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$Grab Holdings (GRAB.US)$ I have stated it earlier, there is...
$Grab Holdings (GRAB.US)$ I have stated it earlier, there is a lot of misperception concerning GRAB.
People look at revenue, but do not look at Adjusted Net Revenue (later called Adjusted Net Sales). PIPE investors like Morgan Stanley, Fidelity, Blackrock etc. based their valuation on Adjusted Net Sales.
JPM's latest analysis and PT is also based on Adjusted Net Sales.
Another misperception is the cash burn. Grab's current cash burn is small.
Cash and cash equivalents
3Q20: 3.7 billion
1Q21: 4.9 billion
2Q21: 5.3 billion
3Q21: 5.2 billion
After IPO approx 10 billion
3Q20: 3.7 billion
1Q21: 4.9 billion
2Q21: 5.3 billion
3Q21: 5.2 billion
After IPO approx 10 billion
Another misperception are 3Q losses often cited as approx 1 billion, this while it's clearly stated in 3Q ER
" Grab’s Q3 2021 loss includes $748 million in non-cash items... A significant proportion of such non-cash expenses is expected to cease after the business combination."
If you have LT conviction in Grab, just use the confusion and dips to add.
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沉思的张飞 : The bears only spread bad news for Grab, thereby shorting this stock and making a profit. 52% of the holders are retail investors, and they definitely don't read financial reports. This wave of operations will eventually filter out that group of irrational people, leaving Long Holder. For me it's a benefit. Although a company loses money, it has a lot of cash to attack the city, and the management is not proud and has a vision. It's a good company.
HOW88 沉思的张飞 : Right! If you have money, you can buy it slowly by multiplying it down. Better than the bank's fixed deposit..
沉思的张飞 HOW88 : Use spare money... no stress, that's my advice. Keep it here~ no psychological stress This is the most important thing. Buy a few on low days.