Grab被认为是一家成功而有吸引力的公司
即使在IPO首日下跌20%,也未能让Grab的联合创始人Anthony Tan在收市后不经意间说出的话有所影响: “股价会上涨也会下跌” —— 他亲眼目睹自己的个人财富在短短几个小时内进入和离开亿万富翁领域。
但这并非IPO的重点。重点在于筹集另外45亿美元,以继续支持Grab未来几年的增长,希望在2023年后获得更多的财务稳定。
即使下滑至260美元,分析师 仍保持将其预测值维持在接近400美元的水平 —— 是该公司四年前价值的26倍。
The company started as a taxi hailing app, creeping up to become an Uber competitor, later moving into food delivery only to see this business explode and dwarf the mobility branch amidst the pandemic lockdowns.
The birth of GrabMart and grocery deliveries — with GrabFinance wrapped around all of these — offers another layer of digital finance services, allowing Grab to become a superapp people will use for far more than just moving from point A to b.
Just like how $亚马逊 (AMZN.US)$ started with selling books, before it became the world’s largest e-commerce retailer, cloud service provider and, recently, a full-on entertainment outfit making multibillion dollar shows (like the latest take on the Tolkien’s saga), companies like Grab are seen for the opportunities access to millions of willing buyers gives them, not their current operations.
A dollar spent (even a borrowed one) on growth into new markets and new services, gives a promise of a future return far outweighing the current expenses.
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AndhyLee : 好吧
Howardy : 我一直对 Grab 非常乐观,期待它的崛起
Hayz : 好的,我被卖掉了... 将开始以 6 美元的价格买入
Macdonell J : 我的目标是公司的公允价值为5美元。