Comprare azioni Grab Holdings (GRAB)? Analisi degli YouTuber di finanza

The YouTuber recommends Grab, highlighting its 'super app' model in Southeast Asia with significant growth potential due to low market penetration. He notes strong growth in financial services and overall revenue, with the company achieving full-year profitability in 2025 after previous losses, suggesting a strong turnaround and future growth.

“This is turning into a bit of a Cinderella story that's now just in the beginning stages.” — ▶ Guarda clip

The YouTuber acknowledges Grab's solid business and growth but finds the stock overvalued, trading at a 45 forward P/E for 22% growth. He believes there's better value elsewhere in the market and would only add Grab to a watchlist.

“So, Grab is another one that could be added to a watch list because it is an interesting business, but a pretty expensive stock today.” — ▶ 29:50