Grab4Q24 按需服务GMV 超VA 市场一致预期(下简称预期)1.3%,收入基本符合预期,调整后EBITDA 利润率超预期0.2pct,净利润1100 万美元,市场预期盈利200 万美元。公司4Q 业绩GMV 与调整后EBITDA 均超预期,但25 年全年调整后EBITDA 指引中值略低于预期7.5%,主因短期内投放加大,利润释放节奏有所放缓。但我们认为东南亚本地生活市场渗透红利与平台多边...
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