预计4Q24 业绩或将保持强劲增长趋势Grab计划公布4Q24 业绩。我们预计其4Q24 网约车和外卖业务的GMV同比增长19%,环比增长7%,主要得益于外卖业务超预期增长,以及网约车业务在年底节日期间稳健增长。随营收强劲增长,由于激励措施和其他成本没有显著增加,我们预计4Q24 调整后EBITDA将增至9,582 万美元。关注要点外卖业务超预期。根据data.ai,Grab在东南亚六国月活跃...
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