GRAB HOLDINGS LTD-A:斋月期间增长或放缓

中金公司
17 Apr

季节性因素或致1Q25 增长放缓Grab Holdings预计将于5 月上旬公布1Q25 业绩。我们预计由于斋月对网约车及外卖业务GMV造成影响,公司1Q25 业绩表现略为疲软。我们预计按需服务GMV为49 亿美元,同比增长15%,环比下降3%。经调整EBITDA预计小幅增长至9707 万美元(4Q24 为9680 万美元),主要受益于网约车业务持续变现及数字金融服务亏损收窄。关注要点外卖面临...

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