跌。</p>
</div><p>The most recent results showed that Grab’s business was still growing, albeit at a slower pace than in the past. Its revenue grew by 17% in the second quarter to $664 million as its on-demand Gross Merchandise Volume (GMV) rose by 13% to $4.4 billion.</p>
<div class="lb-trans"><p>最近的业绩显示，Grab 的业务仍在增长，尽管增速较过去有所放缓。其第二季度收入增长了 17%，达到 6.64 亿美元，其即时总交易价值（GMV）增长了 13%，达到 44 亿美元。</p>
</div><p>Uber, on the other hand, reported quarterly revenue growth of 16% to over $10.7 billion, meaning that the two have similar growth rates.</p>
<div class="lb-trans"><p>另一方面，优步报告的季度收入增长了 16%，达到 107 亿美元，这意味着两者的增长率相似。</p>
</div><p>Grab’s financial services business is seeing strong growth. Customer deposits in its application rose by 52% to $730 million, while the amount of loans disbursed last quarter stood at $500 million. Its mobility revenue rose to $247 million, while its financial services figure rose to $60 million.</p>
<div class="lb-trans"><p>Grab 的金融服务业务增长强劲。其应用程序中的客户存款增长了 52%，达到 7.3 亿美元，上季度发放的贷款金额为 5 亿美元。其出行收入增至 2.47 亿美元，金融服务收入增至 6000 万美元。</p>
</div><h2>Grab is on path to profitability</h2>
<div class="lb-trans"><h2>Grab 正在走向盈利</h2>
</div><p>A key concern for Grab has been its substantial losses over the years. It had a net loss of $3.7 billion in 2019 followed by $2.6 billion in 2020 and $3.4 billion in 2021.</p>
<div class="lb-trans"><p>Grab 的一个关键问题是多年来巨额亏损。2019 年净亏损 37 亿美元，2020 年为 26 亿美元，2021 年为 34 亿美元。</p>
</div><p>Recently, however, there have been signs that the company is on a path to profitability. Its net loss narrowed to $1.6 billion in 2022 followed by $485 million in 2023. As such, if this trend continues, it may turn profitable in 2025 and continue growing.</p>
<div class="lb-trans"><p>然而，最近有迹象表明该公司正在走向盈利。2022 年净亏损缩至 16 亿美元，2023 年为 4.85 亿美元。因此，如果这一趋势持续下去，它可能在 2025 年实现盈利并持续增长。</p>
</div><p>The next key catalyst for the Grab stock price will be its earnings, which are scheduled on November 8. Analysts expect that its revenue will come in at $691 million, a 12.4% increase from the same period last year.</p>
<div class="lb-trans"><p>Grab 股价的下一个关键推动因素将是其定于 11 月 8 日公布的收益。分析师预计其收入将达到 6.91 亿美元，比去年同期增长 12.4%。</p>
</div><p>For the year, analysts expect that its revenue will be $2.74 billion, a 16.4% increase from $2.36 billion. It will then grow to $3.2 billion in 2025.</p>
<div class="lb-trans"><p>分析师预计全年收入将达到 27.4 亿美元，比 236 亿美元增长 16.4%。然后将在 2025 年增长至 32 亿美元。</p>
</div><p>Read more: As Uber stock thrives, two competitors are holding merger talks</p>
<div class="lb-trans"><p>阅读更多：优步股价蓬勃发展，两家竞争对手正在进行合并谈判</p>
</div><h2>Grab stock price analysis</h2>
<div class="lb-trans"><h2>Grab 股价分析</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2024/10/Grab-Holdings-stock.png" alt="" original-src="https://ik.imagekit.io/invezz/uploads/2024/10/Grab-Holdings-stock.png"/></p>
<p>Grab chart by TradingView</p>
<div class="lb-trans"><p>Grab 图表由 TradingView 提供</p>
</div><p>The monthly chart shows that Grab Holdings’ share price has moved sideways in the past two years.</p>
<div class="lb-trans"><p>月线图显示，Grab Holdings 的股价在过去两年内横盘运行。</p>
</div><p>The stock has formed a rising wedge chart pattern, a popular bearish sign in the market. Also, it has formed a bearish flag chart pattern. Therefore, there are rising odds that it will have a bearish breakout, with the next point to watch being at $2.27, its lowest point in 2022.</p>
<div class="lb-trans"><p>该股形成了一个上升楔形图表模式，这是市场上一种常见的熊市信号。此外，它还形成了一个熊市旗形图表模式。因此，有越来越大的可能性出现熊市突破，下一个关注点将是 2.27 美元，即 2022 年的最低点。</p>
</div><p>In the near term, however, more gains will be confirmed if it moves above the key resistance point at $3.90, its highest point this year.</p>
<div class="lb-trans"><p>然而，在短期内，如果股价突破今年最高点 3.90 美元的关键阻力点，将进一步确认更多涨势。</p>
</div><p>The post Uber stock surged to ATH: Will Grab Holdings do the same? appeared first on Invezz</p>
<div class="lb-trans"><p>文章来源：Invezz</p>
</div>

优步股票飙升至历史新高：Grab Holdings 是否也会如此？