<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2025/02/mike-enerio-7ryPpZK1qV8-unsplash-scaled.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/2025/02/mike-enerio-7ryPpZK1qV8-unsplash-scaled.jpg"/></p>
<p>根据摩根大通分析师 Ranjan Sharma 的说法，Grab Holdings Ltd（纳斯达克股票代码：GRAB）最近的回调似乎过度，快速恢复的概率相当高。</p>
<p>这家共享出行和食品配送公司本周公布了令人失望的第四季度业绩，并对全年发布了低迷的指引，导致其股价下跌超过 10%。</p>
<p>尽管如此，这家投资公司仍然相信 Grab 的股票将在未来几个月内反弹。</p>
<p>Sharma 对这家 Uber 竞争对手的目标价为 5.60 美元，暗示从当前水平来看，潜在上涨空间接近 15%。</p>
<h2>Grab 的前景可能显得保守</h2>
<p>Grab 预计 2025 年的收入为 33.3 亿美元至 34 亿美元，而分析师的预期为 33.9 亿美元。</p>
<p>尽管如此，摩根大通的分析师建议增持这家新加坡公司的股票，因为其 “指引可能显得保守”。</p>
<p>投资者应注意，Grab 在去年和前年均超出了其盈利指引。</p>
<p>“由于投资者的预期与指引相一致，我们认为全年盈利的交付很可能会推动盈利预期的积极修正，” Sharma 在最近的一份报告中表示。</p>
<p>也就是说，Grab 的股票并不适合追求收入的投资者，因为它目前不支付股息。</p>
<h2>Grab 的股票可能受益于 MTU 的增加</h2>
<p>摩根大通对 Grab 股票持乐观态度，因为该共享出行和食品配送平台的每月交易用户（MTU）持续增加。</p>
<p>根据 Ranjan Sharma 的说法，这可能在年内转化为盈利的上升。</p>
<blockquote>
<p>随着成本的降低可以转嫁给消费者，以及推动可负担服务的举措，我们认为 MTU 的增长应该扩大可服务市场并提升中期盈利。</p>
</blockquote>
<p>分析师还建议在 Grab 股价下跌时买入，因为其在高增长广告业务中的扩展足迹。</p>
<p>与其 52 周低点相比，这家纳斯达克上市公司目前上涨约 60%。</p>
<h2>Grab 的股票在 2025 年值得购买吗？</h2>
<p>Grab 在其财政第四季度的配送收入为 4.07 亿美元，略低于分析师预期的 4.08 亿美元。</p>
<p>其出行收入在第四季度也未达到预期。</p>
<p>2 月初，有报道称这家共享出行和食品配送公司正在与 GoTo 进行合并谈判，以提高市场份额。</p>
<p>当时，其首席执行官 Peter Oey 表示：“Grab 不对媒体的猜测或谣言发表评论，” 并补充说这家美国上市公司对并购设定了很高的标准。</p>
<p>GoTo 随后确认并未与 Grab 进行可能的合并讨论。</p>
<p>请注意，Grab 的股票在后疫情时代面临困难。目前股价低于 5.0 美元，而在 2021 年初接近 17 美元。</p>
<p>这篇文章的标题为《这家 Uber 竞争对手尽管第四季度业绩不佳，仍可能在 2025 年实现 15% 的收益：原因如下》，首次出现在 Invezz 上。</p>

GRAB

<p>摩根大通分析师 Ranjan Sharma 认为，Grab Holdings Ltd（纳斯达克代码：GRAB）最近的回调过度，尽管第四季度报告令人失望，但他预测将迅速恢复。由于对 2025 年的指引不佳，Grab 的股价下跌超过 10%，其收入预期略低于分析师的预估。Sharma 维持 5.60 美元的目标价，暗示潜在的 15% 上涨空间。他建议买入该股票，原因是每月交易用户数量增加以及广告行业的增长，尽管 Grab 目前不支付股息。该股目前交易价格低于 5 美元，较 2021 年初接近 17 美元的峰值大幅下跌</p>

<p><img src="https://imageproxy.pbkrs.com/https://ik.imagekit.io/invezz/uploads/2025/02/mike-enerio-7ryPpZK1qV8-unsplash-scaled.jpg" alt="" original-src="https://ik.imagekit.io/invezz/uploads/2025/02/mike-enerio-7ryPpZK1qV8-unsplash-scaled.jpg"/></p>
<p>Recent pullback in Grab Holdings Ltd (NASDAQ: GRAB) looks overdone and the probability of a swift recovery looks rather high, according to Ranjan Sharma – a JPMorgan analyst.</p>
<div class="lb-trans"><p>根据摩根大通分析师 Ranjan Sharma 的说法，Grab Holdings Ltd（纳斯达克股票代码：GRAB）最近的回调似乎过度，快速恢复的概率相当高。</p>
</div><p>The ride-sharing and food delivery company reported a disappointing fourth quarter this week and issued muted guidance for the full year, which resulted in a more than 10% hit to its share price.</p>
<div class="lb-trans"><p>这家共享出行和食品配送公司本周公布了令人失望的第四季度业绩，并对全年发布了低迷的指引，导致其股价下跌超过 10%。</p>
</div><p>Still, the investment firm remains convinced that Grab stock will pick right up in the months ahead.</p>
<div class="lb-trans"><p>尽管如此，这家投资公司仍然相信 Grab 的股票将在未来几个月内反弹。</p>
</div><p>Sharma’s $5.60 price target on the Uber rival suggests an upside potential of nearly 15% from current levels.</p>
<div class="lb-trans"><p>Sharma 对这家 Uber 竞争对手的目标价为 5.60 美元，暗示从当前水平来看，潜在上涨空间接近 15%。</p>
</div><h2>Grab’s outlook could prove to be conservative</h2>
<div class="lb-trans"><h2>Grab 的前景可能显得保守</h2>
</div><p>Grab cited intense competition as it guided for $3.33 billion and $3.40 billion in revenue for 2025. Analysts, in comparison, were at $3.39 billion.</p>
<div class="lb-trans"><p>Grab 预计 2025 年的收入为 33.3 亿美元至 34 亿美元，而分析师的预期为 33.9 亿美元。</p>
</div><p>Still, the JPM analyst recommends loading up on shares of the Singapore-based company as its “guidance could prove conservative”.</p>
<div class="lb-trans"><p>尽管如此，摩根大通的分析师建议增持这家新加坡公司的股票，因为其 “指引可能显得保守”。</p>
</div><p>Investors should note that Grab came in ahead of its earnings guidance both last year as well as the year before.</p>
<div class="lb-trans"><p>投资者应注意，Grab 在去年和前年均超出了其盈利指引。</p>
</div><p>“With investor expectations anchored to the guidance, we believe earnings delivery over the year will likely drive positive revisions in earnings expectations,” Sharma argued in a recent report.</p>
<div class="lb-trans"><p>“由于投资者的预期与指引相一致，我们认为全年盈利的交付很可能会推动盈利预期的积极修正，” Sharma 在最近的一份报告中表示。</p>
</div><p>That said, Grab stock is not a suitable pick for income investors as it doesn’t currently pay a dividend.</p>
<div class="lb-trans"><p>也就是说，Grab 的股票并不适合追求收入的投资者，因为它目前不支付股息。</p>
</div><h2>Grab stock could benefit from an increase in MTUs</h2>
<div class="lb-trans"><h2>Grab 的股票可能受益于 MTU 的增加</h2>
</div><p>JPMorgan remains positive on Grab shares also because the ride-sharing and food delivery platform is seeing a continued increase in its monthly transacting users.</p>
<div class="lb-trans"><p>摩根大通对 Grab 股票持乐观态度，因为该共享出行和食品配送平台的每月交易用户（MTU）持续增加。</p>
</div><p>Later in the year, that could translate to earnings upside, according to Ranjan Sharma.</p>
<div class="lb-trans"><p>根据 Ranjan Sharma 的说法，这可能在年内转化为盈利的上升。</p>
</div><blockquote>
<p>With a reduction in costs that can be passed on to consumers, and initiatives to grow affordable services, we believe the growth in MTU should expand the addressable market and grow mid-term earnings.</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>随着成本的降低可以转嫁给消费者，以及推动可负担服务的举措，我们认为 MTU 的增长应该扩大可服务市场并提升中期盈利。</p>
</blockquote>
</div><p>The analyst recommends buying the dip in Grab stock price also because of its expanding footprint in the high-growth advertising business.</p>
<div class="lb-trans"><p>分析师还建议在 Grab 股价下跌时买入，因为其在高增长广告业务中的扩展足迹。</p>
</div><p>Versus its 52-week low, the Nasdaq-listed firm is currently up some 60%.</p>
<div class="lb-trans"><p>与其 52 周低点相比，这家纳斯达克上市公司目前上涨约 60%。</p>
</div><h2>Are Grab shares worth buying in 2025?</h2>
<div class="lb-trans"><h2>Grab 的股票在 2025 年值得购买吗？</h2>
</div><p>Grab saw $407 million in revenue from deliveries in its fiscal fourth quarter – marginally below the $408 million that analysts had called for.</p>
<div class="lb-trans"><p>Grab 在其财政第四季度的配送收入为 4.07 亿美元，略低于分析师预期的 4.08 亿美元。</p>
</div><p>Its mobility revenue also missed estimates in Q4.</p>
<div class="lb-trans"><p>其出行收入在第四季度也未达到预期。</p>
</div><p>Earlier in February, reports surfaced that the ride-sharing and food delivery firm was in talks with GoTo over a possible merger aimed at improving market share.</p>
<div class="lb-trans"><p>2 月初，有报道称这家共享出行和食品配送公司正在与 GoTo 进行合并谈判，以提高市场份额。</p>
</div><p>At the time, Peter Oey, its chief executive said “Grab does not comment on media speculation or rumours,” adding the US-listed firm has set the bar really high for M&amp;A.</p>
<div class="lb-trans"><p>当时，其首席执行官 Peter Oey 表示：“Grab 不对媒体的猜测或谣言发表评论，” 并补充说这家美国上市公司对并购设定了很高的标准。</p>
</div><p>GoTo later confirmed that it’s not in discussions over a possible merger with Grab.</p>
<div class="lb-trans"><p>GoTo 随后确认并未与 Grab 进行可能的合并讨论。</p>
</div><p>Note that Grab stock has been having a hard time in the post-pandemic world. It’s going for under $5.0 at writing versus close to $17 in early 2021.</p>
<div class="lb-trans"><p>请注意，Grab 的股票在后疫情时代面临困难。目前股价低于 5.0 美元，而在 2021 年初接近 17 美元。</p>
</div><p>The post This Uber rival could deliver 15% gains in 2025 despite Q4 miss: here's why appeared first on Invezz</p>
<div class="lb-trans"><p>这篇文章的标题为《这家 Uber 竞争对手尽管第四季度业绩不佳，仍可能在 2025 年实现 15% 的收益：原因如下》，首次出现在 Invezz 上。</p>
</div>

尽管第四季度业绩未达预期，这家 Uber 的竞争对手在 2025 年可能带来 15% 的收益：以下是原因